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Articles from 07/2019

Contemplating the Death of the Stretch IRA

Over the past several weeks, we’ve used the Friday Roundup to highlight some important proposed legislative changes that, if approved, will have a significant impact on many people’s retirement plans. Most significantly,
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Money Roundup: Bad News is Good (and Vice Versa), the Price of Admission, and More

Here's the Roundup for this midsummer's day. Enjoy (and be sure to stay hydrated)!
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Rate-Cut Optimism Drives S&P 500 to Milestone

The S&P 500 index briefly topped 3,000 for the first time today, driven by investor optimism that the Fed is on track to cut interest rates at the end of July. A rate cut this month would be a pretty big deal, not so much
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 2019. The Portfolio Tracker: The online Tracker
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Money Roundup: The Profit of Waiting, How to Balance Risk and Reward, and More

Some of the better investing and personal finance articles from around the web. Retirees miss out on $3.4 trillion by claiming Social Security too early, study says (CNBC). Most recipients claim benefits before age 64,
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Workarounds for Using SMI in a 401(k) Plan

We have an unusual situation in our Fund Upgrading strategy this month: All of the recommended funds in one of the stock risk categories — large-company value — are exchange-traded funds (ETFs). That may pose a challenge
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DAA – New Recommendations for July 2019

There is one change to the DAA lineup for July. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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