Home >Articles

Articles from 08/2019

DAA – New Recommendations for September 2019

There is one change to the DAA lineup for September. 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
Continue Reading

Sector Rotation – September 2019 Update

There is no change to the official SR recommendation for September. 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
Continue Reading

Money Roundup: Too Scared to Spend, The Biggest Financial Taboo, and More

Some of the better investing and personal finance articles from around the web — a day early this week because we'll have updates for our Dynamic Asset Allocation and Sector Rotation strategies tomorrow. Nervous
Continue Reading

Stock Upgrading – New Fund Recommendations for September 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
Continue Reading

Mastering the Market Cycle

While market cycles may not repeat precisely, they have recurring and recognizable characteristics. Knowing those characteristics could keep you from making a big mistake.
Continue Reading

Fed Begins New Rate-Cutting Cycle

When the Fed starts cutting interest rates to forestall a future recession, that's usually good news for investors in the short term. In the longer term, not so much.
Continue Reading

Wait for It!

Patience is out of fashion. That’s too bad because, in investing, the most profitable path is marked by patience. Good things really do come to those who wait.
Continue Reading

A Closer Look at the “Dividends Only” Retirement-Income Strategy

As with most strategies, dividend investing has both benefits and drawbacks. Here's an overview of the pros and cons.
Continue Reading

Don’t Be Surprised if Target-Date Funds Miss the Mark

A target-date fund offers a “one size fits all” investing approach based on a projected retirement date. Unfortunately, one size doesn’t fit all.
Continue Reading

Do You Know What’s in Your Credit Reports?

The particulars in your credit reports can affect everything from your employability to your insurability, so inaccurate information could spell trouble. Here's how to find out what's in there — for
Continue Reading