We made a DAA change on June 16. This update reiterates that change and discusses further. 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
Continue Reading
There is no change to the official SR recommendation for July, but there is certainly a lot to discuss. Read on for the details.
Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have
Continue Reading
For July, we’re continuing Stock Fund Upgrading’s transition out of stocks and into cash
Continue Reading
Do you view your giving through a lens of duty and obligation or one of desire and opportunity? As these givers can testify, seeing giving in a different light makes a world of difference.
Continue Reading
Gold's tendency to unpredictably do its own thing can be frustrating for investors. That certainly has been the case in recent months.
Continue Reading
Even when investing waters get rough, the best approach for the long haul is to stick with a structured, unemotional strategy.
Continue Reading
News reports about how “the market” performed are based on "indexes" that reflect the performance of particular groups of stocks. The performance of those groups can vary widely.
Continue Reading
The question of whether to prepay on a mortgage isn’t reducible to a matter of math. Instead, it requires thinking about your “future self.”
Continue Reading
Changes in financial circumstances in later life often give rise to a series of “practical” issues related to generosity.
Continue Reading
SIGHTING: Awaiting the next act in the market drama
What triggered this year’s market fall was more than the usual suspect — Fed tightening. Rather, it was the realization that this tightening foretells the end of an
Continue Reading
