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Articles from 01/2017

DAA — February 2017 Update

There are no changes to the DAA lineup for February. 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 - February 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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What Do You Want?

Of all the many books about money I’ve read and messages about money I’ve heard, several authors and speakers have become favorites. I trust their use of Scripture, I enjoy their style of writing or speaking, and their
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Money Roundup: Bond Market Veterans Look Ahead, Taking Politics Out of Your Investment Decisions, and More

This week’s picks for the best investing and personal finance articles from around the web. As bond bear market beckons, veterans tell tales of the unknown (Bloomberg). Very few bond pros have lived through a bond bear
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Personalized Financial Planning Is Now Within Your Reach

A few years ago, ING ran an ad campaign that showed people going about their day, each carrying a number. The number was the unique amount each of them needed to save for retirement, and the focus of the ads was asking “Do
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An Exciting New Opportunity for SMI Members: Personal Financial Planning via MoneyGuidePro

Personalized financial planning offers tremendous benefits. Understandably, those benefits haven’t come cheap. But thanks to our friends at SMI Advisory Services and an
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2016 Year In Review: Final Gains Mask an Emotionally Trying Year

When investors look back on 2016 a few years from now, they’ll see solid investment returns from most asset classes. But as is often the case, the story of the trying year that produced those gains will largely be
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Making It Easy On Yourself To ‘Do The Right Thing’

When the stock market experiences sharp downturns, as it did in August of 2015 and again in early 2016, we hear from readers asking, “What should I do now?” Our answer is always the same: “Ignore the market and follow your
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How to Get on the Same Retirement Page as Your Spouse

Imagine watching your spouse head out the door at the usual time on a weekday morning, but instead of grabbing a briefcase, he or she picks up golf clubs instead — and that’s your first clue that your spouse has
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The Threat You Pose To Yourself and Other Points To Ponder

Be careful whose advice you take “If you saw my portfolio, you’d never ask me for investment advice.” —Financial author Jonathan Clements, on his Humble Dollar blog, listing one of “14 things financial journalists won’t
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