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Articles from 01/2020

DAA – New Recommendations for February 2020

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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Sector Rotation – February 2020 Update

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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Money Roundup: Fractional ETF Trading is Here, Putting the Next Downturn Into Perspective, and More

Some of the best investing and personal finance articles from around the web. Fidelity introduces fractional share trading (Financial Planning). So far, this capability will be available only with Fidelity's mobile app,
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Stock Upgrading – New Fund Recommendations for February 2020

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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The Core Building Blocks of Successful Investing

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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How to Keep Dancing With One Eye on the Door

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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2019 Year in Review: Strong Markets Lead to New Portfolio Highs

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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The New Law of the Land on RMDs, IRA Contributions, and More

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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Making Ends Meet: Essentials for Successful Budgeting

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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Investing as a Couple

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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