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Money Roundup: Stop Being Your Own Worst Enemy, DeFANGing a Common Market Narrative, and More

This week’s picks for the best investing and personal finance articles from around the web. How to stop being your own worst enemy in the stock market (MarketWatch). Practical ideas for taming your emotions. This bull
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Stock Upgrading — New Fund Recommendations for June 2017

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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How to Think About Money

Jonathan Clements wrote a personal finance column at The Wall Street Journal for nearly 20 years. He also spent six years as Director of Financial Education for Citigroup’s U.S. wealth-management business. He is the
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Make Sure Your Investment Decision-Making Is Inside-Out

SMI regularly suggests that one’s investing decisions usually can be made with little regard for what’s going on in the investment markets. This seems counterintuitive. Let us once again make our case, then we’ll apply it
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Upgrading In Your 401(k) Plan When Your Options Are Limited — A Guidestone Case Study

What’s an SMI member with a bad 401(k) plan to do? In this case, “bad,” means a plan with limited investment options. SMI’s Personal Portfolio Tracker, available to both Basic and Premium members, was designed with that
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Living in the Tension and Other Points to Ponder

Should I stay or should I go? “It ‘feels’ like there is a rug-pull moment coming any day now.” — Michael Batnick, author of the Irrelevant Investor blog, on 5/17/17. For many investors, he said, every time the market
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An Upgrading Overview: Easy as 1-2-3

Why Upgrade? SMI offers two primary investing strategies for “basic” members. They are different in philosophy, the amount of attention they require, and the rate of return expected from each. Our preferred investing
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SMI on the Radio – Investing with the Long-Term in Mind

One key to becoming a successful investor is to "keep your eyes up and [looking] over the horizon" — as SMI Executive Editor Mark Biller explains on today's MoneyWise radio program. Only by maintaining a long-term look
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Investing with the Long-Term in Mind

In reading through Winning the Loser’s Game, source of this month’s cover article, I was especially taken by a chapter titled simply “Time” (much of which we included in the excerpt). It’s not that what Ellis wrote was new
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Money Roundup: The End of the Trump Rally, The Fear of Falling, and More

This week’s SMI picks of some of the best investing and personal finance articles from around the web. The end of the Trump rally has a silver lining (Bloomberg). Do markets really care about headlines and
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