2016 AAII Journal Index of Articles

Click on the links below to view the article index for the specific year:
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Special Features

The Individual Investor’s Guide to the Top Mutual Funds 2016
   by AAII Staff | February 2016

AAII Model Portfolios

Model Fund Portfolios: Answers to Questions About the Level3 Approach
   by James B. Cloonan | November 2016

New Rules for Model Shadow Stock Portfolio, Including Momentum
   by James B. Cloonan | October 2016

Model Fund Portfolio: Introducing the Level3 Passive Portfolio
   by James B. Cloonan | August 2016

Model Shadow Stock Portfolio: The Limitations of a Real Portfolio
   by James B. Cloonan | July 2016

Model Fund Portfolio Holding Opens to New Investors
   by James B. Cloonan | May 2016

Model Shadow Stock Portfolio: Many Opportunities Among Micro Caps
   by James B. Cloonan | April 2016

Model Fund Portfolio: REITs Show Their Long-Term Value
   by James B. Cloonan | March 2016

Revised Guidance on Following the Model Shadow Stock Portfolio
   by James B. Cloonan | January 2016

Stock Screens

William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data
   by John Bajkowski | November 2016

The Weiss Approach to Value in Blue-Chip Stocks
   by Jaclyn N. McClellan | June 2016

AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year
   by Wayne A. Thorp | January 2016

Behavioral Finance

The Sound of Silence: Speaking to the Heart of Money Management
   by Sarah Newcomb | September 2016

The Traits and Processes That Lead to Better Forecasts
   by Charles Rotblut | September 2016

Avoiding the Mistakes Made by Ineffective Investors
   by Spencer Jakab | July 2016


What You Need to Know About Bond Yields to Determine Your Returns
   by Hildy Richelson | October 2016

What Bond Calls Mean for Your Cash Flow
   by Hildy Richelson | April 2016

Interest Rate Sensitivity and Bond Pricing
   by Brian Haughey | April 2016

Exchange-Traded Funds

The Top ETFs Over Five Years: Health Care Loses Some Ground
   by Jaclyn N. McClellan | September 2016

Financial Planning

A Financial Planner’s Guidance for Women on Planning for Retirement
   by Mary Jo Herseth | November 2016

The Art of Creating an Investment Policy Statement
   by Clark M. Blackman | November 2016

The Tax Advantages of Qualified Charitable Distributions From IRAs
   by William Reichenstein | October 2016

12 Guidelines for Widows, and Suggestions for Husbands
   by Karen C. Altfest | October 2016

What the Evolving Robo Advisory Industry Offers
   by Jaclyn N. McClellan | October 2016

Life After a Loss: 6 Smart Steps for Coping With Widowhood
   by Karen C. Altfest | July 2016

IRA Rollover Chart: Rules Regarding Rollovers and Conversions
   by Charles Rotblut | July 2016

The Labor Department’s Fiduciary Rule for Retirement Accounts
   by Charles Rotblut | May 2016

Steps to Smoothly Transfer Control of Your Family’s Finances
   by Douglas McCormick | May 2016

Assessing Your Life Insurer’s Financial Performance
   by Brian Fechtel | April 2016

The Changes to Social Security Claiming Strategies
   by Charles Rotblut | January 2016

First Cut

Value Stocks With Upward Estimate Revisions
   by John Bajkowski | September 2016

Graham Stocks With a Low Price Relative to Net Current Assets
   by John Bajkowski | June 2016

Investor Professor

Health Savings Accounts
   by Charles Rotblut | July 2016

A Satirical Take on Financial Terminology
   by Jason Zweig | January 2016

Mutual Funds

A Second Look at How Target Date Funds Change Their Allocations
   by Charles Rotblut | June 2016

The Top Mutual Funds Over Five Years: Health Care Remains on Top
   by Jaclyn N. McClellan | March 2016

The Individual Investor’s Guide to the Top Mutual Funds 2016
   by AAII Staff | February 2016

Portfolio Strategies

Asset Returns During High and Low Inflationary Periods
   by Craig Israelsen | December 2016

Competition Has Made Indexing a Winner’s Game
   by Charles D. Ellis | November 2016

Conversations on Picking Good Stocks and Funds
   by Harold Evensky | November 2016

Active Management Stinks, But It Doesn’t Have To
   by Daniel Crosby | October 2016

Investing to Avoid the Consequences of Being Wrong
   by William Bernstein | September 2016

A Manager’s Insights on Risk and Investing
   by Charles Rotblut | July 2016

Why a New Allocation Approach Is Needed
   by Charles Rotblut | June 2016

Cash Flow and Allocation Strategies for Retirees
   by Charles Rotblut | June 2016

Retirement Portfolio Survival: A 90-Year Study
   by Craig Israelsen | May 2016

Insights on How to Manage a Concentrated Portfolio
   by Michael van Biema | May 2016

Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement
   by Charles Rotblut | May 2016

Retirement Readiness Is Being Assessed in the Wrong Manner
   by Charles Rotblut | April 2016

Rebalancing Update: A Tiny Raise for Retirees
   by Charles Rotblut | March 2016

Six Questions With John Bogle
   by Charles Rotblut | March 2016

The Mathematics of Retirement Portfolios
   by Craig Israelsen | January 2016

Retired Investor

Keep Taxes From Cracking Your Nest Egg
   by Stephen M. Horan | May 2016

Stock Strategies

Focus on the Value of a Business, Not the Stock’s Valuation
   by Charles Rotblut | October 2016

Why Value Beats Growth: A Brief Explanation
   by Peter Berezin | September 2016

Analyzing a Stock by Its Dividend and Shareholder Yield
   by Charles Rotblut | August 2016

Using the Z-Score to Assess the Risk of Bankruptcy
   by Charles Rotblut | July 2016

Going From Stock Screen to a Real Portfolio
   by John P. Reese | July 2016

Uses and Misuses of Ben Graham–Style Investing
   by John Mihaljevic | June 2016

Micro-Cap Stocks Are Less Widely Followed, Offer Benefits
   by Charles Rotblut | June 2016

Momentum’s Role as a Driver of Stock Prices
   by Charles Rotblut | May 2016

Common Mistakes Made When Investing in Quality Companies
   by Lawrence A. Cunningham | May 2016

Strategies for Selling Stocks, Including Guidelines From Experts
   by Charles Rotblut | April 2016

Methods for Valuing a Stock Based on Profitability and Growth
   by Thomas Howard | April 2016

Being Wrong and Still Making Money
   by Lee Freeman-Shor | January 2016

Trading Strategies

How to Harvest Losses While Maintaining the Position
   by Ben Branch | November 2016

Shorting: A Strategy for Profiting From Price Declines
   by Charles Rotblut | March 2016

Protecting Against a Price Drop: Puts Versus Stop Orders
   by Ryan McKeon | March 2016