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Money Roundup: Tax-Free Retirement Income, Gratitude for a Good Year, and More

Here's our heading-into-the-weekend roundup of current articles on investing, money management, and stewardship. Enjoy! How to get entirely tax-free retirement income (The Wall Street Journal, via Reddit). It's difficult
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Stock Market Valuation Review

Stock market valuations have risen so much over the course of this now 8.5-year bull market that we're concerned about the implications of today's prices on future returns. This is a normal part of the bull/bear market
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 10-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 10/31/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: Unhappy Investors in a Time of Plenty, Leveraging Your Gains for Good, and More

Our latest picks for the best investing and personal finance articles from around the web. A bull market should make investors happy. This one isn’t. (NY Times). All investors seem to want to know is when will the good
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We Interrupt This Bull Market to Remind You…

These are heady times for stock investors. Today's one-year election anniversary marks a robust 28.5% gain for the Dow Jones Industrial Average over that time. Even more remarkable, SMI's Sector Rotation is up a stunning
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Money Roundup: Overhauling the Tax Code, Evidence-Based Investing, and More

Here's our latest linkfest of worthwhile reads on investing, personal finance, and stewardship: Here are the new tax brackets in the House GOP plan (CNBC). The top rate of 39.6 percent remains, but the bill calls for four
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How TDA Changes Impact Dynamic Asset Allocation and Just-the-Basics Investors

TD Ameritrade recently announced significant changes to its lineup of no transaction fee (NTF) exchange-traded funds. These changes have implications for SMI members who follow our Dynamic Asset Allocation or
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DAA — November 2017 Update

There are no changes to the DAA lineup for November. 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 - November 2017 Update

Sector Rotation gained another 14.5% in October. It has now earned a remarkable 74% over the past year! Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than
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Falling Stars

The Wall Street Journal created a stir with its takedown last week of research firm Morningstar's "star ratings" system for mutual funds. From the article, titled "The Morningstar Mirage" (behind paywall, but if you're
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