It is with great honor that I succeed Maria Crawford Scott as the AAII Journal editor. Maria recently retired after overseeing 286 issues. She left big shoes to fill, and I look forward to the challenge of building upon her successes.
Since this is my first Journal issue, an introduction seems in order.
I joined AAII at the start of November, after spending several years as the senior market analyst for Zacks Investment Research. In addition to providing market commentary and managing model portfolios, I also oversaw the editorial staff for Zacks.com. Prior to Zacks, I worked at Curian Capital (a money management firm) and INVESTools.
I hold the Chartered Financial Analyst (CFA) designation and earned a journalism degree from the University of Kansas. (Yes, I am a college basketball fan.) My first book, which explains portfolio management and stock analysis in easy-to-understand language, is tentatively scheduled to be published this spring.
I actively follow the markets and the economy and frequently speak with the media. You can find my observations on Twitter: twitter.com/charlesrotblut.
A big part of my role at AAII is to continue evolving this magazine and all of the content that we produce. As a result, you will see changes, but changes that I think you will appreciate. For example, I have expanded the Investor Survey section to provide you with a greater perspective on the current results.
At the same time, I fully intend to continue with what has worked well in the past. This includes providing unique perspective and insights from both the experts here at AAII and outside contributors.
For example, I asked Julie Jason, author of the “AARP Retirement Survival Guide,” to explain the process for reviewing one’s portfolio for this issue. It is a critical, but often overlooked, part of successful investing—and something you should add to your list of New Year’s resolutions.
New rules for converting to a Roth IRA took effect on January 1. As a result, I thought it would be helpful to follow up the article we ran in the November issue with a new one that covers additional factors related to deciding whether to convert or not. William Reichenstein, Douglas Rothermich and Alicia Waltenberger answer many of the questions that you may have.
My colleague, Wayne Thorp, senior financial analyst at AAII, reviews how the AAII.com stock screens performed last year. Not only does he tell you which screens have the best one-year ad long-term performance, he also explains how risky they are.
AAII Founder James Cloonan provides the latest update to the Model Shadow Stock Portfolio. Even if you do not follow the portfolio, his commentary and insight are always a must-read.
One last great thing about this issue is the simple fact that the date on the cover says January 2010, not January 2009. The financial markets have made a big turnaround over the past 12 months, and the economy is in the early phase of a recovery. The road back may not be smooth, but we will help you navigate it by continuing to provide unbiased information on how to invest better.
Wishing you prosperity,
Editor, AAII Journal