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Articles from 03/2022

DAA – April 2022 Update

There are no changes to DAA for April. 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) losses during
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Sector Rotation – April 2022 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
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Stock Upgrading – New Fund Recommendation for April 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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Thinking Beyond Stocks and Bonds

The “60-40” stock/bond portfolio that's served investors well for decades is no longer sufficient. Fortunately, today’s investors have access to a range of other investments that can generate good
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Financial Surrender

The journey to maximum satisfaction in life begins with a humble willingness to follow God’s lead.
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Drawdowns – They’re a Drag, But a Fact of Life

The path toward gain always includes downturns along the way. Learn more about the stock market’s remarkable record of short-term losses and recoveries.
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Overcoming 5 Obstacles to Saving for Retirement

Falling short in saving for retirement? It's time to identify the things that are holding you back — and do something about them. 
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Keep More of Your IRA/401(k) Gains Through Smart Tax Planning

Asset allocation is crucial to your investing success. But if you have a tax-advantaged retirement account and a taxable investment account, so is asset location.
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Turning Your Home Equity Into Ready Cash

Most homeowners have three possible avenues for borrowing against their home equity. The “best” option depends on your situation. 
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The Overconfidence Factor and Other Points to Ponder

Take a hike “The expectation going into this year was that we would see inflation peaking in the first quarter and maybe leveling out and then seeing a lot of progress in the second half. That story has already fallen
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