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Oberweis Octagon Screen
Seeks micro-, small- and mid-cap companies with rapid and consistent growth in revenues and earnings as well as low relative valuation measures.
The “Dirty Dozen” Tax Scams for 2015
Top tax scams occurring right now include aggressive, threatening actions via telephone...
Greater 401(k) Focus on Retirement, But Not Annuities
Companies intend to place a greater focus on retirement wellness this year, but many 401(k) plans won't have annuities added as an investment option.
Considerations When Rolling Over a 401(k) to an IRA
Regulator FINRA advises asking about all fees, because even rollovers touted as being free can have annual expenses and other costs.
Top AAII Articles
Gradually converting traditional IRA assets into a Roth IRA can both increase lifetime wealth and reduce the total amount of taxes paid.
These 25 companies are aggressively repurchasing their stock.
The benefit or harm of a stock buyback is dependent on several factors, including how it is funded and the alternative uses for the cash.
Index investors, in aggregate, are likely to realize higher returns because of lower costs and the effect of reversion to the mean on active strategies.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
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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 »