THE AAII JOURNAL NOVEMBER 2026 ISSUE
COVER ARTICLE
Should You Lock In Today’s Interest Rates?
The right fixed-income choice depends on when you need the money and which risks you are most willing to bear.
Features
in Stock Valuation,Stock Strategies
Making the P/E Ratio More Meaningful
Four variables go into judging whether a price-earnings ratio is cheap or expensive.
in First Cut Stocks,Stock Strategies
Low P/E Relative Stocks With Potential for Growth
This First Cut lists the 20 exchange-listed U.S. companies with the lowest current price-earnings relatives compared to their five-year averages.
in AAII How-To,Stock Strategies,Stock Valuation
Are Your Stocks Overvalued?
Valuation ratios, historical comparisons, earnings estimates and profitability measures can help identify overvalued stocks.
in Quarterly ETF Update,Mutual Funds,Exchange-Traded Funds,Quarterly Mutual Fund Update
Crypto and Long-Term Bonds Boosted by Third-Quarter Rally
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the third quarter of 2026.
in ETFs and Mutual Funds,Portfolio Manager Interview,Value Investing,International
A Value Investor’s Case for Exploring Abroad
Prioritizing companies that focus on how to efficiently run their business and allocate capital to reward shareholders.
in Computerized Investing,Brokerages
Three Top Online Brokers Battle for Your Bucks
A comparison of Charles Schwab, Fidelity Investments and Interactive Brokers reveals that each has its particular strengths.
in Portfolio Strategies,Retired Investor,Small Cap Value Investing
How a Small-Cap Value Tilt Helps Both Savers and Retirees
An allocation to a small-cap value fund can improve both the outcome for a young investor as well as the safe retirement rate for a retiree.
in AAII + BetterInvesting,Portfolio Strategies,Stock Strategies,Investing Basics
7 Core Rules for Building a Well-Balanced Portfolio
How to find a portfolio approach that works best for you and that you can stick with through the ups and downs of the market.
Notes & Opinions
in Editor's Note,Bonds,Fixed-Income Strategies
A Better Alternative to Forecasting Interest Rates
The interest-rate environment has become much more favorable lately for those seeking interest income on their savings.
in AAII Community,Tax Strategies
Before You Carve the Turkey: Your November Game Plan
Several portfolio deadlines that affect your taxes quietly kick in from late October through November.
in Local Chapters
Your Local AAII Chapter Needs You!
Member involvement can restore connection, expand educational outreach and strengthen AAII’s local chapter network.
The AAII Journal, a leading investment publication, provides readers with a continuing stream of insights and ideas that focus on how you can improve your investment results. Unlike many investment magazines, ours is completely unbiased, educational and contains no advertising.
AAII has published this prestigious financial journal every month for more than 40 years. Members receive it for free and have access to thousands of evergreen articles online so they can reference information and strategies for previous market situations with a few clicks of the mouse.
Our stock journal helps individual investors manage their portfolios, build sound investment strategies and navigate all types of financial conditions. Articles range from optimizing target-date fund portfolios to retirement account withdrawal strategies and analysis on robo-advisor performance.
The magazine also has recurring features our members find invaluable. Every quarter, we dissect our model stock portfolio and provide updates to its holdings and performance. This analysis helps individual investors manage small-cap value investments.
We also offer an annual tax guide in our financial magazine. This detailed investment magazine issue covers many details that individual investors need to consider when filing their taxes. It keeps readers updated on any recent changes to tax laws and provisions and provides a handy guide to tax implications of personal investments to cut through any tax filing confusion.
Another annual feature covers ETFs (exchange-traded funds) and mutual funds. This edition helps individual investors understand what to look for when investing in funds. Online, we accompany those articles with sortable tables so that members have an interactive component to their investment research. This helps individual investors plan their portfolios and invest with confidence.
Other regular features in the AAII Journal include financial planning, stock ideas and investor professor. Financial planning articles walk investors through the process and difficulties of crafting strategies for creating wealth regardless of age. They also cover difficult situations, such as estate planning, and helpful advice for getting kids and grandchildren interested in investing.
Stock ideas, as the name implies, give readers a peek at new screens and the stocks that pass them. This part of our investing magazine helps readers identify new opportunities in the markets, flagged by a mix of quantitative and qualitative analysis. Because we all, as investors, need ideas, this remains one of the most popular categories.
Investor professor helps readers invest with knowledge and confidence. It deals with contingencies, such as “What happens to your investment if a company goes bankrupt?” and gives actionable advice on what resources you should use when considering a new broker. Our readers enjoy this section because of its practicality and enduring tips.
Frequent internal contributors include president John Bajkowski; AAII Journal editor and vice president Charles Rotblut; Stock Superstars Report lead analyst Wayne A. Thorp; and Dividend Investing editor Derek Hageman. Together, these internal contributors have nearly a century of market wisdom and research, which they share with clear and concise prose to help individual investors improve their knowledge and portfolios.
The AAII Journal also includes frequent guest contributions from the financial and economic space. Articles from outside industry experts differentiate our financial magazine from others and provide additional points of view for our readers. Previous guest authors have included John C. Bogle, founder of Vanguard; Jay Clayton, chairman of the U.S. Securities and Exchange Commission; Charles Schwab; and Nobel laureate and Yale professor Robert Shiller.
We hope you’ll enjoy our articles and, if you’re not a member, consider joining the Association so you can get our prestigious magazine sent to your door every month.
My Library
No Articles Saved.
Latest Articles
No recent articles.



