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Cynthia McLaughlin

Biography:

Cynthia McLaughlin is a former financial analyst at AAII. While at AAII, she was the lead editor of AAII Retirement Investing and AAII Growth Investing and contributed to the AAII Journal. Her experience includes roles where she wrote and edited content focused on investment products, asset classes and retirement planning. Her accomplishments include creating and leading award-winning financial education marketing programs. She also has experience in the telecommunications and software industries, where she held product and project management positions. She started her career as a programmer/analyst.

McLaughlin earned a bachelor’s degree in math and computer science from Chadron State College in Chadron, Nebraska, and an MBA in finance from DePaul University in Chicago, Illinois. She is an active member of the CFA Societies of Chicago and Indianapolis.

author Image Cynthia McLaughlin is a former financial analyst at AAII. While at AAII, she was the lead editor of AAII Retirement Investing and AAII Growth Investing and contributed to the AAII Journal.

Recent Articles

  • Key Characteristics of the Most Common Investment Scams

    AAII JOURNAL ● FEATURE,BEGINNING INVESTOR ● July 2026

  • Discovering Growth Beyond the Headlines

    AAII JOURNAL ● AAII + BETTERINVESTING,STOCK STRATEGIES,GROWTH INVESTING ● July 2026

  • The $1 Problem: Strategies to Keep Medicare IRMAA Below Threshold

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TAXES,MEDICARE,RETIRED,PLANNING TIPS,SOCIAL SECURITY ● June 2026

  • Not All Boats Were Lifted Equally in May's Market Rally

    GROWTH INVESTING ● WEEKLY ● June 2026

  • Integrating Asset Allocation and Asset Location for Greater Tax Efficiency

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,ACCUMULATION,ASSET ALLOCATION ● June 2026

  • Customizing Your Fixed-Income Allocation With ETFs and Mutual Funds

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

  • Leisure and Software Stand Out on the Growth Investing Ideas List

    GROWTH INVESTING ● WEEKLY ● May 2026

  • Keep Your Eye on the Ball With a Four-Step Midyear Portfolio Review

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,BONDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,STOCKS ● May 2026

  • AAII + BetterInvesting: Finding Growth Beyond the Headlines

    WEBINARS ● WEBINAR ● May 2026

  • Which Growth Investing Stocks Are Going Full Throttle?

    GROWTH INVESTING ● WEEKLY ● May 2026

  • Long-Term Disability Policies: Understanding the Claims Process

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

  • A Strong Match, a Dose of Healthcare and a Haircut

    GROWTH INVESTING ● WEEKLY ● May 2026

  • Adapting Retirement Rules for a Nonlinear Journey

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TRANSITIONING,PLANNING TIPS,SAVING STRATEGIES ● May 2026

  • April Bounce: Growth Investing Stages a Recovery

    GROWTH INVESTING ● WEEKLY ● May 2026

  • Cradle to Roth: Comparing Education and Retirement Accounts for Kids

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,ACCUMULATION,RETIRED,SAVING STRATEGIES ● May 2026

  • Information Tech Stocks Delivering Solid ROA and Free Cash Flow Growth

    AAII JOURNAL ● FIRST CUT STOCKS,STOCK STRATEGIES ● May 2026

  • Energy and Commodities Dominate in First-Quarter 2026

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

  • Active Multisector Bond ETF Maintains Resilience Through Diversification

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

  • Historical Insights on Investing During Geopolitical Conflicts

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

  • Behind the Slipping Strength of Four Growth Investing Stocks

    GROWTH INVESTING ● WEEKLY ● April 2026

  • Shifting Gears With Automobile Component Stocks

    INVESTING IDEAS ● STOCK GRADE FOCUS,VALUE INVESTING,WEEKLY EMAIL ● April 2026

  • Guarding Against Inflation With Practical Strategies

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,ASSET ALLOCATION,BONDS,STOCKS,PLANNING TIPS ● April 2026

  • Reviewing a Strong Match on the Growth Investing Ideas List

    GROWTH INVESTING ● WEEKLY ● April 2026

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

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

  • Retail and Technology Lead the Growth Investing Ideas List

    GROWTH INVESTING ● WEEKLY ● April 2026

  • Understanding the Value of Long-Term Disability Insurance

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,INSURANCE,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● April 2026

  • Viewing Growth Investing Through a New Lens in My Portfolio

    GROWTH INVESTING ● WEEKLY ● April 2026

  • Derisking for Retirement: Portfolio Tweaks in Volatile Markets

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,ASSET ALLOCATION,BONDS,STOCKS ● April 2026

  • Growth Investing Model Portfolio Goes Whitewater Rafting in March

    GROWTH INVESTING ● WEEKLY ● April 2026

  • Tapping Into Natural Resources With ETFs and Mutual Funds

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,COMMODITIES ● April 2026

  • Strategies for When Markets Fall but RMDs Don't

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● March 2026

  • A Fintech Growth Story Happening Behind the Scenes

    GROWTH INVESTING ● WEEKLY ● March 2026

  • Addressing Needs Beyond Retirement Accounts: Actions to Take Before You Retire

    RETIREMENT NEWSLETTER ● WEEKLY,INSURANCE,TRANSITIONING,PLANNING TIPS,SAVING STRATEGIES ● March 2026

  • Investors Are Becoming Anxious About AI Investments

    GROWTH INVESTING ● WEEKLY ● March 2026

  • Where to Stash Extra Cash

    RETIREMENT NEWSLETTER ● WEEKLY,CASH,TRANSITIONING,RETIRED,ASSET ALLOCATION ● March 2026

  • Growth Investing Is Staying Focused in Choppy Markets

    GROWTH INVESTING ● WEEKLY ● March 2026

  • Alternative Assets and the Future of Retirement Plans

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,401(K) PLAN,ALTERNATIVE STRATEGIES,ACCUMULATION ● March 2026

  • Market Leadership Now Driven by the HALO Effect

    GROWTH INVESTING ● WEEKLY ● March 2026

  • Avoiding Tax Surprises by Understanding MAGI

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,RETIRED,PLANNING TIPS ● March 2026

  • How to Buy and Sell Stocks Using AAII Stock Screens

    AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES,SELL RULES ● March 2026

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

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

  • Old School Industrial With Long-Term Growth Engine

    GROWTH INVESTING ● WEEKLY ● February 2026

  • FAQs for Navigating QCD Rules and Strategies

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,CHARITABLE DONATIONS,RETIRED ● February 2026

  • A Two-Sector Story on the Growth Ideas List

    GROWTH INVESTING ● WEEKLY ● February 2026

  • How to Test Retirement Decisions Before You Make Them

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● February 2026

  • Expanding Your Retirement Horizons With Self-Directed IRAs

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,ALTERNATIVE STRATEGIES,ACCUMULATION ● February 2026

  • Trading Brokers for Consumer Staples

    GROWTH INVESTING ● WEEKLY ● February 2026

  • Take Advantage of the Retirement Transition Window

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TAXES,IRAS,MEDICARE,RETIRED,SOCIAL SECURITY ● February 2026

  • A Market Rotation Gains Footing

    GROWTH INVESTING ● WEEKLY ● February 2026

  • Decisions, Rules and Steps for Inherited IRAs

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,IRAS,ACCUMULATION,REQUIRED MINIMUM DISTRIBUTIONS ● February 2026

  • Why AAII Growth Investing Isn't a GARP Strategy

    GROWTH INVESTING ● WEEKLY ● January 2026

  • Unpriced Risks of Cognitive and Health Decline

    RETIREMENT NEWSLETTER ● NEWS,DECISION-MAKING CHALLENGES,RETIRED ● January 2026

  • The Structure Behind the Stability in Stable Value Funds

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION,BONDS,MUTUAL FUNDS ● January 2026

