The AAII Journal
April 1997 Issue
Mutual Funds »
Financial Planning »
Mutual Funds Workshop: How many funds do you need in your investment portfolio?
Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
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.
Feature: Seeking growth companies at a good value, with a Midwest slant.
Feature: Allocating a given mix among accounts with different tax structures can be a taxing question. A look at the investment implications.
Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.
Investment Newsletters Column: Is it time for investors to rethink their commitment to the better-known anomalies?
Insurance Products Column: The role of insurance in business buy-sell planning for closely-held businesses.
Below you can view the complete archives of each AAII Journal topic.