Editor's Note Articles

Editor's Note

December 2016 by Charles Rotblut
Some type of tax reform could be forthcoming. Regardless of what you think about any plan proposed by the president-elect, changing the tax code is easier said than done. Read more »

Editor's Note

November 2016 by Charles Rotblut
If you are going to pay for active management or professional advice, be sure you are getting what you pay for. Read more »

Editor's Note

October 2016 by Charles Rotblut
Financial technology simplifies and speeds up tasks as well as brings cost efficiencies. But what fintech such as robo-advisers can’t do yet is manage investors’ complex emotions. Read more »

Editor's Note

September 2016 by Charles Rotblut
Exposing yourself to new ideas works only if you are willing to change your opinions when new information warrants so. Read more »

Editor's Note

August 2016 by Charles Rotblut
Over our investing life-spans, we will see headlines that shock, sadden and anger us. It’s an unfortunate aspect of humanity. Yet it is part of our job as investors not to let our feelings about these events influence our portfolio decisions. Read more »

Editor's Note

July 2016 by Charles Rotblut
A conversation led to getting Ed Altman to discuss his Z-Score model with me. Altman's method of gauging the probability of a company going bankrupt plus a discussion of "sensible risk" rules from Karen Firestone are a few of the highlights of this issue. Read more »

Editor's Note

June 2016 by Charles Rotblut
The phrase “it’s all relative” can easily be used in a discussion about investing. Relative measurements factor in everything from return anomalies and stock characteristics to assessing valuation. Read more »

Editor's Note

May 2016 by Charles Rotblut
In my opinion, any financial professional who is being paid for personalized investment advice should adhere to the fiduciary standard. Read more »

Editor's Note

April 2016 by Charles Rotblut
In gathering information for my article on strategies for selling, I took advantage of a useful, ubiquitous, but often overlooked tool on our website: the search box. A vast amount of timeless content is available to you at AAII.com with just a few keystrokes. Read more »

Editor's Note

March 2016 by Charles Rotblut
We who buy stocks hoping to sell at a higher price can learn something from those who sell stock short with the desire to benefit from a price drop. Read more »

Editor's Note

February 2016 by Charles Rotblut
As this year's Guide to the Top Mutual Funds shows, 2015 was a tough one to be a stock and bond picker. But don’t be quick to fire your fund manager. Read more »

Editor's Note

January 2016 by Charles Rotblut
This is the third time in five years I’m discussing our legislators in a January issue of the AAII Journal. In mid-December, Congress retroactively reinstated many so-called tax extenders, including the ability to make charitable contributions from individual retirement accounts in lieu of required minimum distributions and the option to deduct state and local sales taxes. Read more »

Editor's Note

December 2015 by Charles Rotblut
An overview of the positive and negative implications of low inflation on 2016 taxes. Read more »

Editor's Note

November 2015 by Charles Rotblut
The selection of an investing approach to follow is a very personal one. Fully acknowledging your personality, what you are truly willing to do and what you won’t do can go a long way toward helping you achieve your long-term goals. Read more »

Editor's Note

October 2015 by Charles Rotblut
On August 24, the process for executing buy and sell orders in the stock market did not work as it should have. We'll be covering liquidity and other market issues so you can better handle surprises. Read more »

Editor's Note

September 2015 by Charles Rotblut
A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns. Read more »

Editor's Note

August 2015 by Charles Rotblut
The real story behind the recent sound-bite attack on exchange-traded funds by activist investor Carl Icahn. Read more »

Editor's Note

July 2015 by Charles Rotblut
True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed. Read more »

Editor's Note

June 2015 by Charles Rotblut
A new study proposes that there may be a single psychological mechanism influencing how regret influences trading decisions. Read more »

Editor's Note

May 2015 by Charles Rotblut
The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred. Read more »

Editor's Note

April 2015 by Charles Rotblut
The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be. Read more »

Editor's Note

March 2015 by Charles Rotblut
Sector funds may do well over five-year periods, but many are accompanied by high turnover ratios, which cost investors money. Read more »

Editor's Note

February 2015 by Charles Rotblut
What to look for in this year's Guide to the Top Mutual Funds. Read more »

Editor's Note

January 2015 by Charles Rotblut
It was harder for investors to beat the market with active strategies in 2014, and any strategy not specifically tied to large-cap stocks likely incurred rougher waters than in years past. Read more »



Past Issues