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Charles Rotblut, CFA

Topics Presented in Speeches: Portfolio management, behavioral finance, stock selection

Books: “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio”

Biography:

Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger. He is formerly a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.

Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; Investools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut holds a bachelor's of science in journalism from the University of Kansas.

author Image Charles Rotblut is a vice president at AAII and editor of the AAII Journal.

Recent Articles

  • Semiconductors Process Big Second-Quarter Gains

    AAII JOURNAL ● QUARTERLY ETF UPDATE,ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE ● August 2026

  • Customizing Your Mid-Cap Allocation With ETFs and Mutual Funds

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,ASSET ALLOCATION ● August 2026

  • Trump Accounts: Key Rules to Know Before You Contribute

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,GETTING STARTED,TAX STRATEGIES ● August 2026

  • A New Form of Share Ownership: Issuer-Sponsored Tokens

    AAII JOURNAL ● STOCK STRATEGIES,DIGITAL ASSETS ● August 2026

  • A New Type of Stock Ownership Is Coming

    AAII JOURNAL ● EDITOR'S NOTE,DIGITAL ASSETS ● August 2026

  • Many of This Year's New ETFs Are Speculative or Complex

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2026

  • Savings Now Required to Compensate for a Cut to Social Security

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,SOCIAL SECURITY ● July 2026

  • A Yield Driven Up By Business Risks

    DIVIDEND INVESTING ● COMMENTARY ● July 2026

  • July Charts of Interest: The Widespread Influence of AI Spending

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2026

  • Trump Accounts Are Open: What to Know Before Contributing

    RETIREMENT NEWSLETTER ● WEEKLY,BENEFICIARIES,ACCUMULATION,SAVING STRATEGIES ● July 2026

  • Merck & Co.'s FDA Approval, Plus Abbott Laboratories' Earnings Beat

    DIVIDEND INVESTING ● COMMENTARY ● July 2026

  • How to Build an Earnings Season Watchlist

    INVESTOR UPDATE ● INVESTOR UPDATE,EARNINGS ● July 2026

  • Don't Make the Same Longevity Mistake as Financial Advisers

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,PLANNING TIPS ● July 2026

  • Energy Expected to Power Growth This Earnings Season

    DIVIDEND INVESTING ● COMMENTARY ● July 2026

  • Extreme Accounting Numbers Deserve a Closer Look

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2026

  • Establishing Directives for Yourself and Your Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,DECISION-MAKING CHALLENGES,RETIRED,PLANNING TIPS ● July 2026

  • Changing Insurance Companies, Plus the June Wrap

    DIVIDEND INVESTING ● COMMENTARY ● July 2026

  • The Stock Market at Midyear: Big Gains Fueled by Earnings Growth

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2026

  • Key Characteristics of the Most Common Investment Scams

    AAII JOURNAL ● FEATURE,BEGINNING INVESTOR ● July 2026

  • The PRISM Wealth-Building Process: Putting It All Together

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,PORTFOLIO STRATEGIES ● July 2026

  • That Unexpected Text Message Could Be a Scam

    AAII JOURNAL ● EDITOR'S NOTE,FRAUD ● July 2026

  • Investments With Potential for IRA Headaches

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,ANNUITIES,ALTERNATIVE STRATEGIES,ACCUMULATION,RETIRED,BONDS,REQUIRED MINIMUM DISTRIBUTIONS ● June 2026

  • Key Differences Between Preferred and Common Stock Dividends

    DIVIDEND INVESTING ● COMMENTARY ● June 2026

  • What Makes Perpetual Futures So Risky?

    INVESTOR UPDATE ● INVESTOR UPDATE,ALTERNATIVE INVESTMENTS ● June 2026

  • Your Walking Speed's Indirect Impact on Your Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,DECISION-MAKING CHALLENGES,RETIRED ● June 2026

  • Analyzing Stocks With at Least 50 Years of Dividend Growth

    DIVIDEND INVESTING ● COMMENTARY ● June 2026

  • June Charts of Interest: A New Fed Chair and Rising Rate Expectations

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● June 2026

  • Projecting How Long Your Money Will Last

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,PLANNING TIPS ● June 2026

  • 16 Bargain Stocks From the DI Ideas List

    DIVIDEND INVESTING ● COMMENTARY ● June 2026

  • Three Ways to Diversify From a Top-Heavy S&P 500

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● June 2026

  • Adjust Your Expectations: Yields Have Trended Down for Years

    DIVIDEND INVESTING ● COMMENTARY ● June 2026

  • Hold or Cash In Your Semiconductor Chip Stocks?

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● June 2026

  • May Wrap: Chip Stock Surge Makes Qualcomm Pricey

    DIVIDEND INVESTING ● COMMENTARY ● June 2026

  • An Individual Investor’s Intro to Stablecoins

    AAII JOURNAL ● ALTERNATIVE INVESTMENTS,DIGITAL ASSETS,CURRENCY ● June 2026

  • Digital Assets Are Moving Into Mainstream Finance

    AAII JOURNAL ● EDITOR'S NOTE,ALTERNATIVE INVESTMENTS ● June 2026

  • Choice Stocks From AAII’s Model Portfolios: The Platinum 30

    AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES,A+ STOCK GRADES ● June 2026

  • How an Investment's Yield Can Break

    INVESTOR UPDATE ● INVESTOR UPDATE,RISK ● May 2026

  • Three Questions Income-Seeking Investors Should Ask

    DIVIDEND INVESTING ● COMMENTARY ● May 2026

  • May Charts of Interest: What's Driving This Spring's Rally

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● May 2026

  • Sizing Up Cognizant Technology and Jack Henry's New Buybacks

    DIVIDEND INVESTING ● COMMENTARY ● May 2026

  • Are AI-Related Stocks in a Bubble?

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● May 2026

  • DI Rebalances Into Abbott Laboratories and Tractor Supply

    DIVIDEND INVESTING ● COMMENTARY ● May 2026

  • Ways to Redeploy Cash After a Big Gain

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● May 2026

  • Taking a Big Profit and Increasing Exposure to AI

    DIVIDEND INVESTING ● COMMENTARY ● May 2026

  • The Fed Model’s Role in Market Valuation and Sentiment Analysis

    AAII JOURNAL ● AAII SENTIMENT INVESTING,ECONOMIC AND MARKET ANALYSIS ● May 2026

  • Active Multisector Bond ETF Maintains Resilience Through Diversification

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,PORTFOLIO MANAGER INTERVIEW ● May 2026

  • Better Analyze Your Brokerage Account by Syncing It to AAII’s My Portfolio

    AAII JOURNAL ● AAII HOW-TO,PORTFOLIO STRATEGIES ● May 2026

  • Historical Insights on Investing During Geopolitical Conflicts

    AAII JOURNAL ● AAII + BETTERINVESTING,PORTFOLIO STRATEGIES ● May 2026

  • The Prediction Markets Are Too Big to Ignore

    AAII JOURNAL ● EDITOR'S NOTE,ALTERNATIVE INVESTMENTS ● May 2026

  • Eight $1 Billion-Plus ETFs With Above-Average Expense Ratios

    INVESTOR UPDATE ● INVESTOR UPDATE,ETFS ● April 2026

  • Juicy or Sour? The S&P 500's Highest-Yielding Stocks

    DIVIDEND INVESTING ● COMMENTARY ● April 2026

  • Stocks Gone Wild and Other April Charts of Interest

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● April 2026

  • Abbott Laboratories Trades Short-Term Dilution for Long-Term Growth

    DIVIDEND INVESTING ● COMMENTARY ● April 2026

  • Long-Term Disability Policies: Understanding the Features That Affect Income Replacement

    RETIREMENT NEWSLETTER ● WEEKLY,INSURANCE,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● April 2026

  • Wide Valuation Dispersion Creates Stock-Picking Opportunities

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● April 2026

  • What to Watch for in DI's First-Quarter Earnings

    DIVIDEND INVESTING ● COMMENTARY ● April 2026

  • What's Driving 2026 Stock Market Rotation by Size and Sector

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● April 2026

  • March Recap Plus Nike's Struggles

    DIVIDEND INVESTING ● COMMENTARY ● April 2026

  • The Outsized Influence of AGI on Your Tax Return

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● April 2026

  • Big Improvements to My Portfolio and the AAII Stock Screens

    AAII JOURNAL ● AAII HOW-TO,PORTFOLIO STRATEGIES,STOCK STRATEGIES ● April 2026

  • A Tax Lever You Can Control Amid Global Uncertainty

    AAII JOURNAL ● EDITOR'S NOTE,TAX STRATEGIES ● April 2026

  • Introducing the Enhanced VMQ Stocks View in My Portfolio

    VMQ STOCKS ● COMMENTARY ● April 2026

  • Managing the Tax Impact of Capital Gains Stacking

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,TAX STRATEGIES ● April 2026

  • Introducing the New DI View in My Portfolio

    DIVIDEND INVESTING ● COMMENTARY ● March 2026

  • The Median Stock Loses Money: Sell Rules Are Critical

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● March 2026

  • What Global Conflict Means for Your Portfolio in 2026

    WEBINARS ● WEBINAR ● March 2026

  • DI's Monthly Paycheck: Your 2026 Dividend Calendar

    DIVIDEND INVESTING ● COMMENTARY ● March 2026

  • March Charts of Interest: The War's Impact on the Economy and Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2026

  • The DI Model Portfolio Passed on an American Icon

    DIVIDEND INVESTING ● COMMENTARY ● March 2026

  • Upgraded My Portfolio and Stock Screens Available Exclusively on the AAII Investor Hub

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS,PORTFOLIO STRATEGIES ● March 2026

  • Why Oil Stocks Haven't Matched Oil's Recent Price Surge

    DIVIDEND INVESTING ● COMMENTARY ● March 2026

  • History Shows Investors Benefit From Staying Put During Crises

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2026

  • Discontinuing Amgen and Voting Our Proxy for Broadridge Financial

    DIVIDEND INVESTING ● COMMENTARY ● March 2026

  • A+ Grades Are an Extension of Our Disciplined Approach

    AAII JOURNAL ● EDITOR'S NOTE,A+ STOCK GRADES ● March 2026

  • AAII Local Chapter Meetings Enhance Your Membership

    AAII JOURNAL ● LOCAL CHAPTERS ● March 2026

  • How the Components of A+ Grades Help You Analyze Stocks

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES,STOCKS,FUNDAMENTALS,A+ STOCK GRADES ● March 2026

  • Five Sources for Assessing Tariff Impact on Your Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● February 2026

  • Possible Impact of the Tariff Ruling on DI Stocks

    DIVIDEND INVESTING ● COMMENTARY ● February 2026

  • February Charts of Interest: Is Too Much Being Spent on AI?

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● February 2026

  • Why Special Dividends Have Become, Well, Special

    DIVIDEND INVESTING ● COMMENTARY ● February 2026

  • The Categories and ETFs With the Highest 10-Year Returns

    INVESTOR UPDATE ● INVESTOR UPDATE,ETFS ● February 2026

  • Insider Purchases Are Not a Reason to Buy

    DIVIDEND INVESTING ● COMMENTARY ● February 2026

  • PEG Ratios Are Often Based on Just a Single Forecast

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● February 2026

  • Adding Power to Build Upon DI's January Gains

    DIVIDEND INVESTING ● COMMENTARY ● February 2026

  • How to Pinpoint the Right Fund for Your Needs

    AAII JOURNAL ● AAII HOW-TO,ETFS AND MUTUAL FUNDS ● February 2026

  • ETF Advantages Coming to Mutual Funds This Year

    AAII JOURNAL ● EDITOR'S NOTE ● February 2026

  • Asset Class Returns: Highest Returns for International Stocks Since 2012

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● February 2026

  • Activist-Owned Competitors Outperform Activist Targets

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● January 2026

  • What to Watch for in DI's Fourth-Quarter Earnings

    DIVIDEND INVESTING ● COMMENTARY ● January 2026

  • January Charts of Interest: Yields Are Falling

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2026

  • In Defense of Returning Cash to Shareholders

    DIVIDEND INVESTING ● COMMENTARY ● January 2026

  • Stock Market Returns Following Streaks of Double-Digit Gains

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2026

  • Answers to Subscriber Questions About DI

    DIVIDEND INVESTING ● COMMENTARY ● January 2026

  • The New Features in Our Rebuilt My Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● January 2026

  • Adding a New Pharma Giant After Another Year of Gains

    DIVIDEND INVESTING ● COMMENTARY ● January 2026

  • AAII’s Dividend Investing 2025 Portfolio Review

    WEBINARS ● WEBINAR,DI ● January 2026

  • Your Guide to the New AAII Investor Hub

    AAII JOURNAL ● AAII HOW-TO,PORTFOLIO STRATEGIES,STOCK STRATEGIES ● January 2026

  • 2025's Most-Read Investor Updates: The New Tax Law, Buffett and More

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING,STOCKS,PORTFOLIO STRATEGIES ● January 2026

  • A One-Page Plan for Simplifying a Late-in-Life Portfolio

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,ASSET ALLOCATION,RETIRED INVESTOR ● January 2026

  • Finding Investment Opportunities Amid the Known Unknowns

    AAII JOURNAL ● EDITOR'S NOTE,STOCK STRATEGIES ● January 2026

  • December Charts of Interest: Changes Among the Interest-Rate Setters

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● December 2025

  • Removing Pfizer as It Halts Dividend Growth

    DIVIDEND INVESTING ● COMMENTARY ● December 2025

  • S&P 500 Stocks With the Potential to Outperform in 2026

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● December 2025

  • DI vs. S&P High Yield Dividend Aristocrats

    DIVIDEND INVESTING ● COMMENTARY ● December 2025

  • Don't Judge a Stock by Its High or Low Share Price

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● December 2025

  • Selling When Dividends Aren't Raised, Plus the November Wrap

    DIVIDEND INVESTING ● COMMENTARY ● December 2025

  • Killing IRS Direct File Doesn’t Make Filing Taxes Easier

    AAII JOURNAL ● EDITOR'S NOTE,TAX STRATEGIES ● December 2025

  • Investment Taxes Under the One Big Beautiful Bill Act

    AAII JOURNAL ● AAII HOW-TO,TAX STRATEGIES ● December 2025

  • Important Family Conversations for Thanksgiving Weekend

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● November 2025

  • AAII + BetterInvesting: Year-End Tax Planning

    WEBINARS ● WEBINAR ● November 2025

  • November Charts of Interest: The S&P 500 Tends to Finish Strong

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● November 2025

  • Should You Ever Touch Principal in Retirement?

    DIVIDEND INVESTING ● COMMENTARY ● November 2025

  • The Smart Investor’s 2026 Guide to Crypto

    WEBINARS ● BITS + BIPS,WEBINAR,PLATINUM ● November 2025

  • I Rebalanced for the First Time Since 2021

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION ● November 2025

  • Allocating Excess Cash to EOG Resources

    DIVIDEND INVESTING ● COMMENTARY ● November 2025

  • Single-Stock ETFs Underperform the Stocks They Track

    INVESTOR UPDATE ● INVESTOR UPDATE,ETFS ● November 2025

  • Out of Ships and Into Coatings, Plus the October Wrap

    DIVIDEND INVESTING ● COMMENTARY ● November 2025

  • Follow the Fed, Not Speculation About the Fed

    AAII JOURNAL ● EDITOR'S NOTE,ECONOMIC AND MARKET ANALYSIS ● November 2025

  • Fed Signals That Investors Should Watch and What They Mean

    AAII JOURNAL ● FEATURE,EXCHANGE-TRADED FUNDS,PORTFOLIO MANAGER INTERVIEW,ECONOMIC AND MARKET ANALYSIS,PORTFOLIO STRATEGIES ● November 2025

  • Identifying Quality Dividend Stocks When Yields Are Low

    AAII JOURNAL ● AAII + BETTERINVESTING,STOCK STRATEGIES,DIVIDENDS ● November 2025

  • How to Use Short Interest as a Market Sentiment Indicator

    AAII JOURNAL ● AAII SENTIMENT INVESTING,TRADING STRATEGIES ● November 2025

  • Shut Up, Brain: Why Investing Is a Marathon, Not a Sprint

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● October 2025

  • 2026 Dividend Tax Rates and the Impact of the New Tax Law

    DIVIDEND INVESTING ● COMMENTARY ● October 2025

  • October Charts of Interest: Happy Birthday, Bull Market!

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● October 2025

  • Dividend Payers by Sector: S&P 500 Versus DI Portfolio

    DIVIDEND INVESTING ● COMMENTARY ● October 2025

  • Gold Soars, but the Reason Isn't Clear

    INVESTOR UPDATE ● INVESTOR UPDATE,ALTERNATIVE INVESTMENTS ● October 2025

  • Third-Quarter Earnings Season Preview

    DIVIDEND INVESTING ● COMMENTARY ● October 2025

  • More Time Spent on Your Portfolio Can Worsen Returns

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIRED INVESTOR,PORTFOLIO STRATEGIES ● October 2025

  • The New Tuesday Weekly Update

    DIVIDEND INVESTING ● COMMENTARY ● October 2025

  • DI Is Moving to Tuesdays

    DIVIDEND INVESTING ● COMMENTARY ● October 2025

  • Mutual Funds to Gain ETF Tax Advantages and Intraday Trading

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● October 2025

  • Some Investors Expecting Sunnier Skies for Small Caps

    AAII JOURNAL ● EDITOR'S NOTE,SMALL CAP VALUE INVESTING ● October 2025

  • Big Changes Are Coming to the DI Weekly Update

    DIVIDEND INVESTING ● COMMENTARY ● September 2025

  • Options for Your Cash as More Fed Rate Cuts Are Likely

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES ● September 2025

  • Philip Moeller on What to Consider When Enrolling in Medicare

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,INSURANCE,MEDICARE,PLANNING TIPS ● September 2025

  • Evaluating Debt Risk in Your Dividend Stocks

    DIVIDEND INVESTING ● COMMENTARY ● September 2025

  • September Charts of Interest: Rate Cuts, Plus a 3,821% Investment Return

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● September 2025

  • The Stocks That Didn't Make the Cut

    DIVIDEND INVESTING ● COMMENTARY ● September 2025

  • Muni Bond Funds' Additional Advantage

    INVESTOR UPDATE ● INVESTOR UPDATE,BONDS ● September 2025

  • J.M. Smucker in a Jam, Being Replaced in DI Portfolio

    DIVIDEND INVESTING ● COMMENTARY ● September 2025

  • Beware of the Popularity Trap for ETFs

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● September 2025

  • How Financial Statements Drive Stock Valuation Ratios

    AAII JOURNAL ● FINANCIAL STATEMENTS,STOCKS ● September 2025

  • What the One Big Beautiful Bill Act Means for Your Taxes

    AAII JOURNAL ● TAX STRATEGIES ● September 2025

  • The Three Secular Trends That Have Fueled Growth Stocks

    AAII JOURNAL ● EDITOR'S NOTE,GROWTH INVESTING ● September 2025

  • The Rewards of Volunteering With Your Local AAII Chapter

    AAII JOURNAL ● LOCAL CHAPTERS ● September 2025

  • Dividend Risks Rise When Yields Exceed 2.7%

    DIVIDEND INVESTING ● COMMENTARY ● August 2025

  • History Cautions That Keurig Dr Pepper Spin-Off Returns Could Fizzle

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● August 2025

  • AAII + BetterInvesting: Tools & Tactics for Dividend Investors

    WEBINARS ● WEBINAR ● August 2025

  • A Look at the D-Grade Stocks in the DI Portfolio

    DIVIDEND INVESTING ● COMMENTARY ● August 2025

  • August Charts of Interest: Valuations at Dot-Com Bubble Levels

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● August 2025

  • Beyond the 4% Rule: Bengen on Withdrawal Strategies and Asset Allocation

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,ASSET ALLOCATION,WITHDRAWAL STRATEGIES ● August 2025

  • Let Winning Stocks Run With Smart Position Limits

    DIVIDEND INVESTING ● COMMENTARY ● August 2025

  • Why Private Investments Don't Belong in 401(k) Accounts

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING ● August 2025

  • Earnings Updates, July Gains and Why August Could Be Quirky

    DIVIDEND INVESTING ● COMMENTARY ● August 2025

  • Four Metrics for Identifying Risky Dividend Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● August 2025

  • Is 4.7% the New Safe Retirement Withdrawal Rate?

