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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Sept. 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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In the Battle of the Brokers, the Gloves Are Off

Two titans of the brokerage business climbed into the ring this week for another round of the investing industry's long-standing price fight — this time with the gloves off. On Monday, Charles Schwab announced it would
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SMI on the Radio: The Pros and Cons of Target-Date Funds (audio and transcript)

SMI executive editor Mark Biller joined MoneyWise Live hosts Rob West and Steve Moore yesterday to explain the basics of "target-date funds," which are available via many workplace-based retirement
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Aug. 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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Is Indexing the New Subprime Crisis?

The rise of passive investing, or "indexing," has been going on since the first index funds were introduced back in the 1970s. But the bull market that began a decade ago in 2009 has really kicked the indexing trend into
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Don’t Be Surprised if Target-Date Funds Miss the Mark

A target-date fund offers a “one size fits all” investing approach based on a projected retirement date. Unfortunately, one size doesn’t fit all.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through July 31, 2019. The Portfolio Tracker: The online Tracker
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SMI on the Radio: The Pros and Cons of Passive Funds and Active Funds (audio and transcript)

More and more investors are choosing passive funds over active funds. SMI executive editor Mark Biller explained both the upside and downside of that approach last week on Moody Radio's MoneyWise Live. Mark also answered
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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 2019. The Portfolio Tracker: The online Tracker
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