Matthew Bajkowski
Matthew Bajkowski is a former finance writer at AAII. He contributed to the AAII model portfolios and the AAII Journal.
Matthew Bajkowski is a former finance writer at AAII.
Recent Articles
Online Exclusive: What Are Donor-Advised Funds?
AAII JOURNAL ● INVESTOR PROFESSOR,TAX STRATEGIES ● December 2022
Out-of-Pocket Medical Fees Eat Into Retirees’ Discretionary Income
AAII JOURNAL ● DISPATCHES ● December 2022
Online Exclusive: What to Know About Single-Stock ETFs
AAII JOURNAL ● INVESTOR PROFESSOR,EXCHANGE-TRADED FUNDS ● November 2022
Best of the Web: Seven Key Sites for Investors
AAII JOURNAL ● COMPUTERIZED INVESTING,ECONOMIC AND MARKET ANALYSIS,BROKERAGES ● November 2022
Most Mutual Funds and ETFs Bleed Red in the Third Quarter
AAII JOURNAL ● ETFS AND MUTUAL FUNDS ● November 2022
Online Exclusive: Saving Early for Offspring With Custodial Accounts
AAII JOURNAL ● INVESTOR PROFESSOR ● October 2022
Emerging Markets Funds Offer Diversification Plus Growth
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,INTERNATIONAL ● October 2022
Online Exclusive: Market Breadth's Meaning for Individual Investors
AAII JOURNAL ● INVESTOR PROFESSOR ● September 2022
Owning the Market Through Large-Cap Stock Mutual Funds and ETFs
AAII JOURNAL ● ETFS AND MUTUAL FUNDS ● September 2022
Online Exclusive: What Is the Yield Curve?
AAII JOURNAL ● INVESTOR PROFESSOR,BONDS,ECONOMIC AND MARKET ANALYSIS,INTEREST RATES ● August 2022
Fund Returns Still Affected by Inflation and War Halfway Through the Year
AAII JOURNAL ● FEATURE,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE,ETFS AND MUTUAL FUNDS ● August 2022
Online Exclusive: Delving Into the Definition of the CAPE Ratio
AAII JOURNAL ● INVESTOR PROFESSOR,MARKET ACTIONS ● July 2022
The Benefits and Risks of Short-Term Bond Funds
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,FIXED-INCOME STRATEGIES ● July 2022
Online Exclusive: Understanding the Breakeven Inflation Rate
AAII JOURNAL ● INVESTOR PROFESSOR,BONDS,INTEREST RATES,INFLATION ● June 2022
A Happy Medium: Mid-Cap Mutual Funds and ETFs
AAII JOURNAL ● ETFS AND MUTUAL FUNDS ● June 2022
Online Exclusive: The Difference Between Sustainable Investing and Impact Investing
AAII JOURNAL ● INVESTOR PROFESSOR,SOCIALLY RESPONSIBLE INVESTING ● May 2022
War and Inflation Impact First-Quarter Mutual Fund and ETF Returns
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● May 2022
Online Exclusive: What Is the Put-Call Ratio?
AAII JOURNAL ● INVESTOR PROFESSOR,MARKET ACTIONS ● April 2022
The Benefits and Risks of International Stock Funds
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,INTERNATIONAL,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● April 2022
Get Foreign Exposure at Home Through ADRs
AAII JOURNAL ● AAII HOW-TO,ADRS,INTERNATIONAL ● April 2022
Online Exclusive: Understanding Bond Yields
AAII JOURNAL ● INVESTOR PROFESSOR,BONDS ● March 2022
The Benefits and Risks of Intermediate Bond Funds
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS,BONDS ● March 2022
Online Discount Brokers: Comparing and Contrasting the Older and the New
AAII JOURNAL ● FEATURE,COMPUTERIZED INVESTING,BROKERAGES ● March 2022
Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio
AAII JOURNAL ● INVESTOR PROFESSOR,INVESTING BASICS,RISK ● February 2022
Online Exclusive: How to Gain Access to Private Equity
AAII JOURNAL ● INVESTOR PROFESSOR,ALTERNATIVE INVESTMENTS ● January 2022
The Benefits and Risks of Small-Cap Funds
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● January 2022
Investors Show Bias Toward 52-Week Highs
AAII JOURNAL ● DISPATCHES,TECHNICAL ANALYSIS,BEHAVIORAL FINANCE ● December 2021
Online Exclusive: What Is Tax-Loss Harvesting?
