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Articles from 01/2019

How to Navigate a Bumpy Market and Other Points to Ponder

How to navigate a bumpy market “While no one ever knows for sure how long the volatility will stay with us, it’s important to remember that your actions aren’t nearly as important as your reactions during a bear
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An Upgrading Overview: Easy as 1-2-3

Why Upgrade? SMI offers two primary investing strategies for “basic” members. They are different in philosophy, the amount of attention they require, and the rate of return expected from each. Our preferred investing
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“Barring any unforeseen circumstance…”

Thirty-three years ago today, Jan. 28, 1986, I was working for the Associated Press Radio Network in Washington, D.C. Part of my job was to make closed-circuit announcements to our member stations regarding upcoming
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Money Roundup: Whether the Bucket Approach Destroys Wealth, What Will Set You Apart as an Investor, and More

Some of the best recent investing and personal finance articles from around the web.
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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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