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The AAII Journal

November 2006 Issue

Features »

Withdrawal Strategies to Make Your Nest Egg Last Longer

thumbnail for Withdrawal Strategies to Make Your Nest Egg Last Longer Individuals who are withdrawing assets in their golden years face a relatively complex issue: Which accounts should they withdraw from first, taxable or tax-deferred? A look at alternative withdrawal strategies, and how they affect a portfolio's longevity.

 

Mutual Funds »

Developing a Withdrawal Strategy for Your Fund Portfolio

thumbnail for Developing a Withdrawal Strategy for Your Fund Portfolio Mutual funds hold one advantage for retirees living off of their retirement savings - their structure makes the withdrawal process easier. However, mutual funds do not eliminate all the challenges or automatically answer all portfolio questions. How to develop a withdrawal strategy for a typical mutual fund portfolio.

 

Hot Links »

Web Sites for Closed-End Funds

thumbnail for Web Sites for Closed-End Funds Information on closed-end funds is far more limited than their more popular relatives, mutual funds and exchange-traded funds. Nonetheless, there are several Web sites that offer comprehensive information specifically related to closed-end funds that are available to the public for free.

 

Stock Strategies »

Earnings Drive Businesses, But Expectations Drive Stock Prices

Investors commonly confuse a good business with a good investment. Many good businesses have high expectations embedded in their stock prices. As an investor, you face the task of recognizing whether current expectations are overly optimistic or overly pessimistic. Changes in expectations - not earnings growth - move stock prices.

 

Stock Screens »

Valuation Evaluation Using Price-Earnings Relatives

thumbnail for Valuation Evaluation Using Price-Earnings Relatives The price-earnings ratio is one of the most popular measures of company value. But P/Es are not across-the-board comparable. The relative price-earnings ratio approach looks back at the relationship of the price-earnings ratio of a stock either to the price-earnings ratio of the overall market or to that of the company’s industry. How to screen for stocks using P/E relatives.

 

Stock Strategies »

The Yield Curve: A Route to Better Investment Decisions

Looking for an easy-to-use tool to help you identify major changes in the economy that could change a company’s fortunes? Fortunately for individual investors, such a tool does indeed exist: the U.S. Treasury yield curve.

 

First Cut »

The First Cut: Recent Stock Splits

thumbnail for The First Cut: Recent Stock Splits A starting point for investors. This issue's focus is on the top 30 stocks that have had significant stock splits in the second half of this year, indicating strong price performance.

 
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Cover Article »

Withdrawal Strategies to Make Your Nest Egg Last Longer

Individuals who are withdrawing assets in their golden years face a relatively complex issue: Which accounts should they withdraw from first, taxable or tax-deferred? A look at alternative withdrawal strategies, and how they affect a portfolio's longevity.


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