AAII JOURNAL ● INVESTOR PROFESSOR,TAX STRATEGIES ● December 2021
Online Exclusive: Stock Order Types Explained
AAII JOURNAL ● INVESTOR PROFESSOR,INVESTING BASICS ● November 2021
Investor's Best of the Web 2021
AAII JOURNAL ● COMPUTERIZED INVESTING,GUIDE ● November 2021
Third-Quarter Mutual Fund and ETF Update
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,QUARTERLY MUTUAL FUND UPDATE,QUARTERLY ETF UPDATE ● November 2021
EDUCATION ● October 2021
Online Exclusive: Defensive Versus Cyclical Stocks
AAII JOURNAL ● INVESTOR PROFESSOR,STOCK STRATEGIES,INVESTING BASICS ● October 2021
How Retirees Handle Portfolio Allocation, Income and Spending
AAII JOURNAL ● DISPATCHES,RETIRED INVESTOR ● October 2021
Mid-Cap ETFs Showing Strong & Consistent Relative Performance
AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● October 2021
Mid-Cap Funds Showing Strong & Consistent Relative Performance
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● October 2021
EDUCATION ● September 2021
What Is a Good-til-Canceled Order?
EDUCATION ● September 2021
Online Exclusive: Roth IRA vs. Traditional IRA—Differences You Should Know
AAII JOURNAL ● INVESTOR PROFESSOR,RETIREMENT PLANNING,IRAS ● September 2021
Incorporating the Price-Earnings Ratio Into Your Screening and Analysis
AAII JOURNAL ● AAII HOW-TO,STOCK STRATEGIES,FUNDAMENTALS ● September 2021
Small-Cap ETFs Showing Strong & Consistent Relative Performance
AAII JOURNAL ● FIRST CUT ETFS,SMALL CAP VALUE INVESTING,EXCHANGE-TRADED FUNDS ● September 2021
Small-Cap Funds Showing Strong & Consistent Relative Performance
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,SMALL CAP VALUE INVESTING,MUTUAL FUNDS ● September 2021
EDUCATION ● August 2021
EDUCATION ● August 2021
EDUCATION ● August 2021
How to Choose a Brokerage Firm
EDUCATION ● August 2021
EDUCATION ● August 2021
EDUCATION ● August 2021
Online Exclusive: Mutual Funds vs. ETFs—What Makes Them Different?
AAII JOURNAL ● INVESTOR PROFESSOR,MUTUAL FUNDS,EXCHANGE-TRADED FUNDS ● August 2021
Bankruptcy Protection for Inherited 401(k)s
AAII JOURNAL ● DISPATCHES ● August 2021
AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● August 2021
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● August 2021
What Is an Immediate-or-Cancel Order?
EDUCATION ● July 2021
EDUCATION ● July 2021
What Are the Hours of the Stock Market?
EDUCATION ● July 2021
EDUCATION ● July 2021
Online Exclusive: What Is Cryptocurrency?
AAII JOURNAL ● INVESTOR PROFESSOR,CURRENCY,ALTERNATIVE INVESTMENTS,DIGITAL ASSETS ● July 2021
Identity Theft Alone Not Enough to Claim Breach of Fiduciary Duty
AAII JOURNAL ● DISPATCHES ● July 2021
Strong Estimated Growth Fails to Lead to Strong Returns
AAII JOURNAL ● STOCK STRATEGIES,EARNINGS,GROWTH INVESTING ● July 2021
Online Exclusive: Defining Inflation for Your Portfolio
AAII JOURNAL ● INVESTOR PROFESSOR,INFLATION,EVERGREEN ● June 2021
Online Exclusive: Who Are Retail Investors?