  • Consumer Discretionary and Info Technology Dominate Growth Investing Ideas List

    GROWTH INVESTING ● WEEKLY ● January 2026

  • Checking the Pulse on VMQ's Health Care Stocks

    VMQ STOCKS ● COMMENTARY ● January 2026

  • Building a Portfolio for Two Retirement Timelines

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,PLANNING TIPS,WITHDRAWAL STRATEGIES ● January 2026

  • Wide Earnings Dispersion Sets the Stage for VMQ's Fourth-Quarter Results

    VMQ STOCKS ● COMMENTARY ● January 2026

  • Using the Yield Curve to Power a Retirement Portfolio

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,INCOME STRATEGIES,TRANSITIONING,RETIRED,BONDS ● January 2026

  • VMQ Model Portfolio Ends 2025 in Positive Territory

    VMQ STOCKS ● COMMENTARY ● January 2026

  • AAII’s VMQ Stocks 2025 Portfolio Review

    WEBINARS ● WEBINAR,VMQ ● January 2026

  • AAII’s Growth Investing 2025 Portfolio Review

    WEBINARS ● WEBINAR,GROWTH ● January 2026

  • Gaining Momentum to Catch Up on Retirement Savings

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION,TRANSITIONING,SAVING STRATEGIES ● January 2026

  • The Great Migration: What’s Behind ETF Asset Growth

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,ACTIVE INVESTING ● January 2026

  • The Best of Retirement Investing 2025

    RETIREMENT NEWSLETTER ● WEEKLY,CHARITABLE DONATIONS,ACCUMULATION,TRANSITIONING,ASSET ALLOCATION,REQUIRED MINIMUM DISTRIBUTIONS,PLANNING TIPS,SOCIAL SECURITY ● December 2025

  • The Slow Cooker Effect: Quality Stock Performance Over the Long Run

    VMQ STOCKS ● COMMENTARY ● December 2025

  • Catching Up With 2026 Roth Catch-Up Contribution Changes

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,ACCUMULATION,PLANNING TIPS ● December 2025

  • A Portfolio Shift, Plus Earnings Season Highlights

    VMQ STOCKS ● COMMENTARY ● December 2025

  • Portfolio Deletion: Jacobs Solutions Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● December 2025

  • Portfolio Addition: Nexxen International Ltd.

    VMQ STOCKS ● PORTFOLIO ADDITION ● December 2025

  • The Final Countdown: Income and Account Planning for Future Retirees

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,401(K) PLAN,TAXES,TRANSITIONING,PLANNING TIPS ● December 2025

  • VMQ Withstands the Gales of November

    VMQ STOCKS ● COMMENTARY ● December 2025

  • Steps to Gear Up for a Smooth Tax Season

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,ACCUMULATION,PLANNING TIPS ● December 2025

  • A Balancing Act: Revisiting Weightings in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● November 2025

  • Avoid Banana Peels by Reassessing Your Retirement Spending Rate

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,PLANNING TIPS,WITHDRAWAL STRATEGIES ● November 2025

  • How Do VMQ Stocks Score in Growth?

    VMQ STOCKS ● COMMENTARY ● November 2025

  • Making Charitable Giving Work for You

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ESTATE PLANNING,CHARITABLE DONATIONS,RETIRED ● November 2025

  • A Challenging October, Earnings Insights and Two New Portfolio Additions

    VMQ STOCKS ● COMMENTARY ● November 2025

  • Portfolio Deletion: Pilgrim's Pride Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● November 2025

  • Portfolio Deletion: PROG Holdings Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● November 2025

  • Portfolio Addition: CommScope Holding Co. Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● November 2025

  • Portfolio Addition: Astec Industries Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● November 2025

  • Staying One Step Ahead of Cyberattacks and Financial Scams

    RETIREMENT NEWSLETTER ● WEEKLY,DECISION-MAKING CHALLENGES,TRANSITIONING,RETIRED,PLANNING TIPS ● November 2025

  • Precious Metals Join Digital Assets on Top in Third-Quarter 2025

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

  • Steadily Building Wealth Through Dollar-Cost Averaging and Value Averaging

    AAII JOURNAL ● AAII HOW-TO,BEGINNING INVESTOR,INVESTING BASICS ● November 2025

  • A Mostly Positive Earnings Update, Plus Tips for Following VMQ Alerts

    VMQ STOCKS ● COMMENTARY ● October 2025

  • What Taxpayers Should Know About the AMT

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,ACCUMULATION,PLANNING TIPS ● October 2025

  • AAII + BetterInvesting: Portfolio-Building With ETFs

    WEBINARS ● WEBINAR ● October 2025

  • VMQ's Sector Composition and Kicking Off Third-Quarter Earnings Season

    VMQ STOCKS ● COMMENTARY ● October 2025

  • Considerations for Choosing Medicare Plans and Medigap Supplements

    RETIREMENT NEWSLETTER ● WEEKLY,INSURANCE,MEDICARE,RETIRED,PLANNING TIPS ● October 2025

  • A Touch of Beauty for VMQ, Plus Third-Quarter Earnings Outlook

    VMQ STOCKS ● COMMENTARY ● October 2025

  • Portfolio Deletion: Tri Pointe Homes Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● October 2025

  • Portfolio Addition: Sally Beauty Holdings Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● October 2025

  • Why Estate Planning Matters Even if You Are Single

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ESTATE PLANNING,BENEFICIARIES,RETIRED ● October 2025

  • VMQ Model Portfolio Ends September Barely in the Green

    VMQ STOCKS ● COMMENTARY ● October 2025

  • Navigating Medicare Coverage, Brokers and Planning

    RETIREMENT NEWSLETTER ● WEEKLY,INSURANCE,MEDICARE,RETIRED,PLANNING TIPS ● October 2025

  • How VMQ Holdings Deploy Their Cash

    VMQ STOCKS ● COMMENTARY ● October 2025

  • What Fund Distributions Mean for Your Portfolio

    AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● October 2025

  • This Isn't Your Grandpa's Retirement

    AAII JOURNAL ● FINANCIAL PLANNING,RETIREMENT PLANNING ● October 2025

  • Who Has Your Retirement Plan's Back If Creditors Come Calling?

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION ● September 2025

  • Checking Up on the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● September 2025

  • Philip Moeller on What to Consider When Enrolling in Medicare

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

  • Debt Dynamics: Why Liabilities Matter in the VMQ Quality Score

    VMQ STOCKS ● COMMENTARY ● September 2025

  • Maximizing Year-End With a Fourth-Quarter Retirement Checklist

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,CHARITABLE DONATIONS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS,PLANNING TIPS ● September 2025

  • Constructing Against Headwinds: VMQ and the Outlook for Homebuilders

    VMQ STOCKS ● COMMENTARY ● September 2025

  • Keeping Your 401(k) and Retirement Goals on Course

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● September 2025

  • VMQ Sizzles in August With Best Month of 2025

    VMQ STOCKS ● COMMENTARY ● September 2025

  • Using Bonds to Steady Your Portfolio in Volatile Markets

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,BONDS ● September 2025

  • Stock Yields: Turning Numbers Into a Strategy

    AAII JOURNAL ● AAII HOW-TO,FUNDAMENTALS,DIVIDENDS ● September 2025

  • Do Low Volatility Funds Offer Smoother Rides Through Rough Markets?

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● September 2025

  • Balancing Growth and Risk With VMQ's Top-Weighted Holdings

    VMQ STOCKS ● COMMENTARY ● August 2025

  • Is Cash Too Much of a Good Thing?

