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Articles from 02/2016

DAA — New Recommendation For March 2016

There is one change to make to DAA for March. 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 - March 2016 Update

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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Money Roundup: What Buffett Doesn’t Do, How Much You Really Need, and More

This week’s picks for the best investing and personal finance articles from around the web. Here’s what Buffett wouldn’t do, and maybe you shouldn’t either (Bloomberg). Learning from Buffett’s “stop doing”
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Stock Upgrading — New Fund Recommendations for March 2016

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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How to Take Market Turbulence in Stride

As we’ve seen in the opening weeks of 2016, stock prices are capable of sharp, erratic behavior. Whether these declines are the early stages of an eventual bear market remains to be seen. But even if not, such sharp
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The Pleasure of God in Doing Good to All Those Who Hope in Him

These are challenging times for our country, our economy, and the markets. As we attempt to navigate wisely through the coming months, it’s reassuring to know we’re not alone on this journey. During times like these,
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If a Bear Market Arrives, Will Your Decisions Be Guided by Reason or Emotion?

“When the stock market experiences significant weakness, as it [has recently], we get a lot of calls from readers asking, ‘What should I do now?’ Our answer is always the same: ‘Ignore the market and follow your long-term
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Avoid Double Taxation When Calculating Mutual-Fund Gains

Mutual funds make periodic payments to shareholders representing a share of the interest, dividend, and capital-gain income earned by the fund. These payments are called “distributions.” If you’re not careful in accounting
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Why it Might Be Timely to Convert a Traditional IRA to a Roth IRA in 2016

This year’s market correction has been severe enough that it’s causing some investors to feel like they should “do something!” in response. Our advice? Stay calm and don’t take dramatic action. Instead, wait for an
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Improve the Return on Your Savings With a “CD Ladder”

Looking for higher interest rates for your savings? Join the club. Rates on savings continue to scrape the bottom of the barrel. Even with the Federal Reserve announcing in December its first interest rate hike since the
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