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Articles from 01/2020

Money Roundup: Retirement’s Wobbly Three-Legged Stool, Preparing for Lower Returns, and More

Here's our latest collection of worthwhile reads on investing, personal finance, and stewardship. We hope you find them interesting and helpful!
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SMI on the Radio: Investing Risk and the Range of Possible Outcomes (audio and transcript)

On Moody Radio's MoneyWise Live, SMI's Mark Biller explains why assessing investment risk should take into account the range of possible outcomes.
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The State of Your Union

A friend told me last week that she and her husband had just completed their annual "State of the Union" meeting.  Around the first of each year — while enjoying a leisurely dinner at a quiet restaurant — they review the
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Money Roundup: An Ill-Timed Retirement, Preparing for Risks You Can’t See, and More

Some of the best investing and personal finance articles from around the web. Retired and facing a stock market downturn? Here’s what you should — and shouldn’t — do (MarketWatch). The key is deciding what you will do,
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It’s Always Something

Ten days ago, when a U.S. drone strike killed an Iranian general, and days later, when the Iranians retaliated by firing missiles at military bases in Iraq where U.S. troops were housed, your investment portfolio probably
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Roundup: What to Ask Before Buying an Annuity, Handing Off Your Investing to a Pro, and More

It's Money Roundup time! Here's our collection of some of the best recent articles on investing, personal finance, and stewardship.
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News Events and Your Portfolio

Big political/geopolitical news events sometimes cause investors to get shaky nerves. But such events are rarely a good reason to change your portfolio.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-19

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings have been updated with performance data through Dec. 31, 2019. • The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
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SMI’s Posting and Publishing Calendar for 2020

As this new year gets underway, we thought you might like an overview of our 2020 publication days/dates for both web and print.
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Money Roundup: Reasons for Caution, Rules to Invest By, and More

Some of the best investing and personal finance articles from around the web. A funny thing happened on the way to the stock market record (Bloomberg). Why one market watcher sees reasons for caution.   Investors
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