    RETIREMENT NEWSLETTER ● WEEKLY,CASH,ACCUMULATION,RETIRED,ASSET ALLOCATION,BONDS ● August 2025

  • VMQ Gets Another Dose of Health Care

    VMQ STOCKS ● COMMENTARY ● August 2025

  • Portfolio Deletion: Tegna Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● August 2025

  • Portfolio Addition: Pediatrix Medical Group Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● August 2025

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

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

  • How VMQ Captures the Small-Cap Quality Angle

    VMQ STOCKS ● COMMENTARY ● August 2025

  • Checking Up on Your IRAs to Avoid Costly Mistakes

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TAXES,IRAS,ACCUMULATION,REQUIRED MINIMUM DISTRIBUTIONS,PLANNING TIPS ● August 2025

  • VMQ Notches Second-Strongest Month for 2025

    VMQ STOCKS ● COMMENTARY ● August 2025

  • Are TIPS an Answer to Inflation for Retirees?

    RETIREMENT NEWSLETTER ● WEEKLY,INCOME STRATEGIES,RETIRED,BONDS ● August 2025

  • Pacing Your Portfolio: Dollar-Cost Averaging With VMQ Stocks

    VMQ STOCKS ● COMMENTARY ● August 2025

  • Is 4.7% the New Safe Retirement Withdrawal Rate?

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

  • Top Funds in Second-Quarter 2025 Led by Digital Assets and Technology

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● August 2025

  • How a Fidelity Fund Manager Blends Growth With Income

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,PORTFOLIO MANAGER INTERVIEW ● August 2025

  • Different Styles, One Future: Investing in Harmony

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,ASSET ALLOCATION,PLANNING TIPS ● July 2025

  • VMQ Delivers Early Optimism in Second-Quarter Results

    VMQ STOCKS ● COMMENTARY ● July 2025

  • What to Know When Knocking on the Roth Backdoor

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,ACCUMULATION,PLANNING TIPS ● July 2025

  • The Power of Shareholder Yield in VMQ's Investment Strategy

    VMQ STOCKS ● COMMENTARY ● July 2025

  • Getting Comfortable With Retirement Spending

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,PLANNING TIPS,WITHDRAWAL STRATEGIES ● July 2025

  • Earnings Preview for Second-Quarter and Full-Year 2025

    VMQ STOCKS ● COMMENTARY ● July 2025

  • Constructing Portfolios for Shifting Investing Priorities

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ACCUMULATION,TRANSITIONING,RETIRED,ASSET ALLOCATION ● July 2025

  • VMQ Lands in Positive Territory for June

    VMQ STOCKS ● COMMENTARY ● July 2025

  • Retirement Moves Every Woman Should Consider

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,PLANNING TIPS ● July 2025

  • Identifying Future Economic Changes With the Yield Curve

    AAII JOURNAL ● AAII SENTIMENT INVESTING,BONDS,ECONOMIC AND MARKET ANALYSIS ● July 2025

  • Aligning Portfolios With the Risk Index

    AAII JOURNAL ● AAII HOW-TO,RISK ● July 2025

  • Dividend Dynamics: Revisiting the Role of Income in VMQ

    VMQ STOCKS ● COMMENTARY ● June 2025

  • Retirement Asset Moves When Tying or Cutting the Knot

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION,PLANNING TIPS ● June 2025

  • Will Factor-Based Strategies Get Their Groove Back?

    VMQ STOCKS ● COMMENTARY ● June 2025

  • Portfolio Deletion: Virco Manufacturing Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● June 2025

  • Portfolio Addition: CF Industries Holdings Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● June 2025

  • How a Couple Can Stay in Sync When Retiring at Different Times

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,PLANNING TIPS,WITHDRAWAL STRATEGIES ● June 2025

  • First-Quarter Earnings Season Takeaways and Trends

    VMQ STOCKS ● COMMENTARY ● June 2025

  • Adapting the 4% Withdrawal Rule for Inflation, Taxes and Market Uncertainty

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TRANSITIONING,RETIRED,WITHDRAWAL STRATEGIES ● June 2025

  • VMQ Bounces Back to Life in May

    VMQ STOCKS ● COMMENTARY ● June 2025

  • Trump Accounts Seek to Trump Other Savings Tools

    RETIREMENT NEWSLETTER ● WEEKLY,BENEFICIARIES,ACCUMULATION,SAVING STRATEGIES ● June 2025

  • Time on Your Side: How Compounding Grows Small Amounts Into Big Wealth

    AAII JOURNAL ● AAII HOW-TO,BEGINNING INVESTOR,INVESTING BASICS ● June 2025

  • Are You Fully Covered? Not If Your Portfolio Is Wearing Buffer ETFs and Mutual Funds

    AAII JOURNAL ● FEATURE,EXCHANGE-TRADED FUNDS,ALTERNATIVE INVESTMENTS,ETFS AND MUTUAL FUNDS,MUTUAL FUNDS ● June 2025

  • Are Small Caps About to Become Big Dogs?

    VMQ STOCKS ● COMMENTARY ● May 2025

  • From Tuition to Retirement: The Role of 529 Plans

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,BENEFICIARIES,ACCUMULATION,SAVING STRATEGIES ● May 2025

  • Start Your Engines: What Is Fueling the Momentum in the VMQ Portfolio

    VMQ STOCKS ● COMMENTARY ● May 2025

  • Portfolio Deletion: Core Natural Resources Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● May 2025

  • Portfolio Addition: Millicom International Cellular S.A.

    VMQ STOCKS ● PORTFOLIO ADDITION ● May 2025

  • Should the Market Level Guide Your Roth Conversion Decision?

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,ACCUMULATION,TRANSITIONING ● May 2025

  • Quality Check: An Update for the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● May 2025

  • Enhancing Retirement Outcomes With Tax Diversification

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,401(K) PLAN,TAXES,IRAS,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● May 2025

  • Can a Shrinking Equity Risk Premium Help the Value and Momentum Factors?

    VMQ STOCKS ● COMMENTARY ● May 2025

  • Flip the Script With a Reverse Glide Path to Handle Sequence Risk

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,ASSET ALLOCATION,SAVING STRATEGIES ● May 2025

  • VMQ Launches Recovery in April but Still Posts a Loss

    VMQ STOCKS ● COMMENTARY ● 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

  • Gold and Precious Metal Funds Are First-Quarter 2025 Winners

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● May 2025

  • Claiming Social Security With Your “Better Half” in Mind

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,SOCIAL SECURITY ● April 2025

  • VMQ Sets Positive Tone for First-Quarter 2025 Earnings Season

    VMQ STOCKS ● COMMENTARY ● April 2025

  • Traveling Two ETF Paths for Retirement Income

    RETIREMENT NEWSLETTER ● WEEKLY,INCOME STRATEGIES,RETIRED,BONDS,EXCHANGE-TRADED FUNDS ● April 2025

  • How to Retire Confidently During Market Uncertainty

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,TRANSITIONING,ASSET ALLOCATION,PLANNING TIPS ● April 2025

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

    WEBINARS ● WEBINAR ● April 2025

  • A Sneak Peek at First-Quarter 2025 Earnings

    VMQ STOCKS ● COMMENTARY ● April 2025

  • Using In-Kind Distributions for RMDs

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TAXES,IRAS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● April 2025

  • March Madness: Analyzing VMQ's Stormy Month

    VMQ STOCKS ● COMMENTARY ● April 2025

  • Howard Gleckman on Financial and Personal Aspects of Covering Long-Term Care

    RETIREMENT NEWSLETTER ● WEEKLY,INSURANCE,TRANSITIONING,RETIRED,PLANNING TIPS ● April 2025

  • Building Bond Ladders With Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,BONDS,FIXED-INCOME STRATEGIES ● April 2025

  • Beta and Diversification in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● March 2025

  • Balancing Long-Term Care Costs and Coverage: Insights From Howard Gleckman

    RETIREMENT NEWSLETTER ● WEEKLY,ANNUITIES,INSURANCE,TRANSITIONING,RETIRED,PLANNING TIPS ● March 2025

  • Going Beyond the Grades on the VMQ Ideas List, Plus Fourth-Quarter Earnings Performance

    VMQ STOCKS ● COMMENTARY ● March 2025

  • Is Rolling Over an IRA to an HSA a Smart Retirement Move?

