AAII

Widening Operating Margins Are Boosting Earnings, for Now

August 06 2026 by Charles Rotblut

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

July 30 2026 by Charles Rotblut

July Charts of Interest: The Widespread Influence of AI Spending

July 23 2026 by Charles Rotblut

How to Build an Earnings Season Watchlist

July 16 2026 by Charles Rotblut

Extreme Accounting Numbers Deserve a Closer Look

July 09 2026 by Charles Rotblut

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

July 02 2026 by Charles Rotblut

What Makes Perpetual Futures So Risky?

June 25 2026 by Charles Rotblut

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

June 18 2026 by Charles Rotblut

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

June 11 2026 by Charles Rotblut

Hold or Cash In Your Semiconductor Chip Stocks?

June 04 2026 by Charles Rotblut

How an Investment's Yield Can Break

May 28 2026 by Charles Rotblut

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

May 21 2026 by Charles Rotblut

Are AI-Related Stocks in a Bubble?

May 14 2026 by Charles Rotblut

Ways to Redeploy Cash After a Big Gain

May 07 2026 by Charles Rotblut

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

April 30 2026 by Charles Rotblut

Stocks Gone Wild and Other April Charts of Interest

April 23 2026 by Charles Rotblut

Wide Valuation Dispersion Creates Stock-Picking Opportunities

April 16 2026 by Charles Rotblut

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

April 09 2026 by Charles Rotblut

The Outsized Influence of AGI on Your Tax Return

April 02 2026 by Charles Rotblut

The Median Stock Loses Money: Sell Rules Are Critical

March 26 2026 by Charles Rotblut

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

March 19 2026 by Charles Rotblut

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

March 12 2026 by Charles Rotblut

History Shows Investors Benefit From Staying Put During Crises

March 05 2026 by Charles Rotblut

Five Sources for Assessing Tariff Impact on Your Portfolio

February 26 2026 by Charles Rotblut

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

February 19 2026 by Charles Rotblut

The Categories and ETFs With the Highest 10-Year Returns

February 12 2026 by Charles Rotblut

PEG Ratios Are Often Based on Just a Single Forecast

February 05 2026 by Charles Rotblut

Activist-Owned Competitors Outperform Activist Targets

January 29 2026 by Charles Rotblut

January Charts of Interest: Yields Are Falling

January 22 2026 by Charles Rotblut

Stock Market Returns Following Streaks of Double-Digit Gains

January 15 2026 by Charles Rotblut

The New Features in Our Rebuilt My Portfolio

January 08 2026 by Charles Rotblut

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

January 01 2026 by Charles Rotblut

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

December 18 2025 by Charles Rotblut

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

December 11 2025 by Charles Rotblut

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

December 04 2025 by Charles Rotblut

Important Family Conversations for Thanksgiving Weekend

November 27 2025 by Charles Rotblut

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

November 20 2025 by Charles Rotblut

I Rebalanced for the First Time Since 2021

November 13 2025 by Charles Rotblut

Single-Stock ETFs Underperform the Stocks They Track

November 06 2025 by Charles Rotblut

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

October 30 2025 by Charles Rotblut

October Charts of Interest: Happy Birthday, Bull Market!

October 23 2025 by Charles Rotblut

Gold Soars, but the Reason Isn't Clear

October 16 2025 by Charles Rotblut

More Time Spent on Your Portfolio Can Worsen Returns

October 09 2025 by Charles Rotblut

Mutual Funds to Gain ETF Tax Advantages and Intraday Trading

October 02 2025 by Charles Rotblut

Options for Your Cash as More Fed Rate Cuts Are Likely

September 25 2025 by Charles Rotblut

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

September 18 2025 by Charles Rotblut

Muni Bond Funds' Additional Advantage

September 11 2025 by Charles Rotblut

Beware of the Popularity Trap for ETFs

September 04 2025 by Charles Rotblut

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

August 28 2025 by Charles Rotblut

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

August 21 2025 by Charles Rotblut

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

August 14 2025 by Charles Rotblut

Four Metrics for Identifying Risky Dividend Stocks

August 07 2025 by Charles Rotblut

The Key OBBB Act Tax Changes for Individual Investors

July 31 2025 by Charles Rotblut

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

July 24 2025 by Charles Rotblut

Why Some Swings in Market Sentiment Matter More Than Others

July 17 2025 by Charles Rotblut

Combining Indicators to Better Assess the Market's Mood

July 10 2025 by Charles Rotblut

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

July 03 2025 by Charles Rotblut

The Case for Free Cash Flow in Stock Selection

June 26 2025 by Charles Rotblut

June Charts of Interest: Tariffs Are Driving Prices Bananas

June 19 2025 by Charles Rotblut

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

June 12 2025 by Charles Rotblut

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

June 05 2025 by Charles Rotblut

The Bond Market Is Adjusting, Not Growling

May 29 2025 by Charles Rotblut

May Charts of Interest: The Impact Tariffs Are Already Having

May 22 2025 by Charles Rotblut

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

May 15 2025 by Charles Rotblut

My Six Key Lessons From Warren Buffett

May 08 2025 by Charles Rotblut

Five Moves to Stay Calm When the Market Isn't

May 01 2025 by Charles Rotblut

April Charts of Interest: The Bond Market Gets Jittery

April 24 2025 by Charles Rotblut

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

April 17 2025 by Charles Rotblut

Winning and Losing Stocks During the Current Downturn

April 10 2025 by Charles Rotblut

Staying Invested When Tariffs Rattle the Market

April 03 2025 by Charles Rotblut

Gold Is Glittering but May Not Be Right for Your Portfolio

March 27 2025 by Charles Rotblut

March Charts of Interest: A Buying Opportunity?

March 20 2025 by Charles Rotblut

Investing for the Long Term Despite Tariff-Driven Volatility

March 13 2025 by Charles Rotblut

33 Top-Graded Mid-Cap Dividend Payers

March 06 2025 by Charles Rotblut

Buffett's Cash Problem Isn't Your Problem

February 27 2025 by Charles Rotblut

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

February 20 2025 by Charles Rotblut

Five Simple Steps to Make Sense of Earnings Reports

February 13 2025 by Charles Rotblut

How Tariffs Could Affect U.S. Individual Investors

February 06 2025 by Charles Rotblut

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

January 30 2025 by Charles Rotblut

January Charts of Interest: Presidential Stock Market Scorecard

January 23 2025 by Charles Rotblut

Where Market Indicators Stand as We Start 2025

January 16 2025 by Charles Rotblut

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

January 09 2025 by Charles Rotblut

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

January 02 2025 by Charles Rotblut

December Charts of Interest: A Small-Cap Resurgence?

