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Money Roundup: This Is a Test (of Your Emotions), Using I-Bonds for College Savings, and More

We're heading into the first (official) weekend of Summer! And here's our weekly Roundup of recent articles on investing and personal finance. We hope you find them to be interesting and helpful. Bear markets are a
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Crypto Update

This article is meant as a follow-up guide to SMI's February 2022 cover article: Intro to Crypto. If you haven't read that, I encourage you to do so before continuing on here.
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Strategy Update for June (video)

Once a month, Mark Biller provides a half-hour video update for those who invest with SMI Private Client. (Private Client is separate from the SMI newsletter but it is an affiliated business.) The SMI newsletter is
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Money Roundup: Surviving a Bear Attack, Facing the Biggest Fear in Retirement, and More

Some of the best investing and personal finance articles from around the web. A 10-point plan for the bear market (The Evidence-Based Investor). Some good reminders for times like this.   Increase your exposure to
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Stock Upgrading – New Fund Recommendations for July 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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DAA – New Fund Recommendation for July 2022

We are taking the unusual step of making a mid-month change in DAA. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or
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Investment Lessons From the Links

When professional golfer Billy Horschel gave an interview after winning the Memorial Tournament a couple of weekends ago, I couldn’t help but notice that many of his comments were as applicable to investing as they were to
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Earning the Right to Stay Calm

I'm going to keep it short and sweet today, as the market throws its first really big punch of this bear market.
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Money Roundup: Inflation’s Impact, Facing Your Retirement Fears, and More

Inflation is high and the market is rattled, but the flowers are beautiful. So stop and smell the roses! Here's our weekly Roundup of interesting articles on investing, personal finance, and stewardship. U.S. inflation
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through May 31, 2022, and we've posted the June update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is an
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