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Behind the Scenes of a Strong Year for SMI’s Strategies

We've been busily working on the November newsletter, and as part of that, I've been pulling together the quarterly "report card" that we regularly run to update members on the performance of the various SMI strategies. I
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Watch for Falling Prices

What a time to be an investor! Even as market indexes hit higher and higher levels, the overall cost of investing continues to fall. 
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Money Roundup: Unpleasant Planning, The Market Trumps the Prez, and More

Our latest picks for the best investing and personal finance articles from around the web. How to plan for the unforeseen (NY Times). A little planning ahead can be a big help to you — and your loved
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 9/30/2017. The Tracker and FPR are typically updated monthly between
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The Art of Money Management Takes the Science Prize

In recognition of just how very unscientific personal money management is, University of Chicago Economist Richard Thaler has been named this year’s Nobel laureate in economics. Thaler is considered one of the founders of
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Money Roundup: Time in the Market, Ignoring the Headlines, and More

It's Friday! And time for our heading-into-the-weekend roundup of worthwhile reads on investing and personal finance. You just doubled your money if you invested at the 2007 market peak (Bloomberg). More evidence that it
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SMI on the Radio: How to Win the ‘Emotional Battle’ of Investing

Emotion-driven decisions during a market downturn can harm your long-term financial health. Preparing mentally before the market drops can help you keep your emotions in check — as SMI Executive Editor Mark Biller
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Least Volatile Year On Record? Almost.

SMI has frequently discussed what "normal" market volatility looks like. Typically this takes the form of quoting statistics regarding the market averaging a 10% correction roughly once per year, and so on. We feel like
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Changing Hands

A couple of "news notes" today about fund-related acquisitions. First, brokerage firm TD Ameritrade (TDA) has completed its acquisition of Scottrade, as we noted in the October issue of Sound Mind Investing. (Scottrade
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DAA — New Recommendation For October 2017

There is one change to the DAA lineup for October. 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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