Home >Articles

Articles from 03/2021

DAA – April 2021 Update

There are no official changes to the DAA lineup for April. However, you may want to read on for an update on the two optional refinements discussed in the April issue of SMI. DAA is a core portfolio strategy designed to
Continue Reading

Sector Rotation – April 2021 Update

There is no change to the official SR recommendation for April. 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
Continue Reading

Elevating the Role of Health Savings Accounts

Should you think of a health savings account (HSA) as a retirement account — just like you think of a 401(k) plan or an IRA? According to a new study (PDF) by the consulting company Willis Towers Watson, the answer is an
Continue Reading

Stock Upgrading – New Fund Recommendation for April 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
Continue Reading

9 Steps to Make the Most of Your 401(k)

Today's employer-sponsored retirement accounts differ from the pension plans of yesteryear. Now, the responsibility for the ultimate outcome — saving enough for retirement — rests squarely on your
Continue Reading

Two Ideas to Boost DAA’s Upside

SMI’s Dynamic Asset Allocation strategy minimizes losses during bear markets but tends to lag during bull markets. These two optional enhancements that may improve DAA’s bull-market
Continue Reading

Is it Time to Reduce Your Investment Risk?

If your retirement years are starting to come into view, maybe it’s time to move to a less-aggressive investing posture. Will that still provide what you need in retirement? Here’s how to find
Continue Reading

A Company, Its Stock, and Its Shareholders: a Primer

In most cases, investing in a company is like buying a used car. Your money isn’t going to the company — it’s going to another investor who owned shares and decided to sell.
Continue Reading

An Easter Meditation: “The Loveliness of Jesus”

Jesus Christ — perfect in his sympathy, his humility, his courage, and so much more. Our savior is altogether lovely.
Continue Reading

A New Money-Management App That Emphasizes Christian Stewardship

The MoneyWise app brings envelope-method discipline into a digital age, and it helps Christians align their faith with their financial decisions.
Continue Reading