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Calculating Your Personal ‘Great Recession’ Loss

We had an excellent question come in via the MoneyGuidePro® section of the SMI Forums recently, and I wanted to address it here to put it in front of a wider audience. It's central to effectively following the instructions
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Small Investors More Bullish Than at Any Time Since 2000

We've been pointing out for some time that stocks are trading at extremely elevated prices — by some measures, they've only been more expensive at the peak of the dot-com bubble. But we've also noted that stock valuations
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Facing Your Fears: Modeling the Impact of a Significant Bear Market on Your Financial Plan

Investors have enjoyed a powerful bull market over the past 8½ years. But they also carry the emotional scars of the steep declines of 2000 and 2008. With stock valuations currently stretched to
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Are You Being Diligent?

While there are reasons to be concerned about the health of the eight-plus-year-old bull market (historically high valuations, Federal Reserve tightening, and an economy performing below expectations), there are also
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Think Large Stocks Are Expensive? Small Stocks Are Even Worse.

Much has been written about the S&P 500's valuation and how, by some measures like CAPE, this index of large-company stocks has only been more expensive historically in the periods immediately prior to the 1929 and 2000
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Two Views of Recent Earnings

As regular SMI readers have likely figured out by now, we've gradually shifted over the past couple years from enjoying this bull market run in stocks to increasingly dreading its inevitable end. There's a place in every
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Diversifying Abroad: A Primer on International Investing

The United States of America remains the center of the investing universe, but trends set in motion long ago seem certain to diminish its prominence in the decades ahead. As the 21st century unfolds, other nations and
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Where Have the Dips Gone?

One of the keys to successful investing is having appropriate expectations. It's one of the reasons SMI regularly writes about what the market's typical experience is like, whether that's short-term or over the long haul.
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Growth/Value Performance Rotation

In pulling together data for the upcoming strategy report card to be published in the August issue of SMI, I noticed some interesting details about the performance rotation between the various Upgrading fund categories.
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Baseball, Hot Dogs, Apple Pie, and…Investing?

With Major League Baseball's "Midsummer Classic" (i.e.,  the annual All-Star Game) being played tonight, I was reminded of a fascinating Prager University video commentary I saw a few months ago by columnist George Will.
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