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:
2015 |2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007

Special Features

The Individual Investor’s Guide to Personal Tax Planning 2013 — Updated
   by AAII Staff | December 2013

AAII’s Best of the Net: 2013 Guide to the Top Investment Websites, 17th Edition
   by AAII Staff | November 2013

Member News 2013
   by AAII Staff | June 2013

The Individual Investor's Guide to the Top Mutual Funds 2013
   by AAII Staff | February 2013

The Individual Investor’s Guide to Personal Tax Planning 2012—Updated
   by AAII Staff | January 2013

AAII Model Portfolios

Building an All-ETF Subset From the Model Fund Portfolio
   by James B. Cloonan | November 2013

The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads
   by James B. Cloonan | October 2013

Frontier Markets Exposure Added to the Model Fund Portfolio
   by James B. Cloonan | August 2013

Three Different Ways to Follow the Model Shadow Stock Portfolio
   by James B. Cloonan | July 2013

A New Fund and Suggested Allocation for the Model Fund Portfolio
   by James B. Cloonan | May 2013

A Look at the Model Shadow Stock Portfolio’s True Risk
   by James B. Cloonan | April 2013

Equal-Weighted ETF Helps Boost Model Fund Portfolio Return
   by James B. Cloonan | March 2013

Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio
   by James B. Cloonan | January 2013

Stock Screens

Finding Winners and Avoiding Losers Among Glamour Stocks
   by John Bajkowski | October 2013

Lowell Miller’s Best Dividend Screen
   by John Bajkowski | June 2013

Combining Quality Growth With Value and Momentum
   by John Bajkowski | April 2013

2012 Year-End Screens Review: Investors Caught in Political Cliffhanger
   by Wayne A. Thorp | January 2013

Beginning Investor

Debunking Stock Investing Myths
   by Charles Rotblut | September 2013

Behavioral Finance

The Role of Luck and Skill in Investing
   by Charles Rotblut | September 2013

Five Steps for Gaining Control of Your Investments and Avoiding Mistakes
   by Carl Richards | March 2013


Defined-Maturity Funds: A Bond Alternative With Compromises
   by Charles Rotblut | October 2013

Should You Maintain an Allocation to Bonds When Current Rates Are Low?
   by Craig Israelsen | May 2013

Why Buy Bonds If Interest Rates Will Rise?
   by Hildy Richelson | May 2013

CI in the Journal

The Top Financial Apps
   by Wayne A. Thorp | November 2013

Interpreting the Sharpe Ratio
   by Wayne A. Thorp | May 2013

Exchange-Traded Funds

The Top ETFs Over Three Years: Consumer Spending Makes an Impact
   by Charles Rotblut | September 2013

ETFs and ETNs: Knowing What You Own
   by Neil Leeson | August 2013

The Individual Investor’s Guide to Exchange-Traded Funds 2013
   by AAII Staff | August 2013

Financial Planning

Social Security Strategies for Couples
   by William Reichenstein | December 2013

Social Security Strategies for Singles
   by William Reichenstein | November 2013

Social Security Basics
   by William Reichenstein | October 2013

Five Steps for Gaining Control of Your Investments and Avoiding Mistakes
   by Carl Richards | March 2013

Financial Statement Analysis

Introduction to Stock Valuation: The Price-Earnings Ratio
   by Joe Lan | September 2013

Taking a Qualitative Look at a Prospective Stock’s Figures
   by Joe Lan | May 2013

Analyzing Growth Rates
   by Joe Lan | March 2013

First Cut

Combining Value and Momentum
   by John Bajkowski | July 2013

Hot Links

Websites for Exchange-Traded Funds
   by AAII Staff | August 2013

Insurance Products

The Costs of Owning an Annuity
   by Stan Haithcock | September 2013

Investor Professor

How Liquidity Impacts the Attractiveness of an Asset
   by Charles Rotblut | April 2013

Mutual Funds

Money Funds and the Regulators
   by Mike Krasner | June 2013

The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain
   by Charles Rotblut | March 2013

Portfolio Strategies

My Investment Letter: Words of Advice for My Grandchildren
   by Charles D. Ellis | October 2013

Using the Bucket Approach With Your Retirement Portfolio
   by Christine Benz | October 2013

Diversification’s Role as a Risk-Reduction Tool
   by Charles Rotblut | September 2013

Protect Your Capital: Never Chase High Yield
   by Donald Cassidy | July 2013

Safe Withdrawal Rates and Certainty-Equivalent Spending
   by Druce Vertes | July 2013

Taking Retirement Withdrawals From a Fund Portfolio
   by Charles Rotblut | May 2013

Addendum: Adjusting Retirement Withdrawals for Inflation
   by Charles Rotblut | May 2013

Why We Don’t Rebalance
   by Jason Hsu | April 2013

A Pseudo-Life Annuity: Is There a Downside?
   by Robert Muksian | April 2013

Portfolio Rebalancing: Observations From 25 Years of Data
   by Charles Rotblut | April 2013

An In-Depth Look at the Tax Consequences of Asset Location
   by Kevin Trout | March 2013

Retired Investor

The Advantages of Charitable Trusts
   by Christine S. Fahlund | October 2013

Determining When to Switch to the RMD
   by Charles Rotblut | June 2013

A Key to a Lasting Retirement Portfolio
   by John Sweeney | April 2013

Stock Strategies

“What Works”: Key New Findings on Stock Selection
   by James O'Shaughnessy | October 2013

Investing’s Odd Couple: Value and Momentum
   by Kevin Truitt | July 2013

The Art of Value Investing
   by John Heins | July 2013

Valuations, Inflation and Real Returns
   by Charles Rotblut | June 2013

Using Seasonal and Cyclical Stock Market Patterns
   by Jeffrey Hirsch | June 2013

Insights on Warren Buffett From His Friend and Editor
   by Charles Rotblut | May 2013

The Liquidity Style: Finding Bargains by Seeking Less Popular Stocks
   by Roger Ibbotson | April 2013

Trading Strategies

Knowing When It’s Time to Sell
   by Michael Kahn | July 2013

Is the AAII Sentiment Survey a Contrarian Indicator?
   by Charles Rotblut | June 2013