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DAA and Investing in Real Estate

SMI's approach to real estate investing doesn’t invest in real estate directly. Instead, we achieve broad diversification (at minimal cost) by investing in a fund that holds the stocks of “real estate investment
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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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Don’t Wait Too Long, and Other Points to Ponder

Blinded by comfort “In recent years, the U.S. has simultaneously experienced economic growth, low inflation, expanding deficits and debt, low interest rates and rising financial markets. It’s important to recognize that
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Money Roundup: Why the Fed Lowered Rates, Be on Your Best Behavior, and More

Here's our summer-is-gone, autumn-is-at-hand roundup of helpful reads on investing, personal finance, and stewardship. Enjoy!
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Strange Market Behavior Surrounds Fed’s Second Rate Cut

The Federal Reserve cut the Federal Funds rate yesterday by a quarter-point to a range of 1.75%-2.00%. This was the second rate cut in just seven weeks and was a bit controversial, even within the voting members of the
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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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Are Value Stocks Staging a Comeback?

As we have noted in previous articles and posts, growth stocks (on the whole) have have been outperforming value stocks for more than a decade. (Definitions of "growth" and "value" are imprecise but, generally speaking,
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Money Roundup: Talking Ourselves Into a Recession, The Go-Nowhere Market, and More

Some of the better investing and personal finance articles from around the web. What people say about the economy can set off a recession (NY Times). Beware the self-fulfilling prophecy.   Here’s what could take a big
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Interest Rates and Negative Bond Yields

President Trump got the financial world (OK, the non-financial world too!) fired up with the following early-morning tweets today:
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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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