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Yield Curve Mania Hits Stocks

The stock market suffered another day of steep losses yesterday, with the S&P 500 falling -3.2%. Small stocks were hit even harder, with the Russell 2000 down -4.4%. It was the fifth day so far in 2018 that the S&P 500 has
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Your 10 Most Important Financial Moves for 2019

Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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Bond Upgrading – New Fund Recommendation for November 2018

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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Duration: A Simple Way to Gauge Bond Risk

In early October, longer-term Treasury-bond yields crossed the proverbial “line in the sand” in the eyes of some bond observers. In just three days, the 10-year yield soared from 3.05% to 3.23%, reaching its highest level
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The Role of SMI’s Dynamic Asset Allocation Strategy in Light of Current Market Dynamics

It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA). It’s understandable why some investors have been disappointed with its recent performance relative to the U.S.
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Recent Correction Raises the Question: Are You Ready for the Next Bear Market?

The winds of change blew through the financial markets in February, leading to the first stock-market correction (a decline of at least 10% from the previous high) in two years. What caused the correction, and
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March Sightings

Observations on the Market Correction There’s rarely a good reason for a stock market downturn. I’ve been studying many of the historical bear markets and corrections that don’t get as much publicity as the usual suspects
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Market vs. Behavioral Risk

I recently answered a member question about the return of SMI's recommended bond funds so far in 2018. A primary focus of that reply was that, while of course we'd love to always earn great returns from our bond holdings,
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Bond Upgrading — New Fund Recommendation for February 2018

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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Bond Upgrading — New Fund Recommendation for July 2017

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
Continue Reading