Features Articles

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 »

Investment Wisdom From Wall Street’s Legends

November 2014 by Frederik Vanhaverbeke
Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts. Read more »

Choosing the Right Portfolio Allocation Approach for You

October 2014 by Charles Rotblut
This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio. Read more »

Allocate by Market Weight (And Adjust for Personal Circumstances)

September 2014 by Charles Rotblut
Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor. Read more »

Allocate by Market Weight (And Adjust for Personal Circumstances)

September 2014 by William Sharpe
Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor. Read more »

The Individual Investor’s Guide to Exchange-Traded Funds 2014

August 2014
Detailed return information and data on 446 ETFs and ETNs, including an overview of the current trends in the ETF industry. Read more »

Common Investor Mistakes and Other Investing Insights

July 2014 by Charles Rotblut
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading. Read more »

Common Investor Mistakes and Other Investing Insights

July 2014 by John Bogle
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading. Read more »

“Market Wizards” Advice: Doing the Uncomfortable Thing

July 2014 by Jack Schwager
Basing trading decisions on what feels emotionally satisfying often leads to the worst portfolio performance. Read more »

The Tax Consequences of Stock Splits, Mergers and Spin-Offs

June 2014 by Claude Y. Paquin
Tracking cost basis becomes complicated when splits, mergers or spin-offs occur. Merck provided a real-life example of how to do it. Read more »

The Danger of Getting Out of Stocks During Bear Markets

May 2014 by Charles Rotblut
Panicking and pulling out of stocks during turbulent market conditions can have a significant and lasting negative impact on your wealth. Read more »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

April 2014 by Michael Kitces
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings. Read more »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

April 2014 by Wade Pfau
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings. Read more »

The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar

March 2014 by Charles Rotblut
Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boosted their five-year returns. Read more »

The Individual Investor’s Guide to the Top Mutual Funds 2014

February 2014
Our annual mutual fund guide provides information and performance statistics on more than 1,630 funds. Read more »

AAII’s Best of the Net: 2013 Guide to the Top Investment Websites, 17th Edition

November 2013
This annual guide highlights the best online resources for financial information and investment data. Read more »

Using the Bucket Approach With Your Retirement Portfolio

October 2013 by Christine Benz
By segmenting their portfolios based on when they will need the money, retirees can fulfill both short-term cash and long-term growth requirements. Read more »

The Individual Investor’s Guide to Exchange-Traded Funds 2013

August 2013
Detailed return information and data on ETFs and ETNs. New to this year’s guide is a listing of the 15 largest funds. Read more »



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