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What’s the Best Financial Advice You’ve Ever Received?

Is there a piece of financial advice that's changed your life? The Wall Street Journal put that query (paywall) to 16 people who now make their living in some sort of financial occupation, from investment advisors to
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Money Roundup: Preparing for the End of the Stretch IRA, Stay in the Game, and More

Some of the better investing and personal finance articles from around the web. 5 tips for advisors to consider before the stretch IRA dies out (CNBC). It isn’t dead yet, but the stretch IRA’s days may be
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Money Roundup: Raising the RMD Age to 72, Long-Term Investing is Boring AND Thrilling, and More

Here's our summertime-is-just-around-corner Roundup of recent articles on investing, personal finance, and stewardship. Pull up a lawn chair, pour yourself a glass of lemonade, and enjoy!  Will raising the age for
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Plan to Succeed

It makes intuitive sense that people with a financial plan would be more likely to achieve their financial goals than those who are just winging it. A new Schwab study confirms this, while noting several specific
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-19

SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report are now available with mutual fund performance data through May 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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Money Roundup: The Stretch IRA May Be Going Away, Tough Love for Investors, and More

Some of the better investing and personal finance articles from around the web. This tax-saving strategy for massive IRAs could be on the way out (CNBC). The stretch IRA is on the chopping block.   Confusing options
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Spinning Our Wheels?

Following last week's changes to Sector Rotation and Dynamic Asset Allocation, I received the following email. There are likely other readers with similar questions and thoughts, so I thought I'd respond here for the
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SMI on the Radio: Recovering From Financial Mistakes (audio and transcript)

Everyone makes financial mistakes. Fortunately, there are steps to recovery — steps regularly illustrated in the world of sports. SMI executive editor Mark Biller discussed those transferable (sports-to-finances) concepts
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DAA – New Recommendations for June 2019

There is one change to the DAA lineup for June. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA — Too Close To Call

Not sure what it is about May, but for the first time since last May 31 (2018), the numbers are close enough today that we're not going to be able to make a definitive call regarding DAA before the close of trading.
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