The AAII Journal

September 1996 Issue

Features »

A Question of Style: Categorizing the Various Investment Approaches

thumbnail for A Question of Style: Categorizing the Various Investment Approaches A Matter of Opinion: Investment style has been defined in many ways, but however you describe it, most successful investors have one that they consistently apply.

 

Features »

Newsletters That Focus on Mutual Funds: How Do They Stack Up?

thumbnail for Newsletters That Focus on Mutual Funds: How Do They Stack Up? Investment Newsletters Column: Should you use an advisory newsletter to guide your mutual fund decisions? A look at the performance of mutual fund newsletters.

 

Features »

Rollover Options When Receiving Distributions From Employer Plans

thumbnail for Rollover Options When Receiving Distributions From Employer Plans Financial Planning Column: Many workers will receive lump-sum retirement distributions that they may wish to roll into an IRA. Understanding the intricacies of IRA rollovers.

 

Features »

The Same Patterns Remain Even When the Market Index Changes

thumbnail for The Same Patterns Remain Even When the Market Index Changes Technical Analysis Column: Speed resistance lines can help identify expected market support and resistance levels. Applying Dow Theory's 1/3-2/3 concept to the Nasdaq composite.

 

Features »

An Interview With Thomas Hazuka, Portfolio Manager, Vanguard Asset Allocation

thumbnail for An Interview With Thomas Hazuka, Portfolio Manager, Vanguard Asset Allocation Feature: An approach to adding value by allocating among asset classes.

 

Features »

Selecting the Mortgage Term: How to Compare the Alternatives

thumbnail for Selecting the Mortgage Term: How to Compare the Alternatives Feature: The selection of the term of the mortgage is an important consideration for real estate buyers. A comparison of the 15-year versus the 30-year term mortgage.

 

Features »

The Individual Investor's Guide to No-Transaction-Fee Discount Brokers

thumbnail for The Individual Investor's Guide to No-Transaction-Fee Discount Brokers Mutual Funds Workshop: Using a discount broker to trade mutual funds has many advantages, as well as some limitations. A guide to no-transaction-fee discount brokers.

 

Features »

It's Quality That Counts: The Fisher Approach to Stock Investing

thumbnail for It's Quality That Counts: The Fisher Approach to Stock Investing Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.

 

Features »

Approaching Retirement: The Transition From One Mix to Another

thumbnail for Approaching Retirement: The Transition From One Mix to Another Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.

 
Cover Article »

A Question of Style: Categorizing the Various Investment Approaches

A Matter of Opinion: Investment style has been defined in many ways, but however you describe it, most successful investors have one that they consistently apply.

Cover Article »

Newsletters That Focus on Mutual Funds: How Do They Stack Up?

Investment Newsletters Column: Should you use an advisory newsletter to guide your mutual fund decisions? A look at the performance of mutual fund newsletters.

Cover Article »

Rollover Options When Receiving Distributions From Employer Plans

Financial Planning Column: Many workers will receive lump-sum retirement distributions that they may wish to roll into an IRA. Understanding the intricacies of IRA rollovers.

Cover Article »

The Same Patterns Remain Even When the Market Index Changes

Technical Analysis Column: Speed resistance lines can help identify expected market support and resistance levels. Applying Dow Theory's 1/3-2/3 concept to the Nasdaq composite.

Cover Article »

An Interview With Thomas Hazuka, Portfolio Manager, Vanguard Asset Allocation

Feature: An approach to adding value by allocating among asset classes.

Cover Article »

Selecting the Mortgage Term: How to Compare the Alternatives

Feature: The selection of the term of the mortgage is an important consideration for real estate buyers. A comparison of the 15-year versus the 30-year term mortgage.

Cover Article »

The Individual Investor's Guide to No-Transaction-Fee Discount Brokers

Mutual Funds Workshop: Using a discount broker to trade mutual funds has many advantages, as well as some limitations. A guide to no-transaction-fee discount brokers.

Cover Article »

It's Quality That Counts: The Fisher Approach to Stock Investing

Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.

Cover Article »

Approaching Retirement: The Transition From One Mix to Another

Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.