December 19 2024 by Charles Rotblut

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

December 12 2024 by Charles Rotblut

Five Smart Strategies to Reduce Your 2024 Capital Gains Taxes

December 05 2024 by Charles Rotblut

Thanksgiving Conversations: Planning for the Future

November 28 2024 by Charles Rotblut

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

November 21 2024 by Charles Rotblut

Unawareness of Cognitive Impairment Reduces Your Wealth

November 14 2024 by Charles Rotblut

TCJA Tax Cuts Ending in 2025

November 07 2024 by Charles Rotblut

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

October 31 2024 by Charles Rotblut

Analyzing the Metrics of Stocks Advertised on CNBC

October 24 2024 by Charles Rotblut

October Charts of Interest: Happy Second Birthday, Bull Market

October 17 2024 by Charles Rotblut

The Lessons We Learned From Caregiving and Estate Settlement

October 10 2024 by Charles Rotblut

Our New Data Feed and Its Impact on Your Investments

October 03 2024 by Charles Rotblut

A Snapshot of Current Stock Valuations

September 26 2024 by Charles Rotblut

September Charts of Interest: Rate Cut Edition

September 19 2024 by Charles Rotblut

Excess CAPE Yield Low Ahead of Potential Interest Rate Cut

September 12 2024 by Charles Rotblut

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

September 05 2024 by Charles Rotblut

The Advantages of Combining Momentum and Equal Weighting

August 29 2024 by Charles Rotblut

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

August 22 2024 by Charles Rotblut

Profit by Buying the S&P 500's Castoffs

August 15 2024 by Charles Rotblut

Three Signals for When to Buy Stocks During Market Drops

August 08 2024 by Charles Rotblut

Avoid These Costly Retirement Account Rollover Mistakes

August 01 2024 by Charles Rotblut

July Charts of Interest: The Small-Cap Stock Resurgence

July 25 2024 by Charles Rotblut

Chasing Super High Yields Can Burn Your Portfolio

July 18 2024 by Charles Rotblut

Balancing Longevity Risk With Late-in-Life Care Expenses

July 11 2024 by Charles Rotblut

Seven Steps for Picking the Right Fund

June 27 2024 by Charles Rotblut

June Charts of Interest: High Concentration Is Covering Market Undercurrents

June 20 2024 by Charles Rotblut

What Two Bond Market Indicators Are Telling Investors at Midyear

June 13 2024 by Charles Rotblut

Revisiting the Meme Stock Craze

June 06 2024 by Charles Rotblut

Answers to Common Questions About QCDs

May 30 2024 by Charles Rotblut

What Faster Trade Settlements Mean for Investors

May 23 2024 by Charles Rotblut

May Charts of Interest: Buybacks Are Rising

May 16 2024 by Charles Rotblut

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

May 09 2024 by Charles Rotblut

Reasons for Not Selling Stocks This May

May 02 2024 by Charles Rotblut

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

April 25 2024 by Charles Rotblut

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

April 18 2024 by Charles Rotblut

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

April 11 2024 by Charles Rotblut

Five Retirement Challenges and Solutions for Them

April 04 2024 by Charles Rotblut

Remembering Daniel Kahneman

March 28 2024 by Charles Rotblut

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

March 21 2024 by Charles Rotblut

A Luncheon With Cathie Wood of ARK Invest

March 14 2024 by Charles Rotblut

Dividend Stocks Yielding 10% or More

March 07 2024 by Charles Rotblut

Warren Buffett on Why You Shouldn't Trust Forecasts

February 29 2024 by Charles Rotblut

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

February 22 2024 by Charles Rotblut

The 25x4 Allocation Is Questionable

February 15 2024 by Charles Rotblut

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

February 08 2024 by Charles Rotblut

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

February 01 2024 by Charles Rotblut

Optimism Among Individual Investors Bounced Back Last Year

January 25 2024 by Charles Rotblut

January Charts of Interest: Quality Boosts Returns

January 18 2024 by Charles Rotblut

My Initial Observations on the New Spot Bitcoin ETFs

January 11 2024 by Charles Rotblut

Where Market Indicators Stand as We Start 2024

January 04 2024 by Charles Rotblut

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

December 28 2023 by Charles Rotblut

December Charts of Interest: Stocks Are Overbought

December 21 2023 by Charles Rotblut

How Inflation Expectations and Bond Yields Have Changed

December 14 2023 by Charles Rotblut

Four Strategies for Reducing Capital Gains Taxes on Investments

December 07 2023 by Charles Rotblut

Remembering Charlie Munger

November 30 2023 by Charles Rotblut

Seven Reasons for Investors to Be Grateful in 2023

November 23 2023 by Charles Rotblut

November Charts of Interest: Small-Cap Pain

November 16 2023 by Charles Rotblut

Dealing With Shades of Gray in My Allocation

November 09 2023 by Charles Rotblut

Cash Is Popular, but Be Careful When Allocating to It

November 02 2023 by Charles Rotblut

Expanding Upon the 10 Commandments of Investing

October 26 2023 by Charles Rotblut

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

October 19 2023 by Charles Rotblut

Index Fund Expense Ratios May Be Bottoming Out

October 12 2023 by Charles Rotblut

Financial Independence and Retirement

October 05 2023 by Cynthia McLaughlin

James Cloonan's 10 Commandments for Investing

September 28 2023 by Charles Rotblut

September Charts of Interest: Some Stocks Stay Expensive

September 21 2023 by Charles Rotblut

Current Valuation Ranges for Stocks

September 14 2023 by Charles Rotblut

Guidelines for Selling Stocks

September 07 2023 by Charles Rotblut

Interest Rates Are Higher. Your Taxes Could Be Too.

August 31 2023 by Charles Rotblut

August Charts of Interest: More Costly to Finance Big Purchases

August 24 2023 by Charles Rotblut

Can You Use ChatGPT to Create a Portfolio of Stocks?

August 17 2023 by Charles Rotblut

Earnings Are Better Than Expected, but Look Beyond the Surprises

August 10 2023 by Charles Rotblut

How Much Is a Mega Millions Lottery Ticket Worth?

August 03 2023 by Charles Rotblut

Should Barbie Follow Her Fund Manager to Another Firm?

July 27 2023 by Charles Rotblut

July Charts of Interest: The Magnificent Seven

July 20 2023 by Charles Rotblut

The SECURE Acts Make Roth IRAs More Attractive

July 13 2023 by Charles Rotblut

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

July 06 2023 by Charles Rotblut

Harry Markowitz's Lasting Influence on Investing

June 29 2023 by Charles Rotblut

June Charts of Interest: Are Happy Days Here Again?

June 22 2023 by Charles Rotblut

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

June 15 2023 by Charles Rotblut

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

June 08 2023 by Charles Rotblut

When Inflation Has Outpaced Both Stocks and Bonds

June 01 2023 by Charles Rotblut

VIX Trading Strategies (In Case Stocks Become More Volatile)

May 25 2023 by Charles Rotblut

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

May 18 2023 by Charles Rotblut

Continue to Hold I Bonds or Sell Them?

