There is one change to make to DAA for April. [Editor's note: there is no second move to make this month.] Read on for the full details.
DAA is a core portfolio strategy that is designed to help SMI readers share in some
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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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The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
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If you’re following SMI’s strategies, you already receive regular, objective alerts when it’s time to replace a fund. But for those who aren’t doing so, or who invest through a 401(k) using funds other than SMI’s fund
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With Star Wars back on the front burner of our entertainment culture, I am reminded of Yoda,
a Jedi master who was small of stature but had a way with words. A philosopher, he was.
Let me say this right up front: The SMI
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This article pertains specifically to investors who have both a tax-advantaged account (IRA/401k) and a taxable investment account.
If you don’t have a taxable investing account, don’t make the mistake of thinking
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You are more likely to be a successful investor over the long haul if your investing decisions and actions flow from specific, predetermined guidelines. An old saying offers good advice: “Plan your work and work your
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March 29, 2016
John P. Dodd, AAMS, CRPC, CFP®
One of the most important, irrevocable financial decisions many people ever face concerns how they will receive the money out of their retirement account when they retire. For certain types of retirement plans, employers
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Of all the things a kid (or we adults, for that matter) can do with money, saving it may be the most boring. Spending, of course, is fun. Investing and giving can be exciting as well. But saving money is all about setting
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