Home >Articles

Articles from 03/2017

An Under-Appreciated Benefit of Saving Money and Other Points to Ponder

What P/E ratios tell us … or don’t “The market is way over-priced.’’ – Yale Economics Professor and Nobel Laureate Robert Shiller, who developed the cyclically adjusted price-to-earnings ratio (CAPE), a widely used
Continue Reading

The Art of Getting Older — Where Will You Live?

There are countless important decisions to make as you get older. Many of them have a financial focus—how much to withdraw from the nest egg you’ve built, when to take Social Security, how to pay for healthcare and the
Continue Reading

Money Roundup: Double Checking the Roth IRA Math, The Persistent Bull Market in Fear-Mongering, and more

This week’s picks for the best investing and personal finance articles from around the web. A Roth IRA could be a worse choice than you think (Time). When comparing traditional and Roth IRAs, be careful how you do the
Continue Reading

Checking In On Bond Upgrading

It's been a little over two years since SMI revamped our approach to bond investing. This change was explained in the article, Introducing an Upgrading Approach to Bond Investing that Outperforms the Bond Market. Bonds
Continue Reading

Money Roundup: Robert Shiller Sees Cause for Concern, Investing in Uncertain Times, and more

This week’s picks for the best investing and personal finance articles from around the web. Why Robert Shiller is worried about the Trump rally (Bloomberg). There are a number of valuation metrics; his is flashing a
Continue Reading

Would You Abandon a Perfect Investing Strategy?

We read a ton of stuff in our quest to stay on top of the financial/investing world for you. As such, it's fairly rare that we see information presented that has much of a "new/wow" factor to it. But the following is
Continue Reading

The Question for Investors

For investors who follow market news closely, there always seems to be something to worry about. Today, there’s frequent chatter about elevated P/E ratios and impending rate hikes, concern about how much longer the aging
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 2-28-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 2/28/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

Money Roundup: Recession Watch, Interpreting the Market’s Valuation, and More

This week’s picks for the best investing and personal finance articles from around the web. Is the economy due for a recession? (The Atlantic). “Expansions don’t die of old age.” Rekenthaler: My asset allocation
Continue Reading

Happy 8th Birthday, Bull Market

The current bull market turns 8 years old tomorrow. It's been quite a run! As is usually the case, it was birthed in terrible circumstances, distrusted by the masses through much of its early rise, and only now when it is
Continue Reading