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Articles from 10/2016

DAA — November 2016 Update

There are no changes to the DAA lineup for November. 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 - November 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: The Overly Optimistic Investor, Rethinking Gold as an Inflation Hedge, and More

This week’s picks for the best investing and personal finance articles from around the web. You are probably way too optimistic about your investment returns (MarketWatch). Expecting an 8.5% average annual return—on top
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Stock Upgrading — New Fund Recommendations for November 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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All the Places to Go . . . How Will You Know?

At times, God opens a door and invites you to walk through — into the unknown. Whether you stay where you are or venture forth will determine the kind of life you live and the kind of person you become.   The ability to
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3rd Quarter Report: New Highs

The third quarter started on the heels of a summer bombshell: The surprising result of the June 23 Brexit vote to leave the EU briefly stunned investors and roiled global markets. But the U.S. stock market quickly shook
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Thanksgiving Stories

This Thanksgiving, many of us will gather with extended family to enjoy food, fellowship, and perhaps some football. It can also be a time of life-changing conversations. When my wife, Jude, and I became parents, we
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Profiting From Monthly “Seasonality” in the Stock Market

Here’s some research that should get your attention. Assume two $1,000 portfolios — which we’ll call the Green and the Red — were started in January 1927. Although the market is open, on average, about 21 days each month,
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3 Ways to Utilize Your Home Equity

The relative ease with which homeowners can borrow against their home equity can make it tempting to do so, whether to pay off higher-interest debt or to cover the cost of a remodeling project. The relatively low interest
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New Rules Make it Easier to Give Toward College Costs

If you have a college-bound child or grandchild in your life, you may benefit from recent changes in the financial-aid application process. Beginning with the 2017-2018 school year, the federal government’s Free
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