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Stock Upgrading Special Alert: Urgent

In a highly unusual situation, we are pulling today's recommendation of Fairholme (FAIRX).
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The Next Step in Your Personal Financial Plan: Transitioning From myMoneyGuide® to MoneyGuidePro®

More than 525 Premium Members have already signed up for personal access to the award-winning myMoneyGuide® financial planning software, offered by SMI Advisory Services. 
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Stock Upgrading — New Fund Recommendations for March 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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Things Are Not As They Seem

Sorting out the real from the illusory is one of the great challenges in investing, as in life. There’s often a disconnect between our perceptions and the underlying reality. Things are not as they seem. For
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Market Probabilities: What the Past Suggests About the Future

Even after the dreadful losses of 2008—and despite numerous past recessions and even a Great Depression—the remarkably resilient U.S. stock market has returned, on average, +11.5% per year since the mid-1920s. That’s for a
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Learning To Bullet-Proof Your Career

It used to be fairly common to spend the bulk of one’s career working for a single company. This workplace model seemed almost like guaranteed employment, with a gold watch and defined-benefit pension waiting at the end.
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Understanding How Fund Distributions Affect Your Total Returns

We frequently get e-mails from members who follow our Fund Upgrading strategy and wonder why the returns they’ve calculated for various trades don’t match the ones we report. Without fail, the issue has to do with their
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Student Loans Tarnishing The ‘Golden Years’

Much has been made of all the stress and strain education debt is inflicting on young college grads. But the fastest growing segment of the population with burdensome school debt isn’t the young. It’s borrowers who are
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Optimism Is Up, and Other Points To Ponder

Dow sets a record “The optimist will say ‘of course things turned out okay.’ The pessimist will say ‘just you wait.’ The intelligent investor will say ‘it is what it is.’” — Josh Brown, blogger at The Reformed Broker,
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Sighting: Dow 21,000 Is in Sight, but Many Stocks Are Getting Left Behind

[In February], investors have enjoyed perfection: All four major averages have snagged consecutive new record highs and the S&P 500 has climbed for 12 of the last 14 sessions [as of February 22]. Interest rates remain low.
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