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Articles from 08/2017

Think Large Stocks Are Expensive? Small Stocks Are Even Worse.

Much has been written about the S&P 500's valuation and how, by some measures like CAPE, this index of large-company stocks has only been more expensive historically in the periods immediately prior to the 1929 and 2000
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The Solar Eclipse and the Glory of God

For at least a few minutes today, millions of people took their eyes off their immediate surroundings and focused them skyward (wearing special glasses, we hope) to see the solar eclipse. NASA offers a brief primer on why
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Two Views of Recent Earnings

As regular SMI readers have likely figured out by now, we've gradually shifted over the past couple years from enjoying this bull market run in stocks to increasingly dreading its inevitable end. There's a place in every
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Unburdening Your Family From Some Tough Decisions

Many older people say they “don’t want to be a burden” on their families. And yet, by not making a handful of key decisions and not completing the associated paperwork, they are leaving themselves vulnerable to the very
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 7-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 7/31/2017. The Tracker and FPR are typically updated monthly between
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When a Fund Manager Departs

You're invested in a well-performing mutual fund. The highly regarded fund manager appears to be at the top of his game. Everything is going great. Then the manager announces he is retiring, or perhaps leaving for greener
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How Well Are You Preparing for Later Life?

What are the keys to successful retirement planning? Many factors matter, of course, and a lot of them can feel frustratingly out of your control. However, there’s one factor that is well within your control and it has
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