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Articles from 06/2018

DAA – New Recommendation for July 2018

There is one change to the DAA lineup for July. 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 – July 2018 Update

There is no change being made to the official SR recommendation for July. 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 July 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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God’s Will for Your Finances

God’s purpose for us as His children is often frustrated by our preoccupation with money — making it, spending it, investing it and accumulating it. This article by the late financial teacher Larry Burkett focuses on the
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The Real Cost of Mutual Funds

At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
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Are You Making Acceptable Sacrifices, Well-Pleasing to God?

Another anniversary has arrived! We’re now at 28 years and counting since Larry Burkett challenged me with an idea for a monthly financial publication, one that would build on the biblical principles he taught and would
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Building Generosity Into Your Monthly Budget

Imagine you are out to eat with your family and you strike up a conversation with the server. You learn she is a single mom with three kids and works two jobs to make ends meet. After her children go to bed, she spends
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The High Cost of Dying

Christians can declare confidently, along with the Apostle Paul, that “to die is gain” (Philippians 1:21). Even so, the end of our mortal lives does carry a cost — literally. Almost everything connected with the death of
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The State of Our Finances: Room for Improvement

Two new reports paint a less than rosy picture of the financial health of U.S. adults, with implications for those who aren’t doing so well and for those who are. Let’s start with some of the key
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Money Roundup: Falling Fees for 401(k) Investors, Why the Next Bear Market Could Be Especially Painful, and More

It's (officially) summertime! Kick back, relax, and enjoy these interesting articles on investing, personal finance, and Christian stewardship.
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