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,
Continue Reading
Here's the Roundup for this midsummer's day. Enjoy (and be sure to stay hydrated)!
Continue Reading
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
Continue Reading
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
Continue Reading
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,
Continue Reading
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
Continue Reading
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
Continue Reading
