Unbiased Investment Education
for Individual Investors like you.
Buffett: Hagstrom Screen
Robert Hagstrom's interpretation of Warren Buffett's ever-popular value approach that seeks winning stocks with consistent earnings power and a good return on equity.
Financial Literacy Tied to Greater Retirement Savings
Being smarter about financial and investment concepts can lead to higher expected portfolio returns and better diversification.
How Americans Are Managing Their IRAs
While investors have largely stayed allocated to stocks, there has been an increase in those who take withdrawals.
AAII Asset Allocation Models
See long-term return and volatility data for conservative, moderate and aggressive models to help determine the right allocation for you.
Top AAII Articles
Understanding why money is important can create a framework for making better financial decisions in the future.
Detailed return information and data on all 1,752 ETFs and ETNs, including an overview of the current trends in the ETF industry.
This 2008 AAII Journal article gives guidance on determining whether it’s better to hold or a sell a stock.
Panicking and pulling out of stocks during turbulent market conditions can have a significant and lasting negative impact on your wealth.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
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 7/31/2015.|
AAII Stock Screens
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."
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 »