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Articles from 11/2019

SMI on the Radio: Investing via Investor-Friendly “Exchange-Traded Funds” (audio and transcript)

Exchange-traded funds, or ETFs, are becoming increasingly popular with investors — and for good reason. SMI executive editor Mark Biller explained the attraction of ETFs yesterday on Moody Radio's MoneyWise Live. Mark
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Building a “Bridge” to Your Social Security Retirement Benefits

If you want a steady stream of retirement income that's guaranteeed to last for the rest of your life, you have three basic options, according the Center for Retirement Research at Boston College (there are other options,
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Money Roundup: The Damage May Be Done, A Better Kind of Abundance, and More

Our latest picks for the best investing and personal finance articles from around the web.
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Trade Deal Update

Clever graphic from Slope of Hope blogger Tim Knight:
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“Fully Invested Bears”

New SMI members are sometimes confused by an apparent disconnect between what our articles seem to be saying and what our investment portfolios are actually doing. This typically happens because all of SMI's portfolios
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More Retirees Leaving 401(k) Money in Former Employer’s Plan. Is That a Good Idea?

A year after retiring, more than half (55%) of workers have left their 401(k) balance in their former employer’s plan — up from 45% four years ago. That’s according to Fidelity’s data pertaining to the plans it
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-19

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings are now available with performance data updated through Oct. 31, 2019. The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
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Money Roundup: New 401(k) Contribution Limit, the Spectrum of Wealth, and More

Here's the weekly Roundup — a day early this week becuase we'll be posting the monthly Tracker/FPR updates tomorrow. Enjoy!
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SMI’s Small-Stock Problem

The returns of small-company stocks have historically been either roughly equal to, or superior to, those of large-company stocks (depending on the period examined and the studies you choose to focus on). This has been
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How I Saved $250 With One Phone Call

My monthly Internet bill arrived on Friday. It showed a price increase of another $4.00/month — the fourth increase in the past 26 months. When the price went up a year ago, I contacted my ISP (Internet Service Provider)
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