May 11 2023 by Charles Rotblut

Setting Aside Self-Doubt When It Comes to Allocation

May 04 2023 by Charles Rotblut

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

April 27 2023 by Charles Rotblut

April Charts of Interest: Don't Jinx It

April 20 2023 by Charles Rotblut

Warning Signs That Companies Are in Big Trouble

April 13 2023 by Charles Rotblut

The Four Types of Risk

April 06 2023 by Charles Rotblut

Remembering AAII's Derek Hageman

March 30 2023 by Charles Rotblut

March Charts of Interest

March 23 2023 by Charles Rotblut

Banks Behaving Badly, and How Your Accounts Are Insured

March 16 2023 by Charles Rotblut

Both Small-Cap and Large-Cap Stocks Rebound Strongly

March 09 2023 by Charles Rotblut

Buffett on Buybacks, Dividends and Investing Mistakes

March 02 2023 by Charles Rotblut

Portfolios With the Lowest-Cost Mutual Funds and ETFs

February 23 2023 by Charles Rotblut

Charts of Interest to Individual Investors

February 16 2023 by Charles Rotblut

Recent Dividend Aristocrats Additions Reveal Leeway in the Rules

February 09 2023 by Charles Rotblut

We Want Your Feedback on an AAII Journal Article Idea

February 02 2023 by Charles Rotblut

Two Ways to Select a Stock From a Screen

January 26 2023 by Charles Rotblut

Closed-End Muni Bond Funds Are Cutting Their Payouts

January 19 2023 by Charles Rotblut

Optimism Among Individual Investors Was Historically Low Last Year

January 12 2023 by Charles Rotblut

Where Market Indicators Stand as the Bear Market Turns One

January 05 2023 by Charles Rotblut

Eight Individual Investor New Year's Resolutions for 2023

December 29 2022 by Charles Rotblut

Changes to Retirement Savings Included in the Omnibus Bill

December 22 2022 by Charles Rotblut

SEC Proposes New Rules Regarding Stock Trade Execution

December 15 2022 by Charles Rotblut

Seek Dividend Growth Instead of Yield During Recessions

December 08 2022 by Charles Rotblut

A New Rule Allows Retirement Plans to Consider ESG Factors

December 01 2022 by Charles Rotblut

Reasons for Individual Investors to Be Grateful in 2022

November 24 2022 by Charles Rotblut

Cryptocurrency Debacle Highlights Importance of Where You Bank and Invest

November 17 2022 by Charles Rotblut

Monitoring My Portfolio During a Volatile Market

November 10 2022 by Charles Rotblut

Investment Horror Tales and Their Lessons

November 03 2022 by Charles Rotblut

Introducing AAII's Growth Investing Newsletter

October 27 2022 by Jack Gilleland

Sustainable Growth Stocks and How to Find Them

October 20 2022 by Jack Gilleland

Plans and Rules Work for Both Marathons and Investing

October 13 2022 by Charles Rotblut

September Added to an Already Volatile Year

October 06 2022 by Charles Rotblut

The Upsides of High Inflation

September 29 2022 by Charles Rotblut

Another Rate Hike as Concerns About a Recession Increase

September 22 2022 by Charles Rotblut

Profit Margins Have Gained in Importance

September 15 2022 by Charles Rotblut

401(k) Tips and Useful Information

September 08 2022 by Charles Rotblut

New Innovations: Single Stock and BuyWrite Bond ETFs

September 01 2022 by Charles Rotblut

The Large-Cap Equity Premium Has Become Less Persistent

August 25 2022 by Charles Rotblut

Growth Stocks Are Being Helped by Inflation Expectations

August 18 2022 by Charles Rotblut

Some Thoughts on the New Buyback Tax

August 11 2022 by Charles Rotblut

Mutual Fund and ETF Investors Continue to Lower Their Returns

August 04 2022 by Charles Rotblut

Fed Rate Hikes and Economic Hard Landings

July 28 2022 by Charles Rotblut

Small-Cap Stocks Are Still on Sale

July 21 2022 by Charles Rotblut

10 High-Yielding Stocks With Risky Dividends

July 14 2022 by Charles Rotblut

Five Bear Market Moves for Tax-Savvy Investors

July 07 2022 by Charles Rotblut

Four Ways to Identify Companies at Risk of Going Bankrupt

June 30 2022 by Charles Rotblut

Traders Misjudge Volatility Following Big Moves in the VIX

June 23 2022 by Charles Rotblut

The Fed's Rising Expectations for Interest Rates

June 16 2022 by Charles Rotblut

Combining Growth and Value Boosts Large-Cap Returns

June 09 2022 by Charles Rotblut

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

June 02 2022 by Charles Rotblut

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

May 26 2022 by Charles Rotblut

Guidelines for Contrarian Investors Going Bargain Hunting

May 19 2022 by Charles Rotblut

A Playbook for When the Stock and Bond Markets Are Down

May 12 2022 by Charles Rotblut

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

May 05 2022 by Charles Rotblut

Remembering Geraldine Weiss and Her Winning Dividend Strategy

April 28 2022 by Charles Rotblut

A Costly Example of Why Asset Location Matters

April 21 2022 by Charles Rotblut

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

April 14 2022 by Charles Rotblut

Five Key Investing Concepts

April 07 2022 by Charles Rotblut

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

March 31 2022 by Charles Rotblut

Seeking a Truly Active Fund Is Not Enough

March 24 2022 by Charles Rotblut

A Useful and Free Resource for Viewing Economic Trends

March 17 2022 by Charles Rotblut

Key Considerations When Adding Commodities to Your Portfolio

March 10 2022 by Charles Rotblut

Warren Buffett's Comments on Allocation

March 03 2022 by Charles Rotblut

Stock Market Returns Following Military Conflicts

February 24 2022 by Charles Rotblut

The Small-Cap Premium Is Below Its Historical Median

February 17 2022 by Charles Rotblut

Time to Embrace Instead of Abandon Value?

