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John Markese

author Image John Markese is the former president of AAII.


Articles by this Author


  1. Departments »

    Transitions

    Transitions: AAII's president of 25 years, John Markese, steps down.

    September 2010 | Journal

  2. Nine Timeless Rules for Investing in Mutual Funds (and ETFs) image

    Features »

    Nine Timeless Rules for Investing in Mutual Funds (and ETFs)

    Articles that propose some arbitrary number of rules for doing something can be surprisingly seductive. This article focuses on the arbitrary number of 9--but the underlying rules themselves are critical if you invest in mutual funds or exchange-traded funds, or are contemplating investing in them.

    November 2009 | Journal

  3. Taking Aim at Your Retirement: A Look at Target Date Mutual Funds image

    Features »

    Taking Aim at Your Retirement: A Look at Target Date Mutual Funds

    There is an appealing simplicity in the concept of target date funds, but making the right choice among the many offerings and understanding how the funds work is not quite as simple as it appears at first glance.

    June 2009 | Journal

  4. Mutual Funds »

    Taking Aim at Your Retirement: A Look at Target Date Mutual Funds

    There is an appealing simplicity in the concept of target date funds, but making the right choice among the many offerings and understanding how the funds work is not quite as simple as it appears at first glance.

    June 2009 | Evergreen

  5. The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income image

    Mutual Funds »

    The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income

    Looking for an investment that has the potential to produce a growing income stream and long-term capital appreciation along with reasonable risk? A closer look at stock mutual funds and ETFs with relatively high dividend yields.

    November 2008 | Journal

  6. Features »

    Your Portfolio: Maintaining Perspective

    Financial turmoil can prompt an emotional response that causes investors to flee stock holdings. But this can cause long-term harm to your portfolio. Instead, you need to put things in perspective and stick to the fundamental rules of investing.

    November 2008 | Journal

  7. Rolling the Currency Dice: Investing in International Bond Funds  image

    Mutual Funds »

    Rolling the Currency Dice: Investing in International Bond Funds

    The search for yield and the weak U.S. dollar have prompted investors to consider investing in foreign bond mutual funds. However, these funds have unique risks that are magnified by the ebb and flow of the currency markets. A careful look is in order before you let your money travel overseas.

    June 2008 | Journal

  8. Features »

    Peerless Performers: The Top Funds Over 5 Years

    To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers, and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.

    April 2008 | Journal

  9. Features »

    A Performance Tape Measure: How to Benchmark Your Portfolio

    Is your fund portfolio on the right track to achieve your goals? Benchmarking provides a performance tape measure to see how well your funds have done individually and as a whole.

    November 2007 | Journal

  10. Mutual Funds »

    Face Off: Mutual Funds vs. ETFs

    Exchange-traded funds are America's "financial idol." But what do ETFs have that index mutual funds don't--and vice versa? A side-by-side comparison reveals little difference.

    June 2007 | Journal

  11. Mutual Funds »

    Mutual Fund Marathon: The Top Funds Over Five Years: 2002-2006

    Mutual funds are judged by their track records, and for long-term investors it is the five-year marathon that is key. Who were the top performers, and what allowed them to survive the marathon run and come out on top? A look at the winners--and how they did it.

    April 2007 | Journal

  12. Mutual Funds »

    Developing a Withdrawal Strategy for Your Fund Portfolio

    Mutual funds hold one advantage for retirees living off of their retirement savings - their structure makes the withdrawal process easier. However, mutual funds do not eliminate all the challenges or automatically answer all portfolio questions. How to develop a withdrawal strategy for a typical mutual fund portfolio.

    November 2006 | Journal

  13. Features »

    Hedging Your Portfolio With Mutual Funds

    Hedge funds have an exotic allure, but also an unsettling side. Mutual funds, in contrast, have a more accessible structure for all investors. Are there any mutual funds that also have that siren song of hedge funds? It turns out some do, and mutual funds that have hedge fund traits may have a place in your portfolio.

    June 2006 | Journal

  14. Mutual Funds »

    The Top Funds Over Five Years: 2001-2005 Survival of the Fittest

    The last five years provided the ultimate financial stress test for mutual funds and investors. Some funds flunked, and a few proved to be in top shape. What made these top performers so fit? A look at who survived--and how they did it.

    April 2006 | Journal

  15. Mutual Funds »

    Capitalizing on the Index Fund Advantage

    Stock index funds offer rock-bottom expense ratios, tax efficiency, diversification and simplicity. But how do you sort through the myriad stock index funds and the numerous stock indexes they follow? An investor’s guide to indexes and index funds.

    November 2005 | Journal