    AAII JOURNAL ● FEATURE,RETIREMENT PLANNING,RETIRED INVESTOR,PORTFOLIO STRATEGIES ● August 2025

  • A One-Page Wealth-Building Plan for FIRE and Early Retirement

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,RETIREMENT PLANNING ● August 2025

  • AAII Partners With BetterInvesting to Help Individual Investors Succeed

    AAII JOURNAL ● AAII + BETTERINVESTING ● August 2025

  • Diversifying Your Dividends for Yield and Growth

    AAII JOURNAL ● AAII HOW-TO,DIVIDENDS ● August 2025

  • You Can’t Control the Markets, But You Can Control Your Withdrawals

    AAII JOURNAL ● EDITOR'S NOTE ● August 2025

  • How Dividends Could Impact the OBBB Act's New Tax Deductions

    DIVIDEND INVESTING ● COMMENTARY ● August 2025

  • The Key OBBB Act Tax Changes for Individual Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● July 2025

  • Slowest S&P 500 Dividend Growth Since 2021

    DIVIDEND INVESTING ● COMMENTARY ● July 2025

  • July Charts of Interest: Tech Stocks Are Pricey vs. Other Large Caps

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2025

  • DI Considers a Rule to Remove Underperformers

    DIVIDEND INVESTING ● COMMENTARY ● July 2025

  • Why Some Swings in Market Sentiment Matter More Than Others

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR SENTIMENT ● July 2025

  • Dropping BlackRock and Welcoming Qualcomm Back

    DIVIDEND INVESTING ● COMMENTARY ● July 2025

  • Combining Indicators to Better Assess the Market's Mood

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2025

  • Despite June Gains, a Risk-On Shift Causes DI to Lag in Second-Quarter 2025

    DIVIDEND INVESTING ● COMMENTARY ● July 2025

  • The State of the U.S. Financial Markets as of Midyear 2025

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2025

  • A Quick Way to Go Beyond the Headlines This Earnings Season

    AAII JOURNAL ● EDITOR'S NOTE ● July 2025

  • How to Analyze Corporate Earnings in Five Steps

    AAII JOURNAL ● FEATURE,STOCKS,FINANCIAL STATEMENTS,EARNINGS ● July 2025

  • Going Beyond the S&P 500 for Dividends

    DIVIDEND INVESTING ● COMMENTARY ● June 2025

  • The Case for Free Cash Flow in Stock Selection

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● June 2025

  • Free Cash Flow Is the Lifeblood of Dividends

    DIVIDEND INVESTING ● COMMENTARY ● June 2025

  • June Charts of Interest: Tariffs Are Driving Prices Bananas

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● June 2025

  • The Sectors Funding the S&P 500's Dividends

    DIVIDEND INVESTING ● COMMENTARY ● June 2025

  • Don't Mistake MicroStrategy's 10% Preferred Yield for Pure Bitcoin Exposure

    INVESTOR UPDATE ● INVESTOR UPDATE,ALTERNATIVE INVESTMENTS,STOCKS ● June 2025

  • DI Rises in May Even as More Volatile Stocks Drive the Market Upward

    DIVIDEND INVESTING ● COMMENTARY ● June 2025

  • Six Minutes?! Study Finds That Investors Often Skip Proper Stock Research

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2025

  • A One-Page Wealth-Building Plan for Semiretirement

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,RETIREMENT PLANNING ● June 2025

  • What Market Volatility Really Is and How to Navigate It

    AAII JOURNAL ● INVESTOR PROFESSOR,MARKET ACTIONS,RISK ● June 2025

  • The Platinum 30: A Curated Selection From AAII’s Model Portfolios

    AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES ● June 2025

  • Buffer Funds Promise Simplicity but Deliver Complexity

    AAII JOURNAL ● EDITOR'S NOTE ● June 2025

  • Taxing Dividends From U.S. and Foreign Companies

    DIVIDEND INVESTING ● COMMENTARY ● May 2025

  • The Bond Market Is Adjusting, Not Growling

    INVESTOR UPDATE ● INVESTOR UPDATE,INFLATION,BONDS ● May 2025

  • Discharging UnitedHealth Group Because of Worsening Headline Sickness

    DIVIDEND INVESTING ● COMMENTARY ● May 2025

  • May Charts of Interest: The Impact Tariffs Are Already Having

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● May 2025

  • DI's Monthly Paycheck, Plus an Update on UnitedHealth Group

    DIVIDEND INVESTING ● COMMENTARY ● May 2025

  • Flat but Furious: The S&P 500's Volatile Start to 2025

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● May 2025

  • Applying Buffett's Capital Allocation Strategy to Dividends

    DIVIDEND INVESTING ● COMMENTARY ● May 2025

  • My Six Key Lessons From Warren Buffett

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS,PORTFOLIO STRATEGIES ● May 2025

  • April Monthly Performance, Plus the Impact of Tariffs on Earnings

    DIVIDEND INVESTING ● COMMENTARY ● May 2025

  • 16 Red Flags to Watch for in a Company’s Financial Statements

    AAII JOURNAL ● FEATURE,STOCKS,FINANCIAL STATEMENTS,FUNDAMENTALS ● May 2025

  • Freedom-Focused Emerging Markets Fund Taps Into Local Growth

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,INTERNATIONAL,EXCHANGE-TRADED FUNDS,PORTFOLIO MANAGER INTERVIEW ● May 2025

  • The Role Cash Plays in Individual Investors’ Portfolios

    AAII JOURNAL ● THE BIG QUESTION,FIXED-INCOME STRATEGIES ● May 2025

  • The Optimal Portfolio Strategy Is One You Can Stick To

    AAII JOURNAL ● EDITOR'S NOTE ● May 2025

  • Five Moves to Stay Calm When the Market Isn't

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2025

  • UnitedHealth Group's Warning Stands Out Among the Earnings Avalanche

    DIVIDEND INVESTING ● COMMENTARY ● April 2025

  • April Charts of Interest: The Bond Market Gets Jittery

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● April 2025

  • All-Time High Trend Strategies Are Not Without Costs and Risks

    INVESTOR UPDATE ● INVESTOR UPDATE,TECHNICAL ANALYSIS,STOCKS ● April 2025

  • Volatile Markets? How to Stay Calm and Invest Smarter in 2025

    WEBINARS ● WEBINAR ● April 2025

  • Previewing First-Quarter Earnings Season

    DIVIDEND INVESTING ● COMMENTARY ● April 2025

  • Winning and Losing Stocks During the Current Downturn

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● April 2025

  • Dividend Stocks Held Up Better During March's (and Yesterday's) Volatility

    DIVIDEND INVESTING ● COMMENTARY ● April 2025

  • Staying Invested When Tariffs Rattle the Market

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR SENTIMENT,PORTFOLIO STRATEGIES ● April 2025

  • Go Beyond Age-Based Allocation Strategies by Personalizing Your Approach

    AAII JOURNAL ● AAII HOW-TO,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS ● April 2025

  • A One-Page Wealth-Building Plan for Managing the Costs of Late-in-Life Care

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING ● April 2025

  • Key Metrics That Signal Strong Dividend Growth Potential

    AAII JOURNAL ● STOCK STRATEGIES,DIVIDENDS ● April 2025

  • Market Corrections Offer Opportunities

    AAII JOURNAL ● EDITOR'S NOTE ● April 2025

  • Dividend Yields Are Higher Now Than in Recent Years

    AAII JOURNAL ● DISPATCHES,STOCK STRATEGIES,DIVIDENDS ● April 2025

  • Your DI Questions Answered: Picking Stocks, Daily Returns and the Benchmark

    DIVIDEND INVESTING ● COMMENTARY ● March 2025

  • Gold Is Glittering but May Not Be Right for Your Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE,ALTERNATIVE INVESTMENTS ● March 2025

  • Balancing Act: Navigating the S&P 500's Uneven Dividend Landscape

    DIVIDEND INVESTING ● COMMENTARY ● March 2025

  • March Charts of Interest: A Buying Opportunity?

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2025

  • Dividend, Value and Low-Volatility Stocks Are Faring Better This Year

    DIVIDEND INVESTING ● COMMENTARY ● March 2025

  • Investing for the Long Term Despite Tariff-Driven Volatility

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2025

  • Replacing Skyworks Solutions With Stronger Dividend Growth, Plus February Review

    DIVIDEND INVESTING ● COMMENTARY ● March 2025

  • 33 Top-Graded Mid-Cap Dividend Payers

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS,STOCKS ● March 2025

  • Key Financial and Estate Planning Steps for Aging Parents and Children

    AAII JOURNAL ● RETIRED INVESTOR,FINANCIAL PLANNING,ESTATE PLANNING ● March 2025

  • Which Protects Your Retirement Better: Rebalancing or Buffer Strategies?

    AAII JOURNAL ● PORTFOLIO STRATEGIES,REBALANCING ● March 2025

  • Using the Level3 Withdrawal Strategy to Achieve Growth and Stability

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● March 2025

  • Incorporating a Buffer Can Protect Your Retirement Portfolio

    AAII JOURNAL ● EDITOR'S NOTE ● March 2025

  • Rising Egg Prices and Inflation

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● March 2025

  • Understanding the Role of Long-Term Care Insurance

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,RETIREMENT PLANNING ● March 2025

  • Which DI Stocks Have the Most Cash?

    DIVIDEND INVESTING ● COMMENTARY ● February 2025

  • Buffett's Cash Problem Isn't Your Problem

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION ● February 2025

  • Decoding 10-K Filings: What Tractor Supply's Report Tells Us

    DIVIDEND INVESTING ● COMMENTARY ● February 2025

  • February Charts of Interest: Tariffs, Uncertainty, Eggs and More

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● February 2025

  • Finding a Dividend Stock to Love With the Dividend Screener

    DIVIDEND INVESTING ● COMMENTARY ● February 2025

  • Five Simple Steps to Make Sense of Earnings Reports

    INVESTOR UPDATE ● INVESTOR UPDATE,EARNINGS ● February 2025

  • A Big Week for Earnings and Dividends, Plus DI Rises in January

    DIVIDEND INVESTING ● COMMENTARY ● February 2025

  • How Tariffs Could Affect U.S. Individual Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● February 2025

  • Choosing the Right Mutual Fund or ETF for You

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,AAII HOW-TO ● February 2025

  • The Great Fund Shift: Why Mutual Funds Are Losing Ground

    AAII JOURNAL ● EDITOR'S NOTE ● February 2025

  • Returns for Asset Class Groups: Big Back-to-Back Gains for Large-Cap Stocks

    AAII JOURNAL ● DISPATCHES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● February 2025

  • China's DeepSeek AI Rattles Utility Stocks, but Not American States Water

    DIVIDEND INVESTING ● COMMENTARY ● January 2025

  • What Investors Should Know From Monday's AI Sell-Off

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2025

  • Looking at Earnings From a Dividend Investing Perspective

    DIVIDEND INVESTING ● COMMENTARY ● January 2025

  • January Charts of Interest: Presidential Stock Market Scorecard

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2025

  • Dividend Investing Q&A: Buybacks, REITs and Position Sizing

    DIVIDEND INVESTING ● COMMENTARY ● January 2025

  • Where Market Indicators Stand as We Start 2025

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2025

  • Tailoring Your Stock Allocation: A Systematic Approach for Retirement Investing

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ACCUMULATION,TRANSITIONING,ASSET ALLOCATION ● January 2025

  • Two Updates: Fourth-Quarter Earnings Preview and a Shift in Average Yields

    DIVIDEND INVESTING ● COMMENTARY ● January 2025

  • Stock Market History After Back-to-Back 20% Gains

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2025

  • Beyond High Yield: Smarter Dividend Strategies and 2024 Portfolio Review

    WEBINARS ● WEBINAR,PLATINUM,DI ● January 2025

  • DI Gains for 10th Year Despite December's Chill

    DIVIDEND INVESTING ● COMMENTARY ● January 2025

  • 2024's Most-Read Investor Updates: High Yields and Buying on Dips

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS,FINANCIAL PLANNING ● January 2025

  • Quickly Assess a Stock's Attractiveness With These Metrics

    AAII JOURNAL ● AAII HOW-TO,STOCKS ● January 2025

  • A One-Page Wealth-Building Plan for College Savings

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING ● January 2025

  • Will 2025 Bring More Rate Cuts and Record S&P 500 Highs?

    AAII JOURNAL ● EDITOR'S NOTE ● January 2025

  • The Level3 Withdrawal Strategy Stays in Normal Mode

    AAII JOURNAL ● DISPATCHES,RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● January 2025

  • 18 Financial Ratios That Shed Light on a Company’s Strengths and Weaknesses

    AAII JOURNAL ● FINANCIAL STATEMENTS,STOCKS ● January 2025

  • December Charts of Interest: A Small-Cap Resurgence?

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● December 2024

  • How to Measure Whether You Are on Track to Meet Your Goals

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,PLANNING TIPS ● December 2024

  • Hershey Melts Merger, Plus Dividends Heat Up for Three Others

    DIVIDEND INVESTING ● COMMENTARY ● December 2024

  • S&P 500 Stocks With the Potential to Outperform in 2025

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● December 2024

  • Performing an End-of-Year Check on Your Portfolio Allocation

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ACCUMULATION,ASSET ALLOCATION,PLANNING TIPS ● December 2024

  • Suggestions for Monitoring Progress and Assessing Portfolio Goals

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,ASSET ALLOCATION,PLANNING TIPS ● December 2024

  • A Special Dividend, a Dividend Hike and November's Portfolio Performance

    DIVIDEND INVESTING ● COMMENTARY ● December 2024

  • Five Smart Strategies to Reduce Your 2024 Capital Gains Taxes

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● December 2024

  • Increasing the Aftertax Returns on Your Portfolio

    AAII JOURNAL ● AAII HOW-TO,TAX STRATEGIES ● December 2024

  • Year-End 2024 Tax Planning: Maximizing Your Savings

    AAII JOURNAL ● TAX STRATEGIES ● December 2024

  • A Narrow Tax Law Fix Would Be a Missed Opportunity

    AAII JOURNAL ● EDITOR'S NOTE,TAX STRATEGIES ● December 2024

  • Comparing the Standard Deduction With and Without the TCJA

    AAII JOURNAL ● DISPATCHES,TAX STRATEGIES ● December 2024

  • Thanksgiving Conversations: Planning for the Future

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● November 2024

  • The Power of Dividend Growth in Portfolio Returns

    DIVIDEND INVESTING ● COMMENTARY ● November 2024

  • November Charts of Interest: The S&P 500 Returns Under Republican Control

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● November 2024

  • Hitting the Green by Adding Toro

    DIVIDEND INVESTING ● COMMENTARY ● November 2024

  • Unawareness of Cognitive Impairment Reduces Your Wealth

    INVESTOR UPDATE ● INVESTOR UPDATE,BEHAVIORAL FINANCE ● November 2024

  • Falling Yields Are a Reason to Sell Dividend Payers

    DIVIDEND INVESTING ● COMMENTARY ● November 2024

  • TCJA Tax Cuts Ending in 2025

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● November 2024

  • A Busy Week for Earnings Plus the October Wrap

    DIVIDEND INVESTING ● COMMENTARY ● November 2024

  • GICS Decoded: Analyzing Stocks With S&P Global Sectors and Industries

    AAII JOURNAL ● AAII HOW-TO,STOCKS ● November 2024

  • Is Your Index Fund Too Concentrated?

    AAII JOURNAL ● EDITOR'S NOTE ● November 2024

  • Social Security: A Closer Look at the 2025 Adjustments

    AAII JOURNAL ● DISPATCHES,TAX STRATEGIES,SOCIAL SECURITY ● November 2024

  • How I Picked a New Fund for My 403(b)

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING,MUTUAL FUNDS ● October 2024

  • Using the DI Website to Find High-Yield Stocks

    DIVIDEND INVESTING ● COMMENTARY ● October 2024

  • Analyzing the Metrics of Stocks Advertised on CNBC

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● October 2024

  • The Importance of Sticking With a Strategy

    DIVIDEND INVESTING ● COMMENTARY ● October 2024

  • October Charts of Interest: Happy Second Birthday, Bull Market

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● October 2024

  • DI's Value Tilt Differentiates It From the Major Indexes

    DIVIDEND INVESTING ● COMMENTARY ● October 2024

  • The Lessons We Learned From Caregiving and Estate Settlement

    INVESTOR UPDATE ● INVESTOR UPDATE,ESTATE PLANNING ● October 2024

  • The New Financial Data's Impact on Dividends, Plus the September Wrap

    DIVIDEND INVESTING ● COMMENTARY ● October 2024

  • Our New Data Feed and Its Impact on Your Investments

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● October 2024

  • Shifting Control of Personal Finances With a Daily Money Manager

    AAII JOURNAL ● FINANCIAL PLANNING,BEHAVIORAL FINANCE,ADVISERS ● October 2024

  • Managing Personal Finances in Your Later Years

    AAII JOURNAL ● EDITOR'S NOTE ● October 2024

  • Interest Rates on Savings Still High as Rate-Cut Cycle Begins

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS,INTEREST RATES ● October 2024

  • Third-Quarter DI Earnings Growth Expected to Outpace S&P 500

    DIVIDEND INVESTING ● COMMENTARY ● September 2024

  • A Snapshot of Current Stock Valuations

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2024

  • Navigating the Rate Cut Environment With Dividend-Paying Stocks

    DIVIDEND INVESTING ● COMMENTARY ● September 2024

  • September Charts of Interest: Rate Cut Edition

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,ECONOMIC AND MARKET ANALYSIS ● September 2024

  • Dividend Growth Increases Your Yield on Cost

    DIVIDEND INVESTING ● COMMENTARY ● September 2024

  • Excess CAPE Yield Low Ahead of Potential Interest Rate Cut

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,ECONOMIC AND MARKET ANALYSIS ● September 2024

  • Adding Water to the Portfolio, Plus the August Monthly Wrap

    DIVIDEND INVESTING ● COMMENTARY ● September 2024

  • A Rebound in the Number of Stocks, but Share Prices Rise More

    INVESTOR UPDATE ● INVESTOR UPDATE,BROKERAGES,STOCKS ● September 2024

  • Money in, Money out: What the Cash Flow Statement Reveals

    AAII JOURNAL ● FINANCIAL STATEMENTS,FUNDAMENTALS,STOCKS ● September 2024

  • Preparing Your Portfolio for Lower Interest Rates

    AAII JOURNAL ● EDITOR'S NOTE ● September 2024

  • Bond Market’s Inflation Expectations Near Fed’s Target

    AAII JOURNAL ● DISPATCHES,BONDS,INFLATION ● September 2024

  • Analyzing Interest Coverage Ahead of Expected Interest Rate Cuts

    DIVIDEND INVESTING ● COMMENTARY ● August 2024

  • The Advantages of Combining Momentum and Equal Weighting

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2024

  • Three Yields We Consider

    DIVIDEND INVESTING ● COMMENTARY ● August 2024

  • August Charts of Interest: A Key Indicator Now Suggests No Recession

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● August 2024

  • Replacing a High Yielder With a Big Special Dividend Payer

    DIVIDEND INVESTING ● COMMENTARY ● August 2024

  • Profit by Buying the S&P 500's Castoffs

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● August 2024

  • Dividend Stocks Weathered Recent Volatility Better Than the Broad Market

    DIVIDEND INVESTING ● COMMENTARY ● August 2024

  • Three Signals for When to Buy Stocks During Market Drops

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS,ETFS ● August 2024

  • DI Outperforms in July as Market Breadth Widened

    DIVIDEND INVESTING ● COMMENTARY ● August 2024

  • Gabelli's Insights on Value Investing Today

    AAII JOURNAL ● FEATURE,PORTFOLIO MANAGER INTERVIEW,VALUE INVESTING,MUTUAL FUNDS ● August 2024

  • How Women (and Their Spouses) Can Thrive as Investors

    AAII JOURNAL ● STOCK STRATEGIES,DIVIDENDS ● August 2024

  • Maximizing Retirement Income With Asset Location

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FINANCIAL PLANNING,TAX STRATEGIES ● August 2024

  • The Valuation Playbooks of Mario Gabelli and Nancy Tengler

    AAII JOURNAL ● EDITOR'S NOTE ● August 2024

  • Large-Cap Stocks' Rally Rooted in Artificial Intelligence

    AAII JOURNAL ● DISPATCHES,MARKET ACTIONS ● August 2024

  • Avoid These Costly Retirement Account Rollover Mistakes

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING ● August 2024

  • Tightening a Dividend Deletion Rule

    DIVIDEND INVESTING ● COMMENTARY ● July 2024

  • July Charts of Interest: The Small-Cap Stock Resurgence

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2024

  • The Highest-Yielding Stocks Are Also the Riskiest

    DIVIDEND INVESTING ● COMMENTARY ● July 2024

  • Chasing Super High Yields Can Burn Your Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE,BONDS ● July 2024

  • New DI Editor, Plus Previewing Second-Quarter Earnings

    DIVIDEND INVESTING ● COMMENTARY ● July 2024

  • Balancing Longevity Risk With Late-in-Life Care Expenses

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● July 2024

  • A One-Page Plan for Maximizing Long-Term Wealth

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING ● July 2024

  • Six Steps for a Successful Midyear Portfolio Review

    AAII JOURNAL ● AAII HOW-TO,PORTFOLIO STRATEGIES ● July 2024

  • Yes, You Can Rethink Your Retirement Decisions

    AAII JOURNAL ● EDITOR'S NOTE,RETIRED INVESTOR,DIGITAL ASSETS ● July 2024

  • The Implications of High Concentration in the S&P 500

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● July 2024

  • Navigating Auto Dealer Cyberattack and June Market Concentration

    VMQ STOCKS ● COMMENTARY ● June 2024

  • Seven Steps for Picking the Right Fund

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● June 2024

  • Active Managers Seek Out Value Stocks With Fundamental Strength

    VMQ STOCKS ● COMMENTARY ● June 2024

  • June Charts of Interest: High Concentration Is Covering Market Undercurrents

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● June 2024

  • Diversification Matters: How and Why VMQ Avoids S&P 500 Concentration

    VMQ STOCKS ● COMMENTARY ● June 2024

  • What Two Bond Market Indicators Are Telling Investors at Midyear

    INVESTOR UPDATE ● INVESTOR UPDATE,BONDS ● June 2024

  • Revisiting VMQ's Allocation, Plus the May Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● June 2024

  • Revisiting the Meme Stock Craze

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● June 2024

  • Taking the Complexity Out of Making Qualified Charitable Distributions

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,CHARITABLE DONATIONS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS,PLANNING TIPS ● June 2024

  • How to Boost Returns by Incorporating Momentum

    AAII JOURNAL ● AAII HOW-TO,STOCK STRATEGIES ● June 2024

  • Yield Shift Increases Relative Attractiveness of Bonds

    AAII JOURNAL ● DISPATCHES,BONDS,ECONOMIC AND MARKET ANALYSIS ● June 2024

  • Navigating the Risks of Investing in Retirement

    AAII JOURNAL ● EDITOR'S NOTE,RETIREMENT PLANNING,ACTIVE INVESTING ● June 2024

  • Do Invesco's QVM ETFs Match the VMQ Stocks Strategy?

