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Articles from 11/2020

DAA – New Recommendation for December 2020

There is one change to the DAA lineup for December. 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 – December 2020 Update

There is no change to the official SR recommendation for December. 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: Getting Back to Normal, a Very Important Assumption, and More

Some of the best investing and personal finance articles from around the web. A chance for normalcy (Mauldin Economics). Economist John Mauldin doesn’t expect a return to something resembling our pre-pandemic lives
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No Changes to Stock or Bond Upgrading For December 2020

There are no changes to Stock or Bond Upgrading this month.
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Your 10 Most Important Financial Moves for 2021

No one knows what will happen in 2021. But you can make it a year of personal financial progress — if you're willing to plan and act.
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Tactics: A Game Plan for Discussing Your Christian Convictions

Each year, we offer our members a Christmas present. Learn more about this year's gift.
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Choosing the Right Type of Order for Your ETF Trades

The process required to buy and sell exchange-traded funds differs from that used to trade traditional mutual funds. Here's what you need to know.
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Short-Term-Care Insurance: An Alternative for Extended Care

Long-term-care insurance is pricey, and many applicants are rejected because of health issues. There's an alternative: short-term-care insurance.
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Fidelity Rolls Out Fractional Share Trading

SMI-friendly broker Fidelity now allows you to purchase exchange-traded funds in fractional shares. That's a game-changer.
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Creating Family Christmas Traditions

Traditions give families assurance that, even in an uncertain and changing world, they can count on some things to be the same. 
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