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Articles from 09/2017

Investing At Times of Crisis and Other Points To Ponder

Reasons for caution “If it’s true, as I believe, that (a) the easy money in this cycle has been made, (b) the world is a risky place, and (c) securities are priced high, then people should probably be taking less risk
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IRA Regrets: Is a Roth Always Right?

When Vanguard recently asked readers of its blog about their retirement planning regrets, the company received an overwhelming response. At last count, there were 569 responses. One common regret came from people who had
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Money Roundup: Plenty of Noise, Confusing Names, and More

Here's our end-of-the-week roundup of new and interesting articles on investing and personal finance: Myths, markets and easy money (Charlie Bilello, Pension Partners). Market news and opinion will test your willpower.
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Calculating Your Personal ‘Great Recession’ Loss

We had an excellent question come in via the MoneyGuidePro® section of the SMI Forums recently, and I wanted to address it here to put it in front of a wider audience. It's central to effectively following the instructions
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Missed It by That Much

The current issue of Barron's has a summary of the S&P 500's year thus far, as documented by analyst Sam Stovall of CFRA Research: The Standard & Poor’s 500 index continues to confound skeptical investors, as it adds to
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Money Roundup: Gauging Your Real Risk Tolerance, ‘Disruptive Generosity,’ and More

This week’s picks for the best investing and personal finance articles from around the web. Your tolerance for investment risk is probably not what you think (Wall Street Journal). Don’t wait until the next bear market to
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Small Investors More Bullish Than at Any Time Since 2000

We've been pointing out for some time that stocks are trading at extremely elevated prices — by some measures, they've only been more expensive at the peak of the dot-com bubble. But we've also noted that stock valuations
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 8-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 8/31/2017. The Tracker and FPR are typically updated monthly between
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The Other Side of 'Longevity Risk'

When financial planners talk about "longevity risk," it isn’t that they don't wish you a long life. They're simply concerned that you may live a long life without the ability to pay for that long life. But there’s a
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Money Roundup: Market Tops, Truth Bombs, and More

Here's our weekly linkfest of interesting articles on investing and personal finance.  The myth of stock-market tops (Wall Street Journal). Mark Hulbert reminds us that market sectors/indexes rarely crest in unison. Some
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