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Category: Personal Finance

Commodities & Taxes

SMI's newly recommended commodities exposure is off to a great start in 2021, gaining +4.4% so far this year (through the close on January 19). That's considerably better than the +1.28% gain the S&P 500 has generated
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A Position of Financial Strength

The New York Times recently ran a series of charts designed to sum up 2020 economically. They showed how the pandemic has impacted employment, wages, home prices, and more. But one of the most striking charts about what
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Money Roundup: Staying Rational, Preparing for Weirdness, and More

Here's our mid-January Round-up of articles on investing and personal finance. We hope you find them interesting and helpful.
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Roundup: Buying at an All-Time High, How Your 2nd Stimulus Check Differs From the First, and More

We're posting the Roundup early since Friday is a holiday. (Tomorrow, look for the monthly strategy updates for DAA and Sector Rotation.) Happy New Year!
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The Science of Habit Formation

Setting a goal for 2021 is helpful. But building a system is how you'll reach that goal — and systems are all about daily habits.
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SMI on the Radio: Money Moves for the New Year (audio & transcript)

Want to make significant financial progress in 2021? SMI's executive editor Mark Biller offered helpful ideas this week on Moody Radio's MoneyWise Live. To listen, click the play button below. Scroll down for the
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Money Roundup: Victory Belongs to the Patient, True Generosity, and More

We're rolling out the Roundup a little early this week. Enjoy! Victory belongs to the patient (Larry Swedroe, The Evidence-Based Investor). When it comes to investing, 10 years isn't a long time. (The Vanguard study
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Money Roundup: The ‘Everything Rally,’ When Bad Taxes Happen to Good Funds, and More

Here's our just three-weeks-until-Christmas Roundup of interesting articles on investing, personal finance, and stewardship. Grab a mug of hot cocoa and read on!
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Your 10 Most Important Financial Moves for 2021

No one knows what will happen in 2021. But you can make it a year of personal financial progress — if you're willing to plan and act.
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Short-Term-Care Insurance: An Alternative for Extended Care

Long-term-care insurance is pricey, and many applicants are rejected because of health issues. There's an alternative: short-term-care insurance.
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