February 10 2022 by Charles Rotblut

A Sign of Light for Value Investors

February 03 2022 by Charles Rotblut

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

January 27 2022 by Charles Rotblut

Portfolio Allocations Often Do Not Follow Shifts in Sentiment

January 20 2022 by Charles Rotblut

Seven Dividend Warning Signs to Watch Out For

January 13 2022 by Charles Rotblut

2022 Brings New Life Expectancy Tables for Calculating RMDs

January 06 2022 by Charles Rotblut

Eight Individual Investor New Year's Resolutions for 2022

December 30 2021 by Charles Rotblut

Guidelines for Selecting an Allocation Strategy

December 23 2021 by Charles Rotblut

The Size of Withdrawals Relative to Wealth Influences Risk Tolerance

December 16 2021 by Charles Rotblut

Financial Goals and Time in the Market

December 09 2021 by Charles Rotblut

How You React to Volatility Matters

December 02 2021 by Charles Rotblut

Reasons for Individual Investors to Be Grateful in 2021

November 25 2021 by Charles Rotblut

The Tax Implications for Investors of Corporate Splits

November 18 2021 by Charles Rotblut

Run Your Own Race: Investing as Marathon Training

November 11 2021 by Charles Rotblut

Portfolio Reviews Can Often Lead to Doing Nothing

November 04 2021 by Charles Rotblut

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

October 28 2021 by Charles Rotblut

Don't Judge a Bitcoin ETF by Its Name

October 21 2021 by Charles Rotblut

Two New AAII Member Benefits

October 14 2021 by Charles Rotblut

Seven Pitfalls Dividend Investors Should Avoid

October 07 2021 by Charles Rotblut

Automate Retirement Savings and Retirement

September 30 2021 by Charles Rotblut

What You Can Expect at Our Forthcoming Conference

September 23 2021 by Charles Rotblut

How Often Should You Look at Your Portfolio?

September 16 2021 by Charles Rotblut

Low Share Prices Do Not Imply a Low Valuation

September 09 2021 by Charles Rotblut

The Advantages of Stock Screening

September 02 2021 by Charles Rotblut

Put an Asterisk by Those Second-Quarter Results

August 26 2021 by Charles Rotblut

Why Not Having to Trade Is a Big Advantage

August 19 2021 by Charles Rotblut

The Key Pillars of Good Dividend Stocks

August 12 2021 by Charles Rotblut

An Update on Inherited Retirement Accounts and Bankruptcy Protections

August 05 2021 by Charles Rotblut

Making Sense of Stock Splits

July 29 2021 by Charles Rotblut

The Relationship Between Brand Equity and Stock Performance

July 22 2021 by Charles Rotblut

Two Measures of a Stock's Valuation

July 15 2021 by Charles Rotblut

The S&P 500's Ongoing Streak

July 08 2021 by Charles Rotblut

How We Pick Benchmarks for AAII Model Portfolios

July 01 2021 by Charles Rotblut

Correlations Between Stocks and Bonds Are Not Stable

June 24 2021 by Charles Rotblut

Helpful Resources for Dividend Investors

June 17 2021 by Charles Rotblut

Compound Interest Returns and Your Portfolio

June 10 2021 by Charles Rotblut

Periodic Adjustments Are Key for Preserving a Portfolio's Survival

June 03 2021 by Charles Rotblut

Creating Watchlists to Track Investing Ideas

May 27 2021 by Charles Rotblut

More Buybacks and Bigger Dividends

May 20 2021 by Charles Rotblut

Inflationary Signals Continue to Point Upward

May 13 2021 by Charles Rotblut

Financial Problems Can Foreshadow Alzheimer's Disease

May 06 2021 by Charles Rotblut

A Quick Way to Analyze a Stock

April 29 2021 by Charles Rotblut

I Rebalanced My 403(b) Account This Week

April 22 2021 by Charles Rotblut

The Big Impact the Calendar Is Having

April 15 2021 by Charles Rotblut

Don't Judge an Index Fund by Its Cover

April 08 2021 by Charles Rotblut

Some Valuations Are Too High

April 01 2021 by Charles Rotblut

One Year Later: Seven Lessons From the Coronavirus Bear Market

March 25 2021 by Charles Rotblut

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

March 18 2021 by Charles Rotblut

Diversification's Impact Depends on Time Measured

March 11 2021 by Charles Rotblut

Warren Buffett Shares His Thoughts About Shareholders

March 04 2021 by Charles Rotblut

A Look at the Bond Market's Expectations for Inflation

February 25 2021 by Charles Rotblut

Not Your Parent's Ma Bell

February 18 2021 by Derek J. Hageman

Investors' Timing Decisions Linked to Higher Volatility

February 11 2021 by Charles Rotblut

Don't Fight the Hedge Funds, Invest Differently

February 04 2021 by Charles Rotblut

Observations About and Lessons From GameStop's Big Rise

January 28 2021 by Charles Rotblut

Pessimism Was High in 2020, but Investors Stayed With Stocks

January 21 2021 by Charles Rotblut

How Much Are Mega Millions and Powerball Lottery Tickets Worth?

January 14 2021 by Charles Rotblut

11 More Financial and Investing Resolutions for 2021

January 07 2021 by Charles Rotblut

Financial and Investing Resolutions for 2021, Part 1

December 31 2020 by Charles Rotblut

New Stimulus and Extended Tax Breaks

December 24 2020 by Charles Rotblut

Answers to Individual Investors’ Tax Questions

December 17 2020 by Charles Rotblut

A Few Thoughts in Remembrance of Jim Cloonan

December 10 2020 by Charles Rotblut

The CAPE Ratio Is High but not Pricey

December 03 2020 by AAII Staff

Reasons for Individual Investors to Be Grateful in 2020

November 26 2020 by Charles Rotblut

The Three Levers for Growing Retirement Savings

November 19 2020 by Charles Rotblut

The Travel Stocks I Bought Early in the Coronavirus Pandemic

November 12 2020 by Charles Rotblut

Summarizing Your Investing Plan

November 05 2020 by Charles Rotblut

The Processes I Use for Managing My Portfolio

October 29 2020 by Charles Rotblut

For Portfolio Reviews, Look at Only What You Need To

October 22 2020 by Charles Rotblut

Two Simple Ways to Avoid Estate Planning Problems

October 15 2020 by Charles Rotblut

Upgrades to AAII.com Based on Member Feedback

October 08 2020 by Charles Rotblut

Navigating the Tax Consequences of Required Minimum Distributions

October 01 2020 by Charles Rotblut

Two Retirement Withdrawal Strategies

September 24 2020 by Charles Rotblut

Implementing Your Portfolio Strategy

September 17 2020 by Charles Rotblut

Guidelines for Adding and Removing Stocks, Part 2

September 10 2020 by Charles Rotblut

Guidelines for Adding and Removing Stocks, Part 1

September 03 2020 by Charles Rotblut

Considerations for Picking a Mutual Fund or ETF

August 27 2020 by Charles Rotblut

Stocks, Funds or Both?

August 20 2020 by Charles Rotblut

Ideas for Implementing Your Fixed-Income Allocation

August 13 2020 by Charles Rotblut

Investment Expenses Are a Drag; Tips for Reducing Them

August 06 2020 by Charles Rotblut

Comparing and Contrasting the Types of Investment Accounts

July 30 2020 by Charles Rotblut

How Will You Implement Your Portfolio Strategy?

