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Money Roundup: Fidelity Joins the $0 Commission Crowd, A Closer Look at Commission-Free Trading, and More

Our latest picks for the best investing and personal finance articles from around the web. Fidelity follows rivals in cutting online trading commissions to zero (Reuters). The only broker rated "excellent" for use with
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Sept. 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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In the Battle of the Brokers, the Gloves Are Off

Two titans of the brokerage business climbed into the ring this week for another round of the investing industry's long-standing price fight — this time with the gloves off. On Monday, Charles Schwab announced it would
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DAA – October 2019 Update

There are no changes 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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Sector Rotation – New Recommendation for October 2019

There is a new Sector Rotation fund being recommended for October. 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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Money Roundup: Avoiding Higher Taxes in Retirement, Embracing Mistakes, and More

Our latest picks for the best investing and personal finance articles from around the web. Warning: You can be taxed higher in retirement — how to stop that (Forbes). Tax management continues to be important after you
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Stock Upgrading – New Fund Recommendations for October 2019

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Economic Uncertainty Is Certain

Is a recession approaching? Perhaps. But economic uncertainty is always with us, and biblical principles of money management work under any scenario. They can help you weather the storm, no matter how hard the financial
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The Surprisingly Small Benefit of Perfect Market Timing

Becoming a consistent month-after-month investor (which anyone can do!) likely will contribute more to your long-term success than trying to time the market (which few can do well).
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