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Money Roundup: Take Another Look at Your 1040, Why Economic Data Is Often Mystifying, and More

We're bringing you the Roundup a day early this week. Tomorrow is Good Friday and our offices will be closed. Have a blessed Easter, celebrating the resurrection of our Lord. He is risen!
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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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Money Roundup: Managing Sequence of Returns Risk, Lessons From Five Crashes, and More

Some of the best investing and personal finance articles from around the web. The best way to manage sequence risk (Financial Planning – Michael Kitces). You have an investing strategy, but do you have a spending
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through March 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
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Roundup: A Proposed Tax on Investors, a Question That Gets Way Too Much Attention, and More

Here is our first-weekend-in-April roundup of articles on investing, personal finance, and stewardship: Sen. Ron Wyden proposes annual capital gains tax (Fiscal Times). Investors would pay a levy each year based on 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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DAA – New Recommendations for April 2019

There is one change to the DAA lineup for April. Read on for the full details. Dynamic Asset Allocation 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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Sector Rotation – April 2019 Update

There is no change to the official SR recommendation for April. 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 other
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Roundup: Social Security and ‘Unretirement,’ Don’t Overreact to the Yield-Curve Inversion, and More

Here's our weekly collection of helpful reads on investing and personal finance — served up a day early this week to make way for our DAA and Sector Rotation updates tomorrow. How 'unretirement' affects your Social
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Stock and Bond Upgrading Update for April

Changes to Stock & Bond Upgrading for April are as follows:
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