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Articles from 01/2018

New Year, Whole New Tax Code

At the end of 2017, President Trump signed into law the most comprehensive change to U.S. tax law in more than 30 years. While it should mean a lower tax bill for most taxpayers, exactly how the new rules will affect you
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Risk Tolerance Live Fire Testing

I had a conversation with an SMI member recently that I’m confident is relevant for many investors.
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Upcoming Changes to the SMI Funds

The SMI Funds, advised by SMI Advisory Services, are a separate business from the SMI newsletter. However, given the significant interest in the SMI Funds among newsletter readers, we thought it would be helpful for the
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Updated Bonus Report on IRAs, 401(k)s, and Social Security

Now that the new tax law is in effect, we've updated several aspects of our free Bonus Report titled "IRAs, 401(k)s, and Social Security: A Retirement Planning Primer." The updated report is available in the "Resources"
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2017. The Tracker and FPR are typically updated monthly between
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Toward a Stronger Prayer Life in 2018

If one of your resolutions for 2018 is to "pray more," I encourage you to check out the free app known as PrayerMate. A friend introduced to me to it three years ago, and it has helped me pray more regularly and
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Big Changes in Store for 2018 Taxes

It’s time to start thinking about your 2018 taxes. I know. It’s a crazy thought. You probably haven’t even started working on your 2017 taxes yet. However, with the most sweeping tax law changes in 30 years now in effect
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