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Uses a momentum investing strategy focusing on small- to mid-cap companies with strong, sustained earnings growth that have had “significant” earnings surprises.
Gauging Your Psychological Readiness for Retirement
Failure to plan for potential lifestyle changes can lead to an unsuccessful retirement. Here are four questions to ask before retiring.
Many Retirees May Benefit From Non-Traditional Strategies
The guideline of withdrawing 4% from savings does not work for retirees with smaller portfolios, according to new research.
Considerations When Rolling Over a 401(k) to an IRA
10 key factors that regulator FINRA advises considering before rolling over a 401(k) to an IRA.
Top AAII Articles
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
The decision to own a mutual fund or an exchange-traded fund (ETF) is dependent on a variety of factors.
Working longer, delaying claiming Social Security, prudently managing portfolio withdrawals and carefully allocating investments can all boost retirement income.
Staying within or below a 4% to 5% withdrawal rate (adjusted annually for inflation) will decrease your risk of outliving your retirement savings.
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.
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|Data as of 1/30/2015.|
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 »