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Investing in an Over-Extended Bull Market

It's a classic dilemma and one that investors spend a surprisingly large amount of time dealing with: how to invest when the data seem to suggest the market is "late" in a bull market cycle?
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Money Roundup: What Will Cause the Next Recession, How to Climb the Wall of Worry, and More

Our latest picks for the best investing and personal finance articles from around the web.
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 7-31-18

Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018. The Personal Portfolio Tracker is our most
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Money Roundup: The Finish Line in the Race to Zero, Stock Market Hooligans, and More

It's Friday! And here's our heading-into-the-weekend collection of interesting reads on investing and personal finance. Enjoy!
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DAA – August 2018 Update

There are no changes to the DAA lineup for August. 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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Sector Rotation – August 2018 Update

There is no change being made to the official SR recommendation for August. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
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New Momentum Research

As you probably know, most of SMI's investing strategies take advantage of the observable market phenomenon known as momentum. Momentum — or "performance persistence" — is just what it sounds like. It means an investment
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Money Roundup: “Scared Out of the Stock Market,” Suddenly Unliking Facebook, and More

As we head into the final weekend of July, here's our weekly collection of interesting reads on investing, personal finance, and stewardship. Enjoy!
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Stock Upgrading – New Fund Recommendations for August 2018

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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The Millennial Investing Crisis

The formative scars of the 2008 financial crisis have inclined many millennials (born between 1980-2000) to be more risk-averse than other post-World War II generations, favoring the safety of low-paying savings over
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