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Articles from 06/2017

DAA — New Recommendation For July 2017

There is one change to make to DAA for July. 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 - July 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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Money Roundup: The Quarter’s Top Performers, Falling Mortgage Rates, and More

Our weekly collection of informative and thought-provoking articles from around the web.
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Bond Upgrading — New Fund Recommendation for July 2017

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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Letting Your Joy in God Overflow

SMI's purpose statement says, “We help individuals invest successfully and apply biblical principles to all aspects of their financial life so they will experience the joy of: providing well for their family (1 Timothy
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Fulfilling Your Purpose

Are you a “good” or “bad” investor? That can’t be answered without an understanding of an investor’s purpose. If you know the purpose of an investor is to manage money in such a way as to make it grow, but your investment
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Why Now Is a Good Time to Launch Your Stock-Market Strategy

It may seem like a strange assertion that now is a good time to start investing in stocks. After all, the stock market has been in a long bull market that has now extended into its ninth year, stock valuations are widely
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Giving Generously While in Debt

When Karen and Scott got married, Karen had nearly $50,000 of non-mortgage debt. Scott, who was a Chicago firefighter at the time, jokingly referred to it as “a reverse dowry.” Several years before meeting Scott, Karen
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3 Investment Strategies Where Ignorance Is Bliss

“Deciding what not to do is as important as deciding what to do.” – Apple co-founder Steve Jobs Investing is made easier if you recognize you can ignore strategies that don’t fit into your long-term plan, such as those
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Donor-Advised Funds: A Great Tool for Tax-Efficient Giving

When crafting a plan to achieve your charitable-giving objectives, your accountant or attorney will likely consider several factors, such as flexibility, simplicity, and the ability to handle contributions of non-cash
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