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The AAII Journal

April 1998 Issue

Mutual Funds »

Beyond the Numbers: Getting to Know a Manager

thumbnail for Beyond the Numbers: Getting to Know a Manager At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.

 

Features »

Beyond the Numbers: Getting to Know a Manager

thumbnail for Beyond the Numbers: Getting to Know a Manager Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.

 

Features »

How to Calculate the Return on your Portfolio

thumbnail for How to Calculate the Return on your Portfolio Porftolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.

 

Features »

An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund

thumbnail for An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund Feature: Searching for sustainable growth at a discount using a businessman┬┤s view of company value.

 

Features »

Inflation-Indexed Treasuries: How Good Are They?

thumbnail for Inflation-Indexed Treasuries: How Good Are They? Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.

 

Features »

Beneficiary Designations and Required Minimum Distributions

thumbnail for Beneficiary Designations and Required Minimum Distributions Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.

 

Features »

Just How Important Are Newsletters' Telephone Hotlines?

thumbnail for Just How Important Are Newsletters' Telephone Hotlines? Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.

 

Features »

Life Insurance Issues and The Proposed Tax Law Changes

thumbnail for Life Insurance Issues and The Proposed Tax Law Changes Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.

 

Features »

A Combination Approach: Screens for Value on the Move

thumbnail for A Combination Approach: Screens for Value on the Move Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.

 
Cover Article »

Beyond the Numbers: Getting to Know a Manager

Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.

Cover Article »

How to Calculate the Return on your Portfolio

Porftolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.

Cover Article »

An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund

Feature: Searching for sustainable growth at a discount using a businessman┬┤s view of company value.

Cover Article »

Inflation-Indexed Treasuries: How Good Are They?

Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.

Cover Article »

Beneficiary Designations and Required Minimum Distributions

Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.

Cover Article »

Just How Important Are Newsletters' Telephone Hotlines?

Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.

Cover Article »

Life Insurance Issues and The Proposed Tax Law Changes

Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.

Cover Article »

A Combination Approach: Screens for Value on the Move

Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.


Topic Archive

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