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It’s Always Something, Oui?

To be a stock market investor is to suffer through a daily onslaught of confusing and misleading headlines. Even for those who try to tune out the noise, it’s impossible to completely ignore the chattering class of market
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Money Roundup: Minding the Age Gap, Whether Stocks and Bonds Could Fall Together, and More

This week’s picks for the best investing and personal finance articles from around the web. Retirement planning when there’s an age gap (Morningstar). Is there a sizeable age difference between you and your spouse? Here’s
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Stock Market Valuations

In the April newsletter, we wrote an article titled The Truth About P/E Ratios. That article noted that the stock market is currently very richly valued when compared to its historical pricing, but also that market
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Money Roundup: A Pre-Retiree Road Map, Caution Signals From the Bull Market, and More

This week’s picks for the best investing and personal finance articles from around the web—a day early this week because we'd rather see you focused on more important matters on Good Friday! An investing road map for
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 3-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 3/31/2017. The Tracker and FPR are typically updated monthly between
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Money Roundup: Why Retirees Run Out of Money, Investment Products Vs. Solutions, and More

This week’s picks for the best investing and personal finance articles from around the web. The big reason many retirees run out of money (MarketWatch). No one knows how long they’ll live. When planning for retirement,
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DAA — New Recommendation For April 2017

There is one change to make to DAA for April. 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 — Preliminary April Info

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 preventing) losses during bear markets. The strategy involves using exchange-traded
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Sector Rotation - April 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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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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