Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

Please note, this event sells out quickly.
Register now!

Key Speakers Include:

Click here for a full list of speakers/topics.

The AAII Journal

May 2011 Issue

Editor's Note »

Editor's Note

by Charles Rotblut, CFA

thumbnail for Editor's Note Last August, while participating in a regulatory panel about the May 6, 2010, "flash crash," it occurred to me how little attention is given to the actual process of buying and selling securities. This is a very important, but often misunderstood, part of investing.

 

Stock Strategies »

How Your Buy and Sell Orders Get Filled

by Chris Nagy and Charles Rotblut, CFA

thumbnail for How Your Buy and Sell Orders Get Filled The type, size and timing of an order to buy or sell a security impacts if, when and at what price your transaction gets filled.

 

Financial Planning »

Social Security: Delay or Take the Money and Run—Act II

by Robert Muksian

thumbnail for Social Security: Delay or Take the Money and Run—Act II For most retirees, it makes economic sense to delay taking Social Security benefits until age 66.

 

Portfolio Strategies »

Managing the Mental Aspect of Investing

by Meir Statman

thumbnail for Managing the Mental Aspect of Investing Investors should consider whether they are being influenced by a good or bad herd behavior and who is on the other side of a trade.

 

Investment Newsletters »

Think Twice, Even Thrice, Before Trading

by Mark Hulbert

A study of newsletter advisers found that most would have achieved better returns if they reduced the number of buy and sell transactions.

 

Portfolio Strategies »

Best Practices for Portfolio Rebalancing

by Francis M. Kinniry Jr., Colleen M. Jaconetti and Yan Zilbering

thumbnail for Best Practices for Portfolio Rebalancing A strategy that combines regular monitoring with rebalancing at certain thresholds provides a harmony between allocation goals and cost minimization.

 

Retired Investor »

Limiting Required Minimum Distribution Costs

by Charles Rotblut, CFA

Use retirement account income and transactions to lower the cost of freeing up cash for required minimum distributions.

 

Bonds »

Corporate Bond Analysis: What to Consider

by Jason Brady

thumbnail for Corporate Bond Analysis: What to Consider Corporate bond investors need to look beyond yield and focus on an issuer’s character, capacity, collateral and conditions.

 

AAII Model Portfolios »

Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns

by James B. Cloonan

thumbnail for Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns Real estate has been volatile, but it has added to the Model ETF Portfolio’s diversification without adversely affecting long-term performance.

 
Departments
  • Briefly Noted
    Current news items of interest to individual investors.
  • Letters
    Member questions and comments on recent AAII Journal articles.

Topic Archive

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