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Articles from 04/2018

Money Roundup: The Flattening Yield Curve, 10 Money Questions You Should Answer, and More

The Roundup is making an early appearance this week. We're posting it before our May issue is released, rather than after. (Look for the new issue around Noon Friday!)
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A Tax Threat to Pastors and Churches

A case coming before a federal appeals court could have a financial impact on pastors and churches across the country. The dispute involves a tax provision that allows ordained ministers (of any religion, not just
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Money Roundup: Valuations Are High AND Low, Why Investors Feel So Bad, and More

Our latest picks for the best investing and personal finance articles from around the web.
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Corrections vs. Bear Markets

SMI has always believed that helping investors form realistic expectations is important to their long-term success. That's because investing success is primarily driven by controlling one's emotions, and knowing what's
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What Are You Doing About Distributions?

One of the most frequent questions we get has to do with calculating the performance of our various strategies. More specifically, some people wonder why the returns we report don’t match the numbers they came up with when
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Money Roundup: Using an HSA as a Long-Term Investing Vehicle, Learning to Spend, and More

Here's our weekly collection of worthwhile reads from around the web. Happy springtime! 5 steps to investing your Health Savings Account (Christine Benz, Morningstar). A quick primer on using an HSA as a long-term
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through March 31, 2018. (The Tracker and FPR typically are updated
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Looking Ahead to Next Year’s Tax Time

Morningstar personal-finance writer Christine Benz has a helpful piece today that ties in nicely with our current SMI newsletter article on what you can learn from your tax return. While we focused on using tax data to
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Money Roundup: Getting the Most From an HSA, Why Market Forecasting Persists, and More

Our latest picks for the best investing and personal finance articles from around the web. 4 ways to use health savings accounts to boost your bottom line (CNBC). Step one: stop thinking of it as a health savings
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SMI’s Posting and Publishing Calendar

Almost all publications have some kind of "editorial calendar" that lists (among other things) the dates by which various articles and other items are to be prepared, proofed, and published. Readers, of course, are most
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