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The AAII Journal

November 2004 Issue

Mutual Funds »

Tailoring Your Allocation to the Stage You're In With Life Cycle Funds

thumbnail for Tailoring Your Allocation to the Stage You're In With Life Cycle Funds Life cycle mutual funds are designed to make the asset allocation decision easy - one fund for one individual based on their stage in life. But nothing is ever easy. What do you need to know about life cycle mutual funds? A look at what 401(k) investors need to know.

 

Mutual Funds »

Allocation Over Time: Life Cycle Mutual Funds

thumbnail for Allocation Over Time: Life Cycle Mutual Funds Mutual Funds: Life cycle mutual funds are designed to make investing easier by providing an all-in-one lifetime asset allocation package. But the selection process is more complex than it sounds. A comparison of the packages.

 

Portfolio Strategies »

Insured Investment Products: The Reality Behind the Hype

thumbnail for Insured Investment Products: The Reality Behind the Hype Portfolio Strategies: Insured products promise the upside of a speculative asset, while attempting to limit the downside risk. But can these products deliver--and are they useful additions to an investor's portfolio?

 

Hot Links »

Web Sites for Economic Data

thumbnail for Web Sites for Economic Data Hot Links: What you can find at the Federal Reserve Board Web site and other on-line sources for economic statistics.

 

Stock Screens »

Screening for Value Using the Fundamental Rule of Thumb

thumbnail for Screening for Value Using the Fundamental Rule of Thumb AAII Stock Screens: The Fundamental Rule of Thumb screen combines earnings yield, dividend yield, and the ratio of earnings retained to book value to produce a score that can help indicate if a stock merits further analysis.

 

Stock Strategies »

Managing Risk: The Dividend Payoff

Stock Strategies: Recent history suggests that an investment strategy focused on dividend-paying large-cap and mid-cap stocks can offer a perfect blend of maximum returns at a below-market level of risk.

 

Insurance Products »

No-Lapse Premium Guarantee Policies: The Risks Revealed

Insurance Products: Companies selling no-lapse premium guarantee life insurance policies may have additional solvency risks—a vital consideration if you are considering them as a new or replacement policy.

 

Stock Strategies »

Do Elections Sway the Markets? Watch the Fed Instead

The 2004 presidential election is over, but the outcome may not matter—at least to the markets. Two new studies suggest that you should instead focus on Fed policy for clues on which way the markets may be heading.

 

Stock Strategies »

Do Elections Sway the Markets? Watch the Fed Instead

The 2004 presidential election is over, but the outcome may not matter—at least to the markets. Two new studies suggest that you should instead focus on Fed policy for clues on which way the markets may be heading.

 
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