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Articles from 05/2019

June Sightings

Sighting: A mild recession, a not-so-mild bear market? Recession fears resurfaced at the end of 2018 as a combination of negative data surprises, communication blunders by the Fed, slowing growth overseas, and rising
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Do Not Covet What Thy Facebook Friends Have, and Other Points to Ponder

Do not covet what thy Facebook friends have “Spending is not the enemy, but when we allow social pressure or other forces to lure us into spending beyond our means, it can impact long-term financial stability and become a
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Asking for God’s Blessing on Crops, Commerce, and Industry

Have you ever heard of Rogation Days? I hadn't until recently, even though observing such days is an ancient Christian custom dating back to at least the 5th century. (The word "rogation" comes from a Latin verb, rogare,
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SMI Freebies for You!

Who doesn't like free stuff? And when the free stuff is truly useful, that's even better! "Free and useful" are just the words to describe the tools available to you via a web page that maybe you haven't visited for a
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Rethinking the Roth 401(k)

The conventional wisdom about who should use a Roth 401(k) may be scaring away some people who would benefit from a Roth.
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Roundup: What to Do if You Have to Retire Early, Using Your Financial Superpowers, and More

Roundup time! Here's our latest collection of interesting reads on investing, personal finance, and stewardship.
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What You Don’t Know (About Social Security Retirement Benefits) CAN Hurt You

Older Americans — including current and future retirees — appear to have quite a lack of knowledge about Social Security.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through April 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
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Gaps Between Retirement Confidence and Preparedness Persist

The number of today's workers who are confident they'll enjoy a secure, comfortable retirement continues to be at odds with their actual preparedness.
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

[We originally posted this article in mid-January when Vanguard announced a new policy limiting the availability of leveraged funds. In light of May's new SR recommendation — the first Sector Rotation change since
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