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Articles from 10/2016

Will the Election Move the Markets and Other Points To Ponder

Will the election move the markets? “Should the S&P 500 record a positive return from July 31 to October 31, it signals the reelection of the party in power, while a decline suggests replacement. The S&P ended September
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Managing Expectations

With investing, as with life, one of the biggest causes of upsets is when expectations don’t match reality. According to a global investor study by Natixis Global Asset Management, many investors may be setting themselves
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Annual Seasonality Buy Signal Triggered - Fall 2016

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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Money Roundup: The Stock-Bond Love Affair Sours, Don’t Fear a Recession, and More

This week’s picks for the best investing and personal finance articles from around the web. Signs of strain in the stock bond love affair (NY Times). We have three words for you: Dynamic Asset Allocation. The strategy was
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Remembering The Crash of 1987

Today is the anniversary of one of Wall Street's darkest days — Black Monday, October 19, 1987. It's hard to fully convey the extent of the damage: a 22.6% single-day drop, equivalent to over 4,000 Dow points today.
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How To Prepare Your Portfolio for the Coming Elections

Here's some good news about the market! Based on market history, the market dropping in October is nothing to worry about. It's merely setting itself up for a possibly monster year-end rally. That's the word from Mark
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Money Roundup: The Psychology of Stock Tickers, Whether the Election Will Move the Markets, and More

This week’s picks for the best investing and personal finance articles from around the web. LUV your stock: Study shows that ticker symbols matter (Wall Street Journal). Chalk another one up for the irrational side of our
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The End of an Era: American Funds Goes No-Load

When I was learning the mutual fund business 25 years ago, there were two separate and distinct types of funds: load and no-load. Load funds were those that charged a commission, which compensated the broker who put the
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Why GLD Isn’t In The Fund Performance Rankings

Some have noticed that GLD, the vehicle for investing in gold that's a prominent piece of our DAA strategy, isn't included in the FPR. Here's an explanation, as well as a workaround for those who want to track its
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 9/30/2016. The Tracker and FPR are typically updated monthly between the 12th-14th of the
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