    VMQ STOCKS ● COMMENTARY ● May 2024

  • Answers to Common Questions About QCDs

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING,RETIREMENT PLANNING ● May 2024

  • What Faster Trade Settlements Mean for Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR ALERT ● May 2024

  • May Charts of Interest: Buybacks Are Rising

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● May 2024

  • Portfolio Deletion: Ryerson Holding Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● May 2024

  • Portfolio Addition: Clearwater Paper Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● May 2024

  • Adding a Paper Stock With the Potential for Real Portfolio Profits

    VMQ STOCKS ● COMMENTARY ● May 2024

  • Does It Make Sense for BlackRock to Add Annuities to Retirement Plans?

    INVESTOR UPDATE ● INVESTOR UPDATE,ANNUITIES,MUTUAL FUNDS ● May 2024

  • Ryerson Holding Goes on Probation, Plus the April Wrap

    VMQ STOCKS ● COMMENTARY ● May 2024

  • Reasons for Not Selling Stocks This May

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● May 2024

  • AAII Members Seek Dividend-Paying Stocks With Growth Prospects

    AAII JOURNAL ● THE BIG QUESTION,STOCK STRATEGIES,DIVIDENDS ● May 2024

  • Tech-Related Stocks and Interest Rates Drive Allocation Model Returns

    AAII JOURNAL ● DISPATCHES,AAII ASSET ALLOCATION MODELS ● May 2024

  • Lookin’ for Growth in All the Global Places

    AAII JOURNAL ● EDITOR'S NOTE ● May 2024

  • What Vanguard Looks for in Innovative Global Growth Stocks

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES,PORTFOLIO MANAGER INTERVIEW,GROWTH INVESTING,INTERNATIONAL,MUTUAL FUNDS ● May 2024

  • Portfolio Deletion: Hibbett Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● April 2024

  • Locking in a Big Profit as Hibbett Agrees to Be Purchased

    VMQ STOCKS ● COMMENTARY ● April 2024

  • The Benefits and Costs of Diversification in My 403(b)

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● April 2024

  • How We Analyze Earnings for VMQ Stocks

    VMQ STOCKS ● COMMENTARY ● April 2024

  • April Charts of Interest: The S&P 500's Streak Ends

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● April 2024

  • Previewing First-Quarter 2024 Earnings

    VMQ STOCKS ● COMMENTARY ● April 2024

  • Why Large-Cap Super Micro Computer Is Still in the Small-Cap Russell 2000 Index

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● April 2024

  • A Close Call, Plus the March Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● April 2024

  • Five Retirement Challenges and Solutions for Them

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING ● April 2024

  • How to Protect Yourself From Social Security Clawbacks

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,RETIRED INVESTOR,SOCIAL SECURITY ● April 2024

  • Five Key Markers Pointing to Successful Stock Investing

    AAII JOURNAL ● PORTFOLIO STRATEGIES,STOCK STRATEGIES,SMALL CAP VALUE INVESTING ● April 2024

  • A One-Page Wealth-Building Plan for First-Time Homebuyers and Other Short-Term Goals

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,BEGINNING INVESTOR,FINANCIAL PLANNING ● April 2024

  • Reform Could Be on the Horizon for Social Security Clawbacks

    AAII JOURNAL ● EDITOR'S NOTE ● April 2024

  • Second-Highest Average Tax Refund in at Least 10 Years

    AAII JOURNAL ● DISPATCHES,TAX STRATEGIES ● April 2024

  • Remembering Daniel Kahneman

    INVESTOR UPDATE ● INVESTOR UPDATE,BEHAVIORAL FINANCE ● March 2024

  • A Closer Look at Two Expensive Stocks in the VMQ Portfolio

    VMQ STOCKS ● COMMENTARY ● March 2024

  • March Charts of Interest: The Equal-Weight S&P 500's Unusual Underperformance

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2024

  • The VMQ Stocks Stance on Mergers as a Soap Opera Continues

    VMQ STOCKS ● COMMENTARY ● March 2024

  • A Luncheon With Cathie Wood of ARK Invest

    INVESTOR UPDATE ● INVESTOR UPDATE,ETFS ● March 2024

  • Changes in Quality Among VMQ Stocks Holdings

    VMQ STOCKS ● COMMENTARY ● March 2024

  • Dividend Stocks Yielding 10% or More

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● March 2024

  • Loading Up the Truck With Our New Addition, Plus the February Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● March 2024

  • How Rebalancing Helps When Downturns Strike Early

    AAII JOURNAL ● PORTFOLIO STRATEGIES,REBALANCING ● March 2024

  • When to Say Goodbye to a Stock: Sell Rules for Savvy Investors

    AAII JOURNAL ● STOCK STRATEGIES ● March 2024

  • Don't Let the S&P 500's Milestone Blind You to Past Downturns

    AAII JOURNAL ● EDITOR'S NOTE ● March 2024

  • The S&P 500 at 5,000: Don't Be Fooled by Point Hype

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS,MARKET ACTIONS ● March 2024

  • Warren Buffett on Why You Shouldn't Trust Forecasts

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● February 2024

  • How Profit Forecasts Have Changed Following Fourth-Quarter Earnings Reports

    VMQ STOCKS ● COMMENTARY ● February 2024

  • February Charts of Interest: The Impacts of Inflation and Interest Rates

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,INFLATION,ECONOMIC AND MARKET ANALYSIS ● February 2024

  • Dividend Growth Stocks Within the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● February 2024

  • The 25x4 Allocation Is Questionable

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION ● February 2024

  • Looking at Modifying the VMQ Deletion Rules

    VMQ STOCKS ● COMMENTARY ● February 2024

  • Very High-Cost Mutual Funds and ETFs (Along With Cheaper Alternatives)

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● February 2024

  • As Goes January, So Goes VMQ?

    VMQ STOCKS ● COMMENTARY ● February 2024

  • Putting Money Into the Market, the Fed and the January Barometer

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● February 2024

  • How to Find Funds Suitable for You

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,AAII HOW-TO ● February 2024

  • Returns for Asset Class Groups: Large-Cap Stocks Rebound Back Into the Lead

    AAII JOURNAL ● DISPATCHES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● February 2024

  • Speculative Assets Placed Into ETFs Can Still Be Wrecking Balls

    AAII JOURNAL ● EDITOR'S NOTE ● February 2024

  • Answering Subscriber Questions

    VMQ STOCKS ● COMMENTARY ● January 2024

  • Optimism Among Individual Investors Bounced Back Last Year

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR SENTIMENT ● January 2024

  • January Charts of Interest: Quality Boosts Returns

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2024

  • Fourth-Quarter 2023 and Earnings Preview for 2024

    VMQ STOCKS ● COMMENTARY ● January 2024

  • My Initial Observations on the New Spot Bitcoin ETFs

    INVESTOR UPDATE ● INVESTOR UPDATE,ALTERNATIVE INVESTMENTS ● January 2024

  • Victory Through Value: VMQ Stocks Portfolio Annual Review

    VMQ STOCKS ● VIDEOS,ASK ME ANYTHING/PLATINUM ● January 2024

  • Navigating 2023's Market Shifts and Eyeing 2024's Opportunities

    VMQ STOCKS ● COMMENTARY ● January 2024

  • Where Market Indicators Stand as We Start 2024

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2024

  • Level3 Withdrawal Strategy Switches Back to Normal Mode

    AAII JOURNAL ● DISPATCHES,RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● January 2024

  • Looking Beyond the S&P 500 as Rate Cuts Loom

    AAII JOURNAL ● EDITOR'S NOTE ● January 2024

  • A One-Page Wealth-Building Plan for Leaving an IRA Inheritance

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING ● January 2024

  • S&P 500 Stocks With the Potential to Outperform in 2024

    AAII JOURNAL ● FIRST CUT STOCKS ● January 2024

  • An Improved Way to Find Mutual Funds and ETFs

    AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● January 2024

  • AAII Members Expect Stocks to Rise and Bond Yields to Fall in 2024

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR SENTIMENT ● December 2023

  • ODP Corp. Faces Activist Pressure: Why VMQ Is Not Yet Reacting

    VMQ STOCKS ● COMMENTARY ● December 2023

  • December Charts of Interest: Stocks Are Overbought

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● December 2023

  • First, Monetary Policy; Second, Shares of Stocks

    VMQ STOCKS ● COMMENTARY ● December 2023

  • How Inflation Expectations and Bond Yields Have Changed

    INVESTOR UPDATE ● INVESTOR UPDATE,INFLATION,BONDS ● December 2023

  • Portfolio Deletion: Arrow Electronics Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● December 2023

  • Hitting the Road With Our New Addition

    VMQ STOCKS ● COMMENTARY ● December 2023

  • Four Strategies for Reducing Capital Gains Taxes on Investments

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● December 2023

  • Charlie Munger's Quality Focus, Plus the November Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● December 2023

  • Tax-Savvy Strategies for Your Stocks, Mutual Funds and ETFs

    AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,STOCKS,TAX STRATEGIES,DIVIDENDS ● December 2023

  • 11 Tax Actions to Consider Before Year-End

    AAII JOURNAL ● TAX STRATEGIES ● December 2023

  • Congress Is Missing an Opportunity to Address Long-Term Financial Issues

    AAII JOURNAL ● EDITOR'S NOTE ● December 2023

  • The Impact on the Standard Deduction of the Tax Cuts and Jobs Act

    AAII JOURNAL ● DISPATCHES,TAX STRATEGIES ● December 2023

  • Remembering Charlie Munger

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● November 2023

  • Seven Reasons for Investors to Be Grateful in 2023

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● November 2023

  • Buybacks, Dividends and Getting the Total Shareholder Return

    VMQ STOCKS ● COMMENTARY ● November 2023

  • November Charts of Interest: Small-Cap Pain

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● November 2023

  • How a Company's Customers Can Adversely Affect Cash Flow

    VMQ STOCKS ● COMMENTARY ● November 2023

  • Dealing With Shades of Gray in My Allocation

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION ● November 2023

  • VMQ's Well-Defined Approached to Investing, Plus the October Wrap

    VMQ STOCKS ● COMMENTARY ● November 2023

  • Cash Is Popular, but Be Careful When Allocating to It

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,PORTFOLIO STRATEGIES ● November 2023

  • Five Approaches for Allocating Your Retirement Portfolio

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● November 2023

  • Third-Highest Social Security COLA Since the Global Financial Crisis

    AAII JOURNAL ● DISPATCHES,TAX STRATEGIES,SOCIAL SECURITY ● November 2023

  • Shedding Light on the Ongoing Debate About Retirement Portfolios

    AAII JOURNAL ● EDITOR'S NOTE ● November 2023

  • The Minimum Number of Stocks to Buy, Plus Earnings Surprises

    VMQ STOCKS ● COMMENTARY ● October 2023

  • Expanding Upon the 10 Commandments of Investing

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS,PORTFOLIO STRATEGIES,BONDS ● October 2023

  • We Ran the Magnificent Seven Stocks Through the VMQ Analyzer

    VMQ STOCKS ● COMMENTARY ● October 2023

  • October Charts of Interest: Soaring Bond Yields and Falling Bond Prices

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● October 2023

  • Index Fund Expense Ratios May Be Bottoming Out

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● October 2023

  • Portfolio Deletion: Target Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● October 2023

  • Portfolio Addition: PROG Holdings, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● October 2023

  • Moving Off Target and Into Fintech

    VMQ STOCKS ● COMMENTARY ● October 2023

  • Unveiling AAII Retirement Investing

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● October 2023

  • Guiding Heirs: Estate Planning and Investing Talks

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING,ESTATE PLANNING ● October 2023

  • Using Your Wealth-Building Plan to Talk About Estate Intentions

    AAII JOURNAL ● EDITOR'S NOTE ● October 2023

  • S&P 500's Price-Earnings Ratio at High End of 60-Year Range

    AAII JOURNAL ● DISPATCHES ● October 2023

  • Using the VMQ Analyzer to Get a Closer Look at a Stock

    VMQ STOCKS ● COMMENTARY ● September 2023

  • James Cloonan's 10 Commandments for Investing

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● September 2023

  • A Look at the Candidates Appearing on the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● September 2023

  • September Charts of Interest: Some Stocks Stay Expensive

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● September 2023

  • Retirement Reimagined: An Introduction to AAII Retirement Investing

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● September 2023

  • SilverBow's Secondary Offering and Target's Quality Grade

    VMQ STOCKS ● COMMENTARY ● September 2023

  • Current Valuation Ranges for Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● September 2023

  • Support for VMQ's Integrated Approach

    VMQ STOCKS ● COMMENTARY ● September 2023

  • Guidelines for Selling Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE,SELL RULES,STOCKS,PORTFOLIO STRATEGIES ● September 2023

  • Portfolio Deletion: MarineMax Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● September 2023

  • Getting Down to Business With Our New Stock, Plus the August Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● September 2023

  • Using Fidelity Funds to Fill Your Asset Allocation Needs

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS ● September 2023

  • Identifying Questionable Accounting Practices

    AAII JOURNAL ● EDITOR'S NOTE ● September 2023

  • Analysts Are Raising Earnings Estimates Following Second-Quarter Beats

    AAII JOURNAL ● DISPATCHES,EARNINGS ● September 2023

  • Interest Rates Are Higher. Your Taxes Could Be Too.

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING,INTEREST RATES ● August 2023

  • Why VMQ Ignores Beta and Will Continue to Do So

    VMQ STOCKS ● COMMENTARY ● August 2023

  • August Charts of Interest: More Costly to Finance Big Purchases

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,INFLATION,ECONOMIC AND MARKET ANALYSIS ● August 2023

  • Two More Acquisitions

    VMQ STOCKS ● COMMENTARY ● August 2023

  • Can You Use ChatGPT to Create a Portfolio of Stocks?

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● August 2023

  • Portfolio Deletion: Veritiv Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● August 2023

  • Portfolio Addition: HF Sinclair Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● August 2023

  • A Big Gain for the VMQ Model Portfolio, Plus a New Stock

    VMQ STOCKS ● COMMENTARY ● August 2023

  • Earnings Are Better Than Expected, but Look Beyond the Surprises

    INVESTOR UPDATE ● INVESTOR UPDATE,EARNINGS ● August 2023

  • The VMQ Model Portfolio's Relative Level of Risk, Plus the July Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● August 2023

  • How Much Is a Mega Millions Lottery Ticket Worth?

    INVESTOR UPDATE ● ALTERNATIVE INVESTMENTS,INVESTOR UPDATE,RISK ● August 2023

  • Incorporating Investor Sentiment Into Your Portfolio Decisions

    AAII JOURNAL ● AAII HOW-TO,INVESTOR SENTIMENT ● August 2023

  • ETF Sector Performance: Technology on the Rebound

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● August 2023

  • Growing Wealth While Adjusting for Behavioral Tendencies

    AAII JOURNAL ● EDITOR'S NOTE ● August 2023

  • Required Minimum Distributions Explained

    AAII JOURNAL ● RETIRED INVESTOR,IRAS ● August 2023

  • Identifying the Personality Traits That Can Impact Investing Decisions

    AAII JOURNAL ● BEHAVIORAL FINANCE ● August 2023

  • How AAII Members Have Responded to Interest Rate Hikes

    AAII JOURNAL ● THE BIG QUESTION,INTEREST RATES,BONDS ● August 2023

  • Should Barbie Follow Her Fund Manager to Another Firm?

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS ● July 2023

  • July Charts of Interest: The Magnificent Seven

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2023

  • The SECURE Acts Make Roth IRAs More Attractive

    INVESTOR UPDATE ● INVESTOR UPDATE,IRAS ● July 2023

  • The State of the U.S. Financial Markets as of Midyear 2023

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● July 2023

  • MegaCap-8 Stocks Lead Resurgence in Large-Cap Growth

    AAII JOURNAL ● DISPATCHES,MARKET ACTIONS ● July 2023

  • Changes Made to Retirement Savings by SECURE 2.0 Act

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING,RETIRED INVESTOR ● July 2023

  • Five Steps for Conducting a Midyear Portfolio Review

    AAII JOURNAL ● AAII HOW-TO,PORTFOLIO STRATEGIES ● July 2023

  • SECURE 2.0 Act Benefits Many, but Social Security Needs Fixing

    AAII JOURNAL ● EDITOR'S NOTE,TAX STRATEGIES,RETIREMENT PLANNING ● July 2023

  • Portfolio Deletion: Sally Beauty Holdings Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● June 2023

  • Portfolio Addition: Ryerson Holding Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● June 2023

  • Adding Some Metal, Plus the June Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● June 2023

  • Harry Markowitz's Lasting Influence on Investing

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2023

  • June Charts of Interest: Are Happy Days Here Again?

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● June 2023

  • Hedge Fund Pushes Back on SilverBow's Poison Pill Extension

    VMQ STOCKS ● COMMENTARY ● June 2023

  • The Fed Pauses, Plus William O'Neil and the CAN SLIM Strategy

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2023

  • Kick-Starting Wealth Creation for Recent Graduates and Young Professionals

    WEBINARS ● WEBINAR,FEATURED ● June 2023

  • Assessing Fundamental Strength With the F-Score

    VMQ STOCKS ● COMMENTARY ● June 2023

  • A New Look for AAII.com, Plus Remembering William O'Neil

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2023

  • When Inflation Has Outpaced Both Stocks and Bonds

    INVESTOR UPDATE ● INVESTOR UPDATE,INFLATION ● June 2023

  • Incorporating Equal-Weighted Funds Into Your Allocation

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS ● June 2023

  • Using Your Own “Coffee Can” Investing Strategy

    AAII JOURNAL ● EDITOR'S NOTE ● June 2023

  • I Bond Yields Are Down From Their Peak

    AAII JOURNAL ● DISPATCHES,BONDS ● June 2023

  • A Refresher on the Momentum Factor and the Momentum Grade

    VMQ STOCKS ● COMMENTARY ● May 2023

  • VIX Trading Strategies (In Case Stocks Become More Volatile)

    INVESTOR UPDATE ● INVESTOR UPDATE,RISK,ECONOMIC AND MARKET ANALYSIS ● May 2023

  • Allocating to New Stocks

    VMQ STOCKS ● COMMENTARY ● May 2023

  • May Charts of Interest: Is the Fed Done Raising Rates?

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● May 2023

  • Portfolio Deletion: ABM Industries Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● May 2023

  • Portfolio Deletion: NRG Energy Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● May 2023

  • Portfolio Addition: Taylor Morrison Home Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● May 2023

  • Portfolio Addition: Tri Pointe Homes Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● May 2023

  • Two New Stocks and a Big Upcoming Divestiture

    VMQ STOCKS ● COMMENTARY ● May 2023

  • Continue to Hold I Bonds or Sell Them?

    INVESTOR UPDATE ● INVESTOR UPDATE,SELL RULES,BONDS ● May 2023

  • High Beta's Recent Fall Out of Fashion

    VMQ STOCKS ● COMMENTARY ● May 2023

  • Setting Aside Self-Doubt When It Comes to Allocation

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION ● May 2023

  • A One-Page Wealth-Building Plan to Get a 60-Year-Old Couple to Retirement

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,TRANSITION TO RETIREMENT,RETIREMENT PLANNING ● May 2023

  • The Rules Regarding Retirement Account Rollovers

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING,IRAS ● May 2023

  • A Suggestion for How to Speculate on Stocks

    AAII JOURNAL ● EDITOR'S NOTE ● May 2023

  • How Shadow Stock Metrics Have Evolved Over Time

    AAII JOURNAL ● DISPATCHES,STOCK STRATEGIES,SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● May 2023

  • The Limitations of Benchmarks and the April Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● April 2023

  • A Growth Stock or Not? Plus, Other Notes From the Morningstar Investment Conference

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● April 2023

  • Automotive Prices Remain High and Inventories Constrained

    VMQ STOCKS ● COMMENTARY ● April 2023

  • April Charts of Interest: Don't Jinx It

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● April 2023

  • Previewing First-Quarter Earnings Season

    VMQ STOCKS ● COMMENTARY ● April 2023

  • Warning Signs That Companies Are in Big Trouble

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● April 2023

  • The Four Types of Risk

    INVESTOR UPDATE ● INVESTOR UPDATE,RISK ● April 2023

  • A One-Page Wealth-Building Plan to Reach the Goal of Retirement

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS ● April 2023

  • A Glimpse Into How AAII Members Built Their Savings

    AAII JOURNAL ● THE BIG QUESTION ● April 2023

  • Key Metrics to Help Assess a Bank

    AAII JOURNAL ● EDITOR'S NOTE ● April 2023

  • Stock and Bond Yields Are Converging

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● April 2023

  • Remembering AAII's Derek Hageman

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2023

  • The Inverse Relationship Between Debt and Market Capitalization

    VMQ STOCKS ● COMMENTARY ● March 2023

  • March Charts of Interest

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2023

  • Bank Problems Have Caused an Underlying Shift in the Financial Markets

    VMQ STOCKS ● COMMENTARY ● March 2023

  • Banks Behaving Badly, and How Your Accounts Are Insured

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● March 2023

  • How Earnings Reports Impact the Value Grade and Score

    VMQ STOCKS ● COMMENTARY ● March 2023

  • Both Small-Cap and Large-Cap Stocks Rebound Strongly

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2023

  • Five Earnings Reports and VMQ's Continued Good Start to 2023

    VMQ STOCKS ● COMMENTARY ● March 2023

  • A New Stock for DI, February Performance and More!

