The AAII Journal
April 1997 Issue
Mutual Funds »
How Many Mutual Funds Should You Have in Your Investment Portfolio?
How many funds do you need in your investment portfolio?
Financial Planning »
Contingency Plans: Helping a Spouse Cope Financially After Your Death
Asset allocation and contingency plans for the death of a spouse.
Features »
How Many Mutual Funds Should You Have in Your Investment Portfolio?
Mutual Funds Workshop: How many funds do you need in your investment portfolio?
Features »
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.
Features »
Contingency Plans: Helping a Spouse Cope Financially After Your Death
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
Features »
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.
Features »
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.
Features »
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.
Features »
Revisiting the Rules for IRA Distributions and Naming Beneficiaries
Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.
Features »
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?
Features »
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.
How Many Mutual Funds Should You Have in Your Investment Portfolio?
Mutual Funds Workshop: How many funds do you need in your investment portfolio?
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.
Contingency Plans: Helping a Spouse Cope Financially After Your Death
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
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.
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.
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.
Revisiting the Rules for IRA Distributions and Naming Beneficiaries
Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.
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?
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.
