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Category: Current Market Events

Investors at Risk, but of What?

I came across an article this week by Eugene Steuerle, warning of "the biggest bubble yet." We read lots of articles and see lots of claims, but this one grabbed my attention due to the following graphic, showing the
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“All Clear” Signal Sounds, But Is it Really?

SMI's "All Clear" signal has sounded. But we'd caution against putting too much weight on this indicator. Here's why.
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April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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Investor, Know Thy Market and Other Points to Ponder

Proceed with caution, weathering the next market storm, the 4% rule may not add up, beyond the active/passive debate, and more.
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SMI on the Radio: Can a Bear Market Be Your Investing Friend? (audio and transcript)

If you still have a long way to go before retirement, a bear market can be your investing friend, as SMI executive editor Mark Biller explained on Moody Radio's MoneyWise Live. Listen to an
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Active Management Due For a Rebound

During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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The Bull Market’s 10th Birthday— Maybe

Today is the 10th anniversary of the lowest point of the Financial Crisis bear market. On March 6, 2009, the S&P 500 index hit its (symbolic!) intra-day low of 666. Its lowest close would come a few days later, but
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The Indispensable Virtue of Persistence

Every investment strategy will go through good times and bad. It takes persistence to stick with a strategy through its weak periods so it ultimately can succeed for you.
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Learning to Love Bear Markets: A Lesson in Contrary Thinking

If you’re like most investors, you cheer for the bull. That makes sense if you need to cash out your stock investments in the next 3-5 years. But otherwise, you’ve got it all wrong — you should be pulling for the
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Upside Risk and Other Points to Ponder

Blissful ignorance “If you had checked your portfolio on January 1, 1987, and then slept through the entire year and woken on December 31st you would have looked at your portfolio and said ‘huh, pretty slow year in the
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