AAII Journal 2006 Index of Articles

Below is an index of all of the articles that appeared in 2006, arranged by category. If you want to search for articles in prior years, visit our Advanced Article Search area, where you will find an extensive library of previous AAII Journal articles. The archives include a valuable search engine that will allow you to research articles by subject, category, author, issue date and text.

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Special Features
    February Hunt for the Best Deal Using AAII’s Discount Broker Guide 2006
by Jean Henrich
    June AAII Member News
    September AAII’s Best of the Net: Guide to the Top Investment Web Sites 2006
    October The Individual Investor’s Guide to Exchange-Traded Funds 2006
by Maria Crawford Scott and Jean Henrich

AAII Model Portfolios
    January Model Shadow Stock Portfolio: All-in-All, A Very Good Year
by James B. Cloonan
    February Model Fund Portfolio Update: No Complaints for 2005
by James B. Cloonan
    April Model Shadow Stock Portfolio Keeps Chugging Along
by James B. Cloonan
    July Shadow Stock Portfolio: Still Up for the Year After Market Correction
by James B. Cloonan
    August First Half Model Fund Portfolio Update and a New Model ETF Portfolio
by James B. Cloonan
    October Shadow Stock Portfolio Up 8.5% Year-to-Date Despite Market Weakness
by James B. Cloonan

AAII Stock Screens
    January From Peak to Valley: The Stock Strategy Landscape in 2005
by Wayne A. Thorp, CFA
    February Screening for the Future Stock Market Winners
by Wayne A. Thorp, CFA
    April Graham’s Long-Term Winning Approach for Enterprising and Defensive Investors
by Cara Scatizzi
    May The Muhlenkamp Approach: Screening for High ROEs at a Reasonable Price
by Wayne A. Thorp, CFA
    June A High-Yield Approach to Value Investing
by Wayne A. Thorp, CFA
    July Small Caps & Value Lead at the Mid-Point of 2006
by Wayne A. Thorp, CFA
    August Small-Company Investing Using the “Oberweis Octagon”
by Wayne A. Thorp, CFA
    September Avoiding the Traps of Being Early: Value on the Move Screens
by Wayne A. Thorp, CFA
    October The Lakonishok Approach to Value Investing: A Payoff for Patience
by Wayne A. Thorp, CFA
    November Valuation Evaluation Using Price-Earnings Relatives
by Wayne A. Thorp, CFA

Bonds
    February Fine-Tuning Your Portfolio: A Look at Bond Swaps
by The Bond Market Association
    May Cutting Through the Bond Market Fog When Shopping for Munis
by Annette Thau
    September An Investor’s Guide to Closed-End Muni Funds
by Annette Thau

Financial Planning
    April Juggling Competing Goals: College vs. Retirement Funding
by Christine S. Fahlund, CFP
    May Get Organized! How to Maintain Your Personal Financial Files
by Paula Hogan and Joseph T. Conners
    July 8 Steps That Will Make Life Easier for Your Heirs
by Deborah H. Levenson
    August Analyzing Your Financial Health Using Personal Financial Ratios
by Charles J. Farrell
    August Money Matters: Teaching Kids to Be “Trust” Worthy
by Alan Goldfarb

The First Cut
    July Attractively Priced Dividend Growth
    August Cash-Rich Firms
    September Positive Earnings Surprises
    October Defensive Growth
    November Recent Stock Splits

Hot Links
    January How to Find Contrarians on the Web, by Cara Scatizzi
    February How to Check Out a Broker
    April College Financing On-Line
    May 401(k) and 403(b) Investing Web Sites
    June Hedge Funds On-Line
    July Professional Designations and What They Mean: On-Line Sources
    August Lost and Found on the Internet
    October Web Sites for Exchange-Traded Funds
    November Web Sites for Closed-End Funds

Insurance Products
    May Why You Should Avoid Investor-Initiated Life Insurance
by Peter Katt
    July Annuities: The Good, the Bad and the Ugly
by Peter Katt

Investment Newsletters
    June Asset Allocation: Is It Really Different This Time?
by Mark Hulbert
    September Creating the Ideal Benchmark: Freeze Your Adviser
by Mark Hulbert

Mutual Funds
    April The Top Funds Over Five Years: 2001–2005 Survival of the Fittest
by John Markese
    June Hedging Your Portfolio With Mutual Funds
by John Markese
    November Developing a Withdrawal Strategy for Your Fund Portfolio
by John Markese

Portfolio Strategies
    January The Real-World Lessons From Investment Theory
by William Reichenstein and C. William Thomas
    January New From Your Employer: The Roth 401(k) Plan
by Peter James Lingane
    July Recommended Reading: Four Books That Cover It All
by William Reichenstein
    August Should You Consider a Roth IRA Conversion in 2010?
by Christine Fahlund, CFP
    October The Actively Passive Trend: Indexes Get a Makeover
by Maria Crawford Scott
    November Withdrawal Strategies to Make Your Nest Egg Last Longer
by William Reichenstein

Stock Strategies
    January Going Dark:The Harsh Reality of Voluntary Deregistration
by John Deysher
    February The Best Day of the Year to Invest in the Market
by Robert Muksian, Ph.D.
    April Foreign Investing: Keeping It Simple
by Ron Muhlenkamp
    April Your Brokerage Account: Protection Beyond SIPC
by John E. Deysher
    May 15 Short-Cuts and Biases That Lead to Bad Investment Decisions
by Paul S. Szczygiel
    June A Growth Investor’s Guide to Evaluating Earnings
by Paul Quinn
    June Bypassing the Broker: AAII’s 2006 Guide to Direct Purchase Plans
by Maria Crawford Scott and Cara Scatizzi
    July 5 Memorable Mistakes and the Lessons I Learned
by John Deysher
    August “Predicting the Markets of Tomorrow”: The James O’Shaughnessy Approach
by Cara Scatizzi
    September Parting Company: 4 Rules for When to Sell
by John Deysher
    November Earnings Drive Businesses, But Expectations Drive Stock Prices
by Brian Luster and Steven Abernathy
    November The Yield Curve: A Route to Better Investment Decisions
by Deborah Weir, CFA

Tax Strategies
    July Investors Get an Extension—And a New Roth IRA Opportunity

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