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O’Neil’s CAN SLIM Revised 3rd Edition Screen
Seeks companies with a proven record of quarterly and annual earnings and sales growth that also show strong relative price strength.
April Letters to the Editor
Members weigh in on the benefits of stock buybacks and converting to a Roth IRA to minimize RMDs.
The Cost of Postponing IRA Contributions Until April
By waiting until now to make an IRA contribution, investors can incur a procrastination penalty of about 10%.
A More Dynamic Approach to Retirement Spending
Establishing a “ceiling and floor” for portfolio withdrawal rates keeps spending consistent, while remaining responsive to market conditions.
Top AAII Articles
The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index.
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
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.
Once all fixed costs have been immunized, withdrawal rates no longer matter as any additional retirement assets can be used for discretionary spending.
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.
(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 »