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Articles from 09/2019

DAA – October 2019 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 – New Recommendation for October 2019

There is a new Sector Rotation fund being recommended 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 other
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Money Roundup: Avoiding Higher Taxes in Retirement, Embracing Mistakes, and More

Our latest picks for the best investing and personal finance articles from around the web. Warning: You can be taxed higher in retirement — how to stop that (Forbes). Tax management continues to be important after you
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Stock Upgrading – New Fund Recommendations for October 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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Economic Uncertainty Is Certain

Is a recession approaching? Perhaps. But economic uncertainty is always with us, and biblical principles of money management work under any scenario. They can help you weather the storm, no matter how hard the financial
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The Surprisingly Small Benefit of Perfect Market Timing

Becoming a consistent month-after-month investor (which anyone can do!) likely will contribute more to your long-term success than trying to time the market (which few can do well).
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Determining Worth

Do you value yourself based on the current “going prices” in society’s marketplace? Or, do you value yourself by the eternal price Someone was willing to pay for you?
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DAA and Investing in Real Estate

SMI's approach to real estate investing doesn’t invest in real estate directly. Instead, we achieve broad diversification (at minimal cost) by investing in a fund that holds the stocks of “real estate investment
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Putting the Brakes on Car-Buying Costs

High car-buying and ownership costs can slow your progress toward saving for retirement, increasing your giving, and achieving other financial goals.
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Final Instructions

It's wise to have a will, but there’s other information your executor and heirs would benefit from knowing. That's where a "letter of instruction" comes in. Think of it as an overview of your estate plan that covers areas
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