Home >Articles

Category: Investing

“Not QE” Has Changed the Market’s Trend

Stocks have posted six straight weeks of higher prices, pushing the S&P 500 Index above its long-term trend-line and breaking through the pattern of the past two years where significant new highs were inevitably met within
Continue Reading

SMI on the Radio: Investing via Investor-Friendly “Exchange-Traded Funds” (audio and transcript)

Exchange-traded funds, or ETFs, are becoming increasingly popular with investors — and for good reason. SMI executive editor Mark Biller explained the attraction of ETFs yesterday on Moody Radio's MoneyWise Live. Mark
Continue Reading

Building a “Bridge” to Your Social Security Retirement Benefits

If you want a steady stream of retirement income that's guaranteeed to last for the rest of your life, you have three basic options, according the Center for Retirement Research at Boston College (there are other options,
Continue Reading

Money Roundup: The Damage May Be Done, A Better Kind of Abundance, and More

Our latest picks for the best investing and personal finance articles from around the web.
Continue Reading

Trade Deal Update

Clever graphic from Slope of Hope blogger Tim Knight:
Continue Reading

“Fully Invested Bears”

New SMI members are sometimes confused by an apparent disconnect between what our articles seem to be saying and what our investment portfolios are actually doing. This typically happens because all of SMI's portfolios
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-19

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings are now available with performance data updated through Oct. 31, 2019. The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
Continue Reading

Money Roundup: New 401(k) Contribution Limit, the Spectrum of Wealth, and More

Here's the weekly Roundup — a day early this week becuase we'll be posting the monthly Tracker/FPR updates tomorrow. Enjoy!
Continue Reading

SMI’s Small-Stock Problem

The returns of small-company stocks have historically been either roughly equal to, or superior to, those of large-company stocks (depending on the period examined and the studies you choose to focus on). This has been
Continue Reading

Money Roundup: How Long $1 Million Might Last, Your Recession Answer Guide, and More

Our latest picks for the best investing and personal finance articles from around the web. How long will your $1 million last in retirement? (Investor’s Business Daily). Working through the numbers step by step.   An
Continue Reading