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A Prayer for Thanksgiving Day

This classic prayer of thanksgiving is adapted from The Book of Common Prayer:
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Stock Upgrading – New Fund Recommendations for December 2019

Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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Your 10 Most Important Financial Moves for 2020

SMI wants you to have 20/20 financial vision in the year 2020 — to see clearly how to strengthen your financial life both in the short-term and the longer-term. So here's our list of "action items" for the new year. Pick
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Sector Rotation: Short-Term Pain, but Long-Term Gains

Sector Rotation is SMI’s most aggressive — and risky — strategy. It requires patience and courage to stick with it, but those who have done so have been richly rewarded.
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Building Your Eternity Portfolio

We'd like to send you a free book that'll help you become more intentional about investing your resources in things that generate eternal treasure in heaven. After all, giving is the ultimate
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Getting What You Really Want for Christmas

What people truly treasure about this time of year can’t be gift-wrapped and placed under the tree.
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Small-Company Stocks Have Been Causing Problems in SMI Strategies

The market can swing from favoring one category of stocks to another, often with little explanation. And sometimes it can stay "swung" in a particular direction for quite a while.
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Giving Gifts to Your Grandkids That Will Be Long Remembered

If you’re considering more than a small gift that fits under the tree this year, here are two suggestions.
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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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2020 Retirement Plan Contribution Limits, Tax Brackets, and More

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. What follows is our annual guide to some of the more significant changes that have been announced for
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