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Articles from 05/2017

Are You Saving to Live or Living to Save?

Frugality is generally a good thing, but even good things can be taken too far. And there have been a number of studies recently indicating that some older people may be having a tough time spending the money they
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‘Auto-Escalation’ Helps Retirement Account Balances Hit New Records

Fidelity Investments reported good news heading into the weekend: balances in Fidelity retirement accounts climbed to record levels as of March 31. The company's quarterly analysis found that the average 401(k) balance hit
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Market Observations: Breadth and Foreign Valuations

Two random observations to pass along today. They're not related (at least directly). I'm just throwing them into this post together. Market breadth narrowing again Much has been written about the "FAANG" stocks —
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 4-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 4/30/2017. The Tracker and FPR are typically updated monthly between
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Listen and Learn

If you love to learn, never have there been so many opportunities to hear from great teachers. Blogs and podcasts have given a platform to people with unique expertise or a unique point of view. Since anyone with a
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Bulls & Bears — Spring 2017 Edition

It's May, the month when some investors point to the "Sell in May and go away!" playbook for investing instructions. As we explained a few years ago in Protecting Your Portfolio Against An Unfavorable Election Cycle, we
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Sideline Confessions

It happened again this weekend. Another dad came up to me during our sons’ soccer game and confessed. After some small talk, he lowered his voice and got to his main point. He had recently sold all of his stock market
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