Home >Articles

Articles from 11/2017

Is DAA Positioned for a Downturn?

One of the comments to my article last week on stock valuations expressed concern that DAA isn't currently well-positioned for a downturn. Another reader asked the related question about how DAA was positioned at the
Continue Reading

Using the Tracker to Manage an HSA Investment Account

Just as the Personal Portfolio Tracker can be used to manage a 401(k) or other workplace retirement plan with limited investment choices, it can also be used to manage an investable Health Savings Account
Continue Reading

Stock Market Valuation Review

Stock market valuations have risen so much over the course of this now 8.5-year bull market that we're concerned about the implications of today's prices on future returns. This is a normal part of the bull/bear market
Continue Reading

Healthcare-Sharing Ministries and Medicare

In response to our November-issue article Bridging the Gap: Covering What Medicare Doesn’t Pay, a reader asked for a follow-up piece on “using a Christian health sharing plan as a supplement to Medicare.” We’re happy to
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 10-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 10/31/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

We Interrupt This Bull Market to Remind You…

These are heady times for stock investors. Today's one-year election anniversary marks a robust 28.5% gain for the Dow Jones Industrial Average over that time. Even more remarkable, SMI's Sector Rotation is up a stunning
Continue Reading

Financial Regrets: Most of Us Have a Few

Many U.S. adults wish they had done things differently with their finances. That’s the key take-away from a new national survey from the personal finance site, NerdWallet. Specifically, 71% said they have financial
Continue Reading

How TDA Changes Impact Dynamic Asset Allocation and Just-the-Basics Investors

TD Ameritrade recently announced significant changes to its lineup of no transaction fee (NTF) exchange-traded funds. These changes have implications for SMI members who follow our Dynamic Asset Allocation or
Continue Reading