    PLATINUM ● WEEKLY DIGEST ● March 2023

  • Buffett on Buybacks, Dividends and Investing Mistakes

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS,STOCKS ● March 2023

  • Alternative Assets Aren't So Easy to Get Out Of

    AAII JOURNAL ● EDITOR'S NOTE ● March 2023

  • A Look at Five Leading Alternative Investment Platforms

    AAII JOURNAL ● FEATURE,COMPUTERIZED INVESTING,BROKERAGES,ALTERNATIVE INVESTMENTS ● March 2023

  • A Checklist for Choosing Between Active and Passive Funds

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,ACTIVE INVESTING ● March 2023

  • Rebalancing to Navigate Bear Markets and Sequence Risk

    AAII JOURNAL ● PORTFOLIO STRATEGIES,TRANSITION TO RETIREMENT,REBALANCING ● March 2023

  • VMQ Portfolio's Longest Streak Without a Change Being Made

    VMQ STOCKS ● COMMENTARY ● February 2023

  • Portfolios With the Lowest-Cost Mutual Funds and ETFs

    INVESTOR UPDATE ● INVESTOR UPDATE,MUTUAL FUNDS,ETFS ● February 2023

  • Rough Seas for the Shipping Industry; Plus Using the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● February 2023

  • Charts of Interest to Individual Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● February 2023

  • Value Continues to Look Cheap Relative to Growth

    VMQ STOCKS ● COMMENTARY ● February 2023

  • Recent Dividend Aristocrats Additions Reveal Leeway in the Rules

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● February 2023

  • January's Good Returns Could Lead to Further Gains

    VMQ STOCKS ● COMMENTARY ● February 2023

  • We Want Your Feedback on an AAII Journal Article Idea

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2023

  • Tips for Choosing the Right Funds for Your Needs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS ● February 2023

  • Analyzing Funds Amid Widespread Losses

    AAII JOURNAL ● EDITOR'S NOTE ● February 2023

  • Asset Class Group Returns: Short-Term Bonds Lead During a Rough Year

    AAII JOURNAL ● DISPATCHES,ASSET ALLOCATION ● February 2023

  • VMQ's Growing Proportionate Ownership of Group 1 Automotive

    VMQ STOCKS ● COMMENTARY ● January 2023

  • Two Ways to Select a Stock From a Screen

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● January 2023

  • Five Facts and Five Fictions About Factors Including Value, Momentum and Quality

    VMQ STOCKS ● COMMENTARY ● January 2023

  • Closed-End Muni Bond Funds Are Cutting Their Payouts

    INVESTOR UPDATE ● INVESTOR UPDATE,BONDS ● January 2023

  • Previewing Fourth-Quarter Earnings

    VMQ STOCKS ● COMMENTARY ● January 2023

  • Optimism Among Individual Investors Was Historically Low Last Year

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2023

  • A New Deletion Rule, Plus VMQ Outperforms the Market in 2022

    VMQ STOCKS ● COMMENTARY ● January 2023

  • Where Market Indicators Stand as the Bear Market Turns One

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● January 2023

  • Putting Your Portfolio Back on Track Following a Bear Market

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,PORTFOLIO STRATEGIES ● January 2023

  • The Importance of Filtering Out the Urge to Trade

    AAII JOURNAL ● BEHAVIORAL FINANCE,PORTFOLIO STRATEGIES ● January 2023

  • Making Predictions About the Future Is Tough

    AAII JOURNAL ● EDITOR'S NOTE ● January 2023

  • Level3 Withdrawal Strategy Goes Into Defensive Mode

    AAII JOURNAL ● DISPATCHES,RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● January 2023

  • Eight Individual Investor New Year's Resolutions for 2023

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2022

  • Reinvesting in Two Stocks, Plus Guidance on Dividends

    VMQ STOCKS ● COMMENTARY ● December 2022

  • Changes to Retirement Savings Included in the Omnibus Bill

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2022

  • The Impact of Dividends on VMQ, Plus ABM's Earnings

    VMQ STOCKS ● COMMENTARY ● December 2022

  • SEC Proposes New Rules Regarding Stock Trade Execution

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2022

  • Thoughts on NRG Energy's Acquisition and a Refresher on the VMQ Strategy

    VMQ STOCKS ● COMMENTARY ● December 2022

  • Seek Dividend Growth Instead of Yield During Recessions

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2022

  • Applying PRISM to Achieve Common Financial Goals

    WEBINARS ● WEBINAR ● December 2022

  • A Rougher Earnings Season, Plus November Portfolio Performance

    VMQ STOCKS ● COMMENTARY ● December 2022

  • A New Rule Allows Retirement Plans to Consider ESG Factors

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2022

  • Year-End Tax Moves to Consider for 2022

    AAII JOURNAL ● TAX STRATEGIES ● December 2022

  • Shop for Yields, but Be Careful About Where You Bank

    AAII JOURNAL ● EDITOR'S NOTE,INTEREST RATES ● December 2022

  • Savings Account Yields Are the Highest Since 2008

    AAII JOURNAL ● DISPATCHES,INTEREST RATES ● December 2022

  • Reasons for Individual Investors to Be Grateful in 2022

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2022

  • Insights Into the State of the Consumer From VMQ Retailers

    VMQ STOCKS ● COMMENTARY ● November 2022

  • Cryptocurrency Debacle Highlights Importance of Where You Bank and Invest

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2022

  • A Bear Market Rally or the Start of a New Bull Market?

    VMQ STOCKS ● COMMENTARY ● November 2022

  • Monitoring My Portfolio During a Volatile Market

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2022

  • Rate Hikes, Earnings Beats and a Great October

    VMQ STOCKS ● COMMENTARY ● November 2022

  • Investment Horror Tales and Their Lessons

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2022

  • Index Fund Options for AAII's Asset Allocation Models

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS ● November 2022

  • Best of the Web: Seven Key Sites for Investors

    AAII JOURNAL ● COMPUTERIZED INVESTING,ECONOMIC AND MARKET ANALYSIS,BROKERAGES ● November 2022

  • Fighting Inflation Amid This Year's High Level of Volatility

    AAII JOURNAL ● EDITOR'S NOTE ● November 2022

  • An Unusually Volatile Year

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● November 2022

  • A Record Quarter Possibly Under Way

    VMQ STOCKS ● COMMENTARY ● October 2022

  • A Pileup in the Car Market? Plus, Rising Mortgage Rates

    VMQ STOCKS ● COMMENTARY ● October 2022

  • Third-Quarter Earnings Preview

    VMQ STOCKS ● COMMENTARY ● October 2022

  • Plans and Rules Work for Both Marathons and Investing

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● October 2022

  • Gone Runnin' Part III

    VMQ STOCKS ● COMMENTARY ● October 2022

  • September Added to an Already Volatile Year

    INVESTOR UPDATE ● INVESTOR UPDATE ● October 2022

  • Covering All the Bases With Your Asset Class Decisions

    AAII JOURNAL ● AAII HOW-TO ● October 2022

  • Small Things Can Screw Up Big Plans

    AAII JOURNAL ● EDITOR'S NOTE ● October 2022

  • The Bear Market Has Reduced Valuations for Most Sectors

    AAII JOURNAL ● DISPATCHES,ECONOMIC AND MARKET ANALYSIS ● October 2022

  • High Volatility, Position Size and the September Wrap

    VMQ STOCKS ● COMMENTARY ● September 2022

  • The Upsides of High Inflation

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2022

  • SilverBow Adopts a Poison Pill

    VMQ STOCKS ● COMMENTARY ● September 2022

  • Another Rate Hike as Concerns About a Recession Increase

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2022

  • How We Choose Stocks From the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● September 2022

  • Profit Margins Have Gained in Importance

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2022

  • Why We Consider Stocks With Grades of A or B

    VMQ STOCKS ● COMMENTARY ● September 2022

  • 401(k) Tips and Useful Information

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2022

  • Inventory Cuts Both Ways, Plus the August Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● September 2022

  • Expectations Matter When It Comes to Growth Investing

    AAII JOURNAL ● EDITOR'S NOTE ● September 2022

  • It's Been Difficult for the Fed to Pull Off Economic Soft Landings

    AAII JOURNAL ● DISPATCHES ● September 2022

  • New Innovations: Single Stock and BuyWrite Bond ETFs

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2022

  • We Are Going to Flip the Value Score

    VMQ STOCKS ● COMMENTARY ● August 2022

  • The Large-Cap Equity Premium Has Become Less Persistent

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2022

  • A Shift in Leadership From Value to Momentum

    VMQ STOCKS ● COMMENTARY ● August 2022

  • Growth Stocks Are Being Helped by Inflation Expectations

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2022

  • The Impact of the Buyback Tax on VMQ

    VMQ STOCKS ● COMMENTARY ● August 2022

  • Some Thoughts on the New Buyback Tax

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2022

  • The Bond Market's Economic Signals

    VMQ STOCKS ● COMMENTARY ● August 2022

  • Mutual Fund and ETF Investors Continue to Lower Their Returns

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2022

  • How Individual Investors Use Mutual Funds and ETFs

    AAII JOURNAL ● THE BIG QUESTION,ETFS AND MUTUAL FUNDS,PORTFOLIO STRATEGIES ● August 2022

  • Level3 Passive Portfolio Transitions to Asset Allocation Models

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,LEVEL3 PASSIVE PORTFOLIO,AAII ASSET ALLOCATION MODELS ● August 2022

  • Short-Term Stock Market Outlooks Are Pessimistic

    AAII JOURNAL ● EDITOR'S NOTE ● August 2022

  • Yield Curve Inverted, but Not Yet Signaling a Recession

    AAII JOURNAL ● DISPATCHES,BONDS,ECONOMIC AND MARKET ANALYSIS,INTEREST RATES ● August 2022

  • A Bit of an Odd Week, Plus the July Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● July 2022

  • Fed Rate Hikes and Economic Hard Landings

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2022

  • The VMQ Portfolio's Bull and Bear Performance

    VMQ STOCKS ● COMMENTARY ● July 2022

  • Small-Cap Stocks Are Still on Sale

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2022

  • An Insider Makes a Sizable Purchase of SilverBow Shares

    VMQ STOCKS ● COMMENTARY ● July 2022

  • 10 High-Yielding Stocks With Risky Dividends

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2022

  • The PRISM Academy Webinar: Prioritizing Your Goals

    WEBINARS ● WEBINAR ● July 2022

  • Previewing Second-Quarter Earnings Season

    VMQ STOCKS ● COMMENTARY ● July 2022

  • Five Bear Market Moves for Tax-Savvy Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● July 2022

  • Portfolio Addition: Caleres Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● July 2022

  • A New Stock, More Reinvestments and the June Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● July 2022

  • Financial Planning Tips for Empty Nesters

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,FINANCIAL PLANNING ● July 2022

  • CAPE Ratio Is High, but Down From Peak

    AAII JOURNAL ● DISPATCHES,MARKET ACTIONS ● July 2022

  • Bear Markets Are a Normal Part of Investing

    AAII JOURNAL ● EDITOR'S NOTE ● July 2022

  • Four Ways to Identify Companies at Risk of Going Bankrupt

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2022

  • USAK Is Being Acquired, Plus the VMQ Model Portfolio's Allocation

    VMQ STOCKS ● COMMENTARY ● June 2022

  • Portfolio Deletion: USA Truck Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● June 2022

  • Traders Misjudge Volatility Following Big Moves in the VIX

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2022

  • A Reason to Be Optimistic About Cheap Momentum Strategies

    VMQ STOCKS ● COMMENTARY ● June 2022

  • The Fed's Rising Expectations for Interest Rates

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES ● June 2022

  • The PRISM Academy Webinar: Monitoring Your Allocation, Progress and Life Stages

    WEBINARS ● WEBINAR ● June 2022

  • Portfolio Deletion: Conn's Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● June 2022

  • Portfolio Addition: NRG Energy Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● June 2022

  • Adding a Stock From the Utility Sector

    VMQ STOCKS ● COMMENTARY ● June 2022

  • Combining Growth and Value Boosts Large-Cap Returns

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2022

  • Portfolio Deletion: Quanta Services Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● June 2022

  • Portfolio Addition: APA Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● June 2022

  • Concurrent VMQ Model Portfolio Actions, Plus the May Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● June 2022

  • Small-Cap Stocks Are Cheaper; Not So Much for Large-Cap Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2022

  • I Bonds: A Tactical Choice for Short-Term Savings

    AAII JOURNAL ● EDITOR'S NOTE ● June 2022

  • Factors Leading to Lower Quality Scores for Quanta and SilverBow

    VMQ STOCKS ● COMMENTARY ● May 2022

  • Suggestions for Customizing the 60/40 Portfolio (and Other Allocations)

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2022

  • Target's Bad Day

    VMQ STOCKS ● COMMENTARY ● May 2022

  • Guidelines for Contrarian Investors Going Bargain Hunting

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2022

  • The VMQ Model Portfolio's Performance During the Market's Volatility

    VMQ STOCKS ● COMMENTARY ● May 2022

  • A Playbook for When the Stock and Bond Markets Are Down

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2022

  • Gone Runnin' Part II

    VMQ STOCKS ● COMMENTARY ● May 2022

  • Don't Abandon Diversification Because of This Year's Rough Patch

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2022

  • Addressing the Challenges ESG Investors Face

    AAII JOURNAL ● FEATURE,PORTFOLIO STRATEGIES ● May 2022

  • Strategies for Determining How Much You Can Spend in Retirement

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR ● May 2022

  • Using PRISM for Investing in Retirement

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,RETIRED INVESTOR ● May 2022

  • Earnings Expectations Lowered for Most Sectors

    AAII JOURNAL ● DISPATCHES,EARNINGS ● May 2022

  • Angels and Devils in Socially Responsible Investments

    AAII JOURNAL ● EDITOR'S NOTE ● May 2022

  • Market Volatility Casts a Stain on April's Reputation, Plus the Monthly Update

    VMQ STOCKS ● COMMENTARY ● April 2022

  • Remembering Geraldine Weiss and Her Winning Dividend Strategy

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2022

  • Does Size Matter When Investing in Value?

    VMQ STOCKS ● COMMENTARY ● April 2022

  • A Costly Example of Why Asset Location Matters

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2022

  • Don't Let Fear Cause You to Miss the Best Days in the Stock Market

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2022

  • Previewing First-Quarter Earnings Season

    VMQ STOCKS ● COMMENTARY ● April 2022

  • Five Key Investing Concepts

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2022

  • Individual Investor Show: Find Your Own Winning Portfolio Strategy

    WEBINARS ● INDIVIDUAL INVESTOR SHOW ● April 2022

  • Portfolio Deletion: Sleep Number Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● April 2022

  • Portfolio Addition: SilverBow Resources, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● April 2022

  • A New Stock, a Bit of Profit-Taking and the March Recap

    VMQ STOCKS ● COMMENTARY ● April 2022

  • What Traits Do Individual Investors Consider When Buying Stocks?

    AAII JOURNAL ● THE BIG QUESTION,STOCK STRATEGIES ● April 2022

  • 11 Key Retirement Dates You Should Pay Attention To

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING ● April 2022

  • Investors Are Responsible for Making Good Decisions

    AAII JOURNAL ● EDITOR'S NOTE ● April 2022

  • The PRISM Academy Webinar: Selecting and Managing Your Investments

    WEBINARS ● WEBINAR ● March 2022

  • The Yield Curve Is Flattening, but Has Yet to Signal a Recession

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES ● March 2022

  • Buying EuroDry After a Jump in Price, Plus Possible Portfolio Changes

    VMQ STOCKS ● COMMENTARY ● March 2022

  • Seeking a Truly Active Fund Is Not Enough

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2022

  • Portfolio Deletion: Rent-A-Center Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● March 2022

  • Portfolio Addition: EuroDry Ltd.

    VMQ STOCKS ● PORTFOLIO ADDITION ● March 2022

  • Replacing a Stock for the First Time in Six Months

    VMQ STOCKS ● COMMENTARY ● March 2022

  • A Useful and Free Resource for Viewing Economic Trends

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2022

  • Commodity-Related Stocks With Strong VMQ Grades

    VMQ STOCKS ● COMMENTARY ● March 2022

  • Key Considerations When Adding Commodities to Your Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2022

  • The Market's Two-Month Opening Stumble; Plus, the February Monthly Review

    VMQ STOCKS ● COMMENTARY ● March 2022

  • Warren Buffett's Comments on Allocation

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2022

  • The Importance of Rebalancing for Retirees and Other Investors

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,PRISM WEALTH-BUILDING PROCESS,REBALANCING ● March 2022

  • Calculating the Tax-Equivalent Yield of Muni Bonds

    AAII JOURNAL ● AAII HOW-TO,BONDS ● March 2022

  • Where Are Robinhood Customers’ Yachts?

    AAII JOURNAL ● EDITOR'S NOTE ● March 2022

  • Trends in Earnings Estimate Revisions and True Surprises

    VMQ STOCKS ● COMMENTARY ● February 2022

  • Stock Market Returns Following Military Conflicts

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2022

  • ETFs Using a VMQ-Like Approach

    VMQ STOCKS ● COMMENTARY ● February 2022

  • The Small-Cap Premium Is Below Its Historical Median

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2022

  • Using Your Personal Preferences to Find the Right Investment

    WEBINARS ● FEATURED ● February 2022

  • Value Appears Cheap, Plus a Look at the VMQ Strategy

    VMQ STOCKS ● COMMENTARY ● February 2022

  • Time to Embrace Instead of Abandon Value?

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2022

  • Weed Out the Weak With VMQ Stocks

    VMQ STOCKS ● VIDEOS ● February 2022

  • Weed Out the Weak With VMQ Stocks

    WEBINARS ● PAST,PLATINUM ● February 2022

  • Let's Talk About What January's Decline Means for the Full Year

    VMQ STOCKS ● COMMENTARY ● February 2022

  • A Sign of Light for Value Investors

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2022

  • Actively Managed ETFs Not Receiving Much Interest

    AAII JOURNAL ● EDITOR'S NOTE ● February 2022

  • Simple Guidelines for Finding the Funds That Fit Your Needs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,AAII HOW-TO ● February 2022

  • Asset Class Group Performance: Large Caps Lead in 2021

    AAII JOURNAL ● DISPATCHES,ASSET ALLOCATION ● February 2022

  • The Market's Volatility and Its Impact on VMQ Momentum Scores

    VMQ STOCKS ● COMMENTARY ● January 2022

  • Smart Investing Steps You Can Take During the Current Bout of Volatility

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2022

  • Market Declines Are Not Unusual

    VMQ STOCKS ● COMMENTARY ● January 2022

  • Portfolio Allocations Often Do Not Follow Shifts in Sentiment

    INVESTOR UPDATE ● INVESTOR UPDATE,INVESTOR SENTIMENT ● January 2022

  • Inflation Is High, but Might Be Starting to Slow

    VMQ STOCKS ● COMMENTARY ● January 2022

  • Seven Dividend Warning Signs to Watch Out For

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2022

  • Gain Confidence in Your Allocation for the New Year With PRISM

    WEBINARS ● PAST ● January 2022

  • A Very Good Year for VMQ

    VMQ STOCKS ● COMMENTARY ● January 2022

  • 2022 Brings New Life Expectancy Tables for Calculating RMDs

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2022

  • When to Rebalance a Portfolio

    AAII JOURNAL ● AAII HOW-TO ● January 2022

  • How to Catch Up on Retirement Savings at 50

    AAII JOURNAL ● AAII INVESTOGRAPHIC,TAX STRATEGIES,RETIREMENT PLANNING ● January 2022

  • A Plan for Achieving the Financial Goal of Building Retirement Savings

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,RETIREMENT PLANNING ● January 2022

  • Less, and More

    AAII JOURNAL ● EDITOR'S NOTE ● January 2022

  • Level3 Withdrawal Strategy: S&P 500 Near High in December 2021

    AAII JOURNAL ● DISPATCHES,RETIRED INVESTOR ● January 2022

  • Eight Individual Investor New Year's Resolutions for 2022

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2021

  • Guidelines for Selecting an Allocation Strategy

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2021

  • The Market's Recent Weakness, Plus a New Record for Buybacks

    VMQ STOCKS ● COMMENTARY ● December 2021

  • The Size of Withdrawals Relative to Wealth Influences Risk Tolerance

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2021

  • Time in the Market Is Required to Benefit From Factor Strategies

    VMQ STOCKS ● COMMENTARY ● December 2021

  • Financial Goals and Time in the Market

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2021

  • Volatility Reappears, Plus the November Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● December 2021

  • How You React to Volatility Matters

    INVESTOR UPDATE ● INVESTOR UPDATE,RISK ● December 2021

  • Monitoring Your Tax Exposure With Stocks and Funds

    AAII JOURNAL ● AAII HOW-TO,ETFS AND MUTUAL FUNDS,STOCKS,TAX STRATEGIES,DIVIDENDS ● December 2021

  • Smart Tax Moves to Make Before 2021 Ends

    AAII JOURNAL ● TAX STRATEGIES ● December 2021

  • Print Magazines Are Not Immune From Supply Chain Issues

    AAII JOURNAL ● EDITOR'S NOTE ● December 2021

  • Reasons for Individual Investors to Be Grateful in 2021

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2021

  • S&P's Quality, Value & Momentum Index

    VMQ STOCKS ● COMMENTARY ● November 2021

  • The Tax Implications for Investors of Corporate Splits

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● November 2021

  • PRISM Academy Office Hours

    WEBINARS ● PAST ● November 2021

  • Veritiv's Big Run and Our Rebalancing Rule

    VMQ STOCKS ● COMMENTARY ● November 2021

  • Run Your Own Race: Investing as Marathon Training

    INVESTOR UPDATE ● INVESTOR UPDATE,FINANCIAL PLANNING ● November 2021

  • Gone Runnin'

