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Articles from 09/2018

DAA – October 2018 Update

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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Sector Rotation – October 2018 Update

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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Money Roundup: 3 Financial Benefits of Working a Few More Years, Why Some Very Smart Investors Went Bankrupt, and More

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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Stock Upgrading – New Fund Recommendations for October 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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The Role of SMI’s Dynamic Asset Allocation Strategy in Light of Current Market Dynamics

It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA). It’s understandable why some investors have been disappointed with its recent performance relative to the U.S.
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What Does It Mean to Invest With a “Sound Mind?”

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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Fund Companies Continue to Drop Prices, Reduce Cost of Entry

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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Funding a Retirement Nest Egg – Before Graduating From High School

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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Wise Stewardship Includes Having a Will That Protects Your Children

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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Dealing With Medical Debt

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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