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Articles from 12/2018

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 11-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Nov. 30, 2018. The online Tracker makes it possible to personalize SMI's
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Roundup: Getting Around the Deduction Limit for Giving, When Gains Are Hard to Come By, and More

Here's our latest collection of interesting reads on investing, personal finances, and stewardship. Grab a cup of hot chocolate and enjoy!
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Yield Curve Mania Hits Stocks

The stock market suffered another day of steep losses yesterday, with the S&P 500 falling -3.2%. Small stocks were hit even harder, with the Russell 2000 down -4.4%. It was the fifth day so far in 2018 that the S&P 500 has
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What Money-Management System Do You Use?

My wife and I are considering moving to a different system for managing our family finances (i.e., budgeting) in 2019. Perhaps you're thinking along the same lines — a new year, a new approach. Years ago, we started out
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