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Investing in an Over-Extended Bull Market

It's a classic dilemma and one that investors spend a surprisingly large amount of time dealing with: how to invest when the data seem to suggest the market is "late" in a bull market cycle?
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The Millennial Investing Crisis

The formative scars of the 2008 financial crisis have inclined many millennials (born between 1980-2000) to be more risk-averse than other post-World War II generations, favoring the safety of low-paying savings over
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Understanding “Regression to the Mean” Helps Manage Expectations

In investing, as in life, it’s important to manage your expectations. There’s nothing quite like an unmet expectation to drive misery and misbehavior. That helps explain why fewer people own stocks today than before the
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Don’t Just Do Something, Stand There!

I'm not a soccer fan, but I'm also not one to miss the opportunity to work a sports reference into an SMI article. So in light of this weekend's World Cup finale, which France won by defeating Croatia 4-2, I'm reminded of
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EFA’s Wild Ride Yesterday

Yesterday was a great illustration of a few principles SMI frequently preaches: Watching your investments too closely can cause heartburn Distributions can cause deceptive price action in specific funds/ETFs Relying
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A “Clear and Present Danger” to Your Portfolio

Today is Fed Day, although perhaps we should be calling it "Central Bank Week," given that the European Central Bank meets tomorrow (with the expectation of more details regarding the timeline for the unwinding of its
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What the Flattening Yield Curve Says About the Economy and Markets

In the decade since the 2008 financial crisis ended, interest rates have dominated most discussions of the economy and financial markets. The Federal Reserve assured this would be the case by lowering short-term interest
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Growth Has Dominated Value: Will it Continue?

Two main distinctions are used when categorizing individual stocks. The first is size: is the company large or small? The second is style: is the stock primarily attractive to investors because of its growth
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Things I Know and Things I Know I Don’t Know

This week, I came across a rare investing gem on Twitter. For the most part, I haven't found Twitter to be particularly helpful in the investing arena. But a recent "Tweet Storm" — or series of tweets about the same topic
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The Stock Market in “3D”

Movie fans enjoy watching movies in “3D” because they offer depth and perspective beyond what’s available in a standard “2D” picture. Viewing the market outlook in “three dimensions” can potentially offer similar depth and
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