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Articles from 08/2018

DAA – September 2018 Update

There are no changes to the DAA lineup for September. 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 - New Recommendation for September 2018

For the first time in two years, a new Sector Rotation fund is being recommended for September. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more
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Money Roundup: Retirement Planning in High School, Ignoring the News, and More

Here's our last-weekend-before-Labor-Day collection of interesting articles on investing, personal finance, and stewardship. (We're posting a day early to make way for tomorrow's end-of-the-month premium-strategies
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SMI on the Radio: Should You Move Your Savings to a Money-Market Fund? (audio / transcript)

Money-market mutual funds, languishing since the financial crisis and Great Recession, are starting to yield better returns — making such funds an increasingly attractive vehicle for savers, as well as for investors
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The Crucial Role of Behavior in Making Investing Decisions

“Your own behavior is by far the most important factor in investment success.” So says Brian Portnoy, author of The Geometry of Wealth. In this excerpt from the book, he explains how automating your investment decisions
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Stock Upgrading – New Fund Recommendations for September 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 Private Client Classic: Personal Portfolio Management Is Now Available to All

Six months ago, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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SMI’s Approach to Investing in “Late-Cycle” Bull Markets

Most of the investing world hailed the current bull market taking over the crown as the “longest bull in history” on August 22. While there were a few dissenters arguing over that distinction, by most measures, the current
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Foundational Pillars of Christian Stewardship

The Bible has a lot to say about money. With more than 2,350 verses devoted to it, it’s one of the most heavily discussed topics in Scripture. Obviously, all of those verses are important, or they wouldn’t be included in
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Managed Payout Funds: Mutual Funds That Pay Like an Annuity

Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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