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,INSURANCE,RETIRED ● March 2025

  • Consider Roth IRA Conversions During Periods of Downside Volatility

    RETIREMENT NEWSLETTER ● NEWS,IRAS,ACCUMULATION ● March 2025

  • Getting Comfortable With Being Uncomfortable

    VMQ STOCKS ● COMMENTARY ● March 2025

  • Closing the Retirement Gender Gap: Smart Strategies for Women

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,401(K) PLAN,IRAS,INSURANCE,SOCIAL SECURITY ● March 2025

  • Market Turbulence Erases VMQ's January Rally

    VMQ STOCKS ● COMMENTARY ● March 2025

  • A Data-Driven Approach to Retirement Planning

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● March 2025

  • Making the Most of Your Roth IRA Conversion

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● March 2025

  • Where Are the Highest and Lowest Property Taxes in the U.S.?

    RETIREMENT NEWSLETTER ● NEWS,TAXES,TRANSITIONING,RETIRED ● March 2025

  • Member Discussion: Weighing the Pros and Cons of an IRA-to-HSA Rollover

    RETIREMENT NEWSLETTER ● NEWS,IRAS,RETIRED,WITHDRAWAL STRATEGIES ● March 2025

  • An Investor's Guide to Understanding 1099 Tax Forms

    AAII JOURNAL ● AAII HOW-TO,TAX STRATEGIES,DIVIDENDS ● March 2025

  • Understanding the Role of Long-Term Care Insurance

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

  • How Dividend-Paying Mutual Funds and ETFs Differ

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,DIVIDENDS ● March 2025

  • Shifting Expectations: Profit Forecasts Reshaped

    VMQ STOCKS ● COMMENTARY ● February 2025

  • Managing Risk Across Market Regimes With Alternative Funds

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● February 2025

  • What's New on the VMQ Ideas List?

    VMQ STOCKS ● COMMENTARY ● February 2025

  • Do Separately Managed Accounts Live Up to Their Hype?

    RETIREMENT NEWSLETTER ● WEEKLY,ALTERNATIVE STRATEGIES,ACCUMULATION,TRANSITIONING,ASSET ALLOCATION,SAVING STRATEGIES ● February 2025

  • What's Behind Three Expensive Stocks in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● February 2025

  • Social Security Timing: The Choice That Shapes Your Retirement

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TRANSITIONING,RETIRED,SOCIAL SECURITY ● February 2025

  • VMQ Closes January on a Positive Note

    VMQ STOCKS ● COMMENTARY ● February 2025

  • Collective Investment Trusts Are Becoming the “Cool Kids” in Retirement Plans

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TARGET-DATE FUNDS,ALTERNATIVE STRATEGIES,ACCUMULATION ● February 2025

  • February Ushers in Lower-Cost Mutual Funds and ETFs From Vanguard

    RETIREMENT NEWSLETTER ● NEWS,ACCUMULATION,MUTUAL FUNDS ● February 2025

  • Untouchable Intangible Assets and the Value Score, Plus Three Earnings Beats

    VMQ STOCKS ● COMMENTARY ● January 2025

  • A Closer Look at Alternative Mutual Funds and ETFs

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● January 2025

  • Low-Tax States Offer Appeal

    RETIREMENT NEWSLETTER ● NEWS,TAXES,TRANSITIONING ● January 2025

  • Breaking Down the VMQ Model Portfolio's Momentum

    VMQ STOCKS ● COMMENTARY ● January 2025

  • Bonds as the Offensive Line in Your Retirement Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,INCOME STRATEGIES,ACCUMULATION,BONDS ● January 2025

  • Responding to VMQ Subscriber Questions

    VMQ STOCKS ● COMMENTARY ● January 2025

  • Don't Get Derailed by These 10 Common Pitfalls of Retirement Planning

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,PLANNING TIPS ● January 2025

  • What Could the Sunset of the TCJA Mean for Retirement Investors?

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,TRANSITIONING,RETIRED ● January 2025

  • Enhancing Portfolio Value With Tax-Efficient Distributions

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,TAXES,IRAS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● January 2025

  • Does the 60/40 Portfolio Allocation Need to Be Rethought?

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,BONDS,STOCKS ● January 2025

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

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

  • December 2024 Survey Results: Year-End Actions for Lowering Taxes

    RETIREMENT NEWSLETTER ● PULSE,TAXES,ACCUMULATION,TRANSITIONING ● January 2025

  • Starting the Earnings Engines, Plus VMQ's First Ever Media Holding

    VMQ STOCKS ● COMMENTARY ● January 2025

  • Portfolio Deletion: Caleres Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● January 2025

  • Portfolio Addition: Tegna Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● January 2025

  • The Power of Combining Value, Momentum & Quality: 2024 in Review

    WEBINARS ● WEBINAR,PLATINUM,VMQ ● January 2025

  • Start-of-Year Playbook for Retirement Investing

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,PLANNING TIPS ● January 2025

  • VMQ Lands Under Reindeer Hooves in December, But Posts Gain for 2024

    VMQ STOCKS ● COMMENTARY ● January 2025

  • Where to Find the Best Yields in Active Bond Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,FIXED-INCOME STRATEGIES ● January 2025

  • Recapping the “Best of” Retirement Investing

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,ACCUMULATION,TRANSITIONING,RETIRED,ASSET ALLOCATION,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● December 2024

  • Building Your Initial VMQ Portfolio, Plus Caleres on Momentum Watch

    VMQ STOCKS ● COMMENTARY ● December 2024

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

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

  • New Addition Feeds the Portfolio Plus Third-Quarter 2024 Earnings Summary

    VMQ STOCKS ● COMMENTARY ● December 2024

  • Portfolio Deletion: EuroDry Ltd.

    VMQ STOCKS ● PORTFOLIO DELETION ● December 2024

  • Portfolio Addition: Pilgrim's Pride Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● December 2024

  • Stretching Your Generosity Further With Tax-Wise Giving

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,CHARITABLE DONATIONS,RETIRED,PLANNING TIPS ● December 2024

  • Revisiting Roth Account Rules for Tax-Planning Insights

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,IRAS,TRANSITIONING,RETIRED,WITHDRAWAL STRATEGIES ● December 2024

  • Envisioning the Future With Wealth Stewardship

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED,PLANNING TIPS ● 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

  • November 2024 Survey Results: Portfolio Strategy and Tax-Loss Harvesting

    RETIREMENT NEWSLETTER ● PULSE,TAXES,ASSET ALLOCATION ● December 2024

  • VMQ Piles the Presents High With November Performance

    VMQ STOCKS ● COMMENTARY ● December 2024

  • Last-Minute Tax Strategies for Saving in 2024

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,CHARITABLE DONATIONS,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● December 2024

  • Compounding Knowledge and Returns Through Financial Gifts

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,IRAS,BENEFICIARIES,RETIRED ● November 2024

  • Bringing New Energy to the Portfolio

    VMQ STOCKS ● COMMENTARY ● November 2024

  • Portfolio Deletion: Clearwater Paper Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● November 2024

