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2014 AAII Journal Index of Articles

Journal Article Index Explanation Splash image

For all of our print-based readers, we present below an index of all of the AAII Journal articles that appeared in their respective years, arranged by category.

Click on the links below to view the article index for the specific year:
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007

Special Features

The Individual Investor’s Guide to the Top Mutual Funds 2014
   by AAII Staff | February 2014

AAII Model Portfolios

Model Fund Portfolio: Adjust Risk Based on Personal Factors
   by James B. Cloonan | August 2014

A New Constraint Added to the Model Shadow Stock Portfolio Rules
   by James B. Cloonan | July 2014

REITs and Frontier Markets Drive Model Fund Portfolio Higher
   by James B. Cloonan | May 2014

Model Shadow Stock Portfolio Rules Amended and Clarified
   by James B. Cloonan | April 2014

Model Fund Portfolio: Replacing a Closed Fund
   by James B. Cloonan | March 2014

Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes
   by James B. Cloonan | January 2014

Stock Screens

Five Common Traits of Successful Value Screens
   by John Bajkowski | July 2014

Strategic Value Investing: Screening for Cash Flow and Value
   by Robert R. Johnson | May 2014

Finding Value and Financial Strength Based on “What Works on Wall Street”
   by John Bajkowski | March 2014

2013 Stock Screens Review: The Year of the Bulls
   by Joe Lan | January 2014

Beginning Investor

The Tax Consequences of Investing
   by Charles Rotblut | July 2014

Determining How Much to Allocate to Each Investment
   by Charles Rotblut | January 2014

Behavioral Finance

The Case for Systematic Decision-Making
   by Wesley R. Gray | April 2014

CI in the Journal

Electronic-Only Service Launches in March
   by Wayne A. Thorp | March 2014

Exchange-Traded Funds

The Individual Investor’s Guide to Exchange-Traded Funds 2014
   by AAII Staff | August 2014

Financial Planning

The Right Type of Life Insurance for Your Estate Planning Needs
   by Peter Katt | July 2014

From Saver to Spender: Managing Your Money in Retirement
   by Carrie Schwab-Pomerantz | May 2014

A More Dynamic Approach to Retirement Spending
   by Colleen M. Jaconetti | April 2014

Financial Statement Analysis

Valuation Ratios: The PEG Ratio
   by Joe Lan | June 2014

Calculating Intrinsic Value With the Dividend Growth Model
   by Joe Lan | March 2014

Insurance Products

Long-Term Care of Your Personal Finances
   by Christine S. Fahlund | January 2014

Life Insurance Cash Value: A Practical Discussion
   by Peter Katt | January 2014

Investor Professor

Cash Dividend Types, Dates and Taxes
   by Charles Rotblut | July 2014

Mutual Funds

Common Investor Mistakes and Other Investing Insights
   by Charles Rotblut | July 2014

Achieving Greater Long-Term Wealth Through Index Funds
   by Charles Rotblut | June 2014

Qualitative Guidelines for Mutual Fund Selection
   by John Deysher | June 2014

The Mutual Fund Cash Dilemma
   by John Deysher | May 2014

The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar
   by Charles Rotblut | March 2014

Portfolio Strategies

Real Returns Favor Holding Stocks
   by Jeremy Siegel | August 2014

How Much Small Cap Should Be in Your Portfolio?
   by John McDermott | July 2014

Peculiar Facts From 500 Years of Finance
   by Timothy Knight | May 2014

The Three Pockets Approach to Investing
   by Timothy McCarthy | May 2014

The Danger of Getting Out of Stocks During Bear Markets
   by Charles Rotblut | May 2014

Reduce Stock Exposure in Retirement, or Gradually Increase It?
   by Michael Kitces | April 2014

John Maynard Keynes as an Investor: Timeless Lessons and Principles
   by John Wasik | March 2014

Retired Investor

Making Effective Use of IRAs as Part of an Estate Plan
   by Daniel Sudit | June 2014

Stock Strategies

How I Analyze Net-Nets: Stocks Trading at Deep Discounts
   by Jeroen Bos | June 2014

Selecting a Valuation Method to Determine a Stock’s Worth
   by Robert R. Johnson | April 2014

Crowdfund Investing: An Exciting New Alternative for Individual Investors
   by Louis C. Gerken | April 2014

Exploiting the Relative Outperformance of Small-Cap Stocks
   by John Davenport | January 2014

Tax Strategies

The Tax Consequences of Stock Splits, Mergers and Spin-Offs
   by Claude Y. Paquin | June 2014

Trading Strategies

“Market Wizards” Advice: Doing the Uncomfortable Thing
   by Jack Schwager | July 2014

Managing a Portfolio of Covered Calls
   by Ben Branch | July 2014

Analyzing the AAII Sentiment Survey Without Hindsight
   by Charles Rotblut | June 2014

Assembling a Covered Call Portfolio on Dividend-Paying Stocks
   by Ben Branch | June 2014

To Trend or Not to Trend
   by Ray Rondeau | January 2014