Unbiased Investment Education
for Individual Investors like you.
Uses a bottom-up approach as well as fundamental analysis; emphasizes understanding the company, its prospects, its competitive environment and its price.
April Editor's Note
The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.
Determining the Perfect Withdrawal Rate
A new methodology calculates maximum withdrawal a retiree can take each year without running out of money or outliving his or her savings.
Tailor Retirement Withdrawals Based on Your Tax Situation
Taking required minimum withdrawals first and then tapping taxable accounts may not always make sense depending on a retiree's tax situation.
Top AAII Articles
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
Four health care funds topped the rankings, helping to make the category the best performer over the past five years.
One stock was replaced after blowing through both the value and market-capitalization limits. Plus, insight into the portfolio’s performance.
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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AAII Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
(For Members Only)
|3-Year Return||5-Year Return||10-Year Return|
|Data as of 2/28/2015.|
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."
Retirement is a passage from one lifestyle to another. One way to think of the term "retire" is by placing a hyphen between the 'e' and the 't' and creating a new term—re-tire: To put on new treads.
Those who take the voyage seriously and do the right kind of retirement planning usually have a smoother trip and more fun.
Discussions with seasoned retirees indicate that there are many myths and misconceptions about retirement. Often you will hear these myths stated as fact. Here are some of the most common ones.Read More »