The AAII Journal

May 2016 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note In my opinion, any financial professional who is being paid for personalized investment advice should adhere to the fiduciary standard.

 

Retired Investor »

Keep Taxes From Cracking Your Nest Egg

Selectively choosing which accounts to withdraw from can minimize taxes throughout all your retirement years.

 

Features »

Momentum’s Role as a Driver of Stock Prices

thumbnail for Momentum’s Role as a Driver of Stock Prices Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover.

 

Stock Strategies »

Common Mistakes Made When Investing in Quality Companies

Investors must be careful to avoid letting decisions be influenced by macroeconomic factors, overconfidence and emotional attachment.

 

Portfolio Strategies »

Insights on How to Manage a Concentrated Portfolio

thumbnail for Insights on How to Manage a Concentrated Portfolio Investing in a small number of stocks requires a focus on margin of safety and valuations as well as the ability to invest for the long term.

 

Portfolio Strategies »

Retirement Portfolio Survival: A 90-Year Study

thumbnail for Retirement Portfolio Survival: A 90-Year Study While a conservative allocation lasts 35 years at a 3% withdrawal rate, higher withdrawal rates require greater exposure to stocks.

 

Portfolio Strategies »

Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement

thumbnail for Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement Combining a stock and bond allocation with cash and short-term bond funds can help a retiree better endure down markets.

 

Financial Planning »

Steps to Smoothly Transfer Control of Your Family’s Finances

thumbnail for Steps to Smoothly Transfer Control of Your Family’s Finances Succession planning is one of the most the important actions to ensure your family thrives from a financial standpoint for many generations.

 

Financial Planning »

The Labor Department’s Fiduciary Rule for Retirement Accounts

thumbnail for The Labor Department’s Fiduciary Rule for Retirement Accounts The new rule requires that financial professionals put their clients’ interests first, but investors should not let their guard down.

 

AAII Model Portfolios »

Model Fund Portfolio Holding Opens to New Investors

thumbnail for Model Fund Portfolio Holding Opens to New Investors Aston/Fairpointe Mid Cap reopened to new investors. Plus, see the special note about upcoming changes to the All-ETF Portfolio.

 
Departments
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Cover Articles »

Momentum's Role as a Driver of Stock Prices

Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.