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Articles from 07/2014

Three Types of Savings Everyone Needs – What Could Go Wrong?

During an enjoyable dinner with my wife and some good friends the other night, I glanced beyond our dining room through the windows in our kitchen and was surprised to see the sky turning ominously dark. It had been a
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The Importance of Thinking Really Long-Term

Of all the topics we've written about during the first quarter-century of SMI's existence, one that always generates unusual levels of feedback is that of trusting God during difficult circumstances. That might seem
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The Advantages of Giving (and Receiving!) Through a Charitable Gift Annuity

Most charitable gifts are easy to understand. You write a check to a charity and the gift amount is deductible from your taxable income. But there are other ways to give, some of which can provide greater benefits both to
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How to Virtually Eliminate the Risk of Capital Loss

We often emphasize the importance of having a long-term view when it comes to executing your investment strategy. We would typically define that as having, at a minimum, a 10-year time frame in mind. Why 10 years? Because
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Momentum: The Engine of SMI’s Upgrading Strategy

For the benefit of newcomers, here's an explanation of our Fund Upgrading strategy and why it has led to superior long-term returns. In Indexing: The Loser's Game That Can Make You A Winner, we explained how to use
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Putting the Lord First in Your Finances

As you're developing a budget with your family, I encourage you to make it your number one priority to pay the Lord first. I once heard Bob Benson, a beloved Christian author, talk about a vest he had worn to a speaking
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Your Window of Opportunity Is Closing

I love the beauty of the low country and beaches of the Carolinas where we recently vacationed. I especially enjoy my early morning quiet times, watching the sun rising out of the ocean. The colors in the sky speak of
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The Eternity Portfolio

As we considered how to kick off the beginning of SMI's 25th year, it seemed appropriate to go back to our archives for one of our "all-time favorites." This excerpt first appeared in 2005 and generated quite a response —
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