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SMI on the Radio: Winds of Change in the Stock Market (audio & transcript)

The stock market started the new year by hitting record highs, but since then it's been rough sailing. On yesterday's MoneyWise Live, SMI's executive editor Mark Biller discussed the recent pullback, plus the ongoing
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The Hardest Work of an Investor

There’s a lot to this whole investing thing, isn’t there? There’s the need to figure out how much to invest to be adequately prepared for retirement or to help our kids pay for college. But that isn’t really all that
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Is the Bear Here?

I wanted to briefly touch base with everyone following this nasty week in the markets.
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Money Roundup: Selling Out, Financial Success in the Kingdom of God, and More

It's Roundup time! Here's our latest collection of recent articles on investing, personal finance, and stewardship. Why do so many investors sell out too early? (Howard Marks, Financial Times). Investors tend to sell at
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Money, Investing, and Christian Discipleship

Being a disciple of Jesus Christ has implications for how we use and manage money. "If you have not been trustworthy in handling worldly wealth," Jesus asks in Luke 16:11, "who will trust you with true riches?" He goes on
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Strategy Update for January

Each month, Mark Biller provides a half-hour (or so) video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI
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Money Roundup: Today’s Best Investment Strategy, A Biblical Perspective on Inheritances, and More

Some of the best investing and personal finance articles from around the web. The best investment for this coming crazy year (Wall Street Journal). “How to keep a steady hand amid the madness.”   The 3 biggest risks
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Workplace Retirement Plan Automation Gains Momentum. What’s Not to Like?

An increasing number of businesses with 401(k) plans are automatically enrolling their employees. According to the Plan Sponsor Council of America (PSCA), about 62% of such companies used auto-enrollment in 2020, up from
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-21

We've updated SMI's online Personal Portfolio Tracker with performance data through Dec. 31, 2021, and we've posted the January edition of our monthly Fund Performance Rankings (FPR). If you're new to the Tracker and FPR,
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Roundup: The Bull Keeps Charging, Retirees and Sequence-of-Inflation Risk, and More

Our first Roundup of the new year features articles that look back at the year gone by, plus a few that may help you prepare for the year ahead. Enjoy! Is this the greatest bull market in history? (Ben Carlson, A Wealth
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