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Articles from 03/2019

April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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Investor, Know Thy Market and Other Points to Ponder

Proceed with caution, weathering the next market storm, the 4% rule may not add up, beyond the active/passive debate, and more.
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A Preview of Our April Issue

We're putting the finishing touches on the April issue of the Sound Mind Investing newsletter! It's a bit of a "theme" issue, with several articles touching on preparing for retirement, including our cover article Making
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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 on Moody Radio's MoneyWise Live. Listen to an
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The Best Broker for a Small Portfolio

The “race to the bottom” among brokers has provided investors with an environment of tiny fees and low minimum-investment requirements. In short, it’s never been easier to get
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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

During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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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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