Financial Planning with AAII
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Guides »
Master the guidelines for long-term successful portfolio management.
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Guides »
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Asset Allocation
Do you know the best dispersal and position for your finances? Get educated on Asset Allocation.
Financial Planning Know-How
How to Decipher Your 401(k) Plan Statement
The fun part about a 401(k) plan is watching it grow over time. But that can easily turn into a frustrating exercise if you don't understand your retirement plan statement.
Although your employer is required to provide you with a plan statement, there is no standardized form—most, in fact, are quite different. However, Figure 1 (see bottom of page) gives you an idea of some of the information that may be included.
The statement in Figure 1 is divided into several sections: activity this period, current contributions allocation, and a summary of contributions.
Archives »
The Role of Risk-Free Assets in Your Long-Term Portfolio
What is a risk-free asset, and what role should it play in your portfolio?
That's one of the first questions many investors ask when struggling with the asset allocation question.
In today's market environment, the sudden and steep drop in the stock market as well as anxiety over the future of the banking industry and the financial health of long-term bond issuers have all caused a massive rush to-and an exclusive focus on-"risk-free" assets.
In Brief
- Web Sites for Optimizing Your Portfolio
- Tracking Company Webcasts
The Internet has given investors numerous resources for security research.
- Where to Get Investment Information on Emerging Markets
www.msci.com
In the Equity Indices section.
- Web Sites for Screening Mutual Funds
Overwhelmed by too many mutual fund choices?
- Web Sites for Closed-End Funds
Information on closed-end funds is far more limited than their more popular relatives, mutual funds and exchange-traded funds.
Financial Planning Articles
- Long-Term Newsletter Performance: It's Not Easy to Beat the Market
- Clueless: What Graduates Need to Know About Making Financial Decisions
- Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud
- Retirement Income: Repairing the Damage to Assure the Flow
- Does Social Investing Generate Higher Returns?
- Optimizing Your Retirement Income: What Works Best and Why
- The Role of Diversification in an Individual Stock Portfolio
- Financial Professional Terms: What They Mean and Why You Should Care
- Stocks for the Long Term: Why Prospects Are Rosy
- The Portfolio Review: Why It Is Important and How to Do It
- New Rules for Converting to a Roth IRA
