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Articles from 01/2022

Sector Rotation – New Recommendation for February 2022

There is a new Sector Rotation fund being recommended for February. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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Money Roundup: Perspectives on a Tough Week in the Market and More

Some of the best investing and personal finance articles from around the web. What is the market up to? (The Big Picture). In the search for answers when the market falls, some explanations hold up better than
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Stock Upgrading – New Fund Recommendations for February 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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Intro to Crypto

Cryptocurrencies have the potential to change the financial world. But investors should exercise caution. At this stage, crypto is more of a speculation than an investment.
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2021 Recap: Markets Surge to All-Time Highs – But…

The market hit record highs in 2021. But those highs primarily reflected the strong performance of a handful of large stocks.
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How Well Do Target-Date Funds Perform in a Downturn?

Target-date funds are now the most common type of investment in company retirement plans. If the market heads down, how well will target funds hold up?
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Resisting Financial Temptations

Managing money requires self-control. But where does self-control come from? What can woo our hearts away from financial temptations?
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How to Calculate Your Portfolio’s Rate of Return

Gather four numbers related to your 2021 investments and you can tally your returns with a few simple calculations.
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The Basics of Insuring Your Home

You should have enough homeowners insurance to rebuild your home, replace your belongings, and cover living expenses while your home is being rebuilt.
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SMI on the Radio: Winds of Change in the Stock Market (audio & transcript)

The stock market started the new year by hitting record highs, but since then it's been rough sailing. On yesterday's MoneyWise Live, SMI's executive editor Mark Biller discussed the recent pullback, plus the ongoing
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