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Articles from 07/2017

DAA — August 2017 Update

There are no changes to the DAA lineup for August. 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 - August 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: Worrying, Wasting Time, and More

Once you’re done reading the new August issue of the SMI newsletter, check out these recent articles from across the web: Investors, stop worrying about why ‘nobody’ is worrying (The Wall Street Journal). The WSJ’s Jason
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Diversifying Abroad: A Primer on International Investing

The United States of America remains the center of the investing universe, but trends set in motion long ago seem certain to diminish its prominence in the decades ahead. As the 21st century unfolds, other nations and
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2nd Quarter Report: SMI’s Strategies Post Strong Gains

The financial markets were robust across the board during the second quarter, as stocks and bonds alike responded to the “Goldilocks” combination of economic growth being “not too hot and not too cold, but just
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My Hollywood Adventure (aka A Skeleton in My Financial Closet)

One of the tricky things about investments is that you don’t always know how they’re going to turn out. Long, long ago (in the 1970s before I learned to apply biblical wisdom to managing my finances) in a place far, far
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Searching For An Alternative To AARP? Here Are 6 Options

AARP, the nation’s largest organization for older Americans, traces its heritage to the late 1940s when a high-school principal set out to make sure retired teachers had adequate health insurance. About a decade later, the
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Competition Continues to Cut Investors’ Costs

Brokerage houses are continuing their “race to the bottom,” with each competing against the others to offer the lowest commissions and fund expense ratios. It’s a race that began almost from the moment Charles Schwab
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At Long Last, Rates for Savers Begin to Rise

The Fed’s latest interest-rate increase, continuing a rate-hike pattern started in December 2015, is nudging rates higher for savings accounts, money-market accounts, and certificates of deposit. Rates paid on savings
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Women Out-Invest Men and Other Points To Ponder

Low volatility means…what exactly? “I’m uncomfortable that people are so comfortable with this. I’m concerned about the very, very low volatility levels. But valuations aren’t super stretched, and companies are cashed
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