The AAII Journal

August 1997 Issue

Getting Started »

It's a Balancing Act

thumbnail for 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?

thumbnail for 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?

thumbnail for 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

thumbnail for 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

thumbnail for Portfolio Rebalancing and the 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for 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

thumbnail for Industry Watch Quarterly data on the major industry groups as of June 30, 1997.

 
Cover Article »

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.

Cover Article »

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.

Cover Article »

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.

Cover Article »

Portfolio Rebalancing and the "Problem" With Bull Markets

Portfolio Strategies Workshop: How to keep your portfolio allocations balanced throughout a strong bull market.

Cover Article »

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.

Cover Article »

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.

Cover Article »

Social Investing Resources

Reference: Organizations, advisory letters, and Web sites that distribute information on social responsibility concerns in investing.

Cover Article »

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.

Cover Article »

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.

Cover Article »

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.