Home >Articles

Articles from 02/2020

What Could Hinder Your Financial Future?

What do you think is the number one “financial disruptor” — the most common event or situation people have experienced that has had a negative impact on their long-term financial plans? A health emergency? A lengthy bear
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-20

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings have been updated with performance data through Jan. 31, 2020. • The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
Continue Reading

Reflections of a Fellow DAA Traveler

Yesterday I responded to a pair of readers who were feeling frustrated about the recent performance/behavior of SMI's Dynamic Asset Allocation (DAA) strategy. That response is buried 20 comments deep in an article
Continue Reading

How Do You Prepare for the Unexpected?

"Risk is what you don't see." So wrote the fine financial writer Morgan Housel on January 14. Indeed. On January 17, coming off one the best years in a long time, the S&P 500 hit yet another high. No one was saying the
Continue Reading