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Articles from 02/2018

DAA – March 2018 Update

There are no changes to the DAA lineup for March. 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 – March 2018 Update

There is no change being made to the official SR recommendation for March. 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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The Roth 401(k) Surprise

As you probably know, the primary difference between a Roth 401(k) and a Traditional 401(k) is in how the two kinds of employer-based plans are taxed. With a Roth, you pay taxes up front (i.e., before the money is
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SMI Private Client: Professional Management of Your Personal Portfolio Is Now Available

If you’ve ever thought it would be nice to have your portfolio managed for you, the new “Private Client” offering from SMI Advisory may be of interest.
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Stock Upgrading – New Fund Recommendations for March 2018

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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SMI’s 2018 Broker Review: Choosing the Broker That’s Right for You

Since our last broker review three years ago, the online brokerage landscape has consolidated. TD Ameritrade acquired Scottrade in 2017 and is in the final stages of transferring those accounts to the TDA platform. This
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Recent Correction Raises the Question: Are You Ready for the Next Bear Market?

The winds of change blew through the financial markets in February, leading to the first stock-market correction (a decline of at least 10% from the previous high) in two years. What caused the correction, and
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Bucket Challenge: Managing Cash Flow in Retirement

The rapid stock market decline in early February serves as a stark reminder that downside moves can develop quickly. Long-term investors can ride out such volatility, of course — but what if you’re a retiree relying on
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Should You Trade “After Hours”?

The U.S. stock markets, such as the New York Stock Exchange and Nasdaq, are open for business weekdays from 9:30 a.m. until 4:00 p.m. Eastern Time. Those are normal market hours. However, certain brokers allow customers to
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Using Multiple Accounts to Reach Your Savings Goals

In 1909, Merkel Landis of the Carlisle (Pa.) Trust Company had what turned out to be a great marketing idea. Knowing that many of his customers set aside money for Christmas spending, he launched the “Christmas Club”
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