Unbiased Investment Education
for Individual Investors like you.
Top AAII Articles
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John Markese
Nine Timeless Rules for Investing in Mutual
Funds (and ETFs)These rules will help select the fund that is best for your portfolio needs.
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Charles Rotblut, CFA
The Basics of Portfolio Allocation
The Basics of Portfolio Allocation of whether you achieve your financial goals or not.
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Julian Block
Figuring Taxes on Social Security Benefits
Investment decisions can impact how much of your Social Security benefits will be taxed.
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AAII Staff
Our 31st annual mutual fund guide provides information and performance statistics on more than 1,520 funds.
AAII Member Question
Previous Week's ResultsHave you made investments based on AAII’s model portfolio?
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Sentiment Survey
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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Are you BULLISH? AAII members are: (as of 2/15/2012)
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AAII Discussions
Connect with other AAII Members by engaging in a discussion of various topics.
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Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
| Annualized Return | |||
| Model Portfolio | YTD Return | 1-Year Return | 5-Year Return |
| Shadow Stock | 10.4% | 20.1% | 7.3% |
| Mutual Fund | 5.4% | 2.6% | 1.6% |
| ETF | 6.4% | 1.7% | -1.4% |
| Data as of 1/31/2012. | |||
AAII Stock Screens
16.8%
Current Top Return (2012)
Rule #1 Investing
Other Top Leaders:
- 16.6% Inve$tWare Quality Growth
- 16.2% Est Rev: Down 5%
- 16.1% Fundamental Rule of Thumb
Sign Up to Receive Local Chapter Meeting Invites
AAII Local Chapters offer investment education to members in a "person to person" social setting located in your own community.
Recent meetings have included:
"Nest-Egg Survival: Investing and Spending in Retirement"Maria Crawford Scott, Former editor, AAII Journal
"Today's Investment Outlook"Sam Stovall, Chief investment strategist, S&P Equity Research Services
"The Importance of Tax Diversification: What You Need to Know"Christine Fahlund, senior financial planner, T. Rowe Price, Inc.
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."—Anonymous
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.
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