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Money Roundup: Presidential Power Over the Economy, How Investors Should View the Future, and More

This week’s picks for the best investing and personal finance articles from around the web. Presidents have less power over the economy than you might think (NY Times). Economic cycles don’t begin or end on inauguration
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A Helpful DAA Visual

As the old saying goes, a picture is worth a thousand words. One of my SMI Advisory partners came up with the following chart, which helps visually convey some of the important Dynamic Asset Allocation principles we've
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 12-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2016. The Tracker and FPR are typically updated monthly between
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Money Roundup: More Important Than Dow 20,000, How Market Crashes Happen, and More

This week’s picks for the best investing and personal finance articles from around the web. Bill Gross: There’s a level way more important than Dow 20,000 (Business Insider). Why the 10-year Treasury yield may matter
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Do You Know What’s in YOUR Portfolio?

Asset allocation is one of the most boring topics on earth. Bring it up in polite conversation or in front of a group of workshop participants and it won’t be long before eyes glaze and an epidemic of yawning breaks
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Money Roundup: An Anti-Forecaster Looks Ahead, Naming Beneficiaries Wisely, and More

This week’s picks for the best investing and personal finance articles from around the web. What history tells us about your investments in 2017 (Washington Post). What an anti-forecaster sees when he looks at the year
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New Year, Same Concerns About This Market

If I had to write everything I think I understand about stock market cycles on an index card, this would be it:
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DAA — New Recommendations For January 2017 (Part 2)

There is a second change to make to DAA 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
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DAA — New Recommendations For January 2017 (Part 1)

There is one "for sure" change to make to DAA for January. There is also a good chance of a second change that will be announced later this afternoon. Read on for the full details. DAA is a core portfolio strategy that is
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Sector Rotation - January 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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