The AAII Journal

September 2015 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns.

 

Features »

The Top ETFs Over Five Years: Health Care Remains on Top

thumbnail for The Top ETFs Over Five Years: Health Care Remains on Top The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.

 

Portfolio Strategies »

Mathematical Support for Rising Equity Glide Paths

thumbnail for Mathematical Support for Rising Equity Glide Paths Increasing exposure to stocks in retirement can reduce the chances of running out of money and allow for a larger withdrawal rate.

 

Portfolio Strategies »

Frontier Markets Offer Growth From a Very Diverse Set of Economies

thumbnail for Frontier Markets Offer Growth From a Very Diverse Set 
of Economies These smaller countries have strong growth prospects and companies that are often oligopolies or monopolies tied to multinational corporations.

 

Stock Strategies »

Oakmark Funds’ Long-Term Approach to Stock Investing

The Oakmark process focuses on good businesses trading at good prices with capable management teams.

 

Financial Planning »

When It’s Time to Transfer Financial Decision-Making

thumbnail for When It’s Time to Transfer Financial Decision-Making Failing to plan for a transfer of financial responsibilities can undo years of careful plans. Actionable steps to protect you and your heirs.

 

First Cut »

Stocks With Low Price-to-Book Ratios

thumbnail for Stocks With Low Price-to-Book Ratios Profitable companies whose price-to-book ratios rank in the bottom 10% of all stocks.

 
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