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Articles from 04/2018

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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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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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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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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Annual Seasonality Sell Signal Triggered – Spring 2018

Well, this certainly isn't an "ideal" sell signal for the annual seasonality system. Ideally, the market is performing well coming into the last of the "six best months" of the year: November-April. Then as the market
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What Is Your “Policy” for Dealing With Downturns?

When you buy clothing, it can be helpful to know the store’s return policy. When you book a trip, it can be helpful to know the hotel’s cancelation policy. Such policies help manage your expectations, and knowing in
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