  • Portfolio Addition: Ranger Energy Services Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● November 2024

  • Using Charitable Trusts for Giving While Solving Tax Situations

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,TAXES,CHARITABLE DONATIONS ● November 2024

  • How Liabilities and Debt Impact the Quality Score in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● November 2024

  • October 2024 Survey Results: Motivations Behind an Estate Plan

    RETIREMENT NEWSLETTER ● PULSE,ESTATE PLANNING,RETIRED ● November 2024

  • Deciphering How RMDs Work for Trust Beneficiaries

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● November 2024

  • Harvesting Poor Performers for Tax Savings

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TAXES,PLANNING TIPS ● November 2024

  • Leveraging Lifetime Gifts to Reduce Estate Taxes

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,TAXES ● November 2024

  • Ensuring Everyone Knows What to Do When You Reach the End of Your Road

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED ● November 2024

  • Protecting Your Heirs' Assets With Nuptial Agreements

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING ● November 2024

  • VMQ and the Factor Zoo, Plus a More Upbeat Earnings Update

    VMQ STOCKS ● COMMENTARY ● November 2024

  • Responding to Readers: End Date for Health Saving Accounts, RMDs for Trust Beneficiaries

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,INSURANCE,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● November 2024

  • VMQ Has a Rocky Month but Revs Up and Takes to the Skies With New Additions

    VMQ STOCKS ● COMMENTARY ● November 2024

  • Should You Consider a Weighting in Gold?

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,PORTFOLIO MANAGER INTERVIEW,ALTERNATIVE INVESTMENTS ● November 2024

  • China and Precious Metal Funds on Top in Third-Quarter 2024

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● November 2024

  • Meeting Your Asset Allocation Needs With Schwab Funds and ETFs

    AAII JOURNAL ● PORTFOLIO STRATEGIES,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● November 2024

  • Portfolio Deletion: HF Sinclair Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● October 2024

  • Portfolio Deletion: Wabash National Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● October 2024

  • Portfolio Addition: General Motors Co.

    VMQ STOCKS ● PORTFOLIO ADDITION ● October 2024

  • Portfolio Addition: SkyWest Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● October 2024

  • What You Should Consider When Hiring a Daily Money Manager

    RETIREMENT NEWSLETTER ● WEEKLY,DECISION-MAKING CHALLENGES,RETIRED ● October 2024

  • Mixed Earnings Results and Two Holdings on Probation

    VMQ STOCKS ● COMMENTARY ● October 2024

  • First U.S.-Listed ETF Passes a New Milestone

    RETIREMENT NEWSLETTER ● NEWS,EXCHANGE-TRADED FUNDS ● October 2024

  • Breach of Fiduciary Duties Alleged in Target-Date Fund Lawsuits

    RETIREMENT NEWSLETTER ● NEWS,401(K) PLAN,TARGET-DATE FUNDS,ACCUMULATION,MUTUAL FUNDS ● October 2024

  • AAII Retirement Investing: Bonus Issue

    REPORTS ● PLATINUM ● October 2024

  • Are Holdings in the VMQ Model Portfolio Expensive?

    VMQ STOCKS ● COMMENTARY ● October 2024

  • Going From Full-Time Worker to Retiree: Tips From Christine Benz

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,PLANNING TIPS ● October 2024

  • What to Expect for VMQ Holdings as Third-Quarter Results Start Rolling In

    VMQ STOCKS ● COMMENTARY ● October 2024

  • September 2024 Survey Results: Factors Influencing 401(k) Plan Contributions

    RETIREMENT NEWSLETTER ● PULSE,401(K) PLAN,ACCUMULATION ● October 2024

  • What You Need to Know About Probate When Setting Up Your Estate Plan

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,BENEFICIARIES,RETIRED ● October 2024

  • Setting Up Your Estate Plan When Two Become One

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED ● October 2024

  • Making Your Pets Part of Your Estate Plan

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED ● October 2024

  • Distributing Assets to Heirs Unevenly for Tax Efficiency

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED ● October 2024

  • Prepping Your Heirs for a Smooth(er) Transition

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ESTATE PLANNING,RETIRED ● October 2024

  • How Our New Financial Data Affects VMQ Grades, Plus Wrapping Up September

    VMQ STOCKS ● COMMENTARY ● October 2024

  • Evolving Retirement Planning as ERISA Turns 50

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● October 2024

  • Finding the Right Retirement Allocation and Withdrawal Strategy

    AAII JOURNAL ● FEATURE,FINANCIAL PLANNING,RETIRED INVESTOR,PORTFOLIO STRATEGIES ● October 2024

  • Shifting Control of Personal Finances With a Daily Money Manager

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

  • Mutual Funds Converting to ETFs for Tax Efficiency and Convenience

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,ACTIVE INVESTING ● October 2024

  • Nailing Momentum, Value and Quality With Homebuilder Stocks

    VMQ STOCKS ● COMMENTARY ● September 2024

  • Responding to Readers: Trusts as Beneficiaries, Variable Retirement Dates and 401(k) Loans

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ESTATE PLANNING,BENEFICIARIES,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● September 2024

  • Heading to the Clouds With a New Addition, Plus Drilling Into the VMQ Ideas List

    VMQ STOCKS ● COMMENTARY ● September 2024

  • Portfolio Deletion: APA Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● September 2024

  • Portfolio Addition: Consensus Cloud Solutions Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● September 2024

  • Being Just a Little Hands-On With Your 401(k) Can Reap Big Benefits

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION,ASSET ALLOCATION ● September 2024

  • APA's Momentum Struggle, Momentum Grades and Second-Quarter 2024 Earnings Wrap

    VMQ STOCKS ● COMMENTARY ● September 2024

  • Aftertax 401(k) Contributions Offer Another Growth Avenue

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,IRAS,ACCUMULATION,TRANSITIONING ● September 2024

  • Make Informed Decisions on Beneficiary Designations

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,401(K) PLAN,ESTATE PLANNING,BENEFICIARIES,ACCUMULATION,TRANSITIONING ● September 2024

  • 401(k) Plan Loans, Withdrawals and Emergency Savings Accounts

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● September 2024

  • Ramping Up Your 401(k) at the Beginning of Your Career

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,ACCUMULATION,PLANNING TIPS ● September 2024

  • Positioning Your 401(k) Account for Low Maintenance

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,ACCUMULATION,PLANNING TIPS ● September 2024

  • VMQ August Performance, Plus a Health Care Addition and an Earnings Beat

    VMQ STOCKS ● COMMENTARY ● September 2024

  • Portfolio Deletion: Danaos Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● September 2024

  • Portfolio Addition: Tenet Healthcare Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● September 2024

  • August 2024 Survey Results: Hurdles to Retiring Before Age 65

    RETIREMENT NEWSLETTER ● PULSE,TRANSITIONING ● September 2024

  • Taking Advantage of 401(k) Matches for Student Loan Payments

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION ● September 2024

  • The Truth About High-Yield Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● September 2024

  • Using Vanguard Funds and ETFs for Your Asset Allocation Needs

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● September 2024

  • Monitoring the Consol Energy Merger, Plus Another Metric to Assess Value Stocks

    VMQ STOCKS ● COMMENTARY ● August 2024

  • Tax Calendar Reminder for Those Filing With an Extension

    RETIREMENT NEWSLETTER ● NEWS,TAXES ● August 2024

  • Responding to Readers: Basis in IRAs and the Role of Safe Assets

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● August 2024

  • A Merger Move, An Earnings Surprise and Unpacking the F-Score

    VMQ STOCKS ● COMMENTARY ● August 2024

  • Hypothetical RMD Rule Closes a Loophole for Spousal Beneficiaries

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,BENEFICIARIES,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● August 2024

