Home >Articles

Articles from 02/2019

A Preview of Coming Attractions

We're putting the final touches on our March issue, which will be released online tomorrow! Here's a quick preview:
Continue Reading

Money Roundup: A Once-in-a-Lifetime Opportunity, The Upside of Sequence-of-Returns Risk, and More

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

SMI on the Radio: Where Does the Market Go From Here? (audio and transcript)

After a terrible December and a terrific January, where does the market go from here?
Continue Reading

Top Retirement Concern? Going Broke

Running out of money is the number one concern among people planning for retirement. That’s according to a new survey of CPA financial planners conducted by the American Institute of CPAs (AICPA). They said 30 percent of
Continue Reading

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!
Continue Reading

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
Continue Reading

A Quick Primer on Capitalism and Socialism (Plus One Lesser-Known Approach)

It's important to have a basic understanding of the competing approaches to economics and government.  
Continue Reading

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.
Continue Reading

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
Continue Reading

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
Continue Reading