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Articles from 09/2015

DAA — New Recommendation For October 2015

There is a change to make this month 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 minimizing (or even preventing) losses
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Sector Rotation - New Recommendation for October 2015

A new Sector Rotation fund is being recommended for October. 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
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Debunking Market Myths

Financial theorist William Bernstein once said, “Investment wisdom begins with the realization that long-term results are the only ones that matter.” Yet, while markets produce relatively consistent returns over the long
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6 Investing Facts to Consider When Risking Your Money in the Stock Market

Remember the Southern Corn Leaf Blight of 1970? No? Well, I wouldn’t either except for the fact it changed my life — and perhaps yours as well. “First reported in February in southern Florida, by mid-June the disease
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Recent Market Correction Exposes ETF Vulnerabilities

For most investors, the August stock market correction was an uncomfortable, if short-lived, reminder of how volatile stocks can be. For advisor Ted Feight, a financial planner in Lansing, Michigan, the impact was much
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Lessons From Upgrading’s Long-Term Performance History

In his August editorial, Are Your Investing Expectations Reasonable?, Austin discussed how the perceived reliability of a given strategy is colored by each investor’s initial experience with that strategy. If you start
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Do You Need Umbrella Liability Insurance?

Start investigating the subject of “umbrella” liability insurance and it won’t be long before you hear this phrase: “It’s only a couple hundred dollars per year for $1 million of coverage.” While it may sound like you get
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Should Social Security Impact Your Asset Allocation?

You know the asset-allocation drill. At the intersection of your age and risk tolerance is the optimal mix of stocks and bonds for your portfolio. This seems clear enough for the assets already in your portfolio. But what
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The Fed punts on raising interest rates, and other points to ponder

The Fed punts again on raising interest rates “…in light of the heightened uncertainties abroad and the slightly softer expected path for inflation, the committee judged it appropriate to wait for more evidence,
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Sighting: It’s Not Easy

Especially during downdrafts, many investors impute intelligence to the market and look to it to tell them what’s going on and what to do about it. This is one of the biggest mistakes you can make. As Ben Graham pointed
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