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Articles from 05/2018

DAA – New Recommendation for June 2018

There is one change to the DAA lineup for June. 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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DAA — Too Close To Call

It's been almost a year since we last had to issue a delay on a DAA update, but the numbers are close enough today that we're not going to be able to make a definitive call regarding DAA before the close of trading.
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Sector Rotation – June 2018 Update

There is no change being made to the official SR recommendation for June. 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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Long-Term Care Insurance Rate Hikes Continue

MassMutual is the latest among many long-term care insurance (LTCI) providers to announce significant rate increases for existing policyholders. The company recently announced plans to seek a whopping 77% rate hike that
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Money Roundup: 401(k) Millionaires, Investing Borrowed Money, and More

Here is our heading-into-Memorial-Day weekend roundup of interesting reads on investing, personal finance, and stewardship.
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Stock Upgrading – New Fund Recommendations for June 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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Will Your Retirement Nest Egg Last? How to Use MoneyGuidePro to Find Out

It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
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What the Flattening Yield Curve Says About the Economy and Markets

In the decade since the 2008 financial crisis ended, interest rates have dominated most discussions of the economy and financial markets. The Federal Reserve assured this would be the case by lowering short-term interest
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Money-Market Funds Are Back in the Game

The money-market fund (MMF) is back. After years of minuscule yields, this once-popular choice for savers is back to offering respectable returns — in some cases, at least equal to the rates offered by online
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Growth Has Dominated Value: Will it Continue?

Two main distinctions are used when categorizing individual stocks. The first is size: is the company large or small? The second is style: is the stock primarily attractive to investors because of its growth
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