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 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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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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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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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
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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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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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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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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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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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