Home >Articles

Articles from 03/2018

Two Ways to View the Future and Other Points to Ponder

It isn’t the new normal; it’s the old normal “Five percent drawdowns are actually quite normal in any given year and sometimes occur several times in a year. What is not normal is 15 months of less-than-2% drawdowns,
Continue Reading

Paying the School Debt of Would-Be Missionaries

Many times I heard financial teacher Larry Burkett (my boss from 1990 until his death in 2003) warn that taking on too much college debt could become an obstacle to responding to a call to mission work or other kinds of
Continue Reading

Money Roundup: The Mystery of Inflation, Expectations Are Not Forecasts, and More

Our latest picks for the best investing and personal finance articles from around the web.
Continue Reading

Growth/Value Disparity Highlights Importance of Upgrading

Barron's reported in its March 19 issue on the widening disparity between growth and value mutual funds (unfortunately, the article is available for subscribers only). On one side are value managers who can't justify the
Continue Reading

SMI on the Radio: Preparing for the Next Bear Market

Someday the long-running bull market will reverse course. We can't know when that will happen, but it's a certainty. A wise investor should keep the fact that "bears always follow bulls" in mind and act accordingly, as
Continue Reading

529 Plan Money Now Available for Private K-12 Expenses – Or Is It?

One of the more confusing provisions of the new federal tax code centers on how 529-plan savings account money can be used. It has long been the case that earnings in such accounts are tax-free if used for qualified higher
Continue Reading

Money Roundup: Opportunities in the New Tax Code, Staying the Course, and More

Here's our heading-into-St.-Patrick's-Day collection of interesting reads on investing and other financial topics. Enjoy! How to take advantage of the new tax bracket sweet spots (Kiplinger). Making the most of the new
Continue Reading

Tech Growth Forces Sector Re-Shuffle

Technology stocks have been on quite a tear in recent years. Plenty of ink has been spilled detailing the incredible gains of the FAANG stocks (Facebook, Apple, Amazon, Netflix, Google), and rightly so. Those five stocks
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 2-28-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through 2/28/2018. The Tracker and FPR typically are updated monthly
Continue Reading

Money Roundup: Tariff Flexibility, Finding the Right Stock-Bond Balance, and More

Here's our weekly roundup of worthwhile reads on investing, personal finance, and stewardship. Check 'em out — and if you're so inclined, add a comment below.
Continue Reading