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Articles from 09/2018

October Sightings

Sighting: The Case for Actively Managed Funds In the United States, assets have shifted away from actively managed funds and towards passively managed index funds and ETFs; specifically, less than 8% of the assets in
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SMI on the Radio: Your Investing Behavior and Your Investing Success (audio/transcript)

Your own behavior may well be the most important factor in your investment success. SMI executive editor Mark Biller explained why yesterday on Moody Radio's MoneyWise Live with Rob West and Steve
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How Would You Invest a Gift of $10,000?

Here's a thought experiment: How would you invest a tax-free $10,000 gift? Put the money in savings? In the stock market? Pay off debt? Market-research firm OnePoll put the $10,000 question (plus other related queries) to
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Trend-Following vs. Predictive Investing

Today I'm going to discuss a fundamental investing distinction between trend-following and predictive strategies. Occasionally I'm reminded that some of these foundational investing building blocks need to be revisited
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Parents Expecting Their Kids to Cover More College Costs, But Haven’t Told Them

Fewer parents of college-bound children are planning to cover all of their kids’ college costs, and those who plan to share the cost are less certain as to how to the bills will be paid. Those are some of the key takeaways
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Storm Warnings: Looking Back & Forward

Hurricane Florence appears poised to blast the Carolinas in the coming days, with 1.7 million people currently under evacuation warnings and some 5.4 million covered by various hurricane watches and warnings. It's a
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 8-31-18

We've just updated SMI's Personal Portfolio Tracker and also our monthly Fund Performance Rankings to reflect mutual-fund performance data through August 31, 2018. The Portfolio Tracker is our most popular web tool. It
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Cash, Money Markets, & SHY

We've written a fair amount recently about money market funds and other cash options. While that might seem like a boring subject in the midst of a bull run to new stock market highs, the reality is that interest rates
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