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Two Types of Asset Allocation

How you divide your money among types of investments is your most important investing decision. We explain how SMI's strategies handle this key step in the investing process.
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April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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Investor, Know Thy Market and Other Points to Ponder

Proceed with caution, weathering the next market storm, the 4% rule may not add up, beyond the active/passive debate, and more.
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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A Preview of Our April Issue

We're putting the finishing touches on the April issue of the Sound Mind Investing newsletter! It's a bit of a "theme" issue, with several articles touching on preparing for retirement, including our cover article Making
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Money Roundup: Preparing for the Bear Market Yet to Come, Unmasking the Four Percent Rule, and More

Some of the better investing and personal finance articles from around the web.
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Upgrading 2.0 Q&A

The SMI Member Forum is a great place to get questions answered and interact with other SMI members. Lately, there's been some good conversation about Upgrading 2.0, along with some requests for SMI staff to weigh in. So
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SMI on the Radio: Can a Bear Market Be Your Investing Friend? (audio and transcript)

If you still have a long way to go before retirement, a bear market can be your investing friend, as SMI executive editor Mark Biller explained on Moody Radio's MoneyWise Live. Listen to an
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The Best Broker for a Small Portfolio

The “race to the bottom” among brokers has provided investors with an environment of tiny fees and low minimum-investment requirements. In short, it’s never been easier to get
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Roundup: The Downside of an HSA’s Upsides, Why Boredom Is a Good Thing (for Investors), and More

Here's our just-days-away-from Springtime Roundup of interesting reads on investing, personal finance, and stewardship. Enjoy!
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