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John Markese

author Image John Markese is the former president of AAII. He currently serves as vice chairman.


Recent Articles

  • Transitions

    AAII JOURNAL DEPARTMENTS September 2010

  • Taking Aim at Your Retirement: A Look at Target Date Mutual Funds

    EVERGREEN June 2009

  • The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income

    AAII JOURNAL MUTUAL FUNDS November 2008

  • Your Portfolio: Maintaining Perspective

    AAII JOURNAL PORTFOLIO STRATEGIES,FEATURE November 2008

  • Rolling the Currency Dice: Investing in International Bond Funds

    AAII JOURNAL MUTUAL FUNDS,CURRENCY,INTERNATIONAL June 2008

  • Peerless Performers: The Top Funds Over 5 Years

    AAII JOURNAL MUTUAL FUNDS,FEATURE April 2008

  • Face Off: Mutual Funds vs. ETFs

    AAII JOURNAL MUTUAL FUNDS June 2007

  • Mutual Fund Marathon: The Top Funds Over Five Years: 2002-2006

    AAII JOURNAL MUTUAL FUNDS April 2007

  • Developing a Withdrawal Strategy for Your Fund Portfolio

    AAII JOURNAL MUTUAL FUNDS November 2006

  • The Top Funds Over Five Years: 2001-2005 Survival of the Fittest

    AAII JOURNAL MUTUAL FUNDS April 2006

  • Capitalizing on the Index Fund Advantage

    AAII JOURNAL MUTUAL FUNDS November 2005

  • Does Your Portfolio Need an Addition? Think Real Estate Funds

    AAII JOURNAL MUTUAL FUNDS June 2005

  • The Top Funds Over Five Years: What Made Them Different?

    AAII JOURNAL MUTUAL FUNDS April 2005

  • Allocation Over Time: Life Cycle Mutual Funds

    AAII JOURNAL MUTUAL FUNDS November 2004

  • Gimme (Tax) Shelter: Protecting Your Income Using Municipal Bond Funds

    AAII JOURNAL MUTUAL FUNDS June 2004

  • The Emerging Markets Re-Emerge: Funds Get Hot Again

    AAII JOURNAL MUTUAL FUNDS April 2004

  • Searching for Dividend Yield From Your Stock Mutual Funds

    AAII JOURNAL MUTUAL FUNDS November 2003

  • Top Funds Over Five Years: Analyzing How They Got There

    AAII JOURNAL MUTUAL FUNDS July 2003

  • Micro-Cap Mutual Funds: Searching for the Future Giants

    AAII JOURNAL MUTUAL FUNDS April 2003

  • Your Mutual Fund Portfolio: Choosing the Level of Complexity

    AAII JOURNAL MUTUAL FUNDS November 2002

  • One-Stop Mutual Fund Shopping: A Guide to the Discount Brokers

    AAII JOURNAL MUTUAL FUNDS October 2002

  • Bill Provides a New Framework for Accounting & Corporate Governance

    AAII JOURNAL STOCK STRATEGIES September 2002

  • Fund Expenses: Class Matters When Buying Multi-Class Fund Shares

    AAII JOURNAL MUTUAL FUNDS June 2002

  • How to Rate a Mutual Fund: Personalizing the Star System

    AAII JOURNAL MUTUAL FUNDS April 2002

  • U.S. Government Bond Funds: A Portfolio Counterweight

    AAII JOURNAL MUTUAL FUNDS November 2001

  • The Value of Value Funds: Why You Should Always Hold Them

    AAII JOURNAL VALUE INVESTING,FEATURE April 2001

  • Kids and Mutual Funds: Educating and Investing

    AAII JOURNAL GROWTH INVESTING,FEATURE August 2000

  • Plugging Into Planning Tools Sponsored by Mutual Fund Families

    AAII JOURNAL MUTUAL FUNDS April 2000

  • What Every Investor Should Know About Mutual Funds

    AAII JOURNAL GETTING STARTED February 2000

  • Health and Technology: High-Powered Sector Funds

    AAII JOURNAL GROWTH INVESTING,FEATURE November 1998

  • Benchmarking: Assessing Your Ability as a Manager of Fund Managers

    AAII JOURNAL MUTUAL FUNDS April 1996

  • Aggressive Growth Stock Funds: Examining a Rocket's Blueprints

    AAII JOURNAL GROWTH INVESTING,MUTUAL FUNDS January 1996

  • Starting an Investment Program With Dollar Cost Averaging

    AAII JOURNAL GETTING STARTED,VALUE INVESTING September 1992

  • Timing Indicators: The Bond-Stock Yield

    AAII JOURNAL FROM THE ARCHIVES April 1986

  • Nine Timeless Rules for Investing in Mutual Funds (and ETFs)

    EVERGREEN