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Articles from 06/2016

DAA — July 2016 Update

There are no changes to the DAA lineup for July. 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 - July 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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Stock Upgrading — New Fund Recommendations for July 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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A Balanced Biblical Approach to Wealth and Possessions

Well-meaning Christians can go to extremes in their views about money and material wealth. Some believe in a “poverty theology” while others espouse a “prosperity theology.”   In this excerpt from his award-winning book
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How Confident Are We in God’s Promises?

As we celebrate SMI’s 26th anniversary this month, it’s an appropriate time to remind you what motivates and energizes our work — our hope that helping you have more would give you the freedom to give more. The Great
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The Bond Market Is Shouting, But Is the Fed Listening?

The Federal Reserve’s desire to raise short-term interest rates has been clearly communicated for many months. It has been the key issue driving the investing markets all year (at least until last week's Brexit vote), and
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A Peek Under the Hood of SMI’s Just-the-Basics Strategy

SMI’s Just-the-Basics strategy was designed to be the ultimate in simplicity. JtB uses only three stock-based mutual funds (plus one bond fund if your asset allocation calls for it), can be set up in a matter of minutes,
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Setting a Financial Finish Line

Our consumer culture promotes one overarching goal: More! In countless ways, both subtle and overt, we’re told we don’t have enough. We need a bigger house, a newer car, a nicer vacation, more money in savings, and on it
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Should You Rent or Buy a Home?

Hank and Hannah Homeseeker are considering buying a $225,000 house. They’re currently renting for $1,300 per month. There are many factors that could sway their decision, but which decision would make the most financial
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The UK Votes To Leave The EU and Other Points To Ponder

The UK votes to leave the EU “Basically, they took back their country. That’s a great thing…and it is essentially the same thing that is happening in the United States.” – Republican presidential nominee Donald Trump,
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