  • VMQ Goes Back to School With Its New Addition

    VMQ STOCKS ● COMMENTARY ● August 2024

  • Portfolio Deletion: ODP Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● August 2024

  • Portfolio Addition: Virco Manufacturing Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● August 2024

  • Retirement Success: 9 Steps to Transition From Saver to Spender

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,PLANNING TIPS,WITHDRAWAL STRATEGIES ● August 2024

  • Countdown to Retirement: How to Prepare a Decade in Advance for Financial Security

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,PLANNING TIPS,WITHDRAWAL STRATEGIES ● August 2024

  • Make Dates With Yourself for These Retirement Planning Milestones

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TRANSITIONING,PLANNING TIPS ● August 2024

  • What to Do When Retiring Earlier Than Planned

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,PLANNING TIPS ● August 2024

  • Leveraging Your Earnings Power for Viability in the Workplace

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,PLANNING TIPS ● August 2024

  • VMQ Rides the Wave of Market Volatility

    VMQ STOCKS ● COMMENTARY ● August 2024

  • Compartmentalizing Your Assets to Reduce Tax Exposure in Retirement

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,RETIRED ● August 2024

  • VMQ Pulls Ahead of Benchmark in July

    VMQ STOCKS ● 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

  • Semiconductor and Shipping Funds on Top in Second-Quarter 2024

    AAII JOURNAL ● QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● August 2024

  • Filling Your Asset Allocation Needs With T. Rowe Price Funds and ETFs

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● August 2024

  • July 2024 Survey Results: How Dividends Are Used in Retirement

    RETIREMENT NEWSLETTER ● PULSE,INCOME STRATEGIES,RETIRED ● August 2024

  • Second-Quarter 2024 Earnings Kick Into High Gear

    VMQ STOCKS ● COMMENTARY ● July 2024

  • Using Gains and Losses to Soften Your Tax Burden

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,ACCUMULATION,PLANNING TIPS ● July 2024

  • Understanding Shareholder Yield: A Deep Dive Into the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● July 2024

  • Hidden in Plain Sight: Portfolio Turnover

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● July 2024

  • Wide Earnings Dispersion for the VMQ Stocks Model Portfolio

    VMQ STOCKS ● COMMENTARY ● July 2024

  • June 2024 Survey Results: Assessing the Usage of QCDs to Minimize RMD Taxes

    RETIREMENT NEWSLETTER ● PULSE,CHARITABLE DONATIONS,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● July 2024

  • Ready, Set, Go: Ensuring Retirement Readiness

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ACCUMULATION,TRANSITIONING,RETIRED,PLANNING TIPS ● July 2024

  • Rolling It Over: How to Make a Smooth Retirement Account Transfer

    RETIREMENT NEWSLETTER ● MONTHLY,IRAS,ACCUMULATION,TRANSITIONING,RETIRED,PLANNING TIPS ● July 2024

  • Marrying Asset Allocations for a Strategic Portfolio

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,TRANSITIONING,RETIRED,PLANNING TIPS ● July 2024

  • Making the Most of Your 60s by Rethinking Early Retirement

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,RETIRED,PLANNING TIPS,SOCIAL SECURITY ● July 2024

  • Lump-Sum or Steady Investing? Choosing the Right Approach

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,IRAS,ACCUMULATION,TRANSITIONING,RETIRED,PLANNING TIPS,SAVING STRATEGIES ● July 2024

  • Translating Dividends Into Retirement Income

    RETIREMENT NEWSLETTER ● WEEKLY,INCOME STRATEGIES,RETIRED ● July 2024

  • Understanding and Evaluating Digital-Asset Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,DIGITAL ASSETS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● July 2024

  • Retirement Withdrawal Rules: Navigating Your Tax-Deferred, Taxable and Aftertax Accounts

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,RETIRED,PLANNING TIPS,WITHDRAWAL STRATEGIES ● June 2024

  • What Savers Need to Know About Managed Account Programs in 401(k)s

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION,TRANSITIONING ● June 2024

  • Meeting Retirement Income Needs With Bond Ladders

    RETIREMENT NEWSLETTER ● MONTHLY,INCOME STRATEGIES,RETIRED,BONDS ● June 2024

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

    VMQ STOCKS ● COMMENTARY ● 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

  • May 2024 Survey Results: Opinions on Planning for Cognitive Decline

    RETIREMENT NEWSLETTER ● PULSE,RETIRED ● June 2024

  • Active Strategies That Have Fared Well Among Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,ACTIVE INVESTING ● June 2024

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

    VMQ STOCKS ● COMMENTARY ● May 2024

  • What to Consider When Relocating to Your Retirement “Happy Place”

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,PLANNING TIPS ● May 2024

  • Portfolio Deletion: SilverBow Resources Inc.

    VMQ STOCKS ● PORTFOLIO DELETION ● May 2024

  • Portfolio Addition: Consol Energy Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● May 2024

  • A Change in Energy for VMQ Stocks

    VMQ STOCKS ● COMMENTARY ● May 2024

  • Pensions Aren't Dead (Yet)

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,RETIRED,PLANNING TIPS ● May 2024

  • SilverBow Ends Saga and Agrees to Be Acquired

    VMQ STOCKS ● COMMENTARY ● May 2024

  • April 2024 Survey Results: Equity Allocations When Transitioning Into Retirement

    RETIREMENT NEWSLETTER ● PULSE,TRANSITIONING ● May 2024

  • Behavioral Biases in Decision-Making: Eight Insights for Aging Investors

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,DECISION-MAKING CHALLENGES,ACCUMULATION,TRANSITIONING,RETIRED,ASSET ALLOCATION,PLANNING TIPS ● May 2024

  • Financial Decision-Making and Aging

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,TRANSITIONING,RETIRED,PLANNING TIPS ● May 2024

  • A Proactive Action Plan for Confronting Cognitive Decline

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,TRANSITIONING,RETIRED,PLANNING TIPS ● May 2024

  • Nurturing Your Mental Well-Being in Retirement

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,TRANSITIONING,RETIRED,PLANNING TIPS ● May 2024

  • Protecting Yourself From Financial Fraud

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,TRANSITIONING,RETIRED,PLANNING TIPS ● May 2024

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

    VMQ STOCKS ● COMMENTARY ● May 2024

  • Health Savings Accounts Can Offer Value in a Retirement Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,RETIRED,PLANNING TIPS ● May 2024

  • Ryerson Holding Goes on Probation, Plus the April Wrap

    VMQ STOCKS ● COMMENTARY ● 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

  • Growth and Digital Assets Stood Tall in First-Quarter 2024

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● May 2024

  • Meeting Your Asset Allocation Needs With BlackRock Funds and ETFs

    AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,AAII ASSET ALLOCATION MODELS ● May 2024

  • “Gotchas” to Look Out for When Executing a Backdoor Roth IRA Strategy

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● April 2024

  • Portfolio Addition: G-III Apparel Group Ltd.

    VMQ STOCKS ● PORTFOLIO ADDITION ● April 2024

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

    VMQ STOCKS ● COMMENTARY ● April 2024

  • Take It or Leave It? Retirement Account Considerations When Leaving a Job

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION,PLANNING TIPS ● April 2024

  • Social Security Strategies: An Interview With Terry Savage

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,TRANSITIONING,RETIRED,PLANNING TIPS,SOCIAL SECURITY ● April 2024

  • Taking a Look Under the Hood of Target-Date Funds

    RETIREMENT NEWSLETTER ● ACCUMULATION,TRANSITIONING,ASSET ALLOCATION,SAVING STRATEGIES,MONTHLY,FEATURE,401(K) PLAN,TARGET-DATE FUNDS ● April 2024

  • Glide Paths and Retirement Income: A Look at Portfolio Success Rates

    RETIREMENT NEWSLETTER ● MONTHLY,RETIRED,ASSET ALLOCATION,SAVING STRATEGIES ● April 2024

  • Are Target-Date Funds Active or Passive?

