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Articles from 03/2019

Money Roundup: Preparing for the Bear Market Yet to Come, Unmasking the Four Percent Rule, and More

Some of the better investing and personal finance articles from around the web.
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Upgrading 2.0 Q&A

The SMI Member Forum is a great place to get questions answered and interact with other SMI members. Lately, there's been some good conversation about Upgrading 2.0, along with some requests for SMI staff to weigh in. So
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SMI on the Radio: Can a Bear Market Be Your Investing Friend? (audio and transcript)

If you still have a long way to go before retirement, a bear market can be your investing friend, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. Mark also took caller
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The Best Broker for a Small Portfolio

In recent years, broker news has focused on the so-called “race to the bottom,” with several of the brokers recommended by Sound Mind Investing announcing fee cut after fee cut. What’s been overshadowed in that battle has
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Roundup: The Downside of an HSA’s Upsides, Why Boredom Is a Good Thing (for Investors), and More

Here's our just-days-away-from Springtime Roundup of interesting reads on investing, personal finance, and stewardship. Enjoy!
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Active Management Due For a Rebound

Newsletter author Michael Brush explored a topic of interest to SMI readers yesterday in his MarketWatch column, "Active Money Managers Are Now Despised — Which Is Why You Should Buy Their Stocks." The article is
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Check Out Our New Portfolio Tracker Tutorial Videos

In late 2018, we unveiled an updated version of the Personal Portfolio Tracker, our popular web/tablet/smartphone tool that simplifies the process of applying SMI's Fund Upgrading strategy to a 401(k), 403(b), or other
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Money Roundup: Keeping the C in Your QCD, Investing Is Not a Hard Science, and More

Some of the better investing and personal finance articles from around the web. Reporting charitable IRA distributions on tax returns can be confusing (Kiplinger). Don’t let the IRS mistake your contribution for a
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 2-28-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Feb. 28, 2019. The Portfolio Tracker: The online Tracker personalizes
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The Bull Market’s 10th Birthday— Maybe

Today is the 10th anniversary of the lowest point of the Financial Crisis bear market. On March 6, 2009, the S&P 500 index hit its (symbolic!) intra-day low of 666. Its lowest close would come a few days later, but
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