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 Distribuqcdns, 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.