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Sector Rotation – April 2019 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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Roundup: Social Security and ‘Unretirement,’ Don’t Overreact to the Yield-Curve Inversion, and More

Here's our weekly collection of helpful reads on investing and personal finance — served up a day early this week to make way for our DAA and Sector Rotation updates tomorrow. How 'unretirement' affects your Social
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Stock and Bond Upgrading Update for April

Changes to Stock & Bond Upgrading for April are as follows:
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Making Sense of Your IRA Options

An Individual Retirement Account is a great tool for building savings. But rules related to eligibility, account types, and "rollovers" can be confusing. We sort them all out for you.
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Roth IRAs and Roth 401(k)s: Similar, Yet Different

The Roth IRA and the Roth 401(k) sound similar, but there are significant differences in how Congress has structured these two types of retirement accounts.
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Traditional IRA vs. Roth: Which Maximizes Retirement Income?

Roth IRAs often are touted as being superior to traditional IRAs because Roth withdrawals are tax-free in retirement. But a closer look shows the Roth-vs.-traditional playing field is more level than it
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β€œIs it Biblical to Save for Retirement?”

Saving for retirement doesn’t necessarily mean you’re not trusting in God. In fact, done with the right spirit, retirement planning can be a powerful expression of your trust in Him.
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Two Types of Asset Allocation

How you divide your money among types of investments is your most important investing decision. We explain how SMI's strategies handle this key step in the investing process.
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Credit Card Perks Can Be Attractive, But Users Beware

Credit card “rewards” and introductory benefits can work to your advantage — if you’re a savvy card user. But being a savvy user may be harder than you think.
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April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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