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Articles from 02/2019

Roundup: New Salvos from Schwab & Fidelity in the Brokerage Price War, CD Rates Start to Fall, and More

Here's our mid-February assortment of interesting reads on investing and other money-related topics. Read, learn, and enjoy!
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Gold & DAA

SMI's Dynamic Asset Allocation strategy provides investors with a tactical approach to investing in gold. The results of the past decade demonstrate how helpful that can be relative to allocating a higher static percentage
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A Quick Primer on Capitalism and Socialism (Plus One Lesser-Known Approach)

President Trump's declaration last week that "America will never be a socialist country" (video), followed by the release of the Green New Deal plan endorsed by many Democrats, has given rise to much discussion re: the
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Money Roundup: A Bucket Portfolio Stress Test, The Greatest Strength of an Investor, and More

Some of the best recent investing and personal finance articles from around the web.
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 1-31-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Jan. 31, 2019. The Portfolio Tracker: The online Tracker personalizes
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Wednesday Grab Bag

When I was a kid, there was always a certain allure to the "Grab bag" — the mysterious bag-o-stuff that didn't reveal its contents until after you bought it. As an avid young football card collector, I recall bouts of
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Health Savings Account Benefits Still Underutilized

The use of Health Savings Accounts (HSAs) is growing rapidly, but users are not taking full advantage of all that the accounts have to offer. Those are some of the key findings in the Employee Benefit Research Institute’s
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Money Roundup: Running With the Bull, Tying Yourself to the Mast, and More

Happy February! Here's our latest Roundup of interesting articles on investing, personal finance, and stewardship.
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