Features Articles

Using the Z-Score to Assess the Risk of Bankruptcy

July 2016 by Charles Rotblut
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it. Read more »

Using the Z-Score to Assess the Risk of Bankruptcy

July 2016 by Edward Altman
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it. Read more »

The Weiss Approach to Value in Blue-Chip Stocks

June 2016 by Jaclyn McClellan
Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness. Read more »

Momentum’s Role as a Driver of Stock Prices

May 2016 by Charles Rotblut
Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover. Read more »

Strategies for Selling Stocks, Including Guidelines From Experts

April 2016 by Charles Rotblut
Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits. Read more »

The Top Mutual Funds Over Five Years: Health Care Remains on Top

March 2016 by Jaclyn McClellan
Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. Read more »

The Individual Investor’s Guide to the Top Mutual Funds 2016

February 2016
Our annual mutual fund guide provides information and performance statistics on more than 730 funds. Read more »

AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year

January 2016 by Wayne Thorp
Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings. Read more »

The Individual Investor’s Guide to Personal Tax Planning 2015

December 2015
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next. Read more »

The Advantages of Simple Allocation Strategies

November 2015 by Wesley Gray
Complex strategies do not significantly outperform simpler ones, such as equal-weighting or a 60% stocks/40% bond mix. Read more »

Understanding What Bond Market Liquidity Means for Your Portfolio

October 2015 by Hildy Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction. Read more »

Understanding What Bond Market Liquidity Means for Your Portfolio

October 2015 by Stan Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction. Read more »

The Top ETFs Over Five Years: Health Care Remains on Top

September 2015 by Jaclyn McClellan
The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs. Read more »

The Individual Investor’s Guide to Exchange-Traded Funds 2015

August 2015
Detailed return information and data on 1,752 ETFs and ETNs, including an overview of the current trends in the ETF industry. Read more »

Being a Contrarian Means Thinking Differently

July 2015 by Ken Fisher
Contrarians don’t take the opposite view of the consensus, but think differently, act independently and question assumptions. Read more »

Understanding Asset Bubbles and How to React to Them

June 2015 by Charles Rotblut
Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you. Read more »

Understanding Asset Bubbles and How to React to Them

June 2015 by Robert Shiller
Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you. Read more »

The Sequence in Which Returns Occur Affects Your Wealth

May 2015 by Charles Rotblut
The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made. Read more »

The Importance of Diversification in Retirement Portfolios

April 2015 by Craig Israelsen
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement. Read more »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

March 2015 by Charles Rotblut
Four health care funds topped the rankings, helping to make the category the best performer over the past five years. Read more »

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

March 2015 by Jaclyn McClellan
Four health care funds topped the rankings, helping to make the category the best performer over the past five years. Read more »

The Individual Investor’s Guide to the Top Mutual Funds 2015

February 2015
Our annual mutual fund guide provides information and performance statistics on more than 730 funds. Read more »

AAII Stock Screens 2014 Review: Active Strategies Lag

January 2015 by Wayne Thorp
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies. Read more »

The Individual Investor’s Guide to Personal Tax Planning 2014

December 2014
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next. Read more »



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