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Articles from 06/2017

Passing the (Digital) Plate

Retail transactions increasingly are going cashless and even cardless, made possible by mobile payment apps such as Google Pay and Apple Wallet. Other "contactless payments" systems use different technology, but the idea
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The Fed, Interest Rates, and the Eventual End of the Bull Market

After nine long years of Federal Reserve policies dominating the economic and investing landscape, it's understandable if many readers are experiencing acute "Fed fatigue" and have largely tuned out news relating to it.
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Traditional vs. Roth: How Fuzzy Math Works In Your Favor

We often use this space to document the many cognitive biases that pull people off track with their investments. However, there’s one such bias — or perhaps it’s just blissful ignorance — that seems to be working in some
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Giving Hits a Record High – How’s Yours?

Charitable giving in the U.S. notched a new record last year, up 2.7 percent over 2015, according to a new report from Giving USA and the Indiana University Lilly Family School of Philanthropy.
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GO — A Dominican Adventure, Part 2

Last week, I returned from a week in the Dominican Republic as part of a team with GO Ministries. This was the second year I've been able to take this trip with my 18-year-old daughter, Nicole. It's a precious thing to
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 5-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 5/31/2017. The Tracker and FPR are typically updated monthly between
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More Great News for Sector Rotation Investors

SMI's Sector Rotation strategy, available to Premium members, continues to post remarkable returns — up 24% over the first five months of the year, and up more than 40% since we recommended our current SR fund last
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Money, Divorce, and Building a Stronger Marriage

We spend a lot of time in this space talking about risk — identifying various threats to our finances and suggesting ways to minimize them. There’s market risk, inflation risk, longevity risk, sequence of returns risk, and
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DAA — New Recommendation For June 2017

There is one change to make to DAA for June. 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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