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Articles from 06/2022

DAA – Reiterating Changes for July 2022

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
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Sector Rotation – July 2022 Update

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
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Stock Upgrading — Updated Fund Recommendations for July 2022

For July, we’re continuing Stock Fund Upgrading’s transition out of stocks and into cash 
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The Story of Generosity

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.
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What’s Going on With Gold?

Gold's tendency to unpredictably do its own thing can be frustrating for investors. That certainly has been the case in recent months.
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If You Want to Arrive Safely, You’ve Got to Stay in the Boat

Even when investing waters get rough, the best approach for the long haul is to stick with a structured, unemotional strategy.
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Stock Indexes: Taking the Measure of the Market

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.
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Prepaying Your Home Mortgage

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.”
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Grappling with “Gray Areas” in Your Generosity

Changes in financial circumstances in later life often give rise to a series of “practical” issues related to generosity.
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July 2022 Sighting

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
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