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Money Roundup: The Expanding Impact of the New Tax Law, Risky Business, and More

Here's our latest list of worthwhile reads on investing, personal finance, and stewardship.
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Upcoming Changes to the SMI Funds

The SMI Funds, advised by SMI Advisory Services, are a separate business from the SMI newsletter. However, given the significant interest in the SMI Funds among newsletter readers, we thought it would be helpful for the
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Updated Bonus Report on IRAs, 401(k)s, and Social Security

Now that the new tax law is in effect, we've updated several aspects of our free Bonus Report titled "IRAs, 401(k)s, and Social Security: A Retirement Planning Primer." The updated report is available in the "Resources"
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Money Roundup: Implementing Tax Changes,
Staying the Course at Vanguard, and More

Here's our weekly collection of interesting reads on investing, personal finance, and stewardship. Enjoy!
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: The Eternal Optimist, Upside Risk Management, and More

Some of the best investing and personal finance articles from around the web. Warren Buffett shares the secrets to wealth in America (Time). For one of the greatest investors ever, the future has always looked
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DAA – January 2018 Update

There are no changes to the DAA lineup for January. 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 – January 2018 Update

There is no change being made to the official SR recommendation for January. 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
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Money Roundup: New Tax Brackets, New Year’s Resolutions, a New Perspective, and More

Here's our weekly roundup — posted a day earlier than usual to make way for tomorrow's end-of-month DAA and Sector Rotation updates.
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Money Roundup: Tax Reform and Generosity, When Overbought Is Bullish, and More

Our latest picks for the best investing and personal finance articles from around the web.
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