Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
Continue Reading
SMI Bond Upgrading involves investing half of the bond portfolio in two “core” funds that are permanent holdings. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a
Continue Reading
February 26, 2021
Peter J. Briscoe
All that God gives us is a sacred trust. The financial disciple will ask, “What can I do with this money to help other people experience eternity?”
Continue Reading
Rising interest rates affect virtually all corners of the investing landscape, which is why they are becoming such a focal point.
Continue Reading
Economic uncertainty is certain. Fortunately, a strategy of diversification combined with a long-term perspective has a history of getting investors through tough times.
Continue Reading
A bond fund designed to excel in a time of rising interest rates? There is one. And if you have a bond-heavy portfolio, this ETF might be a great diversifier.
Continue Reading
A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
Continue Reading
Selective schools may be increasingly difficult to get into, but there are plenty of colleges that offer a quality education, have high acceptance rates, and offer a decent amount of financial aid.
Continue Reading
The gamification of investing
“‘You are encouraging your customers to tap 1,000 times a day,’ said [Rep.] Ritchie Torres, Democrat of New York. Mr. [Vlad] Tenev responded, ‘We wanted to give our customers delightful
Continue Reading
There is one change to the DAA lineup for March. 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
Continue Reading
