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Articles from 02/2020

Financial Advice From the Father of Our Country

With the markets closed today for Washington's Birthday, I'm reminded of some financial advice from our first president. It's in a letter Washington wrote to a Mr. James Welch — a man who owed Washington money. In 1797,
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Money Roundup: 67 is the New 65, Epidemics and Your Portfolio, and More

Some of the best investing and personal finance articles from around the web. This age could be the new benchmark for retirement (CNBC). The important questions is, will you be able to work past 65?   Seniors deal
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What Tesla & Buffett Tell Us About the Market

I've written increasingly over the past 18 months or so about similarities the current market has with the market of the late 1990s. No two periods are ever exactly the same, but when you've done this long enough you start
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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
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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
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Money Roundup: Alternatives to the Stretch IRA, The Right Time to Invest, and More

Here's our latest collection of interesting articles on investing, personal finance, and stewardship. Grab a cup of hot cocoa and enjoy! The Secure Act killed the stretch IRA — here are alternatives for your
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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
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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
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