Unbiased Investment Education
for Individual Investors like you.
A screen that looks for potentially undervalued companies based on favorable value-oriented ratios and signs of price movement or improving analyst estimates.
10 Year-End Financial Actions
Tasks investors should complete before the end of the calendar year to reduce taxes and protect their portfolios.
Stocks: An Underappreciated Asset Class in Retiree Portfolios
An argument for increasing equity allocations in retirement.
Understanding Asset Bubbles and How to React to Them
A discussion with Nobel laureate Robert Shiller about stock and bond bubbles.
Top AAII Articles
Our annual tax and financial planning guide to help you assess your current tax situation and plan for any changes to improve your tax liability.
Whether you should increase or decrease equity allocations in retirement depends on both your preferences and assumptions about future returns.
An explanation of wash-sale rules to help investors harvest tax losses.
Navigating the balancing act between maximizing your Social Security benefits and minimizing savings withdrawals in retirement.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
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 10/31/2015.|
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 »