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Articles from 11/2017

DAA — December 2017 Update

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

There is no change being made to the official SR recommendation for December. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
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Stock Upgrading – New Fund Recommendations for December 2017

Our most aggressive core strategy, Fund Upgrading is a “momentum” strategy premised on the observable phenomenon that recent past performance tends to persist. The strategy has you diversify your portfolio across five
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Your 10 Most Important Financial Moves for 2018

Here’s our annual round-up of planning suggestions for the new year. Take our broad list of ideas and narrow it down to your personal Top 10 for 2018. As you read, note the ideas that apply to your situation and put a
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Fighting for Joy in the Supremely Glorious Christ

In 1995, I began what has since become an annual Christmas tradition: offering, as a gift to our members, a book that has been meaningful to me in my Christian life. I do this for two reasons. First, because it’s
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

December is the most dangerous time of the year for investors who own mutual funds in taxable accounts.* Here are some basics concerning taxes and mutual funds that can help you navigate what otherwise can be a tricky and
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Fixed Index Annuities: Understanding the Drawbacks

Imagine an investment with the stock market’s upside potential, but the downside protection of a bank CD. You can gain but not lose. Interested? That’s the marketing angle of the fixed index annuity (FIA), an
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Avoiding an Unnecessarily Frugal Retirement

Experts frequently warn that most people are not saving enough for retirement. And for good reason. According to the Employee Benefit Research Institute (EBRI), many workers closest to retirement have far too little set
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How to Buy Low This Christmas Season (and Always)

It used to be easier for low-price shoppers to find the best deals. They had their go-to stores where they knew they could find the best prices — one store for shoes, another for electronics. Then it got even easier.
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No Love Lost on Today’s Bull Market and Other Points to Ponder

No love lost on today’s bull market “The VIX is too low, valuations are too high, the recovery is too old and the Fed is tightening. For an old market dude like me, that is a scary list.” – Jim Paulsen, Leuthold Group
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