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Articles from 11/2021

Roundup: A Sign of an Overvalued Market, The “Non-Financials” of Retirement, and More

Happy day-after-Thanksgiving! Here is SMI's latest roundup of interesting articles on investing, personal finance, and stewardship. This will not last (Nick Maggiulli, Of Dollars And Data). Elevated price-to-sales
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A Thanksgiving Reflection: ‘Therefore I Will Hope in Him’

Of the 195 nations of the world, only a relative handful observe a day set aside annually for giving thanks, including the U.S., Canada, Germany, Liberia, and South Korea. The U.S. observance dates back to the earliest
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No Changes to Stock or Bond Upgrading for December 2021

There are no changes to Stock or Bond Upgrading this month.
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Your 10 Most Important Financial Moves for 2022

No one knows what will happen in 2022. But you can make it a year of personal financial progress — if you're willing to plan and act.
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I-Bonds Are the Best Deal in Fixed-Income Right Now

If your portfolio calls for bond exposure and you can work with the Treasury Department’s restrictions, I-Bonds are a great option right now.
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SMI’s 2021 Christmas Gift Book Offer

As our way of saying "thanks" to our SMI members, we want to send you a gift. Just let us know you want it.
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Retirement Surprises

Many new retirees find themselves facing unexpected realities in retirement — both financial and emotional. Here’s how to minimize surprises.
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.
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Teach Your Kids the “Why” Behind Generosity This Christmas

 By “putting a face on generosity,” you can help your children learn to be generous givers.
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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