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Articles from 04/2021

The Worker/Retiree Disconnect

The retirement-related expectations of today’s workers and the actual experiences of today’s retirees differ greatly in some important ways. This cautionary tale for anyone planning their retirement is something the
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Inflation Basics: CPI

Have we transitioned from the disinflationary trend of the past 40 years to a new inflationary regime? It's probably the most important question facing investors today. The types of investments one would want to own are
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One of the Largest Investment Frauds in History

Bernard Madoff died last week at age 82. He spent the final 11 years of his life in prison for orchestrating one of the largest investment frauds of all time. The Associated Press offered a quick recap of the Madoff
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How Accurate Are the Government’s Inflation Numbers?

This week, the government's Bureau of Labor Statistics released its monthly update (PDF) of the Consumer Price Index (CPI), a measure that tracks increases in the cost of living. The "CPI measures inflation as experienced
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Is Real Estate a Viable Alternative to the Stock Market?

Which is a better investment: a home or stocks? The Federal Reserve Bank of New York put that question to a representative sample of adults recently, and it found a surprisingly strong preference for real estate as well as
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021. • The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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Economic Update: Booming

Investors have had to navigate a series of huge plot twists over the past year. We're all familiar with them, so there's no need to go through them all yet again. Still, the speed and magnitude of the changes have been
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A Cautionary Tale

Over the weekend, a story at MinistryWatch.com caught my eye: "Christian Billionaire and Philanthropist's Bad Bets Rattle Wall Street." Wow! I read on. Nobody is sure how much the money maven and Christian
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