Unbiased Investment Education
for Individual Investors like you.
O’Shaughnessy: All Cap Screen
A screening approach that attempts to lessen the risk of small-cap stocks while still increasing a portfolio's overall diversification.
May Letters to the Editor
Members ask about the specifics of withdrawals and rebalancing in retirement, plus a clarification on the Model Shadow Stock Portfolio rules.
Proposed Rules for Brokers Working With Senior Investors
FINRA and the SEC have proposed a list of recommended steps brokers should incorporate into their procedures for working with seniors.
Grappling With Fund Risk
If you are concerned about whether or not your fund is too risky, this AAII Classroom Lesson will explain how to assess it.
Top AAII Articles
Be careful about holding too few and too many stocks; seven to 10 stocks can be acceptable for investors willing to accept more volatility.
Index universal life policies are being pitched with crediting rates that look to be too good and follow several past problematic products.
The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.
The portfolio notes for the Shadow Stock Portfolio and the returns for both portfolios have been updated.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
AAII DiscussionsStart Now »
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 4/30/2015.|
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 »