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Articles from 06/2017

An Inconvenient Truth and Other Points To Ponder

An inconvenient truth “Momentum is a big embarrassment for market efficiency.” — Eugene Fama, professor of finance at the University of Chicago and Nobel Laureate in Economic Sciences, in a speech at the CFA Society
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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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Money Roundup: HSAs on the March, Knowledge is Not Necessarily Power, and More

Here's our weekly list of worthwhile reads related to investing and personal finance: Senate's Obamacare replacement bill to boost health savings accounts (CNBC). Good news — if it happens. HSAs are triple
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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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Money Roundup: Retirement Planning, Interest Rates, and More

Here's our weekly assortment of interesting web reads on investing and personal finance. What I did on my summer vacation: 3 steps to get your retirement plan on track (MarketWatch). Practical ideas for putting your
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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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Money Roundup: No Sign of a ‘Trump Slump,’ The End of Everything, and More

This week’s picks for the best investing and personal finance articles from around the web. Why there is no ‘Trump Slump’ on Wall Street (NY Times). “The stock market is best understood not as a presidential poll but as a
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