Unbiased Investment Education
for Individual Investors like you.
A growth approach to find companies that operate in the manufacturing industry, have a competitive advantage and consistent sales growth, and pay a dividend.
April Letters to the Editor
Members weigh in on the benefits of stock buybacks and converting to a Roth IRA to minimize RMDs.
Determining the Perfect Withdrawal Rate
A new methodology calculates the maximum withdrawal a retiree can take each year without running out of money or outliving his or her savings.
Weight by Fundamentals, Not by Price
Weighting stocks in a portfolio based on their fundamentals prevents the systematic overweighting...
Top AAII Articles
A retiree following the rebalancing model would have needed to rebalance at the end of 2014 because of the gains in large- and mid-cap stocks.
The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall.
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
The author of “A Random Walk Down Wall Street” explains why investors should put at least the core of their portfolios in index funds.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
AAII DiscussionsStart Now »
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 3/31/2015.|
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 »