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Articles from 11/2018

Holiday Wisdom From “a Bear of Very Little Brain”

During a family movie night over the long Thanksgiving weekend, we watched a wonderfully charming movie, Christopher Robin. In the film, Christopher grows up, takes on the serious work of making a living, and in the
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Where Do Stocks Go From Here?

After bouncing back in early November, the stock market retested the October lows again this week. Here's your pre-Thanksgiving run-down of where things stand. Valuation As this chart from Ritholtz Wealth shows, stocks
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SMI on the Radio: A Retirement “Preflight Checklist” (audio and transcript)

Before you "take off" into your retirement years, it's wise to go through a retirement "preflight checklist" — as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. Mark also answered
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Upgrading 2.0 Historical Timing

October's market slide created some pretty significant investor anxiety. While that has faded as the market has rebounded, Monday's nearly 2% drop served as a reminder that we're not necessarily out of the woods
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Happy 40th, 401(k)

This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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Just Released: Personal Portfolio Tracker With New Responsive Interface for Smartphones and Tablets

We've just updated SMI's Personal Portfolio Tracker as well as our monthly Fund Performance Rankings to reflect mutual-fund performance data through Oct. 31, 2018. But that’s not all. As of today, the Tracker is now
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Ballot Box Stewardship

Nearly a decade ago, a friend of mine ran for mayor. He was a reputable man and a good candidate, so I helped him out with his campaign. He was also the challenger, running against a two-term incumbent. Everyone suspected
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Annual Seasonality Buy Signal Triggered – Fall 2018

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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