    VMQ STOCKS ● COMMENTARY ● November 2021

  • Portfolio Reviews Can Often Lead to Doing Nothing

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● November 2021

  • Warren Buffett and the Evolution of Value Investing

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES,VALUE INVESTING ● November 2021

  • Portfolio Monitoring for Progress of Goals and Life Stage Changes

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS ● November 2021

  • Third-Quarter Mutual Fund and ETF Update

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● November 2021

  • Suggestions for Analyzing Mutual Fund and ETF Performance

    AAII JOURNAL ● AAII HOW-TO,ETFS AND MUTUAL FUNDS ● November 2021

  • Enhancing AAII Membership

    AAII JOURNAL ● EDITOR'S NOTE ● November 2021

  • Executives Blame the Supply Chain, Plus the October Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● October 2021

  • Small-Cap Stocks Are Cheap Relative to Large-Cap Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE ● October 2021

  • PRISM Academy Office Hours Brunch

    WEBINARS ● PAST ● October 2021

  • Checking in on Third-Quarter Earnings

    VMQ STOCKS ● COMMENTARY ● October 2021

  • Don't Judge a Bitcoin ETF by Its Name

    INVESTOR UPDATE ● INVESTOR UPDATE,ETFS ● October 2021

  • Why the VMQ Portfolio's Turnover Rate Is Dropping

    VMQ STOCKS ● COMMENTARY ● October 2021

  • Two New AAII Member Benefits

    INVESTOR UPDATE ● INVESTOR UPDATE ● October 2021

  • NEW Benefit for AAII Members: Exclusive Access to a “Collective Investor Brain”

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2021

  • Introducing the PRISM Wealth-Building Process Academy

    WEBINARS ● PAST ● October 2021

  • A Closer Look at Return on Invested Capital

    VMQ STOCKS ● COMMENTARY ● October 2021

  • Seven Pitfalls Dividend Investors Should Avoid

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● October 2021

  • Top Tips and Takeaways From the AAII Investor Conference 360

    WEBINARS ● PAST ● October 2021

  • Step 2: Recognizing Your Risk Tolerance and Allocation

    LEARN AND PLAN ● CHALLENGE ● October 2021

  • Step 3: Identifying Your Investment Management Preferences

    LEARN AND PLAN ● CHALLENGE ● October 2021

  • Step 4: Selecting and Managing Your Investments

    LEARN AND PLAN ● CHALLENGE ● October 2021

  • Step 5: Monitoring Your Allocation, Progress and Life Stages

    LEARN AND PLAN ● CHALLENGE ● October 2021

  • Step 1: Prioritizing Your Goals

    LEARN AND PLAN ● CHALLENGE ● October 2021

  • Meaningful Diversification Can Lead to Higher Returns

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR,2021 INVESTOR CONFERENCE 360 ● October 2021

  • Effectively Monitoring Your Portfolio

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,2021 INVESTOR CONFERENCE 360,PORTFOLIO STRATEGIES ● October 2021

  • A Simple Step Can Keep Your Estate Plans From Being Wrecked

    AAII JOURNAL ● EDITOR'S NOTE ● October 2021

  • During a Down Month, VMQ Beats Its Market Benchmark

    VMQ STOCKS ● COMMENTARY ● October 2021

  • Automate Retirement Savings and Retirement

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING ● September 2021

  • Momentum Detail Added to VMQ Analyzer

    VMQ STOCKS ● COMMENTARY ● September 2021

  • What You Can Expect at Our Forthcoming Conference

    INVESTOR UPDATE ● INVESTOR UPDATE ● September 2021

  • AAII Investor Conference 360 Preview

    WEBINARS ● PAST ● September 2021

  • Making Sense of Grade Changes

    VMQ STOCKS ● COMMENTARY ● September 2021

  • How Often Should You Look at Your Portfolio?

    INVESTOR UPDATE ● INVESTOR UPDATE,PORTFOLIO STRATEGIES ● September 2021

  • Small-Cap Stocks Remain Relatively Undervalued

    VMQ STOCKS ● COMMENTARY ● September 2021

  • Low Share Prices Do Not Imply a Low Valuation

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● September 2021

  • Portfolio Deletion: Big Lots, Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● September 2021

  • Portfolio Addition: Danaos Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● September 2021

  • Our New Stock Has an Ocean View, Plus August Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● September 2021

  • The Advantages of Stock Screening

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● September 2021

  • Guidelines for Selecting Bonds and Cash-Like Instruments

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,BONDS,FIXED-INCOME STRATEGIES ● September 2021

  • Keep Eye on the Primary Goal When Funding Retirement

    AAII JOURNAL ● EDITOR'S NOTE ● September 2021

  • A Second-Quarter Hitting Slump for Two Retailers

    VMQ STOCKS ● COMMENTARY ● August 2021

  • Put an Asterisk by Those Second-Quarter Results

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2021

  • The VMQ Portfolio Volume Requirements

    VMQ STOCKS ● COMMENTARY ● August 2021

  • Why Not Having to Trade Is a Big Advantage

    INVESTOR UPDATE ● INVESTOR UPDATE ● August 2021

  • As Chuck Sang, “You Can Never Tell”

    VMQ STOCKS ● COMMENTARY ● August 2021

  • The Key Pillars of Good Dividend Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● August 2021

  • The Infrastructure Bill and the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● August 2021

  • An Update on Inherited Retirement Accounts and Bankruptcy Protections

    INVESTOR UPDATE ● INVESTOR UPDATE,ESTATE PLANNING ● August 2021

  • Guidelines for Selecting Stocks for Your Portfolio

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,PORTFOLIO STRATEGIES,STOCK STRATEGIES ● August 2021

  • Factoring in Your Personal Style With Stocks

    AAII JOURNAL ● EDITOR'S NOTE,2021 INVESTOR CONFERENCE 360 ● August 2021

  • The Revenge of Growth, Plus the July Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● July 2021

  • Making Sense of Stock Splits

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● July 2021

  • Supply Chain Constraints Being Felt Across Industries

    VMQ STOCKS ● COMMENTARY ● July 2021

  • The Relationship Between Brand Equity and Stock Performance

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● July 2021

  • Why Low Value Scores and High Momentum Scores Are Both Good

    VMQ STOCKS ● COMMENTARY ● July 2021

  • Two Measures of a Stock's Valuation

    INVESTOR UPDATE ● INVESTOR UPDATE,STOCKS ● July 2021

  • Portfolio Deletion: Limbach Holdings Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● July 2021

  • Portfolio Addition: Conn's, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● July 2021

  • A New Stock, and Using Equal Weighting in Real-World Portfolio

    VMQ STOCKS ● COMMENTARY ● July 2021

  • The S&P 500's Ongoing Streak

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2021

  • The Market's Growing Streak, Plus the June Monthly Review

    VMQ STOCKS ● COMMENTARY ● July 2021

  • How We Pick Benchmarks for AAII Model Portfolios

    INVESTOR UPDATE ● INVESTOR UPDATE ● July 2021

  • Approach “Lottery” Investments With Healthy Skepticism

    AAII JOURNAL ● EDITOR'S NOTE ● July 2021

  • Guidelines for Selecting Mutual Funds and ETFs

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● July 2021

  • Lower-Risk, Higher-Yielding Equity Mutual Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● July 2021

  • Lower-Risk, Higher-Yielding ETFs

    AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● July 2021

  • Mini-Tender Offers May Not Be in Investors’ Best Interest

    AAII JOURNAL ● INVESTOR PROFESSOR,STOCK STRATEGIES ● July 2021

  • The Bond Market's Expectations for Inflation

    AAII JOURNAL ● AAII INVESTOGRAPHIC,MARKET ACTIONS,INFLATION,BONDS ● July 2021

  • Quality Is Cheap

    VMQ STOCKS ● COMMENTARY ● June 2021

  • Correlations Between Stocks and Bonds Are Not Stable

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2021

  • The Large Amount of Corporate Debt

    VMQ STOCKS ● COMMENTARY ● June 2021

  • Helpful Resources for Dividend Investors

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● June 2021

  • Creating Your Own Personalized Wealth Plan With PRISM

    WEBINARS ● PAST ● June 2021

  • Momentum Can Help Your Portfolio During Downturns

    VMQ STOCKS ● COMMENTARY ● June 2021

  • Compound Interest Returns and Your Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2021

  • A Look at What's Appearing on the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● June 2021

  • Periodic Adjustments Are Key for Preserving a Portfolio's Survival

    INVESTOR UPDATE ● INVESTOR UPDATE ● June 2021

  • Populating Your Portfolio Based on Your Allocation and Preferences

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS ● June 2021

  • Keeping Insomnia at Bay When Inflation Uncertainty Arises

    AAII JOURNAL ● EDITOR'S NOTE ● June 2021

  • The Dow Turns 125, Plus VMQ Extends Streak of Gains in May

    VMQ STOCKS ● COMMENTARY ● May 2021

  • Creating Watchlists to Track Investing Ideas

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2021

  • Companies Are Returning More Profits Back to Shareholders

    VMQ STOCKS ● COMMENTARY ● May 2021

  • More Buybacks and Bigger Dividends

    INVESTOR UPDATE ● INVESTOR UPDATE,DIVIDENDS ● May 2021

  • April's Inflation Jump

    VMQ STOCKS ● COMMENTARY ● May 2021

  • Inflationary Signals Continue to Point Upward

    INVESTOR UPDATE ● INVESTOR UPDATE,INFLATION ● May 2021

  • First-Quarter Earnings Surprises Are on Pace to Set a New Record

    VMQ STOCKS ● COMMENTARY ● May 2021

  • Financial Problems Can Foreshadow Alzheimer's Disease

    INVESTOR UPDATE ● INVESTOR UPDATE ● May 2021

  • Many Avenues You Can Take to “Invest Differently”

    AAII JOURNAL ● EDITOR'S NOTE ● May 2021

  • 8 Factors That Influence Your Investing Management Preferences

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,PORTFOLIO STRATEGIES ● May 2021

  • Investors' Biggest Mistakes Often Involve Selling

    AAII JOURNAL ● THE BIG QUESTION,SELL RULES ● May 2021

  • Key Considerations When Choosing a Target-Date Fund

    AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS ● May 2021

  • Small-Cap Value Lags, and the April Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● April 2021

  • A Quick Way to Analyze a Stock

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2021

  • A Surprise Special Dividend

    VMQ STOCKS ● COMMENTARY ● April 2021

  • I Rebalanced My 403(b) Account This Week

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2021

  • Support for the VMQ Approach From S&P Dow Jones Indices

    VMQ STOCKS ● COMMENTARY ● April 2021

  • The Big Impact the Calendar Is Having

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2021

  • The Impact of a Rising Price on a Stock's Value Score

    VMQ STOCKS ● COMMENTARY ● April 2021

  • Don't Judge an Index Fund by Its Cover

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2021

  • Some Valuations Are Too High

    INVESTOR UPDATE ● INVESTOR UPDATE ● April 2021

  • Portfolio Deletion: Michaels Companies Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● April 2021

  • Portfolio Addition: Veritiv Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● April 2021

  • A New Stock, Rising Inflation Expectations and the March Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● April 2021

  • It’s a New World for New Investors

    AAII JOURNAL ● EDITOR'S NOTE ● April 2021

  • The Building Blocks of a Successful Portfolio Allocation

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,PORTFOLIO STRATEGIES,ASSET ALLOCATION ● April 2021

  • Socially Responsible Mutual Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,SOCIALLY RESPONSIBLE INVESTING ● April 2021

  • Socially Responsible ETFs

    AAII JOURNAL ● FIRST CUT ETFS,SOCIALLY RESPONSIBLE INVESTING ● April 2021

  • How Expensive Is Too Expensive?

    VMQ STOCKS ● COMMENTARY ● March 2021

  • One Year Later: Seven Lessons From the Coronavirus Bear Market

    INVESTOR UPDATE ● INVESTOR UPDATE,ECONOMIC AND MARKET ANALYSIS ● March 2021

  • The VMQ Bracket Experiment That Failed

    VMQ STOCKS ● COMMENTARY ● March 2021

  • A Quick Tax Update, Plus a Look at Projected Earnings for 2021

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2021

  • One Year Into the Pandemic

    VMQ STOCKS ● COMMENTARY ● March 2021

  • Diversification's Impact Depends on Time Measured

    INVESTOR UPDATE ● INVESTOR UPDATE,ASSET ALLOCATION,PORTFOLIO STRATEGIES ● March 2021

  • Michaels Gets a Buyout Offer, Plus Guidance on Following Alerts

    VMQ STOCKS ● COMMENTARY ● March 2021

  • Warren Buffett Shares His Thoughts About Shareholders

    INVESTOR UPDATE ● INVESTOR UPDATE ● March 2021

  • What You Can Tell From a Bond’s Rating

    AAII JOURNAL ● EDITOR'S NOTE ● March 2021

  • How Much Risk Can You Handle and Still Meet Your Goals?

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS,RISK ● March 2021

  • Rebalancing Update: A Revised Allocation Plus Additional Insights

    AAII JOURNAL ● PORTFOLIO STRATEGIES,REBALANCING ● March 2021

  • Portfolio Addition: USA Truck, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● February 2021

  • Portfolio Addition: Primoris Services Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● February 2021

  • Portfolio Deletion: Advance Auto Parts Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● February 2021

  • Portfolio Deletion: Meritage Homes Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● February 2021

  • Two Portfolio Changes, Plus Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● February 2021

  • A Look at the Bond Market's Expectations for Inflation

    INVESTOR UPDATE ● INVESTOR UPDATE,INTEREST RATES,INFLATION,BONDS ● February 2021

  • Dividend Stocks Point to a Disparity in Valuations

    VMQ STOCKS ● COMMENTARY ● February 2021

  • Two Videos, a Share Issuance and an Answer to a Subscriber Question

    VMQ STOCKS ● COMMENTARY ● February 2021

  • Investors' Timing Decisions Linked to Higher Volatility

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2021

  • An Update to Using Value, Momentum and Quality as an Active Approach to Investing

    WEBINARS ● PAST ● February 2021

  • A Chart Explaining How VMQ Measures Momentum

    VMQ STOCKS ● COMMENTARY ● February 2021

  • Don't Fight the Hedge Funds, Invest Differently

    INVESTOR UPDATE ● INVESTOR UPDATE ● February 2021

  • Fund and ETF Guides Are Now Paired in One Issue

    AAII JOURNAL ● EDITOR'S NOTE ● February 2021

  • Which Funds Fit Your Needs? Here’s How to Decide

    AAII JOURNAL ● MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● February 2021

  • This Week’s Swings in Big Lots, Plus a Good January for the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● January 2021

  • Observations About and Lessons From GameStop's Big Rise

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2021

  • New Research Into the Performance of Factor Strategies

    VMQ STOCKS ● COMMENTARY ● January 2021

  • AAII Sentiment Survey: Pessimism Rises to an 11-Week High

    SENTIMENT SURVEY ● SENTIMENT SURVEY ● January 2021

  • Pessimism Was High in 2020, but Investors Stayed With Stocks

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2021

  • Fair Value Versus Relative Valuation

    VMQ STOCKS ● COMMENTARY ● January 2021

  • How Much Are Mega Millions and Powerball Lottery Tickets Worth?

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2021

  • Portfolio Addition: Limbach Holdings Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● January 2021

  • Starting 2021 With a New Stock Plus a Look Back at 2020

    VMQ STOCKS ● COMMENTARY ● January 2021

  • 11 More Financial and Investing Resolutions for 2021

    INVESTOR UPDATE ● INVESTOR UPDATE ● January 2021

  • Portfolio Deletion: Cigna Holding Co.

    VMQ STOCKS ● PORTFOLIO DELETION ● January 2021

  • Ask Me Anything About VMQ Stocks

    VMQ STOCKS ● VIDEOS,ASK ME ANYTHING/PLATINUM ● January 2021

  • Challenge 10: Plan How You Save for or Take Withdrawals in Retirement

    LEARN AND PLAN ● January 2021

  • Challenge 11: Track Your Life Stage Events and Estate Plans

    LEARN AND PLAN ● January 2021

  • Challenge 12: Create an Overview of Your Wealth-Building Process

    LEARN AND PLAN ● January 2021

  • Challenge 8: State How Your Portfolio Is Composed

    LEARN AND PLAN ● January 2021

  • Challenge 9: Review Your Portfolio in an Effective Way

    LEARN AND PLAN ● January 2021

  • Building on Jim Cloonan’s Vision for Individual Investors

    AAII JOURNAL ● EDITOR'S NOTE ● January 2021

  • Why Your Goals Should Drive Your Investment Decisions

    AAII JOURNAL ● PRISM WEALTH-BUILDING PROCESS ● January 2021

  • Financial and Investing Resolutions for 2021, Part 1

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2020

  • Goodbye 2020, Hello 2021

    VMQ STOCKS ● COMMENTARY ● December 2020

  • New Stimulus and Extended Tax Breaks

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2020

  • More Stimulus Coming?

    VMQ STOCKS ● COMMENTARY ● December 2020

  • Answers to Individual Investors’ Tax Questions

    INVESTOR UPDATE ● INVESTOR UPDATE,TAX PLANNING ● December 2020

  • Key Year-End Financial Planning Steps

    WEBINARS ● PAST ● December 2020

  • VMQ Stocks Welcome Video

    VMQ STOCKS ● VIDEOS ● December 2020

  • Portfolio Addition: Michaels Companies Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● December 2020

  • Jim Cloonan’s Influence on VMQ, Plus Adding Arts & Crafts

    VMQ STOCKS ● COMMENTARY ● December 2020

  • A Few Thoughts in Remembrance of Jim Cloonan

    INVESTOR UPDATE ● INVESTOR UPDATE ● December 2020

  • Portfolio Deletion: Sprouts Farmers Market, Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● December 2020

  • Taxing Issues for Investors: A Preview of AAII’s 2020 Tax Guide

    WEBINARS ● PAST ● December 2020

  • Sally Keeps Its Spot, Plus a Strong November for VMQ

    VMQ STOCKS ● COMMENTARY ● December 2020

  • Looking Ahead as Year of Calamities Is Ushered Out

    AAII JOURNAL ● EDITOR'S NOTE ● December 2020

  • 17 Financial and Investing Moves for 2020

    AAII JOURNAL ● FINANCIAL PLANNING,TAX STRATEGIES ● December 2020

  • Tracking Your Investment Expenses

    AAII JOURNAL ● AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS ● December 2020

  • Tap Into Tax-Related Information on Stocks and Funds

    AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS,STOCKS,TAX STRATEGIES ● December 2020

  • Reasons for Individual Investors to Be Grateful in 2020

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2020

  • Holiday Shopping Forecasts

    VMQ STOCKS ● COMMENTARY ● November 2020

  • The Three Levers for Growing Retirement Savings

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● November 2020

  • Retirement Savings Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● November 2020

  • Answers to Subscriber Questions About VMQ

    VMQ STOCKS ● COMMENTARY ● November 2020

  • The Travel Stocks I Bought Early in the Coronavirus Pandemic

    INVESTOR UPDATE ● INVESTOR UPDATE ● November 2020

  • Ask Me Anything About VMQ Stocks

    VMQ STOCKS ● ASK ME ANYTHING/PLATINUM,VIDEOS ● November 2020

  • Portfolio Addition: Sleep Number Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● November 2020

  • Post-Election Reaction, and a Nighttime Addition to the Portfolio

    VMQ STOCKS ● COMMENTARY ● November 2020

  • Summarizing Your Investing Plan

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● November 2020

  • An Overview of Your Wealth-Building Process

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● November 2020

  • Portfolio Deletion: Dorian LPG Ltd.

