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Articles from 05/2021

What Money Can’t Buy and Other Points to Ponder

Too good to be true? “The problem is that the massive government ‘stimulus’ checks have put the economy in a strange position, where retail sales are far above where they would be if COVID had never happened, even as the
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Health Care Sharing Ministries: A Christian Alternative to Health Insurance

For those who can’t afford health insurance, health care sharing ministries are a godsend. They now help 1.5 million Americans cover health costs. Here are profiles of the four largest sharing
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Investment Lessons From Phil Mickelson

In capturing the PGA Championship yesterday, 50-year-old Phil Mickelson became the oldest winner of any of golf’s four major championships. He broke a record that had stood for 53 years. Julius Boros was the previous
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Fidelity Courts Teenage Investors

Fidelity Investments has introduced the Fidelity Youth Account, the industry’s first brokerage account for 13- to 17-year-olds.
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Your Tax Dollars at Work

Today is the tax-filing deadline for your 2020 income taxes — a bit later than normal because of COVID. (Taxpayers in areas affected by the February storms that hit Texas, Oklahoma, and Louisiana have until June
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Planning to Succeed

The plans of the diligent lead to profit as surely as haste leads to poverty. - Proverbs 21:5 You’ve probably heard the adage, “Failing to plan is planning to fail.” The opposite is mostly true as well. I say “mostly”
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Sector Rotation — Mid-Month Fund Change

For the first time in Sector Rotation's 18 year history, we're making a change mid-month. Read on for the rationale behind this unusual move. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-21

SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
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Annual Seasonality Signal Triggered, But Think Twice Before Selling

Right on schedule, the stock market is dropping as we hit May. For those who may not be familiar with the old "Sell in May and go away" advice, this is a familiar annual seasonality pattern for the stock market. We'll
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SMI on the Radio: Good News on the Economy, But Don’t Throw Caution to the Wind (audio & transcript)

The economy is booming and the stock market has been humming. But are we headed toward a significant bout of inflation? SMI's executive editor Mark Biller offered insights on the economy and the markets last week on Moody
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