Home >Articles

Articles from 11/2019

Small-Company Stocks Have Been Causing Problems in SMI Strategies

The market can swing from favoring one category of stocks to another, often with little explanation. And sometimes it can stay "swung" in a particular direction for quite a while.
Continue Reading

Giving Gifts to Your Grandkids That Will Be Long Remembered

If you’re considering more than a small gift that fits under the tree this year, here are two suggestions.
Continue Reading

2020 Retirement Plan Contribution Limits, Tax Brackets, and More

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. What follows is our annual guide to some of the more significant changes that have been announced for
Continue Reading

Money Roundup: A 401(k)-Plan Rule of Thumb Is Wrong, The Law of Lifestyle Inflation, and More

Here's our weekend-before-Thanksgiving Roundup of interesting reads re: investing and personal finance. This rule of thumb about 401(k) investments is wrong (Investment News). Many company retirement plans offer only a
Continue Reading

“Not QE” Has Changed the Market’s Trend

Stocks have posted six straight weeks of higher prices, pushing the S&P 500 Index above its long-term trend-line and breaking through the pattern of the past two years where significant new highs were inevitably met within
Continue Reading

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 explains the attraction of ETFs on Moody Radio's MoneyWise
Continue Reading

Building a “Bridge” to Your Social Security Retirement Benefits

If you want a steady stream of retirement income that's guaranteed to last for the rest of your life, you have three basic options, according to the Center for Retirement Research at Boston College (there are other
Continue Reading

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.
Continue Reading

Trade Deal Update

Clever graphic from Slope of Hope blogger Tim Knight:
Continue Reading

“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
Continue Reading