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Corrections vs. Bear Markets

SMI has always believed that helping investors form realistic expectations is important to their long-term success. That's because investing success is primarily driven by controlling one's emotions, and knowing what's
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What Are You Doing About Distributions?

One of the most frequent questions we get has to do with calculating the performance of our various strategies. More specifically, some people wonder why the returns we report don’t match the numbers they came up with when
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Money Roundup: Using an HSA as a Long-Term Investing Vehicle, Learning to Spend, and More

Here's our weekly collection of worthwhile reads from around the web. Happy springtime! 5 steps to investing your Health Savings Account (Christine Benz, Morningstar). A quick primer on using an HSA as a long-term
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through March 31, 2018. (The Tracker and FPR typically are updated
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Looking Ahead to Next Year’s Tax Time

Morningstar personal-finance writer Christine Benz has a helpful piece today that ties in nicely with our current SMI newsletter article on what you can learn from your tax return. While we focused on using tax data to
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Money Roundup: Getting the Most From an HSA, Why Market Forecasting Persists, and More

Our latest picks for the best investing and personal finance articles from around the web. 4 ways to use health savings accounts to boost your bottom line (CNBC). Step one: stop thinking of it as a health savings
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SMI’s Posting and Publishing Calendar

Almost all publications have some kind of "editorial calendar" that lists (among other things) the dates by which various articles and other items are to be prepared, proofed, and published. Readers, of course, are most
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Annual Seasonality Sell Signal Triggered – Spring 2018

Well, this certainly isn't an "ideal" sell signal for the annual seasonality system. Ideally, the market is performing well coming into the last of the "six best months" of the year: November-April. Then as the market
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What Is Your “Policy” for Dealing With Downturns?

When you buy clothing, it can be helpful to know the store’s return policy. When you book a trip, it can be helpful to know the hotel’s cancelation policy. Such policies help manage your expectations, and knowing in
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DAA – April 2018 Update

There are no changes to the DAA lineup for April. 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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