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Articles from 06/2019

SMI on the Radio: Investing in a College Education (audio and transcript)

A college education doesn't come cheap, and a lot of the expense these days is funded by debt that can take a decade or more to pay off. Is going to college really worth it? I had the opportunity to discuss that topic
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Be Prepared: How Investing Effectively Can Improve the Effectiveness of Our Witness

The Bible teaches us to always be ready to give an explanation for our faith. "Be prepared to give an answer to everyone who asks you to give the reason for the hope that you have." – 1 Peter 3:15 Peter’s assumption
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Money Roundup: Raising the RMD Age to 72, Long-Term Investing is Boring AND Thrilling, and More

Here's our summertime-is-just-around-corner Roundup of recent articles on investing, personal finance, and stewardship. Pull up a lawn chair, pour yourself a glass of lemonade, and enjoy!  Will raising the age for
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Plan to Succeed

It makes intuitive sense that people with a financial plan would be more likely to achieve their financial goals than those who are just winging it. A new Schwab study confirms this, while noting several specific
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-19

SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report are now available with mutual fund performance data through May 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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Money Roundup: The Stretch IRA May Be Going Away, Tough Love for Investors, and More

Some of the better investing and personal finance articles from around the web. This tax-saving strategy for massive IRAs could be on the way out (CNBC). The stretch IRA is on the chopping block.   Confusing options
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Spinning Our Wheels?

Following last week's changes to Sector Rotation and Dynamic Asset Allocation, I received the following email. There are likely other readers with similar questions and thoughts, so I thought I'd respond here for the
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SMI on the Radio: Recovering From Financial Mistakes (audio and transcript)

Everyone makes financial mistakes. Fortunately, there are steps to recovery — steps regularly illustrated in the world of sports. SMI executive editor Mark Biller discussed those transferable (sports-to-finances) concepts
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