There are two changes to the DAA lineup for February. 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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There is no change to the official SR recommendation for February. 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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Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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You can't control the behavior of the stock market, but you can control your own investing behavior. Sticking to these five foundational principles will enable you to invest with confidence and make progress toward your
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Even as market risk increases, you can invest with confidence if your blend of SMI strategies and your overall stock/bond allocations are appropriate.
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As asset prices rose sharply across the board, most of SMI’s model portfolios produced all-time highs during the year gone by. Here are the details.
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Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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January 29, 2020
Russ Crosson
Budgeting isn’t simply tracking what you've already spent. For a budget system to be successful, you must be able to answer the question, “How much do I have left to spend in each
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In some couples, one spouse makes all the investment decisions. In others, the spouses handle their own retirement accounts separately. A better approach is to work together.
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The market isn’t “due” for anything
“...with the stellar performance in U.S. markets over the previous decade, it feels like a correction is warranted. However, if you examine the data you will realize that this thinking
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