    VMQ STOCKS ● PORTFOLIO DELETION ● November 2020

  • Avoid Overpaying for Yield

    AAII JOURNAL ● EDITOR'S NOTE ● November 2020

  • Creating an Inventory of Your Investment Accounts

    AAII JOURNAL ● AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS ● November 2020

  • Seeking Higher Yields in Short-Term Bond Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● November 2020

  • Short-Term Bond ETFs With Comparatively High Yields

    AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● November 2020

  • Many Retirees Limit Withdrawals to the RMD Amount

    AAII JOURNAL ● RETIRED INVESTOR,THE BIG QUESTION ● November 2020

  • Our Revised Quality Methodology; Plus, VMQ Outperforms in October

    VMQ STOCKS ● COMMENTARY ● October 2020

  • The Processes I Use for Managing My Portfolio

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Putting Investing Preferences to Work in Your Portfolio

    WEBINARS ● PAST ● October 2020

  • Ask Me Anything: AAII Journal

    WEBINARS ● PAST,ASK ME ANYTHING ● October 2020

  • Composite Measures Improve the Returns of Value Strategies

    VMQ STOCKS ● COMMENTARY ● October 2020

  • For Portfolio Reviews, Look at Only What You Need To

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Portfolio Review Checklist

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Portfolio Addition: Group 1 Automotive, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● October 2020

  • A New Stock and the VMQ Model Portfolio’s Sector Allocation

    VMQ STOCKS ● COMMENTARY ● October 2020

  • Two Simple Ways to Avoid Estate Planning Problems

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Life Stage Changes Checklist

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Key Estate Planning Information Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● October 2020

  • Portfolio Deletion: Benchmark Electronics, Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● October 2020

  • Third-Quarter Earnings Estimates Raised on 15 VMQ Holdings

    VMQ STOCKS ● COMMENTARY ● October 2020

  • Upgrades to AAII.com Based on Member Feedback

    INVESTOR UPDATE ● INVESTOR UPDATE ● October 2020

  • The President, Retail Winners Versus Losers and the VMQ Portfolio’s September Gain

    VMQ STOCKS ● COMMENTARY ● October 2020

  • Navigating the Tax Consequences of Required Minimum Distributions

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIRED INVESTOR ● October 2020

  • Use Financial Planning Month to Take Stock

    AAII JOURNAL ● EDITOR'S NOTE ● October 2020

  • Emerging Markets Mutual Fund Winners

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● October 2020

  • Emerging Markets ETF Winners

    AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● October 2020

  • Determining Your Portfolio Management Preferences

    AAII JOURNAL ● AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS ● October 2020

  • Getting a Start With Dollar-Cost Averaging

    AAII JOURNAL ● BEGINNING INVESTOR,INVESTING BASICS ● October 2020

  • Your Questions Answered About The AAII Way

    WEBINARS ● PAST ● September 2020

  • Ask Me Anything: AAII Journal

    WEBINARS ● PAST,ASK ME ANYTHING ● September 2020

  • Insider Trading Among VMQ Stocks

    VMQ STOCKS ● COMMENTARY ● September 2020

  • Two Retirement Withdrawal Strategies

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIRED INVESTOR,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● September 2020

  • Retirement Withdrawal Planning Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● September 2020

  • Composite Valuations Make Up for a Single Metric’s Shortcoming

    VMQ STOCKS ● COMMENTARY ● September 2020

  • Implementing Your Portfolio Strategy

    INVESTOR UPDATE ● INVESTOR UPDATE,INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● September 2020

  • Guidelines for Adding and Removing Stocks, Part 2

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● September 2020

  • Guidelines for Adding and Removing Stocks, Part 1

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● September 2020

  • Simple Guidelines Can Help You Master Portfolio Allocation

    AAII JOURNAL ● EDITOR'S NOTE,ASSET ALLOCATION ● September 2020

  • The Changes Made to AAII's Asset Allocation Models

    AAII JOURNAL ● AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS,ASSET ALLOCATION ● September 2020

  • Many Individual Investors Are Relying on Equities for Portfolio Income

    AAII JOURNAL ● THE BIG QUESTION,INTEREST RATES ● September 2020

  • The Lowest-Cost Domestic Equity Mutual Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● September 2020

  • The Lowest-Cost Domestic Equity ETFs

    AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● September 2020

  • Considerations for Picking a Mutual Fund or ETF

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● August 2020

  • A Sample Investing Plan Based on the AAII Way

    WEBINARS ● PAST ● August 2020

  • Ask Me Anything: AAII Journal

    WEBINARS ● PAST,ASK ME ANYTHING ● August 2020

  • Stocks, Funds or Both?

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● August 2020

  • Portfolio Composition and Notes Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● August 2020

  • Portfolio Deletion: Steelcase Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● August 2020

  • Ask Me Anything About VMQ Stocks

    VMQ STOCKS ● VIDEOS,ASK ME ANYTHING/PLATINUM ● August 2020

  • VMQ’s Use of Quality

    VMQ STOCKS ● COMMENTARY ● August 2020

  • Ideas for Implementing Your Fixed-Income Allocation

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,ASSET ALLOCATION ● August 2020

  • Why Low Value Scores and High Momentum Scores Are Both Good

    VMQ STOCKS ● COMMENTARY ● August 2020

  • Investment Expense Tracking Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● August 2020

  • Investment Expenses Are a Drag; Tips for Reducing Them

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● August 2020

  • Companies Should Be Good Stewards of Investor Assets

    AAII JOURNAL ● EDITOR'S NOTE ● August 2020

  • Determining the Appropriate Level of Risk for You

    AAII JOURNAL ● AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS,RISK,INVESTING BASICS ● August 2020

  • Second-Quarter Reversal Leads to Big Gains for ETFs

    AAII JOURNAL ● QUARTERLY ETF UPDATE,VALUE INVESTING,EXCHANGE-TRADED FUNDS ● August 2020

  • The Individual Investor’s Guide to Exchange-Traded Funds 2020

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● August 2020

  • Lower-Risk, Higher-Yielding Equity Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,RISK ● August 2020

  • Positive Signs From Corporate Earnings, Plus the July Monthly Review

    VMQ STOCKS ● COMMENTARY ● July 2020

  • Comparing and Contrasting the Types of Investment Accounts

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • A Worksheet for Listing All of Your Investment Accounts

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • Ask Me Anything: AAII Journal

    WEBINARS ● PAST,ASK ME ANYTHING ● July 2020

  • Three Positive Themes for the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● July 2020

  • How Will You Implement Your Portfolio Strategy?

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • A Worksheet for Determining How Your Portfolio Is Managed

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • Falling Mortgage Rates Could Be Good for VMQ Holding Meritage Homes

    VMQ STOCKS ● COMMENTARY ● July 2020

  • What Type of Individual Investor Are You?

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • Ask Me Anything About VMQ Stocks

    VMQ STOCKS ● ASK ME ANYTHING/PLATINUM,VIDEOS ● July 2020

  • Portfolio Addition: Big Lots

    VMQ STOCKS ● PORTFOLIO ADDITION ● July 2020

  • Our New Stock is BIG; Plus a VMQ Strategy Refresher

    VMQ STOCKS ● COMMENTARY ● July 2020

  • Revising Our Asset Allocation Models

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● July 2020

  • Using Value, Momentum and Quality as an Active Approach to Investing

    VMQ STOCKS ● VIDEOS ● July 2020

  • Using Value, Momentum and Quality as an Active Approach to Investing

    WEBINARS ● ASK ME ANYTHING,PAST ● July 2020

  • Bonds Have a Role Even With Current Interest Rates

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,INTEREST RATES ● July 2020

  • Speculation and Bankruptcy: A Bad Mix

    AAII JOURNAL ● EDITOR'S NOTE ● July 2020

  • Overlooked Active Mutual Funds That Are Outperforming

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,INVESTING GURUS,ACTIVE INVESTING ● July 2020

  • Small ETFs That Are Outperforming

    AAII JOURNAL ● FIRST CUT ETFS ● July 2020

  • Defining Your Investing Goals

    AAII JOURNAL ● INVESTING BASICS,AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS ● July 2020

  • Corporate Bankruptcy and Your Investments

    AAII JOURNAL ● INVESTOR PROFESSOR ● July 2020

  • Inherited IRA Rules Before and After the SECURE Act

    AAII JOURNAL ● FINANCIAL PLANNING,ESTATE PLANNING,IRAS ● July 2020

  • Introducing the AAII Way for Creating a Wealth Plan

    WEBINARS ● PAST ● July 2020

  • Comparing the Five Major Categories of Stocks

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● June 2020

  • RMDs Taken in January Can Now Be Rolled Over Until August 31

    UPDATES ● TAX PLANNING,INVESTOR ALERT,CORONAVIRUS ● June 2020

  • How Much Could You Gain or Lose in One Year?

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● June 2020

  • Responding to Member Feedback About Assessing Risk Tolerance

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,RISK ● June 2020

  • Our Revised Risk Tolerance Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,RISK ● June 2020

  • Assessing Your Risk Tolerance

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,RISK ● June 2020

  • Two Key Factors Influencing Your Risk Tolerance

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS,RISK ● June 2020

  • Identifying a Path When Uncertainty Still Looms

    AAII JOURNAL ● EDITOR'S NOTE ● June 2020

  • A Process for Creating Your Own Investing Plan

    AAII JOURNAL ● INVESTING BASICS,AAII INVESTOGRAPHIC,PRISM WEALTH-BUILDING PROCESS ● June 2020

  • ESG Equity Mutual Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,SOCIALLY RESPONSIBLE INVESTING ● June 2020

  • ESG Equity ETFs

    AAII JOURNAL ● FIRST CUT ETFS,SOCIALLY RESPONSIBLE INVESTING ● June 2020

  • What the SEC Is Doing for Individual Investors

    AAII JOURNAL ● FINANCIAL PLANNING,FRAUD,ADVISERS ● June 2020

  • Our Five Step-Process for Creating a Personalized Investing Plan

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● May 2020

  • Identifying and Prioritizing Your Financial Goals Worksheet

    UPDATES ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● May 2020

  • Why Is Money Important to You?

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● May 2020

  • A Five-Step Process for Building and Maintaining Wealth

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● May 2020

  • We’re Going to Help You Create an Investing Plan

    INVESTOR UPDATE ● INDIVIDUAL INVESTOR WEALTH-BUILDING PROCESS ● May 2020

  • What the New Tax Rules Mean for You

    WEBINARS ● PAST ● May 2020

  • Small-Cap Stocks Are Really Cheap, Relatively Speaking

    INVESTOR UPDATE ● May 2020

  • When Taking Control Seems Out of Reach

    AAII JOURNAL ● EDITOR'S NOTE ● May 2020

  • Tax Guide Update: Staying Current on the New Rules

    AAII JOURNAL ● FEATURE,TAX STRATEGIES ● May 2020

  • Understanding AAII's Revised Value Grade

    AAII JOURNAL ● AAII HOW-TO,VALUE INVESTING,A+ STOCK GRADES ● May 2020

  • Relatively Few ETFs Realize Gains

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS,QUARTERLY ETF UPDATE ● May 2020

  • How Individual Investors Are Responding to the Market's Coronavirus Volatility

    AAII JOURNAL ● THE BIG QUESTION,CORONAVIRUS,MARKET ACTIONS ● May 2020

  • A Big Penalty for Being Out of Stocks at the Wrong Time

    AAII JOURNAL ● AAII INVESTOGRAPHIC ● May 2020

  • I Rebalanced My Portfolio After Sinning a Little

    INVESTOR UPDATE ● April 2020

  • AAII Town Hall With the SEC

    WEBINARS ● PAST ● April 2020

  • Volatility Has Been Extraordinarily High, But Is Declining

    INVESTOR UPDATE ● April 2020

  • Retirees, the IRS May Need Your Bank Info for the Stimulus Check

    UPDATES ● TAX PLANNING,CORONAVIRUS ● April 2020

  • What to Do With the Stimulus Check

    INVESTOR UPDATE ● April 2020

  • The CARES Act and Tax Rule Changes

    INVESTOR UPDATE ● April 2020

  • AAII Town Hall, April 2020

    WEBINARS ● PAST ● April 2020

  • Measuring Companies’ Financial Strength Amid Spike in Borrowing

    INVESTOR UPDATE ● April 2020

  • Take Time Now to Reassess Your Risk Tolerance

    AAII JOURNAL ● EDITOR'S NOTE ● April 2020

  • Domestic Equity Funds With Low Minimum Investments

    AAII JOURNAL ● INVESTING GURUS,FIRST CUT MUTUAL FUNDS ● April 2020

  • How AAII Members Help Kids and Grandkids Get Started With Investing

    AAII JOURNAL ● THE BIG QUESTION ● April 2020

  • Three Key Aspects of the Coronavirus Stimulus Investors Should Be Aware Of

    UPDATES ● CORONAVIRUS ● March 2020

  • Helpful Financial Planning Actions You Can Do While Sheltering in Place

    INVESTOR UPDATE ● March 2020

  • Where Past Bear Markets Have Bottomed

    UPDATES ● CORONAVIRUS ● March 2020

  • The Berserk Financial Markets Provide Opportunities for Tax-Saving Tactics

    INVESTOR UPDATE ● March 2020

  • The Barbell Strategy—A Simple Way of Being Both Aggressive and Conservative

    INVESTOR UPDATE ● March 2020

  • Strategies to Counteract the Current Market Madness

    UPDATES ● INVESTOR ALERT,CORONAVIRUS ● March 2020

  • Income Investing Suggestions for Record Low-Yield Environment

    INVESTOR UPDATE ● March 2020

  • The Art of Keeping Numbers in Perspective

    AAII JOURNAL ● EDITOR'S NOTE ● March 2020

  • Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR,REBALANCING ● March 2020

  • Stocks With High Levels of Retained Earnings to Market Cap

    AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS,INVESTING GURUS,VALUE INVESTING ● March 2020

  • Top Taxable Bond ETFs

    AAII JOURNAL ● FIRST CUT ETFS,INTEREST RATES ● March 2020

  • Strategies Individual Investors Can Use for Coronavirus-Related Volatility

    INVESTOR UPDATE ● February 2020

  • Yield's Role as a Valuation and Risk Indicator

    INVESTOR UPDATE ● STOCKS,RISK ● February 2020

  • The Value Premium’s Not Dead, but It Is Smaller

    INVESTOR UPDATE ● February 2020

  • Nine Observations About Tesla’s Crazy Ride

    INVESTOR UPDATE ● February 2020

  • Visit AAII.com for a Plethora of Enhancements

    AAII JOURNAL ● EDITOR'S NOTE ● February 2020

  • How to Choose a Mutual Fund

    AAII JOURNAL ● MUTUAL FUNDS ● February 2020

  • Consistent Mutual Fund Category Winners

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS ● February 2020

  • Optimism Was Low Last Year, But Individual Investors Stayed With Stocks

    INVESTOR UPDATE ● January 2020

  • Despite the Headlines, Mr. Market Is Quite Content

    INVESTOR UPDATE ● January 2020

  • The New Features We’ve Added to Our Website

    INVESTOR UPDATE ● January 2020

  • Part 2 of My Investing Resolutions for 2020

    INVESTOR UPDATE ● January 2020

  • My Investing Resolutions for 2020, Part 1

    INVESTOR UPDATE ● January 2020

  • Past and Future Changes

    AAII JOURNAL ● EDITOR'S NOTE ● January 2020

  • The Relationship Between a President's Party Affiliation and Stock Market Returns

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● January 2020

  • How 10 Years at AAII Has Influenced Me

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● January 2020

  • Spending Bills Affect Inherited IRAs and Medical Deductions

    INVESTOR UPDATE ● FINANCIAL PLANNING,IRAS ● December 2019

  • The Bond Market Armageddon That Didn’t Happen

    INVESTOR UPDATE ● December 2019

  • The Biggest Winners May Not Be the Stocks You Expect

    INVESTOR UPDATE ● December 2019

  • Thoughts on the TCJA

    AAII JOURNAL ● EDITOR'S NOTE ● December 2019

  • Smart Tax Moves to Make Before Year’s End

    AAII JOURNAL ● TAX STRATEGIES ● December 2019

  • This Decade’s 10 Biggest S&P 500 Winners

    AAII JOURNAL ● FIRST CUT STOCKS ● December 2019

  • Reasons for Individual Investors to Be Grateful

    INVESTOR UPDATE ● November 2019

  • What the Proposed Change in RMDs Means for Investors

    INVESTOR UPDATE ● November 2019

  • Big Losers Can Turn Into Short-Term Winners

    INVESTOR UPDATE ● November 2019

  • Considerations for Roth IRA Contributions and Conversions

    INVESTOR UPDATE ● IRAS ● November 2019

  • Zeros Are Busting Out All Over

    AAII JOURNAL ● EDITOR'S NOTE ● November 2019

  • Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations

    AAII JOURNAL ● ASSET ALLOCATION,THE BIG QUESTION,INTEREST RATES ● November 2019

  • S&P 500 Stocks With High Payout Ratios

    AAII JOURNAL ● FIRST CUT STOCKS,DIVIDENDS ● November 2019

  • Relying on Process During a Good Year for My Portfolio

    INVESTOR UPDATE ● October 2019

  • Choosing Between Return and Risk

    INVESTOR UPDATE ● PORTFOLIO STRATEGIES,RISK ● October 2019

  • The 60/40 Strategy Has Worked Even When Bond Returns Have Disappointed

    INVESTOR UPDATE ● October 2019

  • Not Selling Can Have a Cost

    INVESTOR UPDATE ● SELL RULES ● October 2019

  • Thoughts and Caveats About Brokers Ending Commissions

    INVESTOR UPDATE ● October 2019

  • The Podcasts I Listen To

    AAII JOURNAL ● EDITOR'S NOTE ● October 2019

  • The Best- and Worst-Performing No-Load Mutual Funds

    AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● October 2019

  • The Best- and Worst-Performing Exchange-Traded Funds

    AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● October 2019

  • Stocks With the Highest Shareholder Yield

    AAII JOURNAL ● DIVIDENDS,FIRST CUT STOCKS ● October 2019

  • ETFs May Be Better Than Mutual Funds, But …

    INVESTOR UPDATE ● September 2019

  • How I Incorporate Value Into My Strategy

    INVESTOR UPDATE ● September 2019

  • This Year’s Volatility Has Been Normal

    INVESTOR UPDATE ● September 2019

  • Stocks With Travel Perks for Shareholders

    INVESTOR UPDATE ● September 2019

  • How to ‘Stay Calm and Carry On’

    AAII JOURNAL ● EDITOR'S NOTE ● September 2019

  • A Fresh Look at Defined-Maturity Bond Funds

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE,EXCHANGE-TRADED FUNDS,BONDS,INTEREST RATES ● September 2019

  • Stocks Look Cheap Relative to Bonds

    INVESTOR UPDATE ● August 2019

  • Dollar-Cost Averaging Works Well for Retirement Contributions

    INVESTOR UPDATE ● August 2019

  • To Be Different Than an Index Fund, Diversify by Strategy

    INVESTOR UPDATE ● August 2019

  • Two Shorter-Term Strategies for Sector ETFs

    INVESTOR UPDATE ● August 2019

  • Magnitude Versus Frequency of Outperformance, Plus the Fed’s Rate Cut

    INVESTOR UPDATE ● August 2019

  • Answering the Question of Which ETFs to Choose

    AAII JOURNAL ● EDITOR'S NOTE ● August 2019

  • Spotting Dividend Warning Signs

    INVESTOR UPDATE ● DIVIDENDS ● July 2019

  • How the VMQ Stocks Momentum Indicator Was Changed

    INVESTOR UPDATE ● July 2019

  • The Financial Markets’ Mixed Signals

    INVESTOR UPDATE ● July 2019

  • I Have Personally Been a Victim of Fraud

    AAII JOURNAL ● EDITOR'S NOTE,FRAUD ● July 2019

  • A Five-Part Framework for Analyzing a Hot IPO Stock

    INVESTOR UPDATE ● June 2019

  • Rate Cuts Closer to a Reality; What to Do About It

    INVESTOR UPDATE ● June 2019

  • How to Take Advantage of the Gross Profitability Premium

    INVESTOR UPDATE ● June 2019

  • The New SEC Rules Don’t Go Far Enough

    INVESTOR UPDATE ● June 2019

  • Modernizing the Rules for Retirement Plans

    AAII JOURNAL ● EDITOR'S NOTE ● June 2019

  • Five Major Considerations for Early Retirement

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING ● June 2019

  • Cherry-Picking Data to Make Active Managers Look Good

    INVESTOR UPDATE ● May 2019

  • Are Any of the Nifty 50 Stocks Still Nifty?

    INVESTOR UPDATE ● May 2019

  • Good Strategies Aren’t Always Intuitive, Plus Other Morningstar Conference Notes

    INVESTOR UPDATE ● May 2019

  • Money Life at Morningstar With Charles Rotblut

    UPDATES ● MUTUAL FUNDS ● May 2019

  • A Weekend at the Berkshire Hathaway Shareholder Meeting

    INVESTOR UPDATE ● May 2019

  • The Latest Enhancements to AAII.com

    INVESTOR UPDATE ● May 2019

  • Monitoring the Risk of Recessions

    AAII JOURNAL ● EDITOR'S NOTE ● May 2019

  • Value Investing's Differing Short- and Long-Term Performance Record

    AAII JOURNAL ● STOCK STRATEGIES,VALUE INVESTING ● May 2019

  • Bond Yields' Role as a Recession Warning Signal

    AAII JOURNAL ● BONDS,ECONOMIC AND MARKET ANALYSIS,INTEREST RATES ● May 2019

  • My Personal Portfolio Four Months After Correction

    INVESTOR UPDATE ● April 2019

  • Six Measures for Comparing Funds

    INVESTOR UPDATE ● April 2019

  • Active ETFs With Special Risks

    INVESTOR UPDATE ● April 2019

  • Five Concepts Financially Literate Investors Understand

    INVESTOR UPDATE ● April 2019

  • The Importance of Financial Literacy

    AAII JOURNAL ● EDITOR'S NOTE ● April 2019

  • How the Financial Crisis Has Affected Individual Investors 10 Years Later

    AAII JOURNAL ● THE MARKETS,THE BIG QUESTION ● April 2019

  • The Yield Curve Inverted (But Don't Fear a Recession)

    INVESTOR UPDATE ● INTEREST RATES ● March 2019

  • Managing the Five Big Types of Investing Risk

    INVESTOR UPDATE ● PORTFOLIO STRATEGIES,RISK ● March 2019

  • Stock Screens Can Help You to Beat the Market

    INVESTOR UPDATE ● March 2019

  • We’re Improving Our Website

    INVESTOR UPDATE ● March 2019

  • Two Famous Investors Who Have Impacted Me

    AAII JOURNAL ● EDITOR'S NOTE ● March 2019

  • To Beat the Market, Invest Differently Than the Market

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE ● March 2019

  • The Top Mutual Funds Often Don’t Continue to Outperform

    AAII JOURNAL ● MUTUAL FUNDS ● March 2019

  • Rebalancing Update: The Market's Volatility Eliminated the Need to Adjust Allocations

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,REBALANCING ● March 2019

  • The March 2019 AAII Journal is Now Available Online

    UPDATES ● AAII JOURNAL ● March 2019

  • Warren Buffett Deemphasizes Book Value as a Key Metric

    INVESTOR UPDATE ● February 2019

  • Avoiding Overconfidence by Knowing What Type of Investor You Are

    INVESTOR UPDATE ● February 2019

  • Your Returns May Be Anything but Average

    INVESTOR UPDATE ● February 2019

  • Some Perspective on Buybacks Given Recent Criticism

    INVESTOR UPDATE ● February 2019

  • Despite Changes, Challenges for Fund Investors Continue

    AAII JOURNAL ● EDITOR'S NOTE ● February 2019

  • How to Invest Differently Than a Mutual Fund

    INVESTOR UPDATE ● January 2019

  • AAII Members Share Their Memories of John Bogle

    INVESTOR UPDATE ● January 2019

  • A Few Personal Thoughts in Remembrance of John Bogle 

    INVESTOR UPDATE ● January 2019

  • Brokers Announce New Stock Exchange: What We Know

    INVESTOR UPDATE ● January 2019

  • What is Momentum?

