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Checking In On Bond Upgrading

It's been a little over two years since SMI revamped our approach to bond investing. This change was explained in the article, Introducing an Upgrading Approach to Bond Investing that Outperforms the Bond Market. Bonds
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Money Roundup: Robert Shiller Sees Cause for Concern, Investing in Uncertain Times, and more

This week’s picks for the best investing and personal finance articles from around the web. Why Robert Shiller is worried about the Trump rally (Bloomberg). There are a number of valuation metrics; his is flashing a
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Would You Abandon A Perfect Investing Strategy?

We read a ton of stuff in our quest to stay on top of the financial/investing world for you. As such, it's fairly rare that we see information presented that has much of a "new/wow" factor to it. But the following is
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The Question For Investors

For investors who follow market news closely, there always seems to be something to worry about. Today, there’s frequent chatter about elevated P/E ratios and impending rate hikes, concern about how much longer the aging
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 2-28-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 2/28/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: Recession Watch, Interpreting the Market’s Valuation, and More

This week’s picks for the best investing and personal finance articles from around the web. Is the economy due for a recession? (The Atlantic). “Expansions don’t die of old age.” Rekenthaler: My asset allocation
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Happy 8th Birthday, Bull Market

The current bull market turns 8 years old tomorrow. It's been quite a run! As is usually the case, it was birthed in terrible circumstances, distrusted by the masses through much of its early rise, and only now when it is
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The Changing ETF Landscape: Lower Fees, Different Alternatives

There’s good news for investors. ETF transaction fees continue to fall. Fidelity started the latest fee war, dropping their commissions on ETFs (and stocks) from $7.95 to $4.95. Schwab quickly matched Fidelity and then TD
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Money Roundup: Why Fear is a Perennial Best-Seller, The Case For Being a ‘Perma-Bull,’ and More

This week’s picks for the best investing and personal finance articles from around the web. Beware the pessimists (Morningstar). Fear sells. Buyer beware.
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DAA — March 2017 Update

There are no changes to the DAA lineup for March. 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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