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Stock Upgrading – New Fund Recommendations for June 2018

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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Will Your Retirement Nest Egg Last? How to Use MoneyGuidePro® to Find Out

It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
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What the Flattening Yield Curve Says About the Economy and Markets

In the decade since the 2008 financial crisis ended, interest rates have dominated most discussions of the economy and financial markets. The Federal Reserve assured this would be the case by lowering short-term interest
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Money-Market Funds Are Back in the Game

The money-market fund (MMF) is back. After years of minuscule yields, this once-popular choice for savers is back to offering respectable returns — in some cases, at least equal to the rates offered by online
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Growth Has Dominated Value: Will it Continue?

Two main distinctions are used when categorizing individual stocks. The first is size: is the company large or small? The second is style: is the stock primarily attractive to investors because of its growth
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The Making of a Wise Money Manager

Among the attendees at my recent workshop, one was an avid reader of Morningstar analyst reports. Another was thinking about investing in GE, noting this seemed an opportune time since the blue-chip company’s stock price
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The Rules Have Changed for Reverse Mortgages

In recent years, reverse mortgages have ridden a popularity roller coaster. Once seen as loans of last resort, they came back in vogue in 2010 when a new “Saver” reverse mortgage became available that featured
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GE: Enron Without the Scandal, and Other Points to Ponder

Is this a good time to invest? “There is no BEST time to invest. There is just investing. There is doing it consistently. There is compounding.” – Howard Lindzon, Chairman and Co-Founder of Stocktwits, writing on Medium
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An Upgrading Overview: Easy as 1-2-3

Why Upgrade? SMI offers two primary investing strategies for “basic” members. They are different in philosophy, the amount of attention they require, and the rate of return expected from each. Our preferred investing
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SMI on the Radio: The Stock Market in 3-D

No one really knows how the stock market will perform in the short-term, i.e., over the next 3 years or so. Things could go up, down, or sideways — or all of the above. However, if you invest for the long-term (at least 10
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