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
Continue Reading
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
Continue Reading
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
Continue Reading
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
Continue Reading
October 27, 2016
John Ortberg
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
Continue Reading
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
Continue Reading
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
Continue Reading
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,
Continue Reading
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
Continue Reading
Will the election move the markets?
“Should the S&P 500 record a positive return from July 31 to October 31, it signals the reelection of the party in power, while a decline suggests replacement. The S&P ended September
Continue Reading