An Interview With Jim Beers, Stratton Monthly Dividend REIT Shares Fund

Mutual Funds
Your Mutual Fund Portfolio: Choosing the Level of Complexity
Using the three-tiered mutual fund portfolio guideline, you can create any mutual fund portfolio you want that comfortably matches your investor profile in terms of complexity, yet still remain properly diversified.

Insurance Products
Hard-to-Spot Differences in Tax Loopholes vs. Tax Scams
Permanent life insurance is often associated with tax avoidance schemes. It appears that promoters of these schemes feel it sells better if tagged with the "tax loophole" label, because this gives them more apparent legitimacy.

Portfolio Strategies
When Should You Start Your Social Security Benefits?
Is it worth the delay in receiving Social Security benefits to get a higher monthly payment? Strategies for maximizing the present value of expected benefits.

Stock Screens
The Foolish Approach to Investing in Small-Cap Stocks
The Motley Fool's Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.

Portfolio Manager Interview
An Interview With Jim Beers, Stratton Monthly Dividend REIT Shares Fund
Investing for current income uncovers value in the REIT market.

A Matter of Opinion
Asset Allocation and Risk: How to Build Your Own Portfolio
There are two steps to developing a truly diversified portfolio that meets your personal needs: Set a level of risk you can live with, and pick the individual assets and classes that will provide the highest return within that risk level.

The Markets
Market Valuation Measures: Does the Fed Model Really Work?
There's a real danger in placing too much emphasis on the Fed Model when determining your asset allocation, particularly during the current market environment.

Mutual Funds
Your Mutual Fund Portfolio: Choosing the Level of Complexity
Using the three-tiered mutual fund portfolio guideline, you can create any mutual fund portfolio you want that comfortably matches your investor profile in terms of complexity, yet still remain properly diversified.

Departments
AAII Journal 2002 Index of Articles
An index of all articles appearing in the AAII Journal during 2002.