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,TARGET-DATE FUNDS,ACCUMULATION,TRANSITIONING,ASSET ALLOCATION,SAVING STRATEGIES ● April 2024

  • Personalized Glide Paths Can Help Investors at Every Retirement Stage

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,TRANSITIONING,RETIRED,ASSET ALLOCATION,SAVING STRATEGIES ● April 2024

  • Comparing Two Types of Diversified Funds: Balanced and Target Date

    RETIREMENT NEWSLETTER ● MONTHLY,TARGET-DATE FUNDS,ACCUMULATION,TRANSITIONING,RETIRED,ASSET ALLOCATION,SAVING STRATEGIES ● April 2024

  • March 2024 Survey Results: Thoughts on How Best to Handle Sequence Risk

    RETIREMENT NEWSLETTER ● PULSE,WITHDRAWAL STRATEGIES ● April 2024

  • A Close Call, Plus the March Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● April 2024

  • Getting the Most Out of Your Workplace Retirement Plan

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● April 2024

  • How to Protect Yourself From Social Security Clawbacks

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

  • Customize Your Fixed-Income Strategy With Defined-Maturity Bond Funds

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,FIXED-INCOME STRATEGIES ● April 2024

  • Brighter Outlook for Retirement Portfolios (and Investors) Making Withdrawals

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,ASSET ALLOCATION,WITHDRAWAL STRATEGIES ● March 2024

  • Sustaining Retirement Income With a Bucket Strategy

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,ASSET ALLOCATION,WITHDRAWAL STRATEGIES ● March 2024

  • Retirement Roundup: A Quick Tour of Retirement Investing Themes

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● March 2024

  • Ensuring Your Golden Years: Women and Retirement Investing

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,TRANSITIONING,PLANNING TIPS ● March 2024

  • How to Move Forward in Widowhood

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,RETIRED,PLANNING TIPS ● March 2024

  • Sequence of Returns Risk When Transitioning Into Retirement

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,RETIRED,PLANNING TIPS,WITHDRAWAL STRATEGIES ● March 2024

  • Using Buffer Assets to Manage Sequence Risk

    RETIREMENT NEWSLETTER ● MONTHLY,INCOME STRATEGIES,RETIRED ● March 2024

  • Your Wealth and Return Sequence: Timing Matters

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,TRANSITIONING,RETIRED,PLANNING TIPS,WITHDRAWAL STRATEGIES ● March 2024

  • February 2024 Survey Results: Strategies for Taking RMDs

    RETIREMENT NEWSLETTER ● PULSE,REQUIRED MINIMUM DISTRIBUTIONS ● March 2024

  • Using the Level3 Withdrawal Strategy to Handle Downturns Early in Retirement

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,RETIRED,WITHDRAWAL STRATEGIES ● March 2024

  • Gaining Small-Cap Exposure Via Mutual Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,SMALL CAP VALUE INVESTING ● March 2024

  • Portfolio Deletion: AGCO Corp.

    VMQ STOCKS ● PORTFOLIO DELETION ● March 2024

  • Portfolio Addition: Wabash National Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● March 2024

  • Who's on First? Strategies for Retirement Account Withdrawals

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● February 2024

  • The Early Bird Gets the Worm When Funding Your IRAs

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES,IRAS,ACCUMULATION,SAVING STRATEGIES ● February 2024

  • Revolutionize Your Portfolio: A Peek Into AAII’s Enhanced A+ Investor Experience

    WEBINARS ● WEBINAR,A PLUS ● February 2024

  • Shining Light on Your Portfolio With Regular Reviews

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

  • Making the Cut: Which Assets to Include in an Investment Portfolio

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

  • The Mental Game: Overcoming Biases in Retirement Investing

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,ACCUMULATION,ASSET ALLOCATION,PLANNING TIPS ● February 2024

  • Investing for the Long Haul With a Set-It-and-(Mostly)-Forget-It Portfolio

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

  • Uncovering and Managing Embedded Portfolio Risks

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ACCUMULATION,ASSET ALLOCATION,BONDS,STOCKS,PLANNING TIPS ● February 2024

  • January 2024 Survey Results: What Prompts Portfolio Rebalancing

    RETIREMENT NEWSLETTER ● PULSE ● February 2024

  • Asset Location Counts for Maximizing Aftertax Return

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,TAXES,IRAS,ACCUMULATION,SAVING STRATEGIES ● February 2024

  • Bullets, Ladders and Barbells: Heavy Lifting in Your Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,INCOME STRATEGIES,ASSET ALLOCATION,BONDS ● January 2024

  • Tilt! Making Tactical Maneuvers in Your Portfolio

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,ASSET ALLOCATION,BONDS,STOCKS ● January 2024

  • The Quality Anomaly and Quality in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● January 2024

  • Beginning-of-Year Investing Success Checklist

    RETIREMENT NEWSLETTER ● WEEKLY,401(K) PLAN,IRAS,ACCUMULATION,PLANNING TIPS ● January 2024

  • Allocation When Transitioning Into Retirement: Should You Make a Change?

    RETIREMENT NEWSLETTER ● MONTHLY,TRANSITIONING,ASSET ALLOCATION ● January 2024

  • 6 Portfolio Allocation Strategies to Consider

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,ASSET ALLOCATION,BONDS,STOCKS ● January 2024

  • Using ETFs and Mutual Funds to Build a Diversified Portfolio

    RETIREMENT NEWSLETTER ● ACCUMULATION,ASSET ALLOCATION,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,MONTHLY ● January 2024

  • Target-Date Retirement Investing: A Do-It-Yourself Approach

    RETIREMENT NEWSLETTER ● ACCUMULATION,ASSET ALLOCATION,BONDS,STOCKS,MONTHLY,TARGET-DATE FUNDS ● January 2024

  • How Might the 60%/40% Portfolio Fare in the Year Ahead?

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,RETIRED,ASSET ALLOCATION ● January 2024

  • Strategic Versus Tactical Asset Allocation: Which Is Better for Your Portfolio?

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,ASSET ALLOCATION,BONDS,STOCKS ● January 2024

  • An Improved Way to Find Mutual Funds and ETFs

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

  • Decoding Tech Funds and ETFs to Make the Best Choice

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● January 2024

  • What Securities Can You Hold in Your IRA?

    RETIREMENT NEWSLETTER ● WEEKLY,IRAS,ACCUMULATION ● December 2023

  • Staying Clean With the Wash-Sale Rules

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,TAXES ● December 2023

  • 2023 State Inheritance and Estate Taxes From the Tax Foundation

    RETIREMENT NEWSLETTER ● NEWS,ESTATE PLANNING,TAXES ● December 2023

  • Year-End Tax Moves for Your Portfolio

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,ACCUMULATION,STOCKS ● December 2023

  • Donating and Giving: Donor-Advised Funds and Other Options

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,CHARITABLE DONATIONS,RETIRED ● December 2023

  • When Is the Best Time for a Roth IRA Conversion?

