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The AAII Journal

April 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note What if you were to ignore the conventional wisdom on retiree portfolio allocations and set about creating a new strategy? What type of allocation would you come up with?

 

Portfolio Strategies »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

thumbnail for Reduce Stock Exposure in Retirement, or Gradually Increase It? Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.

 

Financial Planning »

A More Dynamic Approach to Retirement Spending

thumbnail for A More Dynamic Approach to Retirement Spending Establishing a “ceiling and floor” for portfolio withdrawal rates keeps spending relatively consistent, while remaining responsive to market conditions.

 

Stock Strategies »

Selecting a Valuation Method to Determine a Stock’s Worth

Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies and when a stock’s absolute value should be calculated instead.

 
Departments
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Cover Articles »

Reduce Stock Exposure in Retirement, or Gradually Increase It?

Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.


Topic Archive

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