Top AAII Articles

  • Harold Evensky and Deena Katz

    Harold Evensky and Deena Katz

    Managing Cash Flow in Retirement

    Combining a year’s worth of cash with a long-term investment portfolio protects immediate needs while still enabling the portfolio to grow.

  • Michael Falk

    Michael Falk

    Retirement Planning: Focus First on Covering Fixed Expenses

    Once all fixed costs have been immunized, withdrawal rates no longer matter as any additional retirement assets can be used for discretionary spending.

  • Rochelle Antoniewicz and Jane Heinrichs

    Rochelle Antoniewicz and Jane Heinrichs

    An Inside Look at Exchange-Traded Funds

    ETFs, like mutual funds, are pooled investments, but two primary features promote trading of an ETF’s price close to its underlying value.

  • Gregory Salsbury, Ph.D.

    Gregory Salsbury, Ph.D.

    Family and Finances: Start the Dialogue

    Protecting family wealth involves discussing all aspects of financial planning, including long-term plans, with both parents and children.

AAII Member Question

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How much of your portfolio is comprised of exchange-traded funds?
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Between 11% and 25%:
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This Week's Question
AAII Member Question How do you typically pay for everyday purchases such as groceries, gas, dining out, online shopping, etc.?

A) Cash
B) Debit card
C) Check
D) Credit card
E) Other
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Sentiment Survey

The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.

AAII Sentiment Survey
Are you BULLISH?
AAII members are:

(as of 9/10/2014)
   Bullish: 40.38%
   Neutral: 33.01%
   Bearish: 26.60%
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AAII Discussions

Connect with other AAII Members by engaging in a discussion of various topics.

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AAII Model Portfolios

Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.

Model Portfolio
(For Members Only)
Annualized Return
YTD Return 1-Year Return 5-Year Return
Shadow Stock -4.7% 6.3% 29.7%
Fund 5.9% 15.0% 15.5%
Data as of 7/31/2014.

Learn more »

AAII Stock Screens

Current Top Return (2014):
Rule #1 Investing