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Articles from 06/2019

DAA — July Update

We won't be making a definitive call regarding the July recommended asset classes until later in the weekend. Here's why.
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Sector Rotation – July 2019 Update

There is no change to the official SR recommendation for July. 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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Money Roundup: Mandatory Financial Literacy Courses, Why Small Costs Matter, and More

Here's an early summer Roundup of interesting articles from around the web. (We're publishing the Roundup a day early this week. Our end-of-the-month DAA & Sector Rotation updates will be posted
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Stock Upgrading – New Fund Recommendations for July 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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Moving From Indifference to Love

SMI exists to people apply biblical principles to their financial lives and invest successfully so they can experience the joy of giving generously to God’s work. But what if you simply don’t feel motivated to
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Is Active Management Broken?

The S&P 500 has been on a great run, but market leadership doesn’t last forever. We don’t have to look far into the past for a vivid reminder that one decade’s leader can be the next decade’s
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The QCD: A Giving-Related Tax Break Available to Older Taxpayers

If you're over 70½ and have an IRA, here's a simple strategy that could reduce your tax burden while also enabling you to donate greater amounts to a church or charity.
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Should You Invest Using a Taxable Account?

SMI frequently emphasizes the value of investing via tax-advantaged retirement accounts. But taxable accounts have advantages too. Here are a few of them.
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Earth Offers Opportunities That Heaven Doesn’t

The Apostle James says life is “a mist that appears for a little while and then vanishes.” What are we doing now, in this “little while,” to make God's glory known?
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Giving That Delights the Father’s Heart

Under the Holy Spirit’s direction, you can increasingly become the kind of giver who delights the Father’s heart. He’s always been faithful to you. By your generosity, you can be increasingly true to
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