AAII JOURNAL ● INVESTOR PROFESSOR,EVERGREEN ● May 2021
AAII Groups in Facebook: Setting Your Privacy Options
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2021
Economic Rotation & Budding in the First-Quarter ETFs
AAII JOURNAL ● QUARTERLY ETF UPDATE,EXCHANGE-TRADED FUNDS ● May 2021
Investors' Biggest Mistakes Often Involve Selling
AAII JOURNAL ● THE BIG QUESTION,SELL RULES ● May 2021
Online Exclusive: What Is EBITDA? Calculation and Examples
AAII JOURNAL ● INVESTOR PROFESSOR,FUNDAMENTALS,EVERGREEN ● April 2021
Investors Miss Performance Signals
AAII JOURNAL ● DISPATCHES ● April 2021
A Slowing Reversion to the Mean for Value Stocks?
AAII JOURNAL ● DISPATCHES,STOCK STRATEGIES ● March 2021
Size Factor Effect Present in S&P Index Funds
AAII JOURNAL ● DISPATCHES ● February 2021
Gold Price Neither Predicts Inflation Nor Protects Against It
AAII JOURNAL ● DISPATCHES,INFLATION,ALTERNATIVE INVESTMENTS ● January 2021
A Smoother and Greener Third Quarter for Equity ETFs
AAII JOURNAL ● QUARTERLY ETF UPDATE,EXCHANGE-TRADED FUNDS ● November 2020
Broker Notifications Push Investors to Higher Risk
AAII JOURNAL ● DISPATCHES,BROKERAGES,RISK ● September 2020
Strong Motions in Quarter-to-Quarter Fund Performance
AAII JOURNAL ● MUTUAL FUNDS,QUARTERLY MUTUAL FUND UPDATE ● August 2020
Supreme Court Sets Limits on SEC’s Ability to Seek Ill-Gotten Gains Relief
AAII JOURNAL ● DISPATCHES ● August 2020
Supreme Court: Pension Participants Lack Standing to Sue
AAII JOURNAL ● DISPATCHES ● July 2020
How ETFs Change Their Fund Families
AAII JOURNAL ● DISPATCHES ● June 2020
How Individual Investors Are Responding to the Market's Coronavirus Volatility
AAII JOURNAL ● THE BIG QUESTION,CORONAVIRUS,MARKET ACTIONS ● May 2020
Coronavirus Effect on Global Economy Felt by Funds
AAII JOURNAL ● MUTUAL FUNDS,QUARTERLY MUTUAL FUND UPDATE ● May 2020
An Evaluation of Value Investing
AAII JOURNAL ● DISPATCHES ● May 2020
How AAII Members Help Kids and Grandkids Get Started With Investing
AAII JOURNAL ● THE BIG QUESTION ● April 2020
AAII Members Found to Have Better Allocation Skills
AAII JOURNAL ● DISPATCHES,ASSET ALLOCATION ● April 2020
Outperforming Funds Stop Outperforming
AAII JOURNAL ● DISPATCHES ● March 2020
Mintage or Vintage: Coining Alternative Assets
AAII JOURNAL ● DISPATCHES,ALTERNATIVE INVESTMENTS ● February 2020
Factoring in Small-Cap and Value Stocks
AAII JOURNAL ● DISPATCHES ● January 2020
An Adviser’s Profile Is as Important as the Investor’s
AAII JOURNAL ● DISPATCHES,ADVISERS ● December 2019
Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations
AAII JOURNAL ● ASSET ALLOCATION,THE BIG QUESTION,INTEREST RATES ● November 2019
Distinction Among Mutual Funds
AAII JOURNAL ● DISPATCHES ● November 2019
Institutional Investor Horizons Set the Course for Corporations
AAII JOURNAL ● DISPATCHES ● October 2019
Women Are More Risk Averse When Their Adviser Is Male
AAII JOURNAL ● DISPATCHES,ADVISERS ● September 2019
Calculating a Portfolio’s Internal Rate of Return
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2018
Calculating a Portfolio’s Internal Rate of Return
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2018
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2017
Possible Pitfalls of Robo-Advisers
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2016
10 Questions and More With AAII President John Bajkowski
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2016
Tapping Into the Dividend Well: Reinvesting With DRIPs
AAII JOURNAL ● COMPUTERIZED INVESTING,DIVIDENDS ● July 2016