Heading into the final hour of trading, it appears that there will be no changes to the DAA lineup for December. (If in the unlikely event that this changes after the final numbers are in tonight, I'll post a follow-up
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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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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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Confounded by the vast array of options, many investors wish someone would just tell them exactly how to invest their portfolio. While SMI has always approached investing from more of a “buffet table” standpoint, where we
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In December 1995, I began what has become a Christmas tradition here at SMI: offering, as a gift to our subscribers, a book that has been meaningful to me in my Christian walk.
I do this to express appreciation for your
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The most significant driver of the financial markets over the past seven years has been the relentless effort of the Federal Reserve and other global central banks to push down interest rates. These near-zero short-term
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November 24, 2015
Patrick Kelley CPA & Adal Yousef
As year-end approaches, you can exercise good stewardship by considering ways to minimize your tax liability. You should begin now so you will have time to take advantage of tax savings opportunities. (The
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Articles warning about the dangers of overspending at Christmastime have become as predictable as ever-earlier Christmas sales. Even before Thanksgiving, articles appear, exhorting you to create a gift budget, go easy on
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Simplicity is the ultimate sophistication
“Finance is a simple industry made to look and sound complicated to justify fees. Active managers even use a Greek word—alpha—to describe what other industries call ‘doing your
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For the past several years, SMI has been more intentional about helping widows get their financial bearings. SMI is willing to pay for one such woman each month to receive a counseling session from Ronald Blue & Co. Our
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