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‘Tell Me Again, What Exactly Does SMI Do?’

A long-time friend wrote to me recently, asking, in essence, the question in this article’s headline. On a high level, he knows SMI does something in the investment space. But as he’s become less satisfied with how his
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Money Roundup: The Risk of Living a Long Life, Keeping Politics and Your Portfolio Separate, and More

This week’s picks for the best investing and personal finance articles from around the web. How investors underestimate how long they’ll live in retirement (Wall Street Journal). “Longevity risk” has an ironic sound to
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Investors Don’t Experience “Average” Returns

Much of our focus the first six weeks of this year has revolved around financial planning — specifically the MoneyGuidePro® offer recently extended to SMI Premium Members by SMI Advisory Services. The cover article of our
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Tales From the Frontlines of Retirement

If you want to know how things might turn out — whether trying a new restaurant or making a mid-life career change — ask those who’ve gone before you. That’s what the Wall Street Journal did recently in order to help
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Money Roundup: You May Need More for Retirement Than You Think, Bearish Thoughts, and More

This week’s picks for the best investing and personal finance articles from around the web. How much do you need to fund retirement? More than you think (USA TODAY). Hopefully you’re taking advantage of the opportunity to
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 1-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 1/31/2017. The Tracker and FPR are typically updated monthly between
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Beware Party-Tinted Glasses

Investing based on your political beliefs/expectations is a terrible idea. We've touched on this theme a few times since the election, but I continue to see comments and questions that relate to it, so I'm briefly delving
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Calm Under Pressure

If you played quarterback for a football team that was down 28-3 in the 3rd quarter of the Super Bowl, how do you think you would respond? Or, if you were piloting a jet with 155 people onboard, just took off from an
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Money Roundup: Bringing Retirement Confidence and Preparedness Together, The Profit of an Investment Process, and More

This week’s picks for the best investing and personal finance articles from around the web. 5 ways you may be fooling yourself about your retirement plan (Time). Are you as prepared as you are confident? 6 myths about
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DAA — February 2017 Update

There are no changes to the DAA lineup for February. 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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