Unbiased Investment Education
for Individual Investors like you.
Fundamental Rule of Thumb
A value screen that combines earnings yield, dividend yield, earnings retention levels and return on equity.
Introducing the Level3 Passive Portfolio
The new Level3 Passive Portfolio is an ETF portfolio comprising index funds that should have returns higher than the S&P 500 over the long run.
Capital Pains: Rules for Capital Losses
The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets...
The Cash Flow Statement: Tracing the Sources and Uses of Cash
The cash flow statement links the balance sheet and the income statement, showing how a company generated and spent its cash.
Top AAII Articles
The Paycheck Strategy for Lifetime Investing focuses on buying individual bonds that pay current interest for a retiree's cash flow. Creating a predictable cash flow will enable you to focus on enjoying your retirement without worrying about movements in the market.
The Schwab Center for Financial Research has come up with nine guidelines to help you reduce your financial stress and give you the upper hand as you move into retirement.
NewRetirement is an online retirement planning service that helps investors see how well-prepared they are for retirement.
Many retirees believe that they can live off of the interest from their investments while preserving principal. But it is virtually impossible today in light of increasing life expectancies and the backdrop of ultra-low rates. That is why retirees should consider boosting their allocations to equities.
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 7/31/2016.|
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 »