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Articles from 05/2018

GE: Enron Without the Scandal, and Other Points to Ponder

Is this a good time to invest? “There is no BEST time to invest. There is just investing. There is doing it consistently. There is compounding.” – Howard Lindzon, Chairman and Co-Founder of Stocktwits, writing on Medium
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SMI on the Radio: The Stock Market in 3D

No one really knows how the stock market will perform in the short-term, i.e., over the next 3 years or so. Things could go up, down, or sideways — or all of the above. However, if you invest for the long-term (at least 10
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Survey: For Most, Financial Stability and Peace of Mind Are Elusive

More than half of respondents in a just-released Charles Schwab survey say they are living "paycheck to paycheck." That's one finding in the "Modern Wealth Index," Schwab's annual online survey covering four areas of money
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Things I Know and Things I Know I Don’t Know

This week, I came across a rare investing gem on Twitter. For the most part, I haven't found Twitter to be particularly helpful in the investing arena. But a recent "Tweet Storm" — or series of tweets about the same topic
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GE: Another Painful Lesson From Undivided Investing

It’s been a stunning fall from grace. GE, long considered a stalwart blue-chip company, has lost twice as much value in the past year than scandal-plagued Enron lost when it went out of business in 2001. As the Wall Street
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Roundup: Essential Financial Documents, Timely Investing Advice From the 19th Century, and More

Here is our latest compilation of interesting articles on investing, personal finance, and stewardship. Read on! Essential financial documents for every life stage (Morningstar). From beneficiary designations to
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 4-30-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through April 30, 2018. (The Tracker and FPR typically are updated
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Why Do All Mutual Fund Tickers End in “X”?

Maybe you've wondered why ticker symbols for all traditional mutual funds end with the same letter — the letter "X." I certainly have, so I decided to do some research. Here's what I found out. Ticker symbols, created in
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Praying for Unity on Today’s National Day of Prayer

Today is the 67th annual National Day of Prayer (NDP) — an observance, held on the first Thursday in May, encouraging people to pray for the United States of America. In towns and cities across the nation, Americans will
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SMI Funds Update

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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