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Current Market & March Issue Update

The dramatic turnaround of the stock market from last Wednesday's all-time high through the steep losses of the past three days is complicating the release of the March issue! Everything was ready to go for tomorrow, but
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Money Roundup: E-Trade Finds a Suitor, Steering Clear of Bad Decisions, and More

Here's the Roundup for a midwinter's weekend. Enjoy!
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How the Current Rally Compares to Recent History

The stock market has been on quite a tear over the past few months. The S&P 500 index is up +11.3% since the third Fed rate cut happened last October 30, a span of about 3.5 months. It's up a whopping +17.2% since the
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SMI on the Radio: The 5 Building Blocks of Successful Investing (audio and transcript)

SMI executive editor Mark Biller talked about the key "building blocks" of a successful long-term plan on Monday's MoneyWise Live from Moody Radio. To listen, click the play button below — or, if you prefer, scroll down
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Money Roundup: 67 is the New 65, Epidemics and Your Portfolio, and More

Some of the best investing and personal finance articles from around the web. This age could be the new benchmark for retirement (CNBC). The important questions is, will you be able to work past 65?   Seniors deal
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What Tesla & Buffett Tell Us About the Market

I've written increasingly over the past 18 months or so about similarities the current market has with the market of the late 1990s. No two periods are ever exactly the same, but when you've done this long enough you start
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-20

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings have been updated with performance data through Jan. 31, 2020. • The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your
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Money Roundup: Alternatives to the Stretch IRA, The Right Time to Invest, and More

Here's our latest collection of interesting articles on investing, personal finance, and stewardship. Grab a cup of hot cocoa and enjoy! The Secure Act killed the stretch IRA — here are alternatives for your
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Reflections of a Fellow DAA Traveler

Yesterday I responded to a pair of readers who were feeling frustrated about the recent performance/behavior of SMI's Dynamic Asset Allocation (DAA) strategy. That response is buried 20 comments deep in an article
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How Do You Prepare for the Unexpected?

"Risk is what you don't see." So wrote the fine financial writer Morgan Housel on January 14. Indeed. On January 17, coming off one the best years in a long time, the S&P 500 hit yet another high. No one was saying the
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