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 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

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

Financial Planning

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

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

Investor Professor

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

Mutual Funds

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

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

Portfolio Strategies

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

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

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