Home >Articles

Articles from 05/2018

The Making of a Wise Money Manager

Among the attendees at my recent workshop, one was an avid reader of Morningstar analyst reports. Another was thinking about investing in GE, noting this seemed an opportune time since the blue-chip company’s stock price
Continue Reading

The Rules Have Changed for Reverse Mortgages

In recent years, reverse mortgages have ridden a popularity roller coaster. Once seen as loans of last resort, they came back in vogue in 2010 when a new “Saver” reverse mortgage became available that featured
Continue Reading

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
Continue Reading

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
Continue Reading

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
Continue Reading

Money Roundup: An Easier Way to Give, Insights Into a Common Market Signal, and More

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

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
Continue Reading

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
Continue Reading

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
Continue Reading

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
Continue Reading