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 preventing) losses during bear markets. The strategy involves using exchange-traded
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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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Many American homeowners are re-embracing a once-popular method of generating cash: refinancing their home loans and getting cash out in the process.
Five years ago, in the continuing wake of the financial crisis, only 12
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This week’s picks for the best investing and personal finance articles from around the web.
How to stop being your own worst enemy in the stock market (MarketWatch). Practical ideas for taming your emotions.
This bull
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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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May 25, 2017
Jonathan Clements
Jonathan Clements wrote a personal finance column at The Wall Street Journal for nearly 20 years. He also spent six years as Director of Financial Education for Citigroup’s U.S. wealth-management business. He is the
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SMI regularly suggests that one’s investing decisions usually can be made with little regard for what’s going on in the investment markets. This seems counterintuitive. Let us once again make our case, then we’ll apply it
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It’s a great time of year for the Pryors — Susie and I are getting ready to leave for our annual vacation on the Carolina beaches! While we’re there, we don’t buy newspapers, turn on the television, read any news, or do
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Maybe you used to keep a spare house key under the welcome mat (or a nearby rock) in case you got locked out. Few of us do that anymore. We’ve grown too concerned about home security. But many of us still leave a spare key
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May 25, 2017
Jenny Migdal, CFP®
As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent — and so confusing — it’s a challenge to stay
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