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Articles from 11/2018

DAA – December 2018 Update

There are no changes to the DAA lineup for December. 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 – December 2018 Update

There is no change being made to the official SR recommendation for December. 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: An Unlikely Market Champion, Year-End Money Moves, and More

Our latest picks for the best investing and personal finance articles from around the web.
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Stock Upgrading – New Fund Recommendations for December 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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Your 10 Most Important Financial Moves for 2019

Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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The Greatest News Ever Announced!

“So there is now no condemnation awaiting those who belong to Christ Jesus. For the power of the life-giving Spirit — and this power is mine through Jesus Christ — has freed me from the vicious circle of sin and
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Easing Your Financial Fears With MoneyGuidePro®

Detailed planning is essential for the successful navigation of your later years, when paid work may cease completely or partially. And it can be tremendously helpful for your peace of mind as you move toward that season
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How Fund Distributions Affect Fund Share Prices

[Editor’s note: Even though the market is up strongly in recent years, 2018 saw two substantial sell-offs. That’s why mutual fund “distributions” are likely to be a significant event this year. During those sell-offs,
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Parking Your Brokerage-Account Cash in a Money-Market Fund

When SMI has written about managing cash, typically it’s been in the context of building a savings reserve via a bank-based savings account. We haven’t focused much on the cash-management options within brokerage accounts
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It’s Your Retirement Account, Not a Piggy Bank

A 401(k) plan account is a tax-advantaged investment vehicle designed for the long haul. Setting money aside paycheck-by-paycheck, year-after-year, a worker steadily builds retirement savings. Sometimes this is accelerated
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