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The AAII Journal

November 2003 Issue

Stocks »

An Investor's Guide to Corporate Insider Trading Activity

Insider buying is much more significant than insider selling. Insiders may sell their shares for a variety of reasons. But typically insiders buy their shares on the open market for one reason--the stock is cheap!

 

Portfolio Strategies »

Allocation During Retirement: Adding Annuities to the Mix

thumbnail for Allocation During Retirement: Adding Annuities to the Mix At its most basic level, the decision to annuitize involves the trade-off between longevity risk and the bequest motive: The major advantage of annuitization is the reduction in longevity risk.

 

Stock Screens »

Keeping a Pulse on Expectations: Screening for Earnings Revisions

thumbnail for Keeping a Pulse on Expectations: Screening for Earnings Revisions Slight changes in expectations for future earnings or the earnings growth rate can strongly impact a stock's price. Tracking these expectations and their changes can be a rewarding stock strategy.

 

Mutual Funds »

Searching for Dividend Yield From Your Stock Mutual Funds

thumbnail for Searching for Dividend Yield From Your Stock Mutual Funds Searching for more yield? One place to look is among stock funds with high dividend yields. Not only do dividend-paying stock funds have a growth component, qualified dividends receive advantageous tax rates under the new laws.

 

Portfolio Manager Interview »

An Interview With Kent Gasaway, Portfolio Manager, Buffalo High Yield Fund

Maximizing the income while taming volatility using a mix of high-yield and convertible bonds.

 

AAII Model Portfolios »

Focus on the Individual Investor's Shadow Stock Portfolio

thumbnail for Focus on the Individual Investor's Shadow Stock Portfolio Presenting a model stock portfolio that can be the beginning of the selection process, but not all of it. There are many ways the strategy can be implemented without everyone buying the exact same stocks.

 

Stock Strategies »

An Investor's Guide to Corporate Insider Trading Activity

Insider buying is much more significant than insider selling. Insiders may sell their shares for a variety of reasons. But typically insiders buy their shares on the open market for one reason--the stock is cheap!

 

Estate Planning »

Advanced Estate Planning: Split-Interest Gifts and Trusts

Split-interest gifts and trusts can result in considerable estate tax savings. However, due to concurrent ownership interests, it is important to consider not only the type of asset being transferred, but how its value will change.

 

Insurance Products »

Variable Life Insurance: Be Wary of Policy 'Delusions'

Variable life illustrations create an illusion of predictability that simply doesn't exist. In addition, variable life's expenses are higher than participation whole life.

 
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