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Articles from 05/2017

It May Be Time to Review Your Estate-Planning Documents

As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent — and so confusing — it’s a challenge to stay
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Living in the Tension and Other Points to Ponder

Should I stay or should I go? “It ‘feels’ like there is a rug-pull moment coming any day now.” — Michael Batnick, author of the Irrelevant Investor blog, on 5/17/17. For many investors, he said, every time the market
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SMI on the Radio: Investing with the Long-Term in Mind

One key to becoming a successful investor is to "keep your eyes up and [looking] over the horizon" — as SMI Executive Editor Mark Biller explains on today's MoneyWise radio program. Only by maintaining a long-term look
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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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Money Roundup: The End of the Trump Rally, The Fear of Falling, and More

This week’s SMI picks of some of the best investing and personal finance articles from around the web. The end of the Trump rally has a silver lining (Bloomberg). Do markets really care about headlines and
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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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Money Roundup: HSAs and Retirement, Price Wars, Decluttering, and More

This week’s picks of investing and personal finance articles (plus two articles about the ongoing upheaval in the retailing/e-tailing world). What’s my investing fee? A frustrating quest (WSJ). "I assumed the fee
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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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