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Foolish Small Cap 8 Screen
Seeks profitable and rapidly growing small-cap companies with strong price momentum.
Setting Up an Ongoing Investing Program
Taking that first investment step is always the hardest. Luckily, this AAII Investor Classroom will guide you through those...
Growth in Corporate Balances Isn't Negative
According to J.P. Morgan, the cumulative cash balance of non-financial companies in the S&P 500 index totaled an estimated...
Cash Flow and Allocation Strategies for Retirees
A reverse mortgage can boost withdrawal rates if used correctly; plus, why index funds can simplify decisions regarding taking withdrawals...
Top AAII Articles
Jane Bryant Quinn, nationally known personal finance writer and commentator, sits down with AAII Journal editor Charles Rotblut to discuss how reverse mortgages, stocks, bonds and annuities can be used by retirees to ensure they have adequate levels of cash flow in retirement.
Intelligently planning for cash flow in retirement is critical, as poor planning may result in running out of money long before running out of life. The three elements that most significantly affect planning are the need for real, not nominal, cash flow (i.e., an income stream that increases with inflation); the risk of having to sell assets to provide income at the wrong time (i.e., during a bear market); and the likelihood of future decades of historically low market returns.
Retirement planning sites can assist you in determining how much you need to save for retirement and how much you can safely spend during retirement. Most comprehensive personal finance sites include retirement planning tools for individuals who need to determine how much to save; far fewer websites include low-cost calculators for investors who are looking for tools to determine how much they can safely spend during retirement. The list below focuses on the sites with the best retirement tools, education and commentary.
Now that your once-distant dream of retirement is at hand, it can be an unsettling switch from being a saver to being a spender. It means having an entirely new approach to your money. It can be tough regardless of your financial expertise or the size of your portfolio. These nine guidelines from the Schwab Center for Financial Research can reduce your financial stress and give you the upper hand as you move into retirement.
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)
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|Data as of 5/31/2016.|
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 »