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Articles from 07/2019

How to Give Your Kids an Allowance

An allowance enables a child to experience the real world of money management. There’s nothing like having cash in their hands to help kids learn about money. 
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August Sightings

Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble A total-return measure of value versus growth across developed markets just slumped to its lowest since 2000. That marks almost two decades since shares dubbed
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Beware the Short Memory, and Other Points to Ponder

Crazy times “We are in such bizarre times, all bets are off. It is certainly not the time for ‘buy and hold’ unless your goal is to lose everything. If not, then you need an active, flexible, defensive investment strategy
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To the Moon

The weekend retrospectives celebrating the 50th anniversary of the first moon landing brought to mind a radio piece I wrote years ago when working for Larry Burkett at Christian Financial Concepts (later Crown Financial
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Howard Marks on Cycles

Just came across a section in Howard Marks' Mastering the Market Cycle that I love. It's a great, succinct summary of what I'm always trying to convey (in posts like yesterday's) about certainty vs. probability, and
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Bad News Isn’t Good News, It’s Bad News

Last week, I wrote about the rate-cut optimism that has recently driven the stock market to new highs. Today I want to dig into that a bit further and explain why this shift may mark the beginning of the end for both this
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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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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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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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