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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-21

We've updated SMI's online Personal Portfolio Tracker with performance data through Dec. 31, 2021, and we've posted the January edition of our monthly Fund Performance Rankings (FPR). If you're new to the Tracker and FPR,
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Winds of Change Are Blowing: Casting a Wary Eye on 2022

The Fed is poised to tighten monetary policy despite a (likely) slowing economy. Plus we’re approaching a political cycle that’s rattled the markets in the past.
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Easy Ways to Add Downside Protection To Your Portfolio

Want additional portfolio protection in 2022? Learn about new ETFs that enable you to add safeguards simply.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 11-30-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Nov. 30, 2021 — and we've posted the December edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR?
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Did a Recommended Upgrading Fund Suffer a 25% Decline Last Week? No.

"What happened???!!!" We've learned to expect that question when one of SMI's recommended funds appears to drop like a rock — as happened on Friday. Fortunately, this is a matter of "appearances can be
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Oct. 31, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Schwab Increases Transaction Fees for Vanguard and Fidelity Funds

One reason Charles Schwab & Co. has been an SMI recommended broker for many years is the company's large fund selection. Schwab offers about 7,500 no-load mutual funds. More than 4,200 of those are "NTF" funds — they
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through Aug. 31, 2021, and we have posted a new edition of the monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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