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Articles from 04/2017

Investing With the Long-Term in Mind

In reading through Charles D. Ellis’s Winning the Loser’s Game, source of this month’s cover article, I was especially taken by a chapter titled simply “Time” (much of which we included in our excerpt). It’s not that what
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It’s Always Something, Oui?

To be a stock market investor is to suffer through a daily onslaught of confusing and misleading headlines. Even for those who try to tune out the noise, it’s impossible to completely ignore the chattering class of market
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Money Roundup: Minding the Age Gap, Whether Stocks and Bonds Could Fall Together, and More

This week’s picks for the best investing and personal finance articles from around the web. Retirement planning when there’s an age gap (Morningstar). Is there a sizeable age difference between you and your spouse? Here’s
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Stock Market Valuations

In the April newsletter, we wrote an article titled The Truth About P/E Ratios. That article noted that the stock market is currently very richly valued when compared to its historical pricing, but also that market
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SMI on the Radio - Teaching Kids About Money

As with so many topics, Christian parents are in a tug of war with our culture when it comes to teaching our kids about money. And guess who's winning? Research about the financial attitudes of children ages 9-14 conducted
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Money Roundup: A Pre-Retiree Road Map, Caution Signals From the Bull Market, and More

This week’s picks for the best investing and personal finance articles from around the web—a day early this week because we'd rather see you focused on more important matters on Good Friday! An investing road map for
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 3-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 3/31/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: Why Retirees Run Out of Money, Investment Products Vs. Solutions, and More

This week’s picks for the best investing and personal finance articles from around the web. The big reason many retirees run out of money (MarketWatch). No one knows how long they’ll live. When planning for retirement,
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The Great Retirement Expectations Gap Widens

The latest update from the longest-running retirement study paints a picture of decreasing overall retirement confidence among American workers and growing gaps between what they expect their retirement to look like and
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DAA — New Recommendation For April 2017

There is one change to make to DAA for April. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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