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Articles from 05/2019

DAA – New Recommendations for June 2019

There is one change to the DAA lineup for June. 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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DAA — Too Close To Call

Not sure what it is about May, but for the first time since last May 31 (2018), the numbers are close enough today that we're not going to be able to make a definitive call regarding DAA before the close of trading.
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Sector Rotation - New Recommendation for June 2019

There is a new Sector Rotation fund being recommended for June. 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 other
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Roundup: Moving Savings to Higher-Paying Online Banks, Paying Off Your Mortgage, and More

Here is our weekly Roundup of worthwhile reads on investing, personal finance, and stewardship — served up a day early this week. (Tomorrow, we'll post our end-of-month updates for SMI premium-level members who are
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Stock Upgrading – New Fund Recommendations for June 2019

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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Is a College Education Still Worth the Investment?

Investing in a post-secondary education involves risk, especially if borrowed money is involved. To manage that risk, parents and students should re-think the assumptions that have guided post-high-school choices for
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Having Time on Your Side Puts You in Control of Risk

Time is on the side of the long-term investor. The longer you are willing to keep your money in the market, the greater your likelihood of success.
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The Freedom of Living in Financial Truth

It can be helpful to have someone, in addition to your spouse, with whom to share the truth of your financial situation — a sounding board for accountability, encouragement, and ideas.
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Qualities to Look for in a Financial Advisor

Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.
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Banking With Your Church

Some Christian denominations offer savings-type accounts, then use the money from savers to make low-interest loans to denominational churches, seminaries, and missions organizations.
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