Top AAII Articles

  • Charles Rotblut, CFA and Jane Bryant Quinn

    Charles Rotblut, CFA and Jane Bryant Quinn

    Cash Flow and Allocation Strategies for Retirees

    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.

  • Harold Evensky and Deena Katz

    Harold Evensky and Deena Katz

    Managing 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.



    Computerized Investing’s Top Sites for Retirement Planning

    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.

  • AAII Blog

    AAII Blog

    9 Guidelines for Retirement Success

    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.

AAII Member Question

Previous Week’s Results
In general, how would your best friend describe you as a risk taker?
Willing to take risks after conducting adequate research : 63%

Cautious : 33%

A real gambler : 3%

A real risk avoider : 1%

This Week's Question
AAII Member Question Do you think the United Kingdom will follow through on Brexit and leave the European Union?

A) Yes
B) No
C) Not Sure
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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 6/22/2016)
   Bullish: 21.97%
   Neutral: 42.80%
   Bearish: 35.23%
Submit your vote! »

Markets »

Enter ticker:

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
3-Year Return 5-Year Return 10-Year Return
Shadow Stock -0.5% 12.1% 10.1%
Fund 6.6% 7.5% 5.8%
Data as of 5/31/2016.

Learn more »

AAII Stock Screens

Current Top Return (2016):
Est Rev: Lowest 30 Down

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.

Find a Chapter Near You »