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Articles from 10/2021

DAA – November 2021 Update

There are no changes to the DAA lineup for November. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains while minimizing (or even preventing)
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Sector Rotation – November 2021 Update

There is no change to the official SR recommendation for November. 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: The Market Can Be Wrong, Time Horizon is Everything, and More

Some of the best investing and personal finance articles from around the web — a day early this week because we'll have strategy updates for Dynamic Asset Allocation and Sector Rotation for you tomorrow. Is the market
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Stock Upgrading – Updated Fund Recommendations for November 2021

For November, we recommend two fund changes for SMI Upgraders — one in the Situational category and one in the Large Company category.
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For Life and Breath and Everything

For the Christian, every day should be a day of thanksgiving. If we live in “conscious dependence” on the God who made us, our thanks will overflow.
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3rd Quarter Report: September Strikes Again

September lived up to its reputation as the toughest month for stocks, capping a challenging quarter for SMI’s stock-based strategies.
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IRA or 401(K)? You Might Be Able to Enjoy the Best of Both

A 401(k) has certain advantages over an IRA — and vice versa. Depending on your income level and employment situation, you may be able to enjoy the best of both worlds.
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God Will Provide

Having a financial plan is crucial. But that plan needs to be flexible — or you might miss some of life’s most important things.
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Investing for Short-Term Goals in Today’s Stock/Bond Environment

The Fed’s low-rate policy has created a tough situation for short-term investing. Your best option may be to stand the traditional approach on its head.
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Save Big This Christmas! (By Not Giving In to the Marketing Hype)

The marketing push of “great deals” and “low-cost financing” can be difficult to resist. Don’t allow yourself to be manipulated. These guidelines can help.
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