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Articles from 12/2016

The Impact of Rising Interest Rates

There are two key points to understand about yesterday's Federal Reserve decision to boost interest rates another 0.25%: The decision to raise rates was made primarily in response to positive economic news The markets'
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 11-30-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 11/30/2016. The Tracker and FPR are typically updated monthly between
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Running Your Own Performance Calculations

At Sound Mind Investing, we aspire to serve knowledgeable investors, although we work very intentionally at focusing on what you truly need to know about investing—not everything there is to know. Which leads to the point
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The Best Predictor of Future Bond Returns

An expectation of higher interest rates is nothing new, as experts have been predicting higher rates for over a decade now. But it appears the wheels may finally be in motion to produce those long-anticipated higher rates.
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A Common Upgrading Question

Fund Upgrading is Sound Mind Investing’s longest-running strategy, but that doesn’t mean all SMI members understand all the details of the strategy. In this article, I’m going to address a very important aspect of the
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DAA In The Current Market

Yesterday's DAA update produced a number of comments and questions, many of which I've responded to in that earlier post. I encourage readers who are concerned about DAA's performance and its place in their portfolios to
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