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Articles from 02/2021

Stock Upgrading – New Fund Recommendations for March 2021

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
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Bond Upgrading – New Fund Recommendation for March 2021

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
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Financial Discipleship: Investing in Eternity

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?”
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Higher Interest Rates Begin to Threaten the Status Quo

Rising interest rates affect virtually all corners of the investing landscape, which is why they are becoming such a focal point.
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How to Virtually Eliminate the Risk of Capital Loss

Economic uncertainty is certain. Fortunately, a strategy of diversification combined with a long-term perspective has a history of getting investors through tough times.
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IVOL: Profiting From Rising Interest Rates

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.
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Will Your Beneficiaries Benefit as You Intend?

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
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Navigating the College Admissions Process

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.
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FOMO Is Not an Investment Strategy and Other Points to Ponder

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
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DAA – New Recommendation for March 2021

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
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