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
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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
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Here's our weekly Roundup (posted a day early this week to make way for tomorrow's end-of-month updates for the DAA and Sector Rotation strategies):
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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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It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA).
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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
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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
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What if your kids could have their retirement significantly funded before they graduated from high school? An impossible dream? Maybe not.
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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
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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
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