July 23 2020 by Charles Rotblut

What Type of Individual Investor Are You?

July 16 2020 by Charles Rotblut

Revising Our Asset Allocation Models

July 09 2020 by Charles Rotblut

Bonds Have a Role Even With Current Interest Rates

July 02 2020 by Charles Rotblut

Comparing the Five Major Categories of Stocks

June 25 2020 by Charles Rotblut

How Much Could You Gain or Lose in One Year?

June 18 2020 by Charles Rotblut

Responding to Member Feedback About Assessing Risk Tolerance

June 11 2020 by Charles Rotblut

Two Key Factors Influencing Your Risk Tolerance

June 04 2020 by Charles Rotblut

Why Is Money Important to You?

May 28 2020 by Charles Rotblut

A Five-Step Process for Building and Maintaining Wealth

May 21 2020 by Charles Rotblut

We’re Going to Help You Create an Investing Plan

May 14 2020 by Charles Rotblut

Small-Cap Stocks Are Really Cheap, Relatively Speaking

May 07 2020 by Charles Rotblut

I Rebalanced My Portfolio After Sinning a Little

April 30 2020 by Charles Rotblut

Volatility Has Been Extraordinarily High, But Is Declining

April 23 2020 by Charles Rotblut

What to Do With the Stimulus Check

April 16 2020 by Charles Rotblut

The CARES Act and Tax Rule Changes

April 09 2020 by Charles Rotblut

Measuring Companies’ Financial Strength Amid Spike in Borrowing

April 02 2020 by Charles Rotblut

Helpful Financial Planning Actions You Can Do While Sheltering in Place

March 26 2020 by Charles Rotblut

The Berserk Financial Markets Provide Opportunities for Tax-Saving Tactics

March 19 2020 by Charles Rotblut

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

March 12 2020 by Charles Rotblut

Income Investing Suggestions for Record Low-Yield Environment

March 05 2020 by Charles Rotblut

Strategies Individual Investors Can Use for Coronavirus-Related Volatility

February 27 2020 by Charles Rotblut

Yield's Role as a Valuation and Risk Indicator

February 20 2020 by Charles Rotblut

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

February 13 2020 by Charles Rotblut

Nine Observations About Tesla’s Crazy Ride

February 06 2020 by Charles Rotblut

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

January 30 2020 by Charles Rotblut

Despite the Headlines, Mr. Market Is Quite Content

January 23 2020 by Charles Rotblut

The New Features We’ve Added to Our Website

January 16 2020 by Charles Rotblut

Part 2 of My Investing Resolutions for 2020

January 09 2020 by Charles Rotblut

My Investing Resolutions for 2020, Part 1

January 02 2020 by Charles Rotblut

Spending Bills Affect Inherited IRAs and Medical Deductions

December 19 2019 by Charles Rotblut

The Bond Market Armageddon That Didn’t Happen

December 12 2019 by Charles Rotblut

The Biggest Winners May Not Be the Stocks You Expect

December 05 2019 by Charles Rotblut

Reasons for Individual Investors to Be Grateful

November 28 2019 by Charles Rotblut

What the Proposed Change in RMDs Means for Investors

November 21 2019 by Charles Rotblut

Big Losers Can Turn Into Short-Term Winners

November 14 2019 by Charles Rotblut

Considerations for Roth IRA Contributions and Conversions

November 07 2019 by Charles Rotblut

Relying on Process During a Good Year for My Portfolio

October 31 2019 by Charles Rotblut

Choosing Between Return and Risk

October 24 2019 by Charles Rotblut

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

October 17 2019 by Charles Rotblut

Not Selling Can Have a Cost

October 10 2019 by Charles Rotblut

Thoughts and Caveats About Brokers Ending Commissions

October 03 2019 by Charles Rotblut

ETFs May Be Better Than Mutual Funds, But …

September 26 2019 by Charles Rotblut

How I Incorporate Value Into My Strategy

September 19 2019 by Charles Rotblut

This Year’s Volatility Has Been Normal

September 12 2019 by Charles Rotblut

Stocks With Travel Perks for Shareholders

September 05 2019 by Charles Rotblut

Stocks Look Cheap Relative to Bonds

August 29 2019 by Charles Rotblut

Dollar-Cost Averaging Works Well for Retirement Contributions

August 22 2019 by Charles Rotblut

To Be Different Than an Index Fund, Diversify by Strategy

August 15 2019 by Charles Rotblut

Two Shorter-Term Strategies for Sector ETFs

August 08 2019 by Charles Rotblut

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

August 01 2019 by Charles Rotblut

Spotting Dividend Warning Signs

July 25 2019 by Charles Rotblut

How the VMQ Stocks Momentum Indicator Was Changed

July 18 2019 by Charles Rotblut

The Financial Markets’ Mixed Signals

July 11 2019 by Charles Rotblut

A Five-Part Framework for Analyzing a Hot IPO Stock

June 27 2019 by Charles Rotblut

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

June 20 2019 by Charles Rotblut

How to Take Advantage of the Gross Profitability Premium

June 13 2019 by Charles Rotblut

The New SEC Rules Don’t Go Far Enough

June 06 2019 by Charles Rotblut

Cherry-Picking Data to Make Active Managers Look Good

May 30 2019 by Charles Rotblut

Are Any of the Nifty 50 Stocks Still Nifty?

May 23 2019 by Charles Rotblut

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

May 16 2019 by Charles Rotblut

A Weekend at the Berkshire Hathaway Shareholder Meeting

May 09 2019 by Charles Rotblut

The Latest Enhancements to AAII.com

May 02 2019 by Charles Rotblut

My Personal Portfolio Four Months After Correction

April 25 2019 by Charles Rotblut

Six Measures for Comparing Funds

April 18 2019 by Charles Rotblut

Active ETFs With Special Risks

April 11 2019 by Charles Rotblut

Five Concepts Financially Literate Investors Understand

April 04 2019 by Charles Rotblut

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

March 28 2019 by Charles Rotblut

Managing the Five Big Types of Investing Risk

March 21 2019 by Charles Rotblut

Stock Screens Can Help You to Beat the Market

March 14 2019 by Charles Rotblut

We’re Improving Our Website

March 07 2019 by Charles Rotblut

Warren Buffett Deemphasizes Book Value as a Key Metric

February 28 2019 by Charles Rotblut

Avoiding Overconfidence by Knowing What Type of Investor You Are

February 21 2019 by Charles Rotblut

Your Returns May Be Anything but Average

February 14 2019 by Charles Rotblut

Some Perspective on Buybacks Given Recent Criticism

February 07 2019 by Charles Rotblut

How to Invest Differently Than a Mutual Fund

January 31 2019 by Charles Rotblut

AAII Members Share Their Memories of John Bogle

January 24 2019 by Charles Rotblut

A Few Personal Thoughts in Remembrance of John Bogle

January 17 2019 by Charles Rotblut

Brokers Announce New Stock Exchange: What We Know

January 10 2019 by Charles Rotblut

The Stretch of Low Optimism Continues

January 03 2019 by Charles Rotblut

21 Investing Resolutions for 2019

December 27 2018 by Charles Rotblut

One or Two Rate Hikes in 2019?