    VMQ STOCKS ● VIDEOS ● January 2019

  • The Stretch of Low Optimism Continues

    INVESTOR UPDATE ● January 2019

  • A Look Back and a Look Forward

    AAII JOURNAL ● EDITOR'S NOTE ● January 2019

  • Steps You Can Take to Reduce the Risk of Behavioral Error

    AAII JOURNAL ● BEHAVIORAL FINANCE ● January 2019

  • Comparing the Most Popular Online Brokers

    AAII JOURNAL ● COMPUTERIZED INVESTING,BROKERAGES ● January 2019

  • 21 Investing Resolutions for 2019

    INVESTOR UPDATE ● December 2018

  • One or Two Rate Hikes in 2019?

    INVESTOR UPDATE ● December 2018

  • An Updated Look at the Yield Curve and Stock Market Volatility

    INVESTOR UPDATE ● December 2018

  • The Taxes You May Be Paying on Your Investments

    INVESTOR UPDATE ● December 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2018

  • 19 Year-End Financial and Investing Moves

    AAII JOURNAL ● FINANCIAL PLANNING ● December 2018

  • What to Do When Gains Are Hard to Come By

    INVESTOR UPDATE ● November 2018

  • Reasons for Individual Investors to Be Grateful 

    INVESTOR UPDATE ● November 2018

  • How Many Accounts Should You Have?

    INVESTOR UPDATE ● November 2018

  • How Much Can You Withdraw From a Portfolio and Not Outlive It?

    INVESTOR UPDATE ● RETIRED INVESTOR ● November 2018

  • How We Define Risk

    INVESTOR UPDATE ● November 2018

  • Beyond the Index Card: Implementing the Advice of the Financial Experts

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,ADVISERS ● November 2018

  • Revisiting the Risks of Retirement Spending Rules

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR ● November 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2018

  • INVESTOR UPDATE ● October 2018

  • Credit Spreads Aren’t a Reason to Alter Bond Allocations

    INVESTOR UPDATE ● ASSET ALLOCATION ● October 2018

  • Actionable Steps for the Current Market

    INVESTOR UPDATE ● October 2018

  • It’s Been a Tougher Year Than the Headline Numbers Suggest

    INVESTOR UPDATE ● October 2018

  • Diversification Cushions the Blow of Drawdowns, But at a Cost

    INVESTOR UPDATE ● October 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2018

  • Getting the Same Return With Less Risk: The Power of Factors

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,2021 INVESTOR CONFERENCE 360 ● October 2018

  • Increasingly, Just One Analyst Is Behind a Stock’s Long-Term Earnings Forecast

    INVESTOR UPDATE ● September 2018

  • SEC to End Five-Cent Spreads on Small-Company Stocks

    INVESTOR UPDATE ● September 2018

  • Mr. Market Has Reverted Back to a Calm State

    INVESTOR UPDATE ● September 2018

  • Helpful Steps My Late Father-in-Law Took

    INVESTOR UPDATE ● September 2018

  • Identifying and Screening for Vice and Virtue Stocks

    AAII JOURNAL ● FEATURE,INVESTING GURUS,SOCIALLY RESPONSIBLE INVESTING ● September 2018

  • Using the Power of the Written Word to Improve Your Returns

    AAII JOURNAL ● BEHAVIORAL FINANCE ● September 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2018

  • Do the Top ETFs Continue to Outperform?

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● September 2018

  • Despite Problems With Short-Term Thinking, We Should Keep Quarterly Earnings

    INVESTOR UPDATE ● EARNINGS ● August 2018

  • What You Can Expect at the AAII Conference

    INVESTOR UPDATE ● August 2018

  • Stock Buybacks Are Being Maligned

    INVESTOR UPDATE ● August 2018

  • Selecting Stocks From a Screen

    INVESTOR UPDATE ● August 2018

  • Seeking More Than One Factor Can Boost Returns

    INVESTOR UPDATE ● August 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2018

  • Observations From Decades of Tracking Investment Newsletters

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● August 2018

  • Bitcoin and Other Notes From the CFA's Financial Analysts Seminar

    INVESTOR UPDATE ● CURRENCY ● July 2018

  • Some Thoughts About Allocating to Cash

    INVESTOR UPDATE ● July 2018

  • Projecting an Aging Parent’s Finances

    INVESTOR UPDATE ● July 2018

  • Second-Quarter Earnings and Tips on Analyzing the Numbers

    INVESTOR UPDATE ● July 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2018

  • The New 1040 Is Shorter, But Not Simpler

    INVESTOR UPDATE ● June 2018

  • A Few Observations About the Dow’s Latest Change

    INVESTOR UPDATE ● June 2018

  • Kahneman on Decision-Making, and Other Morningstar Conference Notes

    INVESTOR UPDATE ● June 2018

  • The Number of Investments to Hold in Your Portfolio

    INVESTOR UPDATE ● June 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2018

  • Making Better and More Rational Decisions

    AAII JOURNAL ● BEHAVIORAL FINANCE ● June 2018

  • Adjusting Overweight Positions

    AAII JOURNAL ● AAII INVESTOGRAPHIC ● June 2018

  • Paying a Premium to Take on More Risk

    INVESTOR UPDATE ● May 2018

  • Global Stock and Bond Diversification With Just 2 ETFs

    INVESTOR UPDATE ● May 2018

  • The Yield Curve Is Getting Flatter

    INVESTOR UPDATE ● May 2018

  • Midterm Elections and the Worst Six Months

    INVESTOR UPDATE ● May 2018

  • Coming Out Ahead by Doing Less

    INVESTOR UPDATE ● May 2018

  • Picking a Rate of Return to Use for Long-Term Planning

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● May 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2018

  • A Checklist Can Make You a Better Investor

    INVESTOR UPDATE ● April 2018

  • Guidelines for Projecting Retirement Savings

    INVESTOR UPDATE ● April 2018

  • How Much Is a Lottery Ticket Worth?

    INVESTOR UPDATE ● April 2018

  • Keep Calm and Ignore the Market’s Volatility

    UPDATES ● BEHAVIORAL FINANCE ● April 2018

  • Keep Calm and Ignore the Market’s Volatility

    INVESTOR UPDATE ● April 2018

  • Rebalancing Update: 4.5% Withdrawal Rate and Rolling Periods

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,REBALANCING ● April 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2018

  • Bitcoin, Blockchain and Initial Coin Offerings

    AAII JOURNAL ● INVESTOR PROFESSOR,CURRENCY,ALTERNATIVE INVESTMENTS,DIGITAL ASSETS ● April 2018

  • Charles’ “Buy of the Week” EPS Revision Screen

    AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● April 2018

  • An Argument for Favoring the Loser Over the Winner Funds

    INVESTOR UPDATE ● March 2018

  • The Different Types of Risk

    INVESTOR UPDATE ● March 2018

  • Risk Tolerances Change With Both Age and the Market

    INVESTOR UPDATE ● March 2018

  • Tariffs and the Market Environment

    INVESTOR UPDATE ● March 2018

  • Warren Buffett on Market Volatility, Risk and More

    INVESTOR UPDATE ● March 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2018

  • The Size Premium Lives, But Not for All Small-Company Stocks

    INVESTOR UPDATE ● February 2018

  • IRAs and an Opportunity for Tax Arbitrage

    INVESTOR UPDATE ● IRAS ● February 2018

  • Volatility, and Not Seeing the Forest for the Trees

    UPDATES ● BEHAVIORAL FINANCE ● February 2018

  • Volatility, and Not Seeing the Forest for the Trees

    INVESTOR UPDATE ● February 2018

  • Two Important Rules Go Into Effect on Monday

    INVESTOR UPDATE ● February 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2018

  • Partisan Conflict and Market Volatility

    INVESTOR UPDATE ● January 2018

  • Comparing the 2018 Melt Up to the 1999 Bubble

    INVESTOR UPDATE ● January 2018

  • Two Ways to Build and Preserve Wealth

    INVESTOR UPDATE ● January 2018

  • Quality Can Help Put the Odds in Your Favor

    INVESTOR UPDATE ● January 2018

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2018

  • Insights on Using the 4% Withdrawal Rule From Its Creator

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIREMENT PLANNING,RETIRED INVESTOR ● January 2018

  • 19 Investing Resolutions for 2018

    INVESTOR UPDATE ● December 2017

  • Value and Momentum Work Well Together

    INVESTOR UPDATE ● December 2017

  • Optimism Has Been Low This Year, but Not Unusually So

    INVESTOR UPDATE ● December 2017

  • Investors, Turn Down the Volume

    INVESTOR UPDATE ● December 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2017

  • How Human Behavior Differs From Traditional Economic Models

    AAII JOURNAL ● BEHAVIORAL FINANCE ● December 2017

  • The Senate’s Proposed Change to Recognizing Capital Gains

    INVESTOR UPDATE ● November 2017

  • Reasons for Individual Investors to Be Grateful

    INVESTOR UPDATE ● November 2017

  • Choosing Between a Traditional and a Roth IRA

    INVESTOR UPDATE ● IRAS ● November 2017

  • Tax Planning In an Uncertain World

    INVESTOR UPDATE ● November 2017

  • My Decision to Stick With an Intermediate-Term Corporate Bond Fund

    INVESTOR UPDATE ● November 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2017

  • Birth of an Idea: How AAII Got Started

    AAII JOURNAL ● FEATURE,SMALL CAP VALUE INVESTING ● November 2017

  • Portfolio Optimization Isn’t Necessarily Worth the Effort

    INVESTOR UPDATE ● October 2017

  • Lessons From Black Monday

    INVESTOR UPDATE ● October 2017

  • Bill Bengen Discusses His Retirement Withdrawal Strategy

    INVESTOR UPDATE ● October 2017

  • What Investments Do You Need?

    INVESTOR UPDATE ● October 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2017

  • A Big Argument for Buying and Then Monitoring

    INVESTOR UPDATE ● September 2017

  • It’s Not Just the Fed’s Balance Sheet That’s Changing

    INVESTOR UPDATE ● September 2017

  • Equifax, Plus Observations From the Morningstar ETF Conference

    INVESTOR UPDATE ● September 2017

  • Would You Pay $800 for an Asset Worth $432?

    INVESTOR UPDATE ● September 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2017

  • Reverse Mortgages

    AAII JOURNAL ● INVESTOR PROFESSOR ● September 2017

  • Trades Are About to Settle a Day Sooner

    INVESTOR UPDATE ● August 2017

  • What You Can Expect at the AAII Investor Conference

    INVESTOR UPDATE ● August 2017

  • The New Bubble: Bitcoin and Other Cryptocurrencies

    INVESTOR UPDATE ● CURRENCY ● August 2017

  • Value Investing Is Not Dead

    INVESTOR UPDATE ● August 2017

  • Successful Investing Requires Coping With Some Discomfort

    INVESTOR UPDATE ● August 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2017

  • Volatility Is Extraordinarily Low

    INVESTOR UPDATE ● July 2017

  • Suggestions for Conducting a Quick Analysis of a Stock

    INVESTOR UPDATE ● July 2017

  • Value Works, But You May Want to Add Additional Criteria

    INVESTOR UPDATE ● July 2017

  • Two Concepts That Can Affect Your Returns

    INVESTOR UPDATE ● July 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2017

  • Inherited IRA Rules for Spouses, Heirs and Trusts

    AAII JOURNAL ● FINANCIAL PLANNING,ESTATE PLANNING ● July 2017

  • Allocating to Manage Risk: A Case Study

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● July 2017

  • Implications of the Declining Number of Stocks

    INVESTOR UPDATE ● June 2017

  • Don’t Like Volatility? Take a Longer-Term View

    UPDATES ● BEHAVIORAL FINANCE ● June 2017

  • Don’t Like Volatility? Take a Longer-Term View

    INVESTOR UPDATE ● June 2017

  • Is It Active or Passive?

    INVESTOR UPDATE ● June 2017

  • Invest, Exceed Goal, Then Stop Taking Risk

    INVESTOR UPDATE ● June 2017

  • Dividends and Buybacks Drive Stock Returns

    INVESTOR UPDATE ● DIVIDENDS ● June 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2017

  • Using Accruals to Judge How Persistent Earnings Will Be

    AAII JOURNAL ● FINANCIAL STATEMENTS,EARNINGS ● June 2017

  • How to Take Advantage of Risk Factors

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● June 2017

  • My Notes From the CFA Institute’s Annual Conference

    INVESTOR UPDATE ● May 2017

  • Tips for Using Academic Research About Investing

    INVESTOR UPDATE ● May 2017

  • Mr. Market Is Distorting Your Tolerance for Risk

    INVESTOR UPDATE ● May 2017

  • Bogle’s Allocation and Other Morningstar Conference Notes

    INVESTOR UPDATE ● ASSET ALLOCATION ● May 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2017

  • When You Haven't Saved Enough for Retirement

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,RETIREMENT PLANNING,SOCIAL SECURITY ● May 2017

  • The Advantages of Quantitative Approaches to Stock Selection

    AAII JOURNAL ● STOCK STRATEGIES,VALUE INVESTING ● May 2017

  • It’s Almost May: Should You Stay With Stocks or Go?

    INVESTOR UPDATE ● April 2017

  • Too Much Complexity Isn’t a Good Thing

    INVESTOR UPDATE ● April 2017

  • The Influence of Perception on the Urge to Trade

    INVESTOR UPDATE ● April 2017

  • A Rules-Based Approach to Managing a Portfolio

    INVESTOR UPDATE ● April 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2017

  • Company Size and Investment Returns

    AAII JOURNAL ● INVESTOR PROFESSOR ● April 2017

  • The Small-Cap Premium Still Lives on the Value Side

    INVESTOR UPDATE ● March 2017

  • Helpful Steps My Late Father-in-Law Took

    INVESTOR UPDATE ● March 2017

  • Rate Hikes, Inflation and What You Earn

    INVESTOR UPDATE ● INFLATION ● March 2017

  • The Bull Turns 8 Years Old: Five Observations and Suggestions

    INVESTOR UPDATE ● March 2017

  • Investors Win as Discount Brokers Cut Commissions

    INVESTOR UPDATE ● March 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2017

  • Tracking the S&P 500 With Mutual Funds and ETFs

    AAII JOURNAL ● MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● March 2017

  • Rebalancing Update: How Frequently Allocations Should Be Adjusted

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,REBALANCING ● March 2017

  • Market Meltup Creates Pressure to Own Stocks

    INVESTOR UPDATE ● February 2017

  • Having Choice and Guidance Isn’t Always a Good Thing

    INVESTOR UPDATE ● February 2017

  • How I Choose a Stock to Buy or Sell

    INVESTOR UPDATE ● STOCKS,SELL RULES ● February 2017

  • How I Analyze Earnings Releases

    INVESTOR UPDATE ● EARNINGS ● February 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2017

  • Putting Dow 20,000 Into Context

    INVESTOR UPDATE ● January 2017

  • Know When to Sell Before You Have To

    INVESTOR UPDATE ● PORTFOLIO STRATEGIES,SELL RULES ● January 2017

  • A Simple Solution to Offering an Active ETF

    INVESTOR UPDATE ● January 2017

  • Is Now a Good Time to Invest in Stocks?

    INVESTOR UPDATE ● January 2017

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2017

  • 17 Investing Resolutions for 2017

    INVESTOR UPDATE ● December 2016

  • Dow 20,000 Shows How Bad We Are at Analyzing Numbers

    INVESTOR UPDATE ● December 2016

  • Those 2017 Fed Forecasts May Prove to Be Wrong

    INVESTOR UPDATE ● December 2016

  • Not Clear That Mutual Funds Are Becoming More Tax-Friendly

    INVESTOR UPDATE ● December 2016

  • Sentiment Supports the Borrowing of 2017 Gains Argument

    INVESTOR UPDATE ● December 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2016

  • Insights From Conversations With Great Investors

    INVESTOR UPDATE ● November 2016

  • Putting the Rise in Bond Yields Into Perspective

    INVESTOR UPDATE ● November 2016

  • How to Keep Headlines From Driving Your Portfolio Decisions

    INVESTOR UPDATE ● November 2016

  • Thanks to Mr. Market, My Portfolio Doesn’t Need Altering

    INVESTOR UPDATE ● November 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2016

  • Competition Has Made Indexing a Winner’s Game

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE ● November 2016

  • An Election Trend That Might Not Be Repeatable

    INVESTOR UPDATE ● October 2016

  • Earnings Estimates’ Effect on Stock Prices

    INVESTOR UPDATE ● EARNINGS ● October 2016

  • You Could Spend More Years Being Retired Than Working

    INVESTOR UPDATE ● October 2016

  • Too Much Confidence Is Bad for Your Portfolio

    INVESTOR UPDATE ● October 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2016

  • Focus on the Value of a Business, Not the Stock's Valuation

    AAII JOURNAL ● STOCK STRATEGIES,VALUE INVESTING ● October 2016

  • The Federal Reserve’s Falling Growth Forecasts

    INVESTOR UPDATE ● September 2016

  • Purposely Not Seeking Revenue or Profit Growth

    INVESTOR UPDATE ● September 2016

  • The Earnings Quality Indicator Used by ETFs

    INVESTOR UPDATE ● EARNINGS ● September 2016

  • Jeopardy! Shows Humans Don’t Maximize Profits

    INVESTOR UPDATE ● September 2016

  • The Impact Returns Have on How Much You Should Save

    INVESTOR UPDATE ● September 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2016

  • The Traits and Processes That Lead to Better Forecasts

    AAII JOURNAL ● BEHAVIORAL FINANCE ● September 2016

  • Taking on Risk and Hoping the Strategy Doesn't Backfire

    INVESTOR UPDATE ● August 2016

  • A Request to Parents of Gen Xers and Baby Boomers

    INVESTOR UPDATE ● August 2016

  • Using ETFs to Identify Quality Stocks

    INVESTOR UPDATE ● August 2016

  • Many ETFs Don’t Give You the Return You’re Expecting

    INVESTOR UPDATE ● August 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2016

  • Analyzing a Stock by Its Dividend and Shareholder Yield

    AAII JOURNAL ● STOCK STRATEGIES,DIVIDENDS ● August 2016

  • High CEO Pay Means Disappointing Stock Returns

    INVESTOR UPDATE ● July 2016

  • Retirement Can Be Long Enough for Something to Go Haywire

    INVESTOR UPDATE ● July 2016

  • A Strategy for Losing Money

    INVESTOR UPDATE ● July 2016

  • Two Non-Financial Ways to Boost Your Wealth

    INVESTOR UPDATE ● July 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2016

  • Using the Z-Score to Assess the Risk of Bankruptcy

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES ● July 2016

  • A Manager’s Insights on Risk and Investing

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● July 2016

  • IRA Rollover Chart: Rules Regarding Rollovers and Conversions

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING,IRAS ● July 2016

  • Health Savings Accounts

    AAII JOURNAL ● INVESTOR PROFESSOR ● July 2016

  • Your Reaction to Brexit May Be the Wrong One

    INVESTOR UPDATE ● June 2016

  • The Debate Over Retirement Income Strategies

    INVESTOR UPDATE ● June 2016

  • My Notes From the Morningstar Investment Conference

    INVESTOR UPDATE ● June 2016

  • Where Is the Bond Armageddon?

    INVESTOR UPDATE ● June 2016

  • Valuing Stocks Based on Their Dividend

    INVESTOR UPDATE ● DIVIDENDS ● June 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2016

  • Micro-Cap Stocks Are Less Widely Followed, Offer Benefits

    AAII JOURNAL ● STOCK STRATEGIES ● June 2016

  • Why a New Allocation Approach Is Needed

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● June 2016

  • Cash Flow and Allocation Strategies for Retirees

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● June 2016

  • A Second Look at How Target Date Funds Change Their Allocations

    AAII JOURNAL ● MUTUAL FUNDS ● June 2016

  • The Most Tax-Efficient Investment

    INVESTOR UPDATE ● May 2016

  • Crowdfunding Is Here; What You Need to Know

    INVESTOR UPDATE ● May 2016

  • My Notes From the CFA Conference

    INVESTOR UPDATE ● May 2016

  • Don't Be Quick to Sell (or Rotate) in May

    INVESTOR UPDATE ● SELL RULES ● May 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2016

  • Momentum’s Role as a Driver of Stock Prices

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES ● May 2016

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

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● May 2016

  • The Labor Department's Fiduciary Rule for Retirement Accounts

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING,ADVISERS ● May 2016

  • Observations About Investing in a Low-Volume Stock

    INVESTOR UPDATE ● April 2016

  • Changes in Analysts’ Recommendations Won’t Help You

    INVESTOR UPDATE ● April 2016

  • To Profit, Look to the Unfamiliar

    INVESTOR UPDATE ● April 2016

  • New Retirement Rules a Good Step, Not a Cure-All

    INVESTOR UPDATE ● April 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2016

  • Strategies for Selling Stocks, Including Guidelines From Experts

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES,SELL RULES ● April 2016

  • Retirement Readiness Is Being Assessed in the Wrong Manner

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIREMENT PLANNING ● April 2016

  • Planning for the Costs of Alzheimer’s Disease and Dementia

    INVESTOR UPDATE ● March 2016

  • Two Traits that Give Active Mutual Funds an Edge

    INVESTOR UPDATE ● March 2016

  • Looking Out for Your Spouse’s Financial Welfare

    INVESTOR UPDATE ● March 2016

  • A Gold Fund’s Debacle Highlights Risks

    INVESTOR UPDATE ● March 2016

  • Buffett on How Earnings and Assets Can Be Misstated

    INVESTOR UPDATE ● March 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2016

  • Six Questions With John Bogle

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FROM THE ARCHIVES ● March 2016

  • Rebalancing Update: A Tiny Raise for Retirees

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,REBALANCING ● March 2016

  • Shorting: A Strategy for Profiting From Price Declines

    AAII JOURNAL ● TRADING STRATEGIES ● March 2016

  • The Factors to Include on Your Retirement Readiness Checklist

    INVESTOR UPDATE ● February 2016

  • Where the NASDAQ Is Less Likely to Close At

    INVESTOR UPDATE ● February 2016

  • Fees on Mutual Funds Could Get Cheaper

    INVESTOR UPDATE ● February 2016

  • Simple Guidelines for Calculating Price Targets

    INVESTOR UPDATE ● February 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2016

  • Momentum Doesn’t Mix Well With Turbulent Markets

    INVESTOR UPDATE ● January 2016

  • Coping With the Frustrating Market

    INVESTOR UPDATE ● January 2016

  • Guidance on What to Do If You Win the Lottery

    INVESTOR UPDATE ● January 2016

  • China and Powerball Are Testing Our Financial Emotions

    INVESTOR UPDATE ● January 2016

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2016

  • The Changes to Social Security Claiming Strategies

    AAII JOURNAL ● FINANCIAL PLANNING,SOCIAL SECURITY ● January 2016

  • 16 Investing Resolutions for the New Year

    INVESTOR UPDATE ● December 2015

  • Two Key Points About the Fed’s Rate Hike

    INVESTOR UPDATE ● December 2015

  • A Really Bad Idea

    INVESTOR UPDATE ● December 2015

  • Protecting Your Digital Assets

    INVESTOR UPDATE ● December 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2015

  • Despite NYSE Ban, You May Still Be Able to Use Stop Orders

    INVESTOR UPDATE ● November 2015

  • Now Is A Good Time to Consider Year-End Tax Moves

    INVESTOR UPDATE ● November 2015

  • Observations on What's New With Social Security

    INVESTOR UPDATE ● November 2015

  • Why I Rarely Look at My Retirement Savings Account’s Balance

    INVESTOR UPDATE ● November 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2015

  • A Behind-the-Scenes Look at How Trades Are Executed

    AAII JOURNAL ● STOCK STRATEGIES ● November 2015

  • Investing Tips From Vampires and Zombies

    INVESTOR UPDATE ● October 2015

  • FINRA’s Proposal to Halt Elder Fraud: Stop Withdrawals

    INVESTOR UPDATE ● October 2015

  • Criticism of Target Date Funds Is Misplaced

    INVESTOR UPDATE ● October 2015

  • A Major Rule Change for Mutual Funds and ETFs

    INVESTOR UPDATE ● October 2015

  • Notes From the Morningstar ETF Conference

    INVESTOR UPDATE ● October 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2015

  • Investing Strategies for an Irrational Brain

    AAII JOURNAL ● BEHAVIORAL FINANCE ● October 2015

  • Why Aren’t There More Active ETFs?

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● October 2015

  • Keeping Your Accounts From Being Lost to State Governments

    INVESTOR UPDATE ● September 2015

  • Three Ways to Move Money Into a Roth IRA

    INVESTOR UPDATE ● IRAS ● September 2015

  • Too Much Yield Can Be Harmful

    INVESTOR UPDATE ● September 2015

  • Investors, Keep It Simple

    INVESTOR UPDATE ● September 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2015

  • Frontier Markets Offer Growth From a Very Diverse Set of Economies

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● September 2015

  • Oakmark Funds’ Long-Term Approach to Stock Investing

    AAII JOURNAL ● STOCK STRATEGIES ● September 2015

  • One Positive Step to Take Right Now: Focus on Your Process

    INVESTOR UPDATE ● August 2015

  • The S&P 500’s Tight Trading Range

    INVESTOR UPDATE ● August 2015

  • Timing Matters When Analyzing Investment Returns

    INVESTOR UPDATE ● August 2015

  • Using Debt to Find Attractive Small-Cap Stocks

    INVESTOR UPDATE ● August 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2015

  • Don’t Judge Diversification by Its Short-Term Performance

    INVESTOR UPDATE ● July 2015

  • Harder to Value Stocks When Interest Rates Are Uncertain

    INVESTOR UPDATE ● INTEREST RATES ● July 2015

  • Consider Your Tolerance for Risk Before Abandoning Bonds

    INVESTOR UPDATE ● July 2015

  • Historical Similarities Are Not Guides for China and Greece

    INVESTOR UPDATE ● July 2015

  • My Notes From the Morningstar Investment Conference

    INVESTOR UPDATE ● July 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2015

  • How to Read a 10-K Filing

    AAII JOURNAL ● INVESTOR PROFESSOR ● July 2015

  • I’m Creating a New Stock Strategy

    INVESTOR UPDATE ● June 2015

  • 401(K) Plan Outflows Exceed Contributions as Baby Boomers Retire

    INVESTOR UPDATE ● June 2015

  • Apple Is Separating Your Mind From Your Wallet

    INVESTOR UPDATE ● June 2015

  • Signs of a Sequel Playing Out for the Bond Market

    INVESTOR UPDATE ● June 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2015

  • Understanding Asset Bubbles and How to React to Them

    AAII JOURNAL ● FEATURE,BEHAVIORAL FINANCE ● June 2015

  • Using Book Value to Judge a Stock's Worth

    AAII JOURNAL ● FINANCIAL STATEMENTS,VALUE INVESTING ● June 2015

  • Making Buy and Hold Work

    INVESTOR UPDATE ● May 2015

  • Unusually High Neutral Sentiment Often Followed by Good Returns

    INVESTOR UPDATE ● May 2015

  • Measuring Pain Relative to Gain

    INVESTOR UPDATE ● May 2015

  • Valuations Are Higher, but So Are Margins

    INVESTOR UPDATE ● May 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2015

  • The Sequence in Which Returns Occur Affects Your Wealth

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,RETIREMENT PLANNING,RISK ● May 2015

  • How to Analyze Financial Companies

    AAII JOURNAL ● STOCK STRATEGIES ● May 2015

  • Earnings Estimates

    AAII JOURNAL ● INVESTOR PROFESSOR,EARNINGS ● May 2015

  • A Dot-Com Crashes After the NASDAQ Sets a New High

    INVESTOR UPDATE ● April 2015

  • Wealth and Spending Affect the Success of the 4% Rule

    INVESTOR UPDATE ● April 2015

  • Buck Conventional Wisdom When Taking Retirement Withdrawals

    INVESTOR UPDATE ● April 2015

  • The Growing Popularity of Index Funds

    INVESTOR UPDATE ● April 2015

  • The Bond Strategies Used by Advisers

    INVESTOR UPDATE ● April 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2015

  • Rebalancing Update: Retirement Adjustments Necessary

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,REBALANCING ● April 2015

  • 200-Point Moves in the Dow Are No Longer Significant

    INVESTOR UPDATE ● March 2015

  • An Easy Way to Boost Returns: Reduce Your Costs

    INVESTOR UPDATE ● March 2015

  • Don’t Judge a Bull Market by Its Age

    INVESTOR UPDATE ● March 2015

  • Lessons from Buffett’s 50 Years at Berkshire-Hathaway

    INVESTOR UPDATE ● March 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2015

  • The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● March 2015

  • A Reignited Debate About Protecting Investors

    INVESTOR UPDATE ● February 2015

  • Winning the Game of Finance

    INVESTOR UPDATE ● February 2015

  • The Mutual Fund Traits That Matter

    INVESTOR UPDATE ● February 2015

  • Euro Weakness Has Been a Drag

    INVESTOR UPDATE ● February 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2015

  • Indicators for Assessing the Market’s Risks and Rewards

    INVESTOR UPDATE ● January 2015

  • Oil Shows the Folly of Forecasts

    INVESTOR UPDATE ● January 2015

  • The Tools I Use for Managing My Finances

    INVESTOR UPDATE ● January 2015

  • A Fourth Good Year for Stocks?

    INVESTOR UPDATE ● January 2015

  • 14 Investing Resolutions for the New Year

    INVESTOR UPDATE ● January 2015

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2015

  • Micro-Cap Stocks: Separating the Good From the Bad

    INVESTOR UPDATE ● December 2014

  • The Implications of Real Estate Becoming a Sector

    INVESTOR UPDATE ● December 2014

  • Look at the Relative Valuations Before Buying Energy Stocks

    INVESTOR UPDATE ● December 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2014

  • Debunking 10 Momentum Investing Myths

    INVESTOR UPDATE ● November 2014

  • A New Argument Against Long-Term Care Insurance

    INVESTOR UPDATE ● November 2014

  • Are Simpler Stock Strategies Better?

    INVESTOR UPDATE ● November 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2014

  • Patrick O’Shaughnessy’s Millennial Investor Strategy

    AAII JOURNAL ● FIRST CUT STOCKS ● November 2014

  • Trading More Frequently Leads to Worse Returns

    AAII JOURNAL ● BEHAVIORAL FINANCE ● November 2014

  • I Rebalanced My Portfolio

    INVESTOR UPDATE ● October 2014

  • The SEC Says “No!” to Next-Generation ETFs

    INVESTOR UPDATE ● October 2014

  • The Markets Had Been Calm Until Recently

    INVESTOR UPDATE ● October 2014

  • Have Patience With Small-Cap Stocks

    INVESTOR UPDATE ● October 2014

  • The Investment Industry’s Response to Dementia

    INVESTOR UPDATE ● October 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2014

  • Don’t Over-Rely on Historical Data to Forecast Future Returns

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● October 2014

  • Choosing the Right Portfolio Allocation Approach for You

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE ● October 2014

  • Weight by Fundamentals, Not by Price

    AAII JOURNAL ● VALUE INVESTING,STOCK STRATEGIES ● October 2014

  • Valuing a Company Based on Its Revenues

    AAII JOURNAL ● FINANCIAL STATEMENTS ● October 2014

  • How to Invest Like a Quant Fund

    INVESTOR UPDATE ● September 2014

  • Be Careful Not to Let Biases Impact Your Decisions

    INVESTOR UPDATE ● September 2014

  • In Investing, Simpler Can Often Be Better

    INVESTOR UPDATE ● September 2014

  • Investors, Don't Overlook These Details

    INVESTOR UPDATE ● September 2014

  • Allocate by Market Weight (And Adjust for Personal Circumstances)

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE ● September 2014

  • The Top ETFs Over Three Years: Health Care Takes Top Four Spots

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● September 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2014

  • Seven Rules for Beating the Market

    INVESTOR UPDATE ● August 2014

  • Don’t Assume Beating the Market Is Easy

    INVESTOR UPDATE ● August 2014

  • Are Smart Beta ETFs Smart Investments?

    INVESTOR UPDATE ● August 2014

  • The Characteristics of High-Return Stocks

    INVESTOR UPDATE ● August 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2014

  • August Is More Grumpy Cat than Ferocious Lion

    INVESTOR UPDATE ● July 2014

  • New Money Market Fund Rules Mostly Spare Individuals

    INVESTOR UPDATE ● July 2014

  • More Experience Won’t Necessarily Improve Returns

    INVESTOR UPDATE ● July 2014

  • How to Transfer the Risk of Running Out of Money

    INVESTOR UPDATE ● July 2014

  • Social Security’s Lump-Sum Payment Option

    INVESTOR UPDATE ● July 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2014

  • Common Investor Mistakes and Other Investing Insights

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● July 2014

  • The Tax Consequences of Investing

    AAII JOURNAL ● BEGINNING INVESTOR ● July 2014

  • Cash Dividend Types, Dates and Taxes

    AAII JOURNAL ● INVESTOR PROFESSOR ● July 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2014

  • Achieving Greater Long-Term Wealth Through Index Funds

    AAII JOURNAL ● MUTUAL FUNDS ● June 2014

  • Analyzing the AAII Sentiment Survey Without Hindsight

    AAII JOURNAL ● TRADING STRATEGIES,VALUE INVESTING,INVESTOR SENTIMENT ● June 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2014

  • The Danger of Getting Out of Stocks During Bear Markets

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,MARKET ACTIONS,RISK,SELL RULES,REBALANCING ● May 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2014

  • The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● March 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2014

  • Determining How Much to Allocate to Each Investment

    AAII JOURNAL ● BEGINNING INVESTOR ● January 2014

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2013

  • Defined-Maturity Funds: A Bond Alternative With Compromises

    AAII JOURNAL ● BONDS ● October 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2013

  • The Role of Luck and Skill in Investing

    AAII JOURNAL ● BEHAVIORAL FINANCE ● September 2013

  • Debunking Stock Investing Myths

    AAII JOURNAL ● BEGINNING INVESTOR ● September 2013

  • Diversification’s Role as a Risk-Reduction Tool

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● September 2013

  • The Top ETFs Over Three Years: Consumer Spending Makes an Impact

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● September 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2013

  • Editor’s Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2013

  • Valuations, Inflation and Real Returns

    AAII JOURNAL ● STOCK STRATEGIES,FROM THE ARCHIVES,INFLATION ● June 2013

  • Is the AAII Sentiment Survey a Contrarian Indicator?

    AAII JOURNAL ● TRADING STRATEGIES ● June 2013

  • Determining When to Switch to the RMD

    AAII JOURNAL ● RETIRED INVESTOR ● June 2013

  • Addendum: Adjusting Retirement Withdrawals for Inflation

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR,INFLATION ● May 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2013

  • Insights on Warren Buffett From His Friend and Editor

    AAII JOURNAL ● STOCK STRATEGIES,INVESTING GURUS,CORPORATE MANAGEMENT ● May 2013

  • Taking Retirement Withdrawals From a Fund Portfolio

    AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR ● May 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2013

  • Portfolio Rebalancing: Observations From 25 Years of Data

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,REBALANCING ● April 2013

  • How Liquidity Impacts the Attractiveness of an Asset

    AAII JOURNAL ● INVESTOR PROFESSOR ● April 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2013

  • The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● March 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2013

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2012

  • Choosing Between Bonds and Bond Funds

    AAII JOURNAL ● BEGINNING INVESTOR ● December 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2012

  • U.S. Fiscal Uncertainty and Your Portfolio

    AAII JOURNAL ● TAX STRATEGIES ● November 2012

  • SEIDO Desktop Charging Cradle

    AAII JOURNAL ● COMPUTERIZED INVESTING ● October 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2012

  • Target Date Funds: A Simple Premise, but Underlying Complexities

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● October 2012

  • Setting Up and Managing Your 401(k)

    AAII JOURNAL ● BEGINNING INVESTOR ● October 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2012

  • The Top ETFs Over Three Years: Real Estate Dominates

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● September 2012

  • Using Quantitative Strategies to Pick Winning Mid-Cap Stocks

    AAII JOURNAL ● STOCK STRATEGIES ● September 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2012

  • Behavioral Errors Hurt Your Returns

    AAII JOURNAL ● FINANCIAL PLANNING,BEHAVIORAL FINANCE,FROM THE ARCHIVES ● July 2012

  • Allocating for Final Goals

    AAII JOURNAL ● RETIRED INVESTOR ● July 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2012

  • The Alternative Portfolio: Diversifying Away From a Traditional Allocation

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ALTERNATIVE INVESTMENTS ● June 2012

  • Using Asset Allocation for Protection and Growth

    AAII JOURNAL ● GROWTH INVESTING,PORTFOLIO STRATEGIES ● June 2012

  • Dishonesty, Choices and Investing

    AAII JOURNAL ● FINANCIAL PLANNING,BEHAVIORAL FINANCE ● June 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2012

  • The Top Funds Over Five Years: Bond Funds Take the Lead

    AAII JOURNAL ● MUTUAL FUNDS,FEATURE ● March 2012

  • Portfolio Rebalancing: Diversification, Risk Control and Withdrawals

    AAII JOURNAL ● PORTFOLIO STRATEGIES,REBALANCING ● March 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2012

  • Choosing Between Mutual Funds and ETFs

    AAII JOURNAL ● INVESTING BASICS ● February 2012

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2012

  • Introducing AAII Dividend Investing

    AAII JOURNAL ● DIVIDENDS ● January 2012

  • Managing Your Portfolio in Difficult Markets

    AAII JOURNAL ● BEGINNING INVESTOR ● January 2012

  • MEElectronics A151 Balanced Armature In-Ear Headphone

    AAII JOURNAL ● COMPUTERIZED INVESTING ● December 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2011

  • Master Limited Partnerships: Income From a Unique Structure and Industry

    AAII JOURNAL ● STOCK STRATEGIES ● November 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2011

  • What to Watch in Your Portfolio

    AAII JOURNAL ● BEGINNING INVESTOR ● October 2011

  • Investing in Asia for Dividend Income

    AAII JOURNAL ● STOCK STRATEGIES,DIVIDENDS ● October 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2011

  • The Top ETFs Over Three Years Represent an Eclectic Group

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS ● September 2011

  • Balanced Fund Managers Discuss Portfolio Income

    AAII JOURNAL ● PORTFOLIO STRATEGIES ● September 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2011

  • Active Funds and Other Changes in the ETF Industry

    AAII JOURNAL ● EXCHANGE-TRADED FUNDS,ACTIVE INVESTING ● August 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2011

  • Adding Alternative Investments to a Stock/Bond Portfolio

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,ASSET ALLOCATION,ALTERNATIVE INVESTMENTS ● July 2011

  • Aging’s Adverse Impact on Decision Making

    AAII JOURNAL ● RETIRED INVESTOR ● July 2011

  • Corporate Bankruptcy and Your Investments

    AAII JOURNAL ● INVESTOR PROFESSOR ● July 2011

  • The Matras Increasing Earnings Approach

    AAII JOURNAL ● AAII STOCK IDEAS ● July 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2011

  • How Much Money Do You Need to Start Investing?

    AAII JOURNAL ● BEGINNING INVESTOR ● June 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2011

  • How Your Buy and Sell Orders Get Filled

    AAII JOURNAL ● FEATURE,STOCK STRATEGIES,INVESTING BASICS ● May 2011

  • Limiting Required Minimum Distribution Costs

    AAII JOURNAL ● RETIRED INVESTOR ● May 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2011

  • The Advantages of Diversification and Rebalancing

    AAII JOURNAL ● PORTFOLIO STRATEGIES,REBALANCING ● April 2011

  • Brokerage Accounts: Where to Open One?

    AAII JOURNAL ● BEGINNING INVESTOR ● April 2011

  • Stock Price Movements Are Unpredictable

    AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,FROM THE ARCHIVES ● March 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2011

  • The Top Funds Over Five Years: Gold, Emerging Markets & Diversification Lead

    AAII JOURNAL ● MUTUAL FUNDS ● March 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● February 2011

  • 2010 Tax Guide Update

    AAII JOURNAL ● TAX STRATEGIES ● February 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2011

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● December 2010

  • Active Versus Passive: Which Do You Choose?

    AAII JOURNAL ● BEGINNING INVESTOR ● December 2010

  • Year-End Tax Considerations

    AAII JOURNAL ● TAX STRATEGIES ● December 2010

  • How I Find Lower Risk/Higher Reward Stocks

    AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● December 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● November 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● October 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● September 2010

  • Gold's Investment Attributes

    AAII JOURNAL ● COMMODITIES,ALTERNATIVE INVESTMENTS ● September 2010

  • Investment Vehicle Attributes

    AAII JOURNAL ● BEGINNING INVESTOR ● September 2010

  • Which Economic Indicators Matter?

    AAII JOURNAL ● ECONOMIC AND MARKET ANALYSIS ● September 2010

  • Screening for Stocks With High Relative Dividend Yields

    AAII JOURNAL ● AAII STOCK IDEAS,DIVIDENDS ● September 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● August 2010

  • Mutual Fund to ETF Conversion

    AAII JOURNAL ● INVESTMENT OFFERINGS ● August 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● July 2010

  • Determining Your Allocation at Retirement

    AAII JOURNAL ● INVESTOR PROFESSOR,RETIREMENT PLANNING ● July 2010

  • Asset Classes Defined

    AAII JOURNAL ● BEGINNING INVESTOR ● July 2010

  • The Importance of Book Value

    AAII JOURNAL ● STOCK STRATEGIES,VALUE INVESTING ● July 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● June 2010

  • The Benefits of Modern Portfolio Theory

    AAII JOURNAL ● BEGINNING INVESTOR,ASSET ALLOCATION ● June 2010

  • Sustaining Wealth in an Uncertain Environment

    AAII JOURNAL ● VALUE INVESTING,PORTFOLIO STRATEGIES ● June 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● May 2010

  • The Basics of Portfolio Allocation

    AAII JOURNAL ● BEGINNING INVESTOR ● May 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● April 2010

  • Beginning Investor: How to Start

    AAII JOURNAL ● BEGINNING INVESTOR ● April 2010

  • Proxy Voting

    AAII JOURNAL ● INVESTOR PROFESSOR ● April 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● March 2010

  • Investing in Gold

    AAII JOURNAL ● INVESTOR PROFESSOR,ALTERNATIVE INVESTMENTS ● March 2010

  • The Top Funds Over Five Years: Finding Common Themes in a Volatile Market

    AAII JOURNAL ● MUTUAL FUNDS ● March 2010

  • Editor's Note

    AAII JOURNAL ● DEPARTMENTS ● February 2010

  • Editor's Note

    AAII JOURNAL ● EDITOR'S NOTE ● January 2010

  • Dogs of the Dow

    AAII JOURNAL ● INVESTOR PROFESSOR ● January 2010

  • INVESTOR UPDATE ● January 1900