    RETIREMENT NEWSLETTER ● MONTHLY,TAXES,IRAS,TRANSITIONING ● December 2023

  • Monitoring Your Portfolio's Allocation While Closing the Behavior Gap

    RETIREMENT NEWSLETTER ● MONTHLY,ACCUMULATION,PLANNING TIPS ● December 2023

  • Making Withdrawals in Retirement Based on a Dynamic Strategy

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,RETIRED,WITHDRAWAL STRATEGIES ● December 2023

  • November 2023 Survey Results: Passing Family Heirlooms to Next Generation

    RETIREMENT NEWSLETTER ● PULSE ● December 2023

  • Portfolio Addition: Patrick Industries, Inc.

    VMQ STOCKS ● PORTFOLIO ADDITION ● December 2023

  • Capitalizing on the Tax Rules for Capital Losses

    RETIREMENT NEWSLETTER ● WEEKLY,TAXES ● December 2023

  • Taxes and Giving: What You Need to Know

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,TAXES,CHARITABLE DONATIONS,RETIRED ● November 2023

  • Creating an Inventory for Your Family Executive Team

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,RETIRED ● November 2023

  • Target-Date Funds Now Available as iShares ETFs

    RETIREMENT NEWSLETTER ● NEWS,TARGET-DATE FUNDS,ACCUMULATION,EXCHANGE-TRADED FUNDS ● November 2023

  • IRS Announces Inflation Adjustments for 2024

    RETIREMENT NEWSLETTER ● NEWS,ACCUMULATION,PLANNING TIPS ● November 2023

  • Minimize Inheritance Conflicts: 18 Commonsense Suggestions

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED ● November 2023

  • The Ins and Outs of Designating Beneficiaries

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,BENEFICIARIES,ACCUMULATION ● November 2023

  • Six Steps for Getting Your Estate Plan Started

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,RETIRED,PLANNING TIPS ● November 2023

  • Beyond Beneficiaries: Estate Planning Strategies to Make the Most of Your IRAs

    RETIREMENT NEWSLETTER ● MONTHLY,ESTATE PLANNING,IRAS,TRANSITIONING,RETIRED,REQUIRED MINIMUM DISTRIBUTIONS ● November 2023

  • Options and Actions to Take for Inheriting an IRA

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,ESTATE PLANNING,IRAS,ACCUMULATION,REQUIRED MINIMUM DISTRIBUTIONS ● November 2023

  • October 2023 Survey Results: Biggest Financial Concern About Retirement

    RETIREMENT NEWSLETTER ● PULSE ● November 2023

  • Soften the Drama of Passing Down Heirlooms and Personal Property

    RETIREMENT NEWSLETTER ● WEEKLY,ESTATE PLANNING,RETIRED ● November 2023

  • Holiday Preview: Stocks That May Benefit From Seasonal Spending

    AAII JOURNAL ● FIRST CUT STOCKS,STOCKS ● November 2023

  • Changing of the Guard: Energy Powers Third-Quarter Returns

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● November 2023

  • Expense Ratios and Keeping What's Yours

    RETIREMENT NEWSLETTER ● WEEKLY,RETIRED,SAVING STRATEGIES,WITHDRAWAL STRATEGIES ● October 2023

  • Bridging the Savings Gap

    RETIREMENT NEWSLETTER ● WEEKLY,ACCUMULATION,TRANSITIONING,SAVING STRATEGIES ● October 2023

  • What to Know About Retiring Early

    RETIREMENT NEWSLETTER ● WEEKLY,TRANSITIONING,SAVING STRATEGIES ● October 2023

  • Revisiting Dividends in the VMQ Model Portfolio

    VMQ STOCKS ● COMMENTARY ● October 2023

  • Developing the Right Mindset to Navigate Difficult Retirement Planning Questions

    RETIREMENT NEWSLETTER ● MONTHLY,DECISION-MAKING CHALLENGES,TRANSITIONING,PLANNING TIPS ● October 2023

  • How to Set up a Bucket Portfolio to Meet Your Income Needs

    RETIREMENT NEWSLETTER ● MONTHLY,FEATURE,RETIRED,ASSET ALLOCATION ● October 2023

  • Allocating for Life Goals in Retirement

    RETIREMENT NEWSLETTER ● MONTHLY,RETIRED,SAVING STRATEGIES ● October 2023

  • Creating a Payday With Bond Cash Flows

    RETIREMENT NEWSLETTER ● MONTHLY,INCOME STRATEGIES,ACCUMULATION,TRANSITIONING,RETIRED,BONDS ● October 2023

  • Monitoring Your 401(k) Plan

    RETIREMENT NEWSLETTER ● MONTHLY,401(K) PLAN,ACCUMULATION ● October 2023

  • Financial Independence and Retirement

    INVESTOR UPDATE ● INVESTOR UPDATE,RETIREMENT PLANNING ● October 2023

  • Unveiling AAII Retirement Investing

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● October 2023

  • Chasing Away October's Stock Market Ghouls and Goblins

    RETIREMENT NEWSLETTER ● WEEKLY,STOCKS ● October 2023

  • Comparing the Tax-Efficiency of High-Yielding Funds and ETFs

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,TAX STRATEGIES ● October 2023

  • Welcome to AAII Retirement Investing!

    RETIREMENT NEWSLETTER ● WEEKLY ● September 2023

  • Retirement Reimagined: An Introduction to AAII Retirement Investing

    WEBINARS ● WEBINAR,PLATINUM,RETIREMENT ● September 2023

  • Why ETFs Can Trade at Premiums and Discounts to Their Net Asset Value

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● September 2023

  • Portfolio Addition: ODP Corp.

    VMQ STOCKS ● PORTFOLIO ADDITION ● September 2023

  • Tech and Global Action Drive Second-Quarter Returns

    AAII JOURNAL ● QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE,ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● August 2023

  • Leisure Stocks With Upward Estimate Revisions

    AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS ● August 2023

  • Dog Days of Summer: It's All About the Earnings

    VMQ STOCKS ● COMMENTARY ● July 2023

  • Buyback and Shareholder Yields and the Quality Score for VMQ Stocks

    VMQ STOCKS ● COMMENTARY ● July 2023

  • A Peek at Second-Quarter Earnings Season

    VMQ STOCKS ● COMMENTARY ● July 2023

  • VMQ Versus ETFs With a VMQ-Like Strategy

    VMQ STOCKS ● COMMENTARY ● July 2023

  • Going Global: Mutual Funds and ETFs Targeting Regions and Countries

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,INTERNATIONAL ● July 2023

  • Four Superstar Moves, Replacing Beauty With Metal, Nobel Laureate Wisdom and Walgreen's Continuing Illness

    PLATINUM ● WEEKLY DIGEST ● June 2023

  • Avoiding Value Traps

    VMQ STOCKS ● COMMENTARY ● June 2023

  • Happy Feet: Caleres Beats, Plus the May Monthly Wrap

    VMQ STOCKS ● COMMENTARY ● June 2023

  • Ratios for Determining a Company’s Strengths and Weaknesses

    AAII JOURNAL ● AAII HOW-TO,FUNDAMENTALS ● June 2023

  • Comparing and Contrasting Real Estate Funds

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,REITS ● June 2023

  • High Beta's Recent Fall Out of Fashion

    VMQ STOCKS ● COMMENTARY ● May 2023

  • Growth and Technology Mutual Funds and ETFs Exert Muscle in First Quarter

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● May 2023

  • A Glimpse Into How AAII Members Built Their Savings

    AAII JOURNAL ● THE BIG QUESTION ● April 2023

  • High-Yield Mutual Funds and ETFs: Greater Potential Return but More Risk

    AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● April 2023

  • IRAs Have Gained Importance in Individuals' Retirement Plans

    AAII JOURNAL ● DISPATCHES ● April 2023

  • Why Value Still Works

    VMQ STOCKS ● COMMENTARY ● March 2023