1996 AAII Journal Index of Articles

Click on the links below to view the article index for the specific year:
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AAII Model Portfolios, Small Cap Value Investing

Out of the Wall Street Spotlight: The 1996 Shadow Stocks
by John Bajkowski | February 1996

Shadow Stock Rookies: Firms That Are New to the 1996 Listing
by John Bajkowski | February 1996

Asset Allocation, From the Archives

Basic Truths About Asset Allocation: A Consensus View Among the Experts
by William Reichenstein | October 1996

Asset Allocation, Portfolio Strategies

Strategies for Married Couples: How to Coordinate Your Plans
by AAII Staff | July 1996

Asset Allocation, Portfolio Strategies, Retired Investor

Assessing Your Portfolio Allocation From a Retiree's Point of View
by Maria Crawford Scott | May 1996

Dividends, Feature

Investment Characteristics of Firms With Dividend Reinvestment Plans
by John Bajkowski | June 1996

The Individual Investor's Guide to Dividend Reinvestment Plans, 4th Edition
by AAII Staff | June 1996

Stock Dividend Information
by Jean Henrich | January 1996

Estate Planning, Feature, Tax Strategies

When Less Is More: How to Increase Aftertax Returns by Doing Less
by Rex Macey | January 1996

Estate Planning, Financial Planning

The Living Will—Do You Really Have One? A Look at Various Directives
by Michael E. Leonetti | January 1996

Feature

401(k) Plans
by Jean Henrich | November 1996

A Blue-Chip Value Investor: Seeking High-Quality, Out-of-Favor Stocks
by Maria Crawford Scott | November 1996

An Interview With E. John deBeer, Portfolio Manager, Loomis Sayles Global Bond Fund
by Maria Crawford Scott | November 1996

An Investor's Guide to Deducting Investment-Related Expenses
by Julian Block | November 1996

Funds That Focus on the Mid-Caps: A Happy Medium Between Big & Small
by John Markese | November 1996

Getting Started: Developing an Investment Plan From Ground Level
by Maria Crawford Scott | November 1996

Indexed Annuities: Too High a Price for Market 'Protection'
by Peter Katt | November 1996

Quantitative Measures and What Really Works Within a Stock Portfolio
by James B. Cloonan | November 1996

Timing and Selection Within the Bond Market: A Look at the Record
by Mark Hulbert | November 1996

A Look at Style: The Characteristics of Quantitative Approaches
by James B. Cloonan | October 1996

A New Route Overseas: Country Indexing With WEBS & CountryBaskets
by Albert J. Fredman | October 1996

An Interview With Donald Yacktman, President and Portfolio Manager, Yacktman Fund
by Maria Crawford Scott | October 1996

Analyst Earnings Estimates
by Jean Henrich | October 1996

Basic Truths About Asset Allocation: A Consensus View Among the Experts
by William Reichenstein | October 1996

How Are You Doing? Measuring and Monitoring an Investment Portfolio
by Maria Crawford Scott | October 1996

Tax Law Changes and How They May Affect Your Retirement Plans
by Clark M. Blackman | October 1996

Taxable vs. Tax-Deferred Accounts
by Maria Crawford Scott | October 1996

A Question of Style: Categorizing the Various Investment Approaches
by James B. Cloonan | September 1996

An Interview With Thomas Hazuka, Portfolio Manager, Vanguard Asset Allocation
by Maria Crawford Scott | September 1996

Newsletters That Focus on Mutual Funds: How Do They Stack Up?
by Mark Hulbert | September 1996

Rollover Options When Receiving Distributions From Employer Plans
by Michael E. Leonetti | September 1996

Selecting the Mortgage Term: How to Compare the Alternatives
by Clarence C. Rose | September 1996

The Individual Investor's Guide to No-Transaction-Fee Discount Brokers
by John Markese | September 1996

The Same Patterns Remain Even When the Market Index Changes
by Richard L. Evans | September 1996

A Guide to Municipal Bond Funds: Differences Behind the Similarities
by John Markese | August 1996

America's Capital Productivity
by Maria Crawford Scott | August 1996

An Individual Investor's Guide to Managing Your Own 'Mutual Fund'
by James B. Cloonan | August 1996

An Interview With Philip G. Condon, Portfolio Manager, Scudder High Yield Tax Free Fund
by Maria Crawford Scott | August 1996

Living off Retirement Savings in a World of Uncertain Return Patterns
by Maria Crawford Scott | August 1996

Passing on Your Wealth: Gift Planning and the Use of Life Insurance
by Peter Katt | August 1996

Saving and Investing to Meet the Expenses of Your Child's Education
by Maria Crawford Scott | August 1996

Stock Return Probabilities
by Maria Crawford Scott | August 1996

Straightforward Answers to Common Questions on Retirement Plan Rules
by Clark M. Blackman | August 1996

An Expanded Portfolio View Includes Real Estate and Human Capital
by Charles Delaney | July 1996

An Interview With Harold J. Levy, Portfolio Manager, First Eagle Fund of America
by Maria Crawford Scott | July 1996

Bad Timing and Long-Term Investing
by Maria Crawford Scott | July 1996

Fixed-income Investing: An Objective Look at High-Yield Bond Funds
by Albert J. Fredman | July 1996

For Chronic Fundaholics: Becoming Your Own Stock Portfolio Manager
by James B. Cloonan | July 1996

Lifestyle Changes: Myths and Misconceptions About Life in Retirement
by Michael E. Leonetti | July 1996

Pattern Analysis: Using Triangles to Spot Trends in Low-Priced Stocks
by Richard L. Evans | July 1996

Small Company Stocks
by Jean Henrich | July 1996

Young Couples: Developing a Coordinated Approach to Savings
by Maria Crawford Scott | July 1996

Allocating Investments: Coordinating Retirement Plans and Taxable Savings
by Maria Crawford Scott | June 1996

An Interview With Seung K. Kwak, Portfolio Manager, Japan Fund
by Maria Crawford Scott | June 1996

Assessing Gold Funds: It's the Mettle That Makes the Most Difference
by John Markese | June 1996

Avoiding Multi-State Death Taxes: Steps to Establishing Your Domicile
by David M. Daly | June 1996

Gold Loses Its Luster for Newsletters That Seek to Time the Market
by Mark Hulbert | June 1996

Minimum Distributions & Beneficiary Designations: Planning Opportunities
by Clark M. Blackman | June 1996

Tax Planning Considerations for the Sale of Your Home
by Clarence C. Rose | June 1996

The Chance to Beat the Market Comes During Good Times, Not Bad
by James B. Cloonan | June 1996

The World Markets as a Hedge
by Maria Crawford Scott | June 1996

Underwriters and Analyst Recommendations
by Maria Crawford Scott | June 1996

Understanding 401(k) Mechanics: A Look at How the Plans Operate
by Albert J. Golly | May 1996

Introducing the Internet: A Tour of Useful Sites for Individual Investors
by Michael S. Gutierrez | April 1996

Stock Market Valuations and Inflation: Adjusting to Reality
by John B. Lounsbury | February 1996

Feature, Growth Investing

It's Quality That Counts: The Fