The AAII Journal
August 1997 Issue
Getting Started »
It's a Balancing Act
You've carefully weighed in your own mind how you want your retirement portfolio to look: just the right amount of your assets allocated to stocks versus fixed-income investments. Then, inevitably, the market jumps up or down, and your portfolio is thrown completely off balance. What should you do?
Features »
The Excess Distributions Penalty: Is Moratorium a Bonanza--or Trap?
Feature: While Congress has put a temporary suspension on the so-called "success" excise tax, there is no simple answer as to who it would most benefit.
Features »
High-Yield Bond Funds: Plenty of Income, But How Much Added Risk?
Mutual Funds Workshop: A look at high-yield bond funds--their recent success and the accompanying risks.
Features »
Seeking Stocks With Momentum: A Look at Relative Strength Measures
Stock Analysis Workshop: Where to find a stock's relative strength and how this momentum indicator is calculated.
Features »
Portfolio Rebalancing and the "Problem" With Bull Markets
Portfolio Strategies Workshop: How to keep your portfolio allocations balanced throughout a strong bull market.
Features »
An Interview with Donovan J. Paul, Portfolio Manager, INVESCO High Yield Fund
Feature: On the prowl for value issues in the high-yield corporate bond market.
Features »
Evaluating the Level of the Market by Examining the Expected Growth Rate
Feature: Current price-earnings ratios can be evaluated by calculating the growth rate in earnings and dividends implied by the market data.
Features »
Social Investing Resources
Reference: Organizations, advisory letters, and Web sites that distribute information on social responsibility concerns in investing.
Features »
Strategies to Consider for Securities With Large Capital Gains
Retirement Plans: Regardless of what Congress passes in terms of tax relief, investors will face the dilemma of whether to sell and realize a gain or hold onto a stock they no longer like.
Features »
The Role of Insurance in Buy-Sell Planning for Businesses: Part 2
Insurance Products: Although circumstances may vary, the focus should be on the primacy of creative business continuation planning, not on life insurance products.
Features »
Industry Watch
Quarterly data on the major industry groups as of June 30, 1997.
The Excess Distributions Penalty: Is Moratorium a Bonanza--or Trap?
Feature: While Congress has put a temporary suspension on the so-called "success" excise tax, there is no simple answer as to who it would most benefit.
High-Yield Bond Funds: Plenty of Income, But How Much Added Risk?
Mutual Funds Workshop: A look at high-yield bond funds--their recent success and the accompanying risks.
Seeking Stocks With Momentum: A Look at Relative Strength Measures
Stock Analysis Workshop: Where to find a stock's relative strength and how this momentum indicator is calculated.
Portfolio Rebalancing and the "Problem" With Bull Markets
Portfolio Strategies Workshop: How to keep your portfolio allocations balanced throughout a strong bull market.
An Interview with Donovan J. Paul, Portfolio Manager, INVESCO High Yield Fund
Feature: On the prowl for value issues in the high-yield corporate bond market.
Evaluating the Level of the Market by Examining the Expected Growth Rate
Feature: Current price-earnings ratios can be evaluated by calculating the growth rate in earnings and dividends implied by the market data.
Social Investing Resources
Reference: Organizations, advisory letters, and Web sites that distribute information on social responsibility concerns in investing.
Strategies to Consider for Securities With Large Capital Gains
Retirement Plans: Regardless of what Congress passes in terms of tax relief, investors will face the dilemma of whether to sell and realize a gain or hold onto a stock they no longer like.
The Role of Insurance in Buy-Sell Planning for Businesses: Part 2
Insurance Products: Although circumstances may vary, the focus should be on the primacy of creative business continuation planning, not on life insurance products.
Industry Watch
Quarterly data on the major industry groups as of June 30, 1997.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
