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Stock Upgrading — New Fund Recommendations for April 2017

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Diversification Means Always Having to Say You’re Sorry—and Why You Should Do It Anyway

In his award-winning book, The Laws of Wealth, behavioral psychologist Daniel Crosby explains the psychological pitfalls facing investors, plus he offers practical advice for avoiding those pitfalls
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No Such Thing As “Normal”

By all accounts, 2008 was a most unusual year. The economy and financial system were rocked with abnormal events, and the prices of most financial assets fell sharply. Ever since, many have been eagerly anticipating a time
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The Truth About P/E Ratios

Noted economist and fund manager John Hussman warns we’ve recently arrived at “the most broadly overvalued moment in market history.” Nobel prize-winner Robert Shiller warns “the market is way overpriced.” Yet plenty of
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What If You Can’t Pay Uncle Sam?

No one likes unexpected expenses, especially large unexpected expenses. This time of year, one such expense can be income taxes. You’re probably aware of this year’s April 18 filing deadline, but maybe you weren’t prepared
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Giving To The Grandkids

I’m always amazed at grandparents who are unwilling to leave large sums of money to their own children because they weren’t trained to manage it well, but they will leave significant sums to grandchildren who can’t even
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Easter Meditation: “That’s My King!”

Many years ago, before there was the Internet, email, and mp3 downloads, a small package arrived one day from my friend Ted DeMoss. It was a cassette with a brief six-minute message, one that had thrilled my friend’s
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An Under-Appreciated Benefit of Saving Money and Other Points to Ponder

What P/E ratios tell us … or don’t “The market is way over-priced.’’ – Yale Economics Professor and Nobel Laureate Robert Shiller, who developed the cyclically adjusted price-to-earnings ratio (CAPE), a widely used
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The Art of Getting Older — Where Will You Live?

There are countless important decisions to make as you get older. Many of them have a financial focus—how much to withdraw from the nest egg you’ve built, when to take Social Security, how to pay for healthcare and the
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Money Roundup: Double Checking the Roth IRA Math, The Persistent Bull Market in Fear-Mongering, and more

This week’s picks for the best investing and personal finance articles from around the web. A Roth IRA could be a worse choice than you think (Time). When comparing traditional and Roth IRAs, be careful how you do the
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