Charles Rotblut

Charles Rotblut is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.

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Articles by this Author

Books: "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio"

Biography:
Charles Rotblut is a vice president of the American Association of Individual Investors. He is the editor of the AAII Journal. He authors the weekly AAII Investor Update e-newsletter and his commentary is published on both Seeking Alpha and Forbes.com.

He has analyzed both publicly traded and privately held companies. Charles' experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm.
 
Charles is a graduate of the University of Kansas, where he earned a bachelor's degree in Journalism. He is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

Articles by this Author

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1. Beginning Investor »

   Choosing Between Bonds and Bond Funds

   Deciding whether to invest directly in individual bonds or to use bond funds involves considering many factors, including the desire for simplicity or a predictable return.

   December 2012 | Journal

2. Editor's Note »

   Editor's Note

   A look at what's in the November 2012 AAII Journal.

   November 2012 | Journal

3. Tax Strategies »

   U.S. Fiscal Uncertainty and Your Portfolio

   Portfolio actions to consider regardless of whether the pending fiscal cliff occurs or is avoided.

   November 2012 | Journal

4. Computerized-investing »

   SEIDO Desktop Charging Cradle

   The SEIDIO Desktop Charging Cradle for USB smartphones does exactly what it is designed to do.

   October 2012 | Computerized-investing

5. Editor's Note »

   Editor's Note

   A look at what's in the October 2012 AAII Journal.

   October 2012 | Journal

6. 

   Features »

   Target Date Funds: A Simple Premise, but Underlying Complexities

   Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.

   October 2012 | Journal

7. Beginning Investor »

   Setting Up and Managing Your 401(k)

   Basic guidelines and strategies for setting up and effectively managing your 401(k) retirement plan.

   October 2012 | Journal

8. Editor's Note »

   Editor's Note

   A look at what's in the September 2012 AAII Journal.

   September 2012 | Journal

9. Exchange-Traded Funds »

   The Top ETFs Over Three Years: Real Estate Dominates

   Five real estate funds led all ETFs in terms of three-year returns. Dividend-focused ETFs led many equity fund categories.

   September 2012 | Journal

10. Stock Strategies »

    Using Quantitative Strategies to Pick Winning Mid-Cap Stocks

    The co-manager of a top-performing mid-cap mutual fund explains how a quantitative process leads to better stock selection and portfolio management.

    September 2012 | Journal

11. Editor's Note »

    Editor's Note

    A look at what's in the August 2012 AAII Journal.

    August 2012 | Journal

12. Editor's Note »

    Editor's Note

    At look at what's in the July 2012 AAII Journal.

    July 2012 | Journal

13. Retired Investor »

    Allocating for Final Goals

    Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings.

    July 2012 | Journal

14. Editor's Note »

    Editor's Note

    A look at what's in the June 2012 AAII Journal.

    June 2012 | Journal

15. 

    Features »

    The Alternative Portfolio: Diversifying Away From a Traditional Allocation

    This portfolio has different return characteristics than a portfolio of large-cap stocks and long-term Treasuries, but was capable of beating inflation.

    June 2012 | Journal

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