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Articles from 01/2018

New Year, Whole New Tax Code

At the end of 2017, President Trump signed into law the most comprehensive change to U.S. tax law in more than 30 years. While it should mean a lower tax bill for most taxpayers, exactly how the new rules will affect you
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Money Roundup: Whether to Rebalance, A Remarkably Helpful Retirement-Planning Step, and More

Our latest choices for the best investing and personal finance articles from around the web — a day early this week since we'll have the February issue for you on Friday.
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Risk Tolerance Live Fire Testing

I had a conversation with an SMI member recently that I’m confident is relevant for many investors.
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Money Roundup: The Expanding Impact of the New Tax Law, Risky Business, and More

Here's our latest list of worthwhile reads on investing, personal finance, and stewardship.
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Upcoming Changes to the SMI Funds

The SMI Funds, advised by SMI Advisory Services, are a separate business from the SMI newsletter. However, given the significant interest in the SMI Funds among newsletter readers, we thought it would be helpful for the
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Updated Bonus Report on IRAs, 401(k)s, and Social Security

Now that the new tax law is in effect, we've updated several aspects of our free Bonus Report titled "IRAs, 401(k)s, and Social Security: A Retirement Planning Primer." The updated report is available in the "Resources"
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Money Roundup: Implementing Tax Changes,
Staying the Course at Vanguard, and More

Here's our weekly collection of interesting reads on investing, personal finance, and stewardship. Enjoy!
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2017. The Tracker and FPR are typically updated monthly between
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Toward a Stronger Prayer Life in 2018

If one of your resolutions for 2018 is to "pray more," I encourage you to check out the free app known as PrayerMate. A friend introduced to me to it three years ago, and it has helped me pray more regularly and
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Money Roundup: The Eternal Optimist, Upside Risk Management, and More

Some of the best investing and personal finance articles from around the web. Warren Buffett shares the secrets to wealth in America (Time). For one of the greatest investors ever, the future has always looked
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