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The AAII Journal

April 2003 Issue

Financial Planning »

Reassessing Your Risk Tolerance? Don't Overlook Estate Planning

thumbnail for Reassessing Your Risk Tolerance? Don't Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process.

 

Portfolio Makeover »

Will Their Retirement Assets Last? Analyzing the Chances for Success

Financial Planner Dennis Stearns analyzes the portfolio and spending plans of a newly retired couple, and makes some valuable suggestions to ensure that they will not outlive their resources.

 

A Matter of Opinion »

The AAII Beginner's Portfolio: An Annual Performance Review

Over the last 10-year period, the Beginner's Portfolio has beaten the S&P 500, the Russell 2000, and the micro-cap index. This confirms what historical research has shown: Over the long run, small-cap stocks, on average, have higher returns.

 

Estate Planning »

Reassessing Your Risk Tolerance? Don't Overlook Estate Planning

thumbnail for Reassessing Your Risk Tolerance? Don't Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process.

 

Bonds »

How to Shop for Bonds: Pricing Munis on the Internet

thumbnail for How to Shop for Bonds: Pricing Munis on the Internet Buying municipal bonds is a little like buying a car--shopping around and doing some comparison. The frustrating aspect of munis is pricing and markups. The situation is improving, with pricing information slowly becoming available on the Internet.

 

Portfolio Manager Interview »

An Interview With Gus Sauter, Portfolio Manager, Vanguard Index Funds

Low-cost index concept retains its appeal even during bear market ravages.

 

Stock Screens »

How to Use the CAN SLIM Approach to Screen for Growth Stocks

thumbnail for How to Use the CAN SLIM Approach to Screen for Growth Stocks AAII's interpretation of the CAN SLIM approach has been one of the most consistent and strongest-performing screens during both bull and bear markets. An update on the CAN SLIM strategy.

 

Mutual Funds »

Micro-Cap Mutual Funds: Searching for the Future Giants

thumbnail for Micro-Cap Mutual Funds: Searching for the Future Giants Micro-cap stocks are not as well covered as larger-cap stocks, and as a result a fund manager has a greater chance of adding significant value. They also do not track the overall market perfectly, adding to portfolio diversification.