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Articles from 01/2019

SMI on the Radio: The Role of Bonds in Your Portfolio (audio and transcript)

Compared to stocks, bonds can seem rather dull and uninteresting. But bonds can play an important role in your portfolio, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. He also
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Will Retirement Change Your Identity?

A recent Harvard study found that new retirees often face not just a challenge about how to spend their time but an identity crisis as well. A Harvard Business Review article about the study opened with two key questions
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Roundup: The Man Who Revolutionized Investing, Diversification’s Great Track Record, and More

Here's our weekly collection of interesting articles on investing, personal finance, and stewardship. Grab a mid-winter cup of hot cocoa and settle in!
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History Indicates What Comes Next

As a follow-up to my post from yesterday, Significant Market Test Ahead, I want to highlight a few things from an excellent article by Bryce Coward, CFA, titled, What Does a Typical Counter-Trend Rally Look Like After a
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Significant Market Test Ahead

Let's take a look at the recent stock market recovery. From its low on Christmas Eve, the S&P 500 is up +11.5%. However, because it takes larger percentage gains to offset smaller percentage losses (the "cruel math" of
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

Vanguard's decision last summer to adopt a largely no-fee model for exchange-traded funds (ETFs) was welcome news for SMI Upgraders, as well as for Vanguard account holders following our premium-level Dynamic Asset
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Money Roundup: Planners Have an Edge, Information Overload, and More

Some of the best recent investing and personal finance articles from around the web.
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Filling in the Missing Pieces

A comment made by comedian and actor Kevin Pollack — “nobody dabbles at dentistry” — has been making the rounds on the blogosphere, highlighted by marketing blogger Seth Godin and investment blogger Tadas Viskanta in
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Dec. 31, 2018. The Portofolio Tracker: The online Tracker personalizes
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High Volatility Shouldn’t Be Surprising

The stock market path took a few more significant twists last week when the S&P 500 followed a -2.5% loss on Thursday with a +3.4% gain on Friday. The immediate cause of Friday's rally was the apparent "blink" of Fed
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