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Articles from 04/2018

DAA – May 2018 Update

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

There is no change being made to the official SR recommendation for May. 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 May 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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Long-Term Care: How Would You Cover the Cost?

Just reading the phrase “long-term care” can strike fear in a Baby Boomer’s heart. Many assume it’s synonymous with nursing-home care (it isn’t), and believe the cost could ruin them (it could; while the odds are
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1st Quarter Report: The Return of Volatility

The stock market started the first quarter with a bang, extending the 2017 rally with a January gain of +5.7%. But an unexpected bump in February’s wage-inflation report rattled investors, producing a surge in volatility
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The Stock Market in “3D”

Movie fans enjoy watching movies in “3D” because they offer depth and perspective beyond what’s available in a standard “2D” picture. Viewing the market outlook in “three dimensions” can potentially offer similar depth and
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Ill-informed Decisions About Social Security Benefits Can Be Costly

Social Security seems like a simple program: You pay in during your working life, you receive benefits when you retire. In reality, it is anything but simple. Social Security is maddeningly complex when it comes to
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How To Prepare for Investment “Accidents”

On April 17, less than an hour into its scheduled journey from New York to Dallas, Southwest Flight 1380 suffered an explosion in one of its two engines, causing shrapnel to pepper the plane’s wing and fuselage. The
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Time to Replace Your Old Car With One That Has a Warranty?

At some point, it’ll happen: You’ll face a car repair (or two or three) that will make you wonder if you should get rid of that old car and buy another. The repair-or-replace question isn’t necessarily easy to answer. To
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SMI on the Radio: Investing With a “Sound Mind”

"Most of the big mistakes people make with their investing are due to their emotions," SMI executive editor Mark Biller noted yesterday on MoneyWise Live. Mark joined hosts Rob West and Steve Moore to talk about investing
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