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The AAII Journal

September 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note I strongly believe in empowering individual investors to take control of their own portfolios and financial futures. Where there is choice, however, there are challenges. Right now, we are seeing a grand experiment play out.

 

Portfolio Strategies »

Allocate by Market Weight (And Adjust for Personal Circumstances)

thumbnail for Allocate by Market Weight (And Adjust for Personal Circumstances) Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor.

 

Portfolio Strategies »

Managing Cash Flow in Retirement

thumbnail for Managing Cash Flow in Retirement Combining a year’s worth of cash with a long-term investment portfolio protects immediate needs while still enabling the portfolio to grow.

 

Financial Planning »

Retirement Planning: Focus First on Covering Fixed Expenses

thumbnail for Retirement Planning: Focus First on Covering Fixed Expenses Once all fixed costs have been immunized, withdrawal rates no longer matter as any additional retirement assets can be used for discretionary spending.

 

Exchange-Traded Funds »

The Top ETFs Over Three Years: Health Care Takes Top Four Spots

Health care ETFs controlled the four top spots and six of the top 10. The only non-sector funds in the top 10 list invest in IPOs and spin-offs.

 

Behavioral Finance »

Driving Emotions From Your Investment Process: A 12-Step Program

thumbnail for Driving Emotions From Your Investment Process: A 12-Step Program These 12 steps, which include forgetting the price paid for an investment, can drive emotions out of your investment decision process.

 

Exchange-Traded Funds »

An Inside Look at Exchange-Traded Funds

ETFs, like mutual funds, are pooled investments, but two primary features promote trading of an ETF’s price close to its underlying value.

 
Departments
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Cover Articles »

Allocate by Market Weight (And Adjust for Personal Circumstances)

Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor.


Topic Archive

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