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Articles from 10/2019

DAA – November 2019 Update

There are no changes to the DAA lineup for November. 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 – November 2019 Update

There is no change to the official SR recommendation for November. 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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Stock and Bond Upgrading Update for November

There are no changes to Stock or Bond Upgrading for November.
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What’s Not to Like? As Commissions Drop to Zero, Already Low-Cost ETFs Become Even More Attractive

Many brokers have now eliminated commissions for online ETF trades. That makes investing via exchange-traded funds cheaper than ever.
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3rd Quarter Report: Fed Takes Center Stage

Large-stock indexes finished up slightly for the third quarter, while smaller stocks didn’t fare as well. But the real story of the quarter was the economy and the Federal Reserve's cut in interest
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Roth IRA Conversions Can Be a Key Retirement-Income Planning Tool

By reducing your overall tax bill, shifting money from a traditional IRA to a Roth IRA could make a significant difference in the size of your retirement nest egg. You might be surprised at how much
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0% Financing (Some Strings Attached)

0% financing is a sales technique that is a proven winner — for sellers. But for buyers? It depends on what kind of 0% deal you're being offered. Not all of them are the same.
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How to Write an Investment Plan

The principles of smart investing are straightforward. But at times our emotions get in the way, prompting us to make bad decisions. One way to keep your emotions in check is to develop a written investment
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The Day Thanks Went Missing

Surely, there are certain people who've made a lasting and positive difference in your life — perhaps a teacher, a pastor, or a neighbor. Have you ever said, “Thank you”?
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Attention Husbands: You Should Know About SMI’s Ministry to Widows

In the mid-1990s, I was in talks with Moody Publishers about the possibility of writing a second book. They asked what topics interested me, and among the ideas we discussed was a book tailored to the financial needs of
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