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The AAII Journal

April 1997 Issue

Mutual Funds »

How Many Mutual Funds Should You Have in Your Investment Portfolio?

thumbnail for How Many Mutual Funds Should You Have in Your Investment Portfolio? How many funds do you need in your investment portfolio?

 
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How Many Mutual Funds Should You Have in Your Investment Portfolio?

Mutual Funds Workshop: How many funds do you need in your investment portfolio?

Cover Article »

Screening for Growth and Value Based on "What Works on Wall Street"

Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.

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Contingency Plans: Helping a Spouse Cope Financially After Your Death

Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.

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Neglected Stocks and Small Caps Still Make Sense for Individuals

A Matter of Opinion: Recent articles and books have questioned whether the concepts underlying Shadow Stocks remain valid. A close look at the statistics indicate that they do.

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An Interview With George A. Mairs III, Portfolio Manager, Mairs & Power Growth Fund

Feature: Seeking growth companies at a good value, with a Midwest slant.

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The Investment Implications of Tax-Deferred vs. Taxable Accounts

Feature: Allocating a given mix among accounts with different tax structures can be a taxing question. A look at the investment implications.

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Revisiting the Rules for IRA Distributions and Naming Beneficiaries

Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.

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A Fresh Look at Some Old Anomalies: Are They Still Successful?

Investment Newsletters Column: Is it time for investors to rethink their commitment to the better-known anomalies?

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The Role of Insurance in Continuation Planning of Closely-Held Businesses

Insurance Products Column: The role of insurance in business buy-sell planning for closely-held businesses.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.