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DAA – December 2021 Update

There are no official changes to the DAA lineup for December, although we are changing one of the optional refinements. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in
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Sector Rotation — Waiting for Final End-of-November Rankings

With the significant market upheaval since Friday, we're waiting to get the final end-of-month data before making any SR decisions for December.
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#GivingTuesday is Starting Early, and Your Gifts in Support of the Gospel Will be Doubled!

We're getting the #GivingTuesday celebration started a day early this year, and once again SMI readers have the opportunity to partner with our friends at the Jesus Film Project to help bring the Gospel to thousands of
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Roundup: A Sign of an Overvalued Market, The “Non-Financials” of Retirement, and More

Happy day-after-Thanksgiving! Here is SMI's latest roundup of interesting articles on investing, personal finance, and stewardship. This will not last (Nick Maggiulli, Of Dollars And Data). Elevated price-to-sales
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A Thanksgiving Reflection: ‘Therefore I Will Hope in Him’

Of the 195 nations of the world, only a relative handful observe a day set aside annually for giving thanks, including the U.S., Canada, Germany, Liberia, and South Korea. The U.S. observance dates back to the earliest
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No Changes to Stock or Bond Upgrading for December 2021

There are no changes to Stock or Bond Upgrading this month.
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Your 10 Most Important Financial Moves for 2022

No one knows what will happen in 2022. But you can make it a year of personal financial progress — if you're willing to plan and act.
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I-Bonds Are the Best Deal in Fixed-Income Right Now

If your portfolio calls for bond exposure and you can work with the Treasury Department’s restrictions, I-Bonds are a great option right now.
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SMI’s 2021 Christmas Gift Book Offer

As our way of saying "thanks" to our SMI members, we want to send you a gift. Just let us know you want it.
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Retirement Surprises

Many new retirees find themselves facing unexpected realities in retirement — both financial and emotional. Here’s how to minimize surprises.
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