The AAII Journal
Bonds: Since the late 1970s, changes in the interest rate environment have become the greatest single determinant of bond returns, and managing interest rate risk has become the most critical variable in the management of bond portfolios.
Tax Strategies: The Tax Relief Act of 1997 established lower capital gains tax rates for assets held for more than five years and sold sometime after 2000. Special election rules also allow individual to reset a stock's acquisition date to Jan. 2, 2001.
Feature: The year 2001 has been an example of the need for diversification across styles as well as industries. And the entire bear market should emphasize the need for a long-term commitment.
Mutual Funds: As a relatively low risk, understandable and steady counterweight for your stock portfolio, U.S. government bond funds are hard to beat if you do not want to buy the bonds directly and manage them yourself.
Stock Selection Strategies: There are no simple rules that will tell you when to sell a stock, but an in-depth understanding of what economic, industry, and firm fundamentals drive the price will better equip you for making decisions.
Feature: A bottom-up value approach looks for mid-cap stocks that can make the grade.
Insurance Products: The life insurance industry has treated variable life as just a better-performing version of whole life and universal life without realizing that inherent investment volatility makes variable life a very different kind of life insurance.
Below you can view the complete archives of each AAII Journal topic.