Home >Articles

Articles from 10/2017

DAA — November 2017 Update

There are no changes to the DAA lineup for November. 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
Continue Reading

Sector Rotation - November 2017 Update

Sector Rotation gained another 14.5% in October. It has now earned a remarkable 74% over the past year! Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than
Continue Reading

Falling Stars

The Wall Street Journal created a stir with its takedown last week of research firm Morningstar's "star ratings" system for mutual funds. From the article, titled "The Morningstar Mirage" (behind paywall, but if you're
Continue Reading

Stock Upgrading - New Fund Recommendations for November 2017

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
Continue Reading

3rd Quarter Report: Let the Good Times Roll

The financial markets continued their uninterrupted march higher throughout the third quarter, with both stocks and bonds adding healthy gains. Foreign markets were again the strongest performers, but domestic stocks also
Continue Reading

A Work-Life, Well Spent

Many books have been written about how to handle finances, but few go beyond the nuts and bolts of managing money and making more money. Yet when families weigh how their money can best be used, they need an eternal
Continue Reading

Will the Bear’s Bite Be Especially Painful for Passive Investors?

Managing expectations is a crucial aspect of successful investing. With today’s long-running bull market having proven its resilience in the face of political, economic, and virtually every other type of threat over the
Continue Reading

Bridging the Gap: Covering What Medicare Doesn’t Pay

Many people assume Medicare pays for all medical expenses of America’s seniors. That isn’t the case and never has been. The program — modified only slightly since being launched more than a half-century ago in 1965 — was
Continue Reading

6 Steps to Budgeting Success

At Sound Mind Investing, we have written before about the importance of agreeing on a cash flow plan (a.k.a., a budget!) and following it faithfully. For several years during the late 1980s, my wife Susie and I applied a
Continue Reading

Showing Compassion for “The Least of These”

With the Thanksgiving and Christmas seasons approaching, our churches and Christian relief organizations soon will be encouraging us to have a charitable and giving spirit toward the poor. This is good. But may I suggest
Continue Reading