2013 AAII Journal Index of Articles

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:
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007

Special Features

The Individual Investor’s Guide to the Top Mutual Funds 2015
   by AAII Staff | February 2015

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

AAII Model Portfolios

Dramatic Changes Help and Hurt the Model Fund Portfolio
   by James B. Cloonan | March 2015

Two New Stocks Added to the Model Shadow Stock Portfolio
   by James B. Cloonan | January 2015

Replacing a Mutual Fund With an ETF in the Model Fund Portfolio
   by James B. Cloonan | November 2014

Maintaining Model Shadow Stock Portfolio Purchase Rules
   by James B. Cloonan | October 2014

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

AAII Stock Screens 2014 Review: Active Strategies Lag
   by Wayne A. Thorp | January 2015

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 Many Ways to Place a Buy or Sell Order
   by Jaclyn McClellan | October 2014

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

Trading More Frequently Leads to Worse Returns
   by Charles Rotblut | November 2014

Driving Emotions From Your Investment Process: A 12-Step Program
   by Thomas Howard | September 2014

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


Liquidity: The Hidden Risk in the Municipal Market
   by Nicholos Venditti | January 2015

CI in the Journal

Best of the Web
   by Wayne A. Thorp | November 2014

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

Exchange-Traded Funds

The Top ETFs Over Three Years: Health Care Takes Top Four Spots
   by Charles Rotblut | September 2014

An Inside Look at Exchange-Traded Funds
   by Rochelle Antoniewicz | September 2014

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

Financial Planning

What Exactly Do Online Investment Advisory Services Offer?
   by Jaclyn McClellan | January 2015

Social Security: Delay Benefits at the Expense of Personal Savings?
   by Marty Allenbaugh | December 2014

Avoid the Top 10 Mistakes Made With Beneficiary Designations
   by John Horn | November 2014

Misunderstanding Variable Universal Life Can Lead to Adverse Consequences
   by Peter Katt | October 2014

Retirement Planning: Focus First on Covering Fixed Expenses
   by Michael Falk | September 2014

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 Statements

Valuing a Company Based on Its Revenues
   by Charles Rotblut | October 2014

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

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

First Cut

High Buyback Yields
   by John Bajkowski | March 2015

Patrick O’Shaughnessy’s Millennial Investor Strategy
   by Charles Rotblut | November 2014

Insurance Products

What Is a Longevity Annuity?
   by Stan Haithcock | November 2014

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

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

Investor Professor

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

Mutual Funds

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good
   by Charles Rotblut | March 2015

Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle
   by Thomas Howard | November 2014

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

Lessons Learned From Many Years of Investing
   by H. Bradlee Perry | March 2015

Converting to a Roth IRA Can Minimize RMDs
   by Judith Ward | March 2015

Choosing the Right Portfolio Allocation Approach for You
   by Charles Rotblut | October 2014

Don’t Over-Rely on Historical Data to Forecast Future Returns
   by Charles Rotblut | October 2014

Managing Cash Flow in Retirement
   by Harold Evensky | September 2014

Allocate by Market Weight (And Adjust for Personal Circumstances)
   by Charles Rotblut | September 2014

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

Advocating the Paycheck Strategy for Lifetime Investing
   by Hildy Richelson | October 2014

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

Stock Strategies

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed
   by Aswath Damodaran | March 2015

Corporate Reinvention and the Creation (or Destruction) of Value
   by Lloyd Shefsky | January 2015

A Strategy Millennial Investors Can Use to Beat the Market
   by Patrick O'Shaughnessy | November 2014

Investment Wisdom From Wall Street’s Legends
   by Frederik Vanhaverbeke | November 2014

Weight by Fundamentals, Not by Price
   by Charles Rotblut | October 2014

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

Keeping Transactions Clean From the Wash-Sale Rules
   by Kevin Trout | December 2014

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

Trading Strategies

A Comprehensive Approach to Covered Call Writing
   by Alan Ellman | January 2015

“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