Home >Articles

Articles from 11/2016

DAA — New Recommendations For December 2016

There is one change to make to DAA for December. 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 - December 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
Continue Reading

2017 Contribution Limits, Deductions, and Other Rule Changes

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. While President-elect Donald Trump has proposed sweeping tax reform, it’s impossible to know which of
Continue Reading

Money Roundup: The Limits of Mutual Fund Ratings, Trumping Market Sentiment, and More

This week’s picks for the best investing and personal finance articles from around the web. Does the star rating for funds predict future performance? (Morningstar). Morningstar gives its own rating system mixed
Continue Reading

Stock Upgrading — New Fund Recommendations for December 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
Continue Reading

Your 10 Most Important Financial Moves for 2017

As this year draws to a close, it’s a natural time for reflection. Without meaning to sound like a politician, consider this: Are you better off now than you were at the start of the year? Financially speaking, what has
Continue Reading

Names for the Holy Spirit: Our Seal

Following is a brief excerpt from a book being offered as a Christmas gift to SMI subscribers. See the announcement below the article for details. The Body Tithe Devotional takes you on a 90-day journey to build up your
Continue Reading

Election Analysis: How a Trump Presidency May Affect Your Taxes

In two of the most shocking political upsets in American history, President-elect Donald Trump first navigated past a field of 16 Republican challengers in the primaries, then beat the formidable Clinton machine in the
Continue Reading

“TIPS” Protect Against Inflation, Not Rising Interest Rates

Inflation is the silent stalker of investment returns. Because it is neither paid directly, nor is it deducted — as taxes are — inflation often escapes detection even as it undercuts buying power. Even relatively low
Continue Reading

Investing in the Next Generation

If you’re investing money in the stock market, you’re somewhat unusual — unusually smart, we would say, but unusual nonetheless. According to a recent survey by Bankrate, more than half (52%) of American adults have no
Continue Reading