A second Trump administration appears poised to bring big changes. The precise mix and sequencing of those changes will likely determine the economic and market outcomes that result. We walk through several of the most prominent policy proposals and discuss what investors should watch for.

You are probably familiar with the tax benefits of donating cash to your church and other ministries. You may not be familiar with specific tax-saving strategies that can enable your generosity to go even further. These strategies are tailor-made for strong performance years in the stock market.

The financial decisions of a committed Christian often look a little different than those of a non-believer. This article explores this crucial dynamic and offers a list of nine specific questions to consider and discuss with any potential advisor.

SMI Private Client regularly suggests that one's investment decisions usually can be made with little regard for what's going on in the investment markets. This seems counterintuitive. Let us once again make our case.

A simple strategy that could reduce your tax burden, meet your Required Minimum Distributions, and enable you to donate greater amounts to a church or charity.

Although paying taxes sooner than required may seem counterintuitive, when done strategically these Roth Conversions can provide significant long-term tax benefits.

Investors spend most of their lives focused on accumulation, but it’s also important to develop a sound strategy for decumulation – the distribution of income from your portfolio during retirement.

Building on these facts of investing life, SMI has created strategies that are: rules-driven, trend-following, momentum-based, and governed by a selling discipline that tells us when to sell, take profits/losses, and move on.

Protecting your assets and data is priority number one for our firm. But it's also important that you know about threats you may encounter in other interactions online—from your personal email account to social media and dating apps.