Home >Articles

Articles

DAA – New Recommendation for January 2020

There is one change to the DAA lineup for January. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
Continue Reading

Sector Rotation – January 2020 Update

There is no change to the official SR recommendation for January. 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
Continue Reading

SMI’s Top 10 Articles of 2019

The end of December is a natural time to reflect on the year. One way we do that here at SMI is to review which of the many articles we wrote were shared the most. (At the beginning and end of each article you will see
Continue Reading

Money Roundup: What the SECURE Act Means for Your Retirement Accounts, 2020’s Ultimate Market Playbook, and More

Happy 3rd Day of Christmas! (On the Western church calendar, the Christmas season begins December 25 and extends through January 5 — hence the 12 Days of Christmas.) Here's our final Roundup of the
Continue Reading

A Christmas Prayer

Father, we are in awe of what we celebrate this day. How can it be that the all-sufficient God of the universe became a helpless child resting in a feed trough? How can it be that the divine Word reduced Himself to
Continue Reading

The New Law of the Land on RMDs, IRA Contributions, Stretch IRAs, and More

Shoppers aren't the only ones hustling and bustling as Christmas approaches. The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
Continue Reading

Stock Upgrading – New Fund Recommendations for January 2020

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.
Continue Reading

A New, Better Process for Getting Started With MoneyGuidePro

MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
Continue Reading

“Make No Little Plans”

What "unreasonable" adventure is God calling you to in 2020? Are you ready to follow His plans?
Continue Reading

SMI’s 2020 Rebalancing Guide

Even without intentional changes, a diversified portfolio will stray from its initial percentage allocations as some investments perform better than others. The beginning of the year a good time to
Continue Reading