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No Changes to Stock or Bond Upgrading For May 2021

There are no changes to Stock or Bond Upgrading this month.
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Balancing Inflation Fears With Market Realities

Today’s expanding fiscal stimulus threatens to speed up the rate at which our dollars lose value. That poses a significant risk for investors. Here’s how SMI can help you stay ahead of
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First Quarter Report: The Best of Times…the Worst of Times

SMI’s strategies had no exposure to longer-term bonds in the first quarter while being fully invested in stocks. That was a good position to be in. 
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The Marks of a Christian Investor

We asked hundreds of SMI members what helps them keep a "steady-hand-on-the-wheel" perspective in their investing. Their responses will encourage you.  
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The Crucial Difference Between “Yield” and “Total Return”

Depending on the market environment, the "total return" of an investment can work for you or against you.
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SMI For Those Living in Retirement

SMI isn't just for investors setting aside money for their later years. We have much to offer investors already in retirement. Here's a sampling.
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Stress-Testing Your Household Finances

Do you have a risk-management plan in place for your personal finances? You should.
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May 2021 Sightings

The Financial Times asks “Are Retail Investors Safe In Today’s Heady Stock Markets?” and The Wall Street Journal reports on the proposed hike in the capital-gains tax.
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The Lessons of Market History and Other Points to Ponder

Market notes, quotes, and anecdotes.
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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