There are no changes to the DAA lineup for October. 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
Continue Reading
There is no change being made to the official SR recommendation for October. 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
Continue Reading
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
Continue Reading
It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA).
Continue Reading
Have you ever wondered why SMI founder Austin Pryor named the company based on 2 Timothy 1:7? I certainly did. When I joined SMI in 2012, I had been involved in stewardship ministry for over 20 years, yet had never heard
Continue Reading
In autumn, many of us enjoy watching the falling leaves. Mutual-fund investors, meanwhile, are enjoying falling fees. Although the fund industry’s “race to the bottom” probably isn’t over (more prices may yet drop), two
Continue Reading
What if your kids could have their retirement significantly funded before they graduated from high school? An impossible dream? Maybe not.
Continue Reading
September 26, 2018
Will Ertel, CFP®, CPA, PFS
Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
Continue Reading
Actress Dawn Wells, homespun Mary Ann on the 1960’s sitcom Gilligan’s Island, lost a lot of money in the 2008 financial crisis — a setback compounded this year when she broke her knee in an accident and underwent an
Continue Reading
Taking the bad with the good
“From Sept. 12, 2008 to yesterday, the S&P 500 is up +185.9%, or +11.08% annualized. Your money nearly tripled in 10 years. [But] from Sept. 12, 2008 to March 9, 2009, the S&P 500 lost
Continue Reading
