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Elevating the Role of Health Savings Accounts

Should you think of a health savings account (HSA) as a retirement account — just like you think of a 401(k) plan or an IRA? According to a new study (PDF) by the consulting company Willis Towers Watson, the answer is an
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Stock Upgrading – New Fund Recommendation for April 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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9 Steps to Make the Most of Your 401(k)

Today's employer-sponsored retirement accounts differ from the pension plans of yesteryear. Now, the responsibility for the ultimate outcome — saving enough for retirement — rests squarely on your
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Two Ideas to Boost DAA’s Upside

SMI’s Dynamic Asset Allocation strategy minimizes losses during bear markets but tends to lag during bull markets. These two optional enhancements that may improve DAA’s bull-market
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Is it Time to Reduce Your Investment Risk?

If your retirement years are starting to come into view, maybe it’s time to move to a less-aggressive investing posture. Will that still provide what you need in retirement? Here’s how to find
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A Company, Its Stock, and Its Shareholders: a Primer

In most cases, investing in a company is like buying a used car. Your money isn’t going to the company — it’s going to another investor who owned shares and decided to sell.
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An Easter Meditation: “The Loveliness of Jesus”

Jesus Christ — perfect in his sympathy, his humility, his courage, and so much more. Our savior is altogether lovely.
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A New Money-Management App That Emphasizes Christian Stewardship

The MoneyWise app brings envelope-method discipline into a digital age, and it helps Christians align their faith with their financial decisions.
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The Many Temptations of Money and Other Points to Ponder

Take-aways from a tumultuous year "One of the big lessons from 2020 is that risk is always present, even if we don’t always feel it. Things were smooth sailing until they weren’t. The other big lesson is that survival is
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Money Roundup: Five Investing Powers, Gold’s Worst Enemy, and More

We'll be posting the April issue of the SMI newsletter tomorrow, so we are rolling out the weekly Money Roundup a day earlier than normal. Started from the bottom (Nick Maggiulli, Of Dollars and Data). We may never see
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