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Category: Investing

Roundup: Moving Savings to Higher-Paying Online Banks, Paying Off Your Mortgage, and More

Here is our weekly Roundup of worthwhile reads on investing, personal finance, and stewardship — served up a day early this week. (Tomorrow, we'll post our end-of-month updates for SMI premium-level members who are
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Stock Upgrading – New Fund Recommendations for June 2019

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Having Time on Your Side Puts You in Control of Risk

Time is on the side of the long-term investor. The longer you are willing to keep your money in the market, the greater your likelihood of success.
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Qualities to Look for in a Financial Advisor

Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.
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June Sightings

Sighting: A mild recession, a not-so-mild bear market? Recession fears resurfaced at the end of 2018 as a combination of negative data surprises, communication blunders by the Fed, slowing growth overseas, and rising
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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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Money Roundup: Retirement Account Rules May Change, Values-Based Money Management, and More

Some of the better investing and personal finance articles from around the web.
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SMI Freebies for You!

Who doesn't like free stuff? And when the free stuff is truly useful, that's even better! "Free and useful" are just the words to describe the tools available to you via a web page that maybe you haven't visited for a
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Roundup: What to Do if You Have to Retire Early, Using Your Financial Superpowers, and More

Roundup time! Here's our latest collection of interesting reads on investing, personal finance, and stewardship.
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Money Roundup: Picking Stocks From Space, Retiring at a Market Peak, and More

Some of the better investing and personal finance articles from around the web.
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