An Interview With Bill Ricks, Portfolio Manager, AXA Rosenberg International Sma

A Matter of Opinion
New From AAII: Specific Guidance on Stock and Fund Selection
AAII Chairman Jim Cloonan expands coverage of the model stock portfolio and constructs a model mutual fund portfolio. Both share the same philosophy: consistency, risk control and selections that are best for individuals rather than institutions.

Tax Strategies
The New Tax Act: Planning Opportunities and Pitfalls
Individuals with substantial investment income can expect significant tax savings over the next seven years if they take advantage of the planning opportunities.

Portfolio Manager Interview
An Interview With Bill Ricks, Portfolio Manager, AXA Rosenberg International Sma
A quantitative approach to small caps in the developed international markets.

Investment Newsletters
Are We in a Bull Market Beginning or a Bear Market Correction?
Investment Newsletters: Since March 2003, small-cap growth stocks have outperformed small-cap value stocks. This is more reminiscent of the speculative behavior prior to major market tops than the beginning of a new bull market.

Stock Screens
AAII's Low Price-to-Sales Screen: Strong Performer in Mixed Market
Screening provides a disciplined aproach to selecting stocks that match up with one's investment philosophy. However, it's a first step in the stock selection process and should be followed up with in-dpeth company analysis.

Top Web Sites
AAII's Guide to the Top Investment Web Sites, 7th Edition, 2003
AAII's annual survey of investment-related Internet sites tells you the best sites to go to on the Web to find what you need.