Unbiased Investment Education
for Individual Investors like you.
Dogs of the Dow Screen
This annual approach identifies the top-yielding stocks within the Dow Jones industrial average and holds them for one year.
Some Analysts Use Stock Ratings to Get New Jobs
A researcher at UCLA found that analysts favor and write more reports about companies they want to work for.
Annuities Now Allowed in Target Date Funds
New IRS guidelines allow target date funds to restrict the age of shareholders in order to hold an annuity component.
December Letters to the Editor
AAII members write in about longevity annuities, mutual funds and Patrick O’Shaughnessy’s Millennial Investor strategy.
Top AAII Articles
By strategically choosing when and how to claim Social Security benefits, singles, divorced individuals and married couples can optimize their retirement income.
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
A fillable form where you can enter estimates of your income, deductions, credits and exemptions for 2014 and 2015 and get an estimate of your balance due or refund owed.
This 2003 AAII Journal article gives practical guidance on how to follow the Model Shadow Stock Portfolio.
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)
|YTD Return||1-Year Return||5-Year Return|
|Data as of 11/28/2014.|
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 »