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Articles from 05/2022

Knowing What We Don’t Know and Other Points to Ponder

A roundup of market notes, quotes, and anecdotes.
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Roundup: The Market’s Worst Years Ever, The High Stakes of Stewardship, and More

We are posting the June issue of the SMI newsletter tomorrow, so we're rolling out the weekly Roundup a day early. We hope you find these articles to be interesting and helpful. Every bear market is different
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SMI on the Radio: Keeping a Level Head Amid the Market’s Ups and Downs (audio & transcript)

A solid investing plan can keep you from going wobbly when the stock market turns volatile and starts trending downward. Although no single plan is right for everyone, the mark of any reliable plan is that it is built on
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Options for “Going to Cash”

It's been a long while since we've written about cash options in a brokerage account. With interest rates near record lows, there wasn't much to write about! Every option was unattractive. But with rates rising, the
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Money Roundup: The Case for a Secular Bull Market, Medicare “Disadvantage” Plans, and More

Some of the best investing and personal finance articles from around the web. Secular vs. cyclical markets (2022) (The Big Picture). Why one noted market analyst and money manager is maintaining his optimism.   The
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How Prepared Are You for Later-Life Health Care Costs?

When you’re young and healthy, it’s hard to envision how much you'll have to spend on health care costs in your later years. Besides, there will be time to think about that later, right? And yet, as with so many things,
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Strategy Update for May (video)

As you may know, Mark Biller provides a half-hour video update each month for those who invest with SMI Private Client. While the SMI newsletter is targeted at do-it-yourselfers, Private Client offers professional
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Bear Alert Update

SMI's Bear Alert indicator triggered this past Friday. That means the S&P 500 put in its first weekly (Friday) close at a level more than -15% below the prior high. That high was set a little more than four months ago on
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Money Roundup: 2 Types of Bear Markets, Lessons Learned, and More

The markets may be in a tizzy, but "consider the lilies of the field, how they grow: they neither toil nor spin, yet I tell you, even Solomon in all his glory was not arrayed like one of these" (Jesus in Matthew 6:28-20).
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Maintaining Perspective

Everyone take a deep breath. It's been ugly out there the past three days. Four months into this bear market, we finally got the first whiff of real fear and perhaps a little capitulation selling yesterday. There are two
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