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Articles from 08/2017

DAA — New Recommendation For September 2017

There is one change to the DAA lineup for September. 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 - September 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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SMI on the Radio: Funds Across the Water

This has been a good year (so far) for international investing — evidenced by the fact that the foreign funds currently recommended in SMI's Upgrading strategy are boasting year-to-date returns of 20%-to-30%! Today on
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Stock Upgrading — New Fund Recommendations for September 2017

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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Are You Being Diligent?

While there are reasons to be concerned about the health of the eight-plus-year-old bull market (historically high valuations, Federal Reserve tightening, and an economy performing below expectations), there are also
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Bitcoin and Cryptocurrencies: Are They a Passing Fad or the Future of Finance?

2017 has been a good year for stock-market investors thus far. But the gains seen in even the strongest stock market sectors have been no match for the performance of “bitcoin” and other
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The Importance of Boundaries

As investors, we are our own worst enemies. This observation stems not only from our decades of practical experience in the financial arena, but also is confirmed by Scripture. Given our fallen natures, it would be
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Catching FIRE — What to Make of the Early-Retirement Movement

An increasing number of millennials are focusing on FIRE — becoming Financially Independent and Retiring Early. No one knows the size of the growing FIRE movement, but the number of blogs and podcasts related to FIRE is
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Moving Your Career Forward Through Mentoring

The biblical admonition to do your work “with all your heart, as working for the Lord” (Colossians 3:23) stands in stark contrast to many people’s daily experience. According to the latest in a long-running series of
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MoneyGuidePro vs. Fidelity: How Do The Planning Tools Differ?

A few weeks ago, in an article titled How Well Are You Preparing for Later Life, I suggested that signing up for an account with MoneyGuidePro® would be a very helpful step in crafting a comprehensive retirement plan. SMI
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