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Money Roundup: Spotting the Signs of a Recession, The Danger of Average Returns, and More

Some of the better investing and personal finance articles from around the web.
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SMI on the Radio: The Pros and Cons of Passive Funds and Active Funds (audio and transcript)

More and more investors are choosing passive funds over active funds. SMI executive editor Mark Biller explained both the upside and downside of that approach last week on Moody Radio's MoneyWise Live. Mark also answered
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DAA – August 2019 Update

There are no changes to the DAA lineup for August. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA Decision on Hold as Fed Rate Cut Rattles Markets

For half an hour after the Fed announced today that it is cutting interest rates for the first time in 10½ years, the markets stayed calm and it looked like we might be able to make a normal call on DAA. Then Chairman
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Sector Rotation – August 2019 Update

There is no change to the official SR recommendation for August. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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Innovations in the Annuities Market

In this month’s newsletter cover article about annuities, we mentioned several companies where you can purchase annuities without going through a commissioned salesperson. But there are some new players in this
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Stock and Bond Upgrading Update for August

There are no changes to Stock or Bond Upgrading for August.
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Making Sense of the Annuity Puzzle

Buying an annuity is, in essence, buying a steady pension for your retirement years. That sounds attractive, but annuities also have downsides. Here’s how to determine if one is right for
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2nd Quarter Report: June Surge Ends Best First Half Since 1997

Investor emotions in the second quarter of 2019 ran the gamut from optimism to despair to glee. Meanwhile, most of SMI's strategies posted solid gains.
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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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