December 20 2018 by Charles Rotblut

An Updated Look at the Yield Curve and Stock Market Volatility

December 13 2018 by Charles Rotblut

The Taxes You May Be Paying on Your Investments

December 06 2018 by Charles Rotblut

What to Do When Gains Are Hard to Come By

November 29 2018 by Charles Rotblut

Reasons for Individual Investors to Be Grateful

November 22 2018 by Charles Rotblut

How Many Accounts Should You Have?

November 15 2018 by Charles Rotblut

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

November 08 2018 by Charles Rotblut

How We Define Risk

November 01 2018 by Charles Rotblut

October 27 2018 by Charles Rotblut

Credit Spreads Aren’t a Reason to Alter Bond Allocations

October 25 2018 by Charles Rotblut

Actionable Steps for the Current Market

October 18 2018 by Charles Rotblut

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

October 11 2018 by Charles Rotblut

Diversification Cushions the Blow of Drawdowns, But at a Cost

October 04 2018 by Charles Rotblut

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

September 27 2018 by Charles Rotblut

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

September 20 2018 by Charles Rotblut

Mr. Market Has Reverted Back to a Calm State

September 13 2018 by Charles Rotblut

Helpful Steps My Late Father-in-Law Took

September 06 2018 by Charles Rotblut

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

August 30 2018 by Charles Rotblut

What You Can Expect at the AAII Conference

August 23 2018 by Charles Rotblut

Stock Buybacks Are Being Maligned

August 16 2018 by Charles Rotblut

Selecting Stocks From a Screen

August 09 2018 by Charles Rotblut

Seeking More Than One Factor Can Boost Returns

August 02 2018 by Charles Rotblut

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

July 26 2018 by Charles Rotblut

Some Thoughts About Allocating to Cash

July 19 2018 by Charles Rotblut

Projecting an Aging Parent’s Finances

July 12 2018 by Charles Rotblut

Second-Quarter Earnings and Tips on Analyzing the Numbers

July 05 2018 by Charles Rotblut

The New 1040 Is Shorter, But Not Simpler

June 28 2018 by Charles Rotblut

A Few Observations About the Dow’s Latest Change

June 21 2018 by Charles Rotblut

Kahneman on Decision-Making, and Other Morningstar Conference Notes

June 14 2018 by Charles Rotblut

The Number of Investments to Hold in Your Portfolio

June 07 2018 by Charles Rotblut

Paying a Premium to Take on More Risk

May 31 2018 by Charles Rotblut

Global Stock and Bond Diversification With Just 2 ETFs

May 24 2018 by Charles Rotblut

The Yield Curve Is Getting Flatter

May 17 2018 by Charles Rotblut

Midterm Elections and the Worst Six Months

May 10 2018 by Charles Rotblut

Coming Out Ahead by Doing Less

May 03 2018 by Charles Rotblut

A Checklist Can Make You a Better Investor

April 26 2018 by Charles Rotblut

Guidelines for Projecting Retirement Savings

April 19 2018 by Charles Rotblut

How Much Is a Lottery Ticket Worth?

April 12 2018 by Charles Rotblut

Keep Calm and Ignore the Market’s Volatility

April 05 2018 by Charles Rotblut

An Argument for Favoring the Loser Over the Winner Funds

March 29 2018 by Charles Rotblut

The Different Types of Risk

March 22 2018 by Charles Rotblut

Risk Tolerances Change With Both Age and the Market

March 15 2018 by Charles Rotblut

Tariffs and the Market Environment

March 08 2018 by Charles Rotblut

Warren Buffett on Market Volatility, Risk and More

March 01 2018 by Charles Rotblut

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

February 22 2018 by Charles Rotblut

IRAs and an Opportunity for Tax Arbitrage

February 15 2018 by Charles Rotblut

Volatility, and Not Seeing the Forest for the Trees

February 08 2018 by Charles Rotblut

Two Important Rules Go Into Effect on Monday

February 01 2018 by Charles Rotblut

Partisan Conflict and Market Volatility

January 25 2018 by Charles Rotblut

Comparing the 2018 Melt Up to the 1999 Bubble

January 18 2018 by Charles Rotblut

Two Ways to Build and Preserve Wealth

January 11 2018 by Charles Rotblut

Quality Can Help Put the Odds in Your Favor

January 04 2018 by Charles Rotblut

19 Investing Resolutions for 2018

December 28 2017 by Charles Rotblut

Value and Momentum Work Well Together

December 21 2017 by Charles Rotblut

Optimism Has Been Low This Year, but Not Unusually So

December 14 2017 by Charles Rotblut

Investors, Turn Down the Volume

December 07 2017 by Charles Rotblut

The Senate’s Proposed Change to Recognizing Capital Gains

November 30 2017 by Charles Rotblut

Reasons for Individual Investors to Be Grateful

November 23 2017 by Charles Rotblut

Choosing Between a Traditional and a Roth IRA

November 16 2017 by Charles Rotblut

Tax Planning In an Uncertain World

November 09 2017 by Charles Rotblut

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

November 02 2017 by Charles Rotblut

Portfolio Optimization Isn’t Necessarily Worth the Effort

October 26 2017 by Charles Rotblut

Lessons From Black Monday

October 19 2017 by Charles Rotblut

Bill Bengen Discusses His Retirement Withdrawal Strategy

October 12 2017 by Charles Rotblut

What Investments Do You Need?

October 05 2017 by Charles Rotblut

A Big Argument for Buying and Then Monitoring

September 28 2017 by Charles Rotblut

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

September 21 2017 by Charles Rotblut

Equifax, Plus Observations From the Morningstar ETF Conference

September 14 2017 by Charles Rotblut

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

September 07 2017 by Charles Rotblut

Trades Are About to Settle a Day Sooner

August 31 2017 by Charles Rotblut

What You Can Expect at the AAII Investor Conference

August 24 2017 by Charles Rotblut

The New Bubble: Bitcoin and Other Cryptocurrencies

August 17 2017 by Charles Rotblut

Value Investing Is Not Dead

August 10 2017 by Charles Rotblut

Successful Investing Requires Coping With Some Discomfort

August 03 2017 by Charles Rotblut

Volatility Is Extraordinarily Low

July 27 2017 by Charles Rotblut

Suggestions for Conducting a Quick Analysis of a Stock

July 20 2017 by Charles Rotblut

Value Works, But You May Want to Add Additional Criteria

July 13 2017 by Charles Rotblut

Two Concepts That Can Affect Your Returns

July 06 2017 by Charles Rotblut

Implications of the Declining Number of Stocks

June 29 2017 by Charles Rotblut

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

June 22 2017 by Charles Rotblut

Is It Active or Passive?

