The AAII Journal
August 2000 Issue
Features »
Social Security Benefits at 65: Delay, or Take the Money & Run?
Portfolio Strategies: Those who are about to collect Social Security need to analyze whether they are better off receiving the lower amount of benefits now, or delaying and receiving the higher amount of benefits later. How to determine the breakeven age.
Features »
Lump-Sum Distributions From Employer Retirement Plans
Tax Strategies: When your plan is invested in employer stock, special tax rules and planning opportunities arise that should be considered before you decide whether or not to roll over the distributiion.
Features »
Bad News and Price Disasters: Avoiding, Responding, Coping
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
Features »
Kids and Mutual Funds: Educating and Investing
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
Features »
An Interview With Benjamin Segal, Portfolio Manager, Neuberger Berman International Fund
Feature: A bottom-up search for growth in the international markets.
Features »
Analyzing Supply and Demand Using Point and Figure Charts
Technical Analysis: The usefulness of point and figure charts lies in their ability to filter out short-term price fluctuations that occur during longer, more established trends.
Features »
Screening for Stocks Using the Dividend-Adjusted PEG Ratio
Stock Screening: When investors begin to question the fundamentals of growth stocks, the principles of value investing are embraced. A look at the investment approach of value investor and noted contrarian, John Neff.
Social Security Benefits at 65: Delay, or Take the Money & Run?
Portfolio Strategies: Those who are about to collect Social Security need to analyze whether they are better off receiving the lower amount of benefits now, or delaying and receiving the higher amount of benefits later. How to determine the breakeven age.
Lump-Sum Distributions From Employer Retirement Plans
Tax Strategies: When your plan is invested in employer stock, special tax rules and planning opportunities arise that should be considered before you decide whether or not to roll over the distributiion.
Bad News and Price Disasters: Avoiding, Responding, Coping
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
Kids and Mutual Funds: Educating and Investing
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
An Interview With Benjamin Segal, Portfolio Manager, Neuberger Berman International Fund
Feature: A bottom-up search for growth in the international markets.
Analyzing Supply and Demand Using Point and Figure Charts
Technical Analysis: The usefulness of point and figure charts lies in their ability to filter out short-term price fluctuations that occur during longer, more established trends.
Screening for Stocks Using the Dividend-Adjusted PEG Ratio
Stock Screening: When investors begin to question the fundamentals of growth stocks, the principles of value investing are embraced. A look at the investment approach of value investor and noted contrarian, John Neff.
Topic Archive
Below you can view the complete archives of each AAII Journal topic.
