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Money Roundup: HSAs on the March, Knowledge is Not Necessarily Power, and More

Here's our weekly list of worthwhile reads related to investing and personal finance: Senate's Obamacare replacement bill to boost health savings accounts (CNBC). Good news — if it happens. HSAs are triple
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The Fed, Interest Rates, and the Eventual End of the Bull Market

After nine long years of Federal Reserve policies dominating the economic and investing landscape, it's understandable if many readers are experiencing acute "Fed fatigue" and have largely tuned out news relating to it.
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Traditional vs. Roth: How Fuzzy Math Works In Your Favor

We often use this space to document the many cognitive biases that pull people off track with their investments. However, there’s one such bias—or perhaps it’s just blissful ignorance—that seems to be working in some
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Money Roundup: Retirement Planning, Interest Rates, and More

Here's our weekly assortment of interesting web reads on investing and personal finance. What I did on my summer vacation: 3 steps to get your retirement plan on track (MarketWatch). Practical ideas for putting your
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 5-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 5/31/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: No Sign of a ‘Trump Slump,’ The End of Everything, and More

This week’s picks for the best investing and personal finance articles from around the web. Why there is no ‘Trump Slump’ on Wall Street (NY Times). “The stock market is best understood not as a presidential poll but as a
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More Great News for Sector Rotation Investors

SMI's Sector Rotation strategy, available to Premium members, continues to post remarkable returns — up 24% over the first five months of the year, and up more than 40% since we recommended our current SR fund last
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Money Roundup: Keep it Simple, Theory and Practice, Money and Happiness

Here are this week’s picks of investing and personal finance articles from around the web. Why your investment strategy should fit on an index card (Morningstar). For a better shot at reaching your financial goals, tune
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DAA — New Recommendation For June 2017

There is one change to make to DAA for June. 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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DAA — Preliminary June Info

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 preventing) losses during bear markets. The strategy involves using exchange-traded
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