Home >Articles

Articles from 01/2022

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
Continue Reading

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.
Continue Reading

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.
Continue Reading

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?
Continue Reading

Resisting Financial Temptations

Managing money requires self-control. But where does self-control come from? What can woo our hearts away from financial temptations?
Continue Reading

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.
Continue Reading

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.
Continue Reading

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
Continue Reading

The Hardest Work of an Investor

There’s a lot to this whole investing thing, isn’t there? There’s the need to figure out how much to invest to be adequately prepared for retirement or to help our kids pay for college. But that isn’t really all that
Continue Reading

Is the Bear Here?

I wanted to briefly touch base with everyone following this nasty week in the markets.
Continue Reading