June 16 2017 by Charles Rotblut

Invest, Exceed Goal, Then Stop Taking Risk

June 08 2017 by Charles Rotblut

Dividends and Buybacks Drive Stock Returns

June 01 2017 by Charles Rotblut

My Notes From the CFA Institute’s Annual Conference

May 25 2017 by Charles Rotblut

Tips for Using Academic Research About Investing

May 18 2017 by Charles Rotblut

Mr. Market Is Distorting Your Tolerance for Risk

May 11 2017 by Charles Rotblut

Bogle’s Allocation and Other Morningstar Conference Notes

May 04 2017 by Charles Rotblut

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

April 27 2017 by Charles Rotblut

Too Much Complexity Isn’t a Good Thing

April 20 2017 by Charles Rotblut

The Influence of Perception on the Urge to Trade

April 13 2017 by Charles Rotblut

A Rules-Based Approach to Managing a Portfolio

April 06 2017 by Charles Rotblut

The Small-Cap Premium Still Lives on the Value Side

March 30 2017 by Charles Rotblut

Helpful Steps My Late Father-in-Law Took

March 23 2017 by Charles Rotblut

Rate Hikes, Inflation and What You Earn

March 16 2017 by Charles Rotblut

The Bull Turns 8 Years Old: Five Observations and Suggestions

March 09 2017 by Charles Rotblut

Investors Win as Discount Brokers Cut Commissions

March 02 2017 by Charles Rotblut

Market Meltup Creates Pressure to Own Stocks

February 23 2017 by Charles Rotblut

Having Choice and Guidance Isn’t Always a Good Thing

February 16 2017 by Charles Rotblut

How I Choose a Stock to Buy or Sell

February 09 2017 by Charles Rotblut

How I Analyze Earnings Releases

February 02 2017 by Charles Rotblut

Putting Dow 20,000 Into Context

January 26 2017 by Charles Rotblut

Know When to Sell Before You Have To

January 19 2017 by Charles Rotblut

A Simple Solution to Offering an Active ETF

January 12 2017 by Charles Rotblut

Is Now a Good Time to Invest in Stocks?

January 05 2017 by Charles Rotblut

17 Investing Resolutions for 2017

December 29 2016 by Charles Rotblut

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

December 22 2016 by Charles Rotblut

Those 2017 Fed Forecasts May Prove to Be Wrong

December 15 2016 by Charles Rotblut

Not Clear That Mutual Funds Are Becoming More Tax-Friendly

December 09 2016 by Charles Rotblut

Sentiment Supports the Borrowing of 2017 Gains Argument

December 01 2016 by Charles Rotblut

Insights From Conversations With Great Investors

November 24 2016 by Charles Rotblut

Putting the Rise in Bond Yields Into Perspective

November 17 2016 by Charles Rotblut

How to Keep Headlines From Driving Your Portfolio Decisions

November 10 2016 by Charles Rotblut

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

November 03 2016 by Charles Rotblut

An Election Trend That Might Not Be Repeatable

October 27 2016 by Charles Rotblut

Earnings Estimates’ Effect on Stock Prices

October 20 2016 by Charles Rotblut

You Could Spend More Years Being Retired Than Working

October 13 2016 by Charles Rotblut

Too Much Confidence Is Bad for Your Portfolio

October 06 2016 by Charles Rotblut

The Federal Reserve’s Falling Growth Forecasts

September 29 2016 by Charles Rotblut

Purposely Not Seeking Revenue or Profit Growth

September 22 2016 by Charles Rotblut

The Earnings Quality Indicator Used by ETFs

September 15 2016 by Charles Rotblut

Jeopardy! Shows Humans Don’t Maximize Profits

September 08 2016 by Charles Rotblut

The Impact Returns Have on How Much You Should Save

September 01 2016 by Charles Rotblut

Taking on Risk and Hoping the Strategy Doesn't Backfire

August 25 2016 by Charles Rotblut

A Request to Parents of Gen Xers and Baby Boomers

August 18 2016 by Charles Rotblut

Using ETFs to Identify Quality Stocks

August 11 2016 by Charles Rotblut

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

August 04 2016 by Charles Rotblut

High CEO Pay Means Disappointing Stock Returns

July 28 2016 by Charles Rotblut

Retirement Can Be Long Enough for Something to Go Haywire

July 21 2016 by Charles Rotblut

A Strategy for Losing Money

July 14 2016 by Charles Rotblut

Two Non-Financial Ways to Boost Your Wealth

July 07 2016 by Charles Rotblut

Your Reaction to Brexit May Be the Wrong One

June 30 2016 by Charles Rotblut

The Debate Over Retirement Income Strategies

June 23 2016 by Charles Rotblut

My Notes From the Morningstar Investment Conference

June 16 2016 by Charles Rotblut

Where Is the Bond Armageddon?

June 09 2016 by Charles Rotblut

Valuing Stocks Based on Their Dividend

June 02 2016 by Charles Rotblut

The Most Tax-Efficient Investment

May 26 2016 by Charles Rotblut

Crowdfunding Is Here; What You Need to Know

May 19 2016 by Charles Rotblut

My Notes From the CFA Conference

May 12 2016 by Charles Rotblut

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

May 05 2016 by Charles Rotblut

Observations About Investing in a Low-Volume Stock

April 28 2016 by Charles Rotblut

Changes in Analysts’ Recommendations Won’t Help You

April 21 2016 by Charles Rotblut

To Profit, Look to the Unfamiliar

April 14 2016 by Charles Rotblut

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

April 07 2016 by Charles Rotblut

Planning for the Costs of Alzheimer’s Disease and Dementia

March 31 2016 by Charles Rotblut

Two Traits that Give Active Mutual Funds an Edge

March 24 2016 by Charles Rotblut

Looking Out for Your Spouse’s Financial Welfare

March 17 2016 by Charles Rotblut

A Gold Fund’s Debacle Highlights Risks

March 10 2016 by Charles Rotblut

Buffett on How Earnings and Assets Can Be Misstated

March 03 2016 by Charles Rotblut

The Factors to Include on Your Retirement Readiness Checklist

February 25 2016 by Charles Rotblut

Where the NASDAQ Is Less Likely to Close At

February 18 2016 by Charles Rotblut

Fees on Mutual Funds Could Get Cheaper

February 11 2016 by Charles Rotblut

Simple Guidelines for Calculating Price Targets

February 04 2016 by Charles Rotblut

Momentum Doesn’t Mix Well With Turbulent Markets

January 28 2016 by Charles Rotblut

Coping With the Frustrating Market

January 21 2016 by Charles Rotblut

Guidance on What to Do If You Win the Lottery

January 14 2016 by Charles Rotblut

China and Powerball Are Testing Our Financial Emotions

January 07 2016 by Charles Rotblut

16 Investing Resolutions for the New Year

December 31 2015 by Charles Rotblut

Two Key Points About the Fed’s Rate Hike

December 17 2015 by Charles Rotblut

A Really Bad Idea

December 10 2015 by Charles Rotblut

Protecting Your Digital Assets

December 03 2015 by Charles Rotblut

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

November 26 2015 by Charles Rotblut

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

November 19 2015 by Charles Rotblut

Observations on What's New With Social Security

November 12 2015 by Charles Rotblut

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

November 05 2015 by Charles Rotblut

Investing Tips From Vampires and Zombies

October 29 2015 by Charles Rotblut

FINRA’s Proposal to Halt Elder Fraud: Stop Withdrawals

October 22 2015 by Charles Rotblut

Criticism of Target Date Funds Is Misplaced

October 15 2015 by Charles Rotblut

A Major Rule Change for Mutual Funds and ETFs

October 08 2015 by Charles Rotblut

Notes From the Morningstar ETF Conference

October 01 2015 by Charles Rotblut

Keeping Your Accounts From Being Lost to State Governments

September 24 2015 by Charles Rotblut

Three Ways to Move Money Into a Roth IRA

September 17 2015 by Charles Rotblut

Too Much Yield Can Be Harmful

September 10 2015 by Charles Rotblut

Investors, Keep It Simple

September 03 2015 by Charles Rotblut

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

August 27 2015 by Charles Rotblut

The S&P 500’s Tight Trading Range

August 20 2015 by Charles Rotblut

Timing Matters When Analyzing Investment Returns

August 13 2015 by Charles Rotblut

Using Debt to Find Attractive Small-Cap Stocks

August 06 2015 by Charles Rotblut

Don’t Judge Diversification by Its Short-Term Performance

July 30 2015 by Charles Rotblut

Harder to Value Stocks When Interest Rates Are Uncertain

July 23 2015 by Charles Rotblut

Consider Your Tolerance for Risk Before Abandoning Bonds

July 16 2015 by Charles Rotblut

July 09 2015 by Charles Rotblut

My Notes From the Morningstar Investment Conference

July 02 2015 by Charles Rotblut

I’m Creating a New Stock Strategy

June 25 2015 by Charles Rotblut

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

June 18 2015 by Charles Rotblut

Apple Is Separating Your Mind From Your Wallet

June 11 2015 by Charles Rotblut

Signs of a Sequel Playing Out for the Bond Market

June 04 2015 by Charles Rotblut

Making Buy and Hold Work

May 28 2015 by Charles Rotblut

Unusually High Neutral Sentiment Often Followed by Good Returns

May 21 2015 by Charles Rotblut

Measuring Pain Relative to Gain

May 14 2015 by Charles Rotblut

Valuations Are Higher, but So Are Margins

May 07 2015 by Charles Rotblut

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

April 30 2015 by Charles Rotblut

Wealth and Spending Affect the Success of the 4% Rule

April 23 2015 by Charles Rotblut

Buck Conventional Wisdom When Taking Retirement Withdrawals

April 16 2015 by Charles Rotblut

The Growing Popularity of Index Funds

April 09 2015 by Charles Rotblut

The Bond Strategies Used by Advisers

April 02 2015 by Charles Rotblut

200-Point Moves in the Dow Are No Longer Significant

March 26 2015 by Charles Rotblut

An Easy Way to Boost Returns: Reduce Your Costs

March 19 2015 by Charles Rotblut

Don’t Judge a Bull Market by Its Age

March 12 2015 by Charles Rotblut

Lessons from Buffett’s 50 Years at Berkshire-Hathaway

March 05 2015 by Charles Rotblut

A Reignited Debate About Protecting Investors

February 26 2015 by Charles Rotblut

Winning the Game of Finance

February 19 2015 by Charles Rotblut

The Mutual Fund Traits That Matter

February 12 2015 by Charles Rotblut

Euro Weakness Has Been a Drag

February 05 2015 by Charles Rotblut

Indicators for Assessing the Market’s Risks and Rewards

January 29 2015 by Charles Rotblut

Oil Shows the Folly of Forecasts

January 22 2015 by Charles Rotblut

The Tools I Use for Managing My Finances

January 15 2015 by Charles Rotblut

A Fourth Good Year for Stocks?

January 08 2015 by Charles Rotblut

14 Investing Resolutions for the New Year

January 01 2015 by Charles Rotblut

Micro-Cap Stocks: Separating the Good From the Bad

December 18 2014 by Charles Rotblut

The Implications of Real Estate Becoming a Sector

December 11 2014 by Charles Rotblut

Look at the Relative Valuations Before Buying Energy Stocks

December 04 2014 by Charles Rotblut

Debunking 10 Momentum Investing Myths

November 20 2014 by Charles Rotblut

A New Argument Against Long-Term Care Insurance

November 13 2014 by Charles Rotblut

Are Simpler Stock Strategies Better?

November 06 2014 by Charles Rotblut

I Rebalanced My Portfolio

October 30 2014 by Charles Rotblut

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

October 23 2014 by Charles Rotblut

The Markets Had Been Calm Until Recently

October 16 2014 by Charles Rotblut

Have Patience With Small-Cap Stocks

October 09 2014 by Charles Rotblut

The Investment Industry’s Response to Dementia

October 02 2014 by Charles Rotblut

How to Invest Like a Quant Fund

September 25 2014 by Charles Rotblut

Be Careful Not to Let Biases Impact Your Decisions

September 18 2014 by Charles Rotblut

In Investing, Simpler Can Often Be Better

September 11 2014 by Charles Rotblut

Investors, Don't Overlook These Details

September 04 2014 by Charles Rotblut

Seven Rules for Beating the Market

August 28 2014 by Charles Rotblut

Don’t Assume Beating the Market Is Easy

August 21 2014 by Charles Rotblut

Are Smart Beta ETFs Smart Investments?

August 14 2014 by Charles Rotblut

The Characteristics of High-Return Stocks

August 07 2014 by Charles Rotblut

August Is More Grumpy Cat than Ferocious Lion

July 31 2014 by Charles Rotblut

New Money Market Fund Rules Mostly Spare Individuals

July 24 2014 by Charles Rotblut

More Experience Won’t Necessarily Improve Returns

July 17 2014 by Charles Rotblut

How to Transfer the Risk of Running Out of Money

July 10 2014 by Charles Rotblut

Social Security’s Lump-Sum Payment Option

July 03 2014 by Charles Rotblut

January 01 1900 by Charles Rotblut

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