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Articles from 07/2022

DAA – New Fund Recommendation for August 2022

There is one change to the DAA lineup for August. 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 – August 2022 Update

There is no change to the official SR recommendation for August. 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: A Giant Distraction, Finding Missing Money, and More

We're rolling out the Roundup a day early this week. Tomorrow, Mark will post the monthly strategy updates for DAA and Sector Rotation. A giant distraction to the business of investing (Ben Carlson, A Wealth of Common
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Stock Upgrading – New Recommendation for August 2022

Stock Upgrading is a mechanical strategy involving owning traditional mutual funds and ETFs exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Mid-Year Review: SMI Strong Through First Six Months of the Bear

The SMI process has been working well through the early months of the bear market. By employing defensive measures, SMI’s strategies reduced losses considerably relative to the market’s
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Financial Faithfulness in Investing

Don’t judge investing decisions in hindsight based on outcomes that were impossible to predict. Instead, reflect on whether you followed a biblically informed process for decision-making.
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Bear Markets Are a Grind

A market downturn inflicts double-edged pain, as investors suffer both monetary loss and emotional fatigue. You can’t make the pain go away, but you can keep two important things in mind.
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1970s Redux?

In some ways, 2022 seems like a return to economically turbulent 1970s. If we are facing a 70s repeat, how should that affect your investing plan?
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When Helping (Adult Children Financially) Hurts

Many parents provide financial help to their adult children. Unfortunately, that aid often works against the long-term interest of the children — and the parents too.
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Your Best Interest: Finding Better Rates for Your Savings

Nationally, the average interest rate paid on savings accounts is a tiny 0.10%. By shopping around, you could earn up to 20 times that much.
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