For the second time in the past three months, there is a change to make in Dynamic Asset Allocation.
DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while
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Sector Rotation is a high-risk/high volatility strategy. While its peaks and valleys have been higher and lower than all other SMI strategies, it has generated especially impressive long-term returns, as discussed in
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For those following our Enhanced Just-the-Basics (EJtB) strategy, third quarter 2015 recommended fund selections are now available.
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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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Beginning in April, SMI’s Stock Upgrading strategy shifted from providing four official fund recommendations in each stock category to listing only three. (See Simplify Your Fund Upgrading By Owning Fewer Funds for
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June 26, 2015
Andy Stanley
In this annual stewardship issue, we raise the question: Have you considered you might be rich? No, you may not feel rich. Rich is the other guy.
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If you’re not crazy about the idea of using a budget, you’re not alone. Many people think of a budget as something you go on like a diet. Or they think of it as being about less — obsessively spending less on everything,
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Several years ago, a speaker at a missions conference in my church quoted the statistics that show more money is spent on both chewing gum and dog food in the United States than is given to foreign missions.
I cannot
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Life is a series of deadline events. Whether it’s studying for an exam, training for an athletic event, shopping for a birthday gift, or planning a wedding, your opportunity for preparation ends when the deadline
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As you start to get a bit gray around the temples, certain aspects of generosity may begin to look a little gray as well. For example, when the source of your income changes from salary to retirement savings, should that
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