The Dow Jones Industrial Average finally broke through the 20,000 mark this morning, after flirting with that level for over a month. That makes now as good a time as ever to take a closer look at this quirky index, as
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Successful retirement planning requires many steps — estimating how much you’ll need, planning for healthcare costs, managing your portfolio, estate planning, and more. But there’s an essential step that tends to get
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This week’s picks for the best investing and personal finance articles from around the web.
Presidents have less power over the economy than you might think (NY Times). Economic cycles don’t begin or end on inauguration
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As the old saying goes, a picture is worth a thousand words. One of my SMI Advisory partners came up with the following chart, which helps visually convey some of the important Dynamic Asset Allocation principles we've
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In the January issue of the SMI newsletter, we ran an article that recommended taking a “fiscal health day.” The idea is to take a day off from work to catch up on your financial chores and tackle all of those
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SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2016. The Tracker and FPR are typically updated monthly between
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This week’s picks for the best investing and personal finance articles from around the web.
Bill Gross: There’s a level way more important than Dow 20,000 (Business Insider). Why the 10-year Treasury yield may matter
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Asset allocation is one of the most boring topics on earth. Bring it up in polite conversation or in front of a group of workshop participants and it won’t be long before eyes glaze and an epidemic of yawning breaks
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This week’s picks for the best investing and personal finance articles from around the web.
What history tells us about your investments in 2017 (Washington Post). What an anti-forecaster sees when he looks at the year
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If I had to write everything I think I understand about stock market cycles on an index card, this would be it:
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