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Of These Things You Can Be Certain

Life is filled with uncertainties. We never know what the next day, or even the next hour, will bring. The daily news is testimony to that, but so are things closer to home. Perhaps you're facing a significant life change
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Money Roundup: Bitcoin Mania, How to Read Financial News, and More

Here's our latest linkfest: What is Bitcoin, and how does it work? (The New York Times). As Bitcoin continues to rise at dizzying speed, the NYT offers a newly updated explainer. Blockchain — The new technology of trust
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SMI on the Radio: Balancing Family and Work

Holding down a job requires a lot of time and energy. So does raising a family. For many of us, the job wins out — and we end up giving our spouse and children only what's left over. Today on MoneyWise, SMI Executive
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Using the Tracker to Implement a Custom Version of Just-the-Basics

Recently, we looked at the investment options that an SMI member we’ll call Betty has access to within her health savings account (HSA) and demonstrated how she could use the Personal Portfolio Tracker to implement a
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Annual Seasonality Buy Signal Triggered – Fall 2017

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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Money Roundup: What to Worry About, Persistent Market Myths, and More

Our latest picks for the best investing and personal finance articles from around the web. What to worry about in this surreal bull market (Bloomberg). Market veterans weigh in on what could go wrong. Are stocks too
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DAA — December 2017 Update

There are no changes to the DAA lineup for December. 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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Sector Rotation - December 2017 Update

There is no change being made to the official SR recommendation for December. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
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Welcome to #Giving Tuesday, the Day When Your Gift Toward Making Jesus Known Is Multiplied Four-Fold!

Hey friends! Welcome to #GivingTuesday, the only day in your year when every $1 you give turns into $4! #Giving Tuesday is a movement designed to launch the Christmas season with an emphasis on generosity rather than
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Stock Upgrading – New Fund Recommendations for December 2017

Our most aggressive core strategy, Fund Upgrading is a “momentum” strategy premised on the observable phenomenon that recent past performance tends to persist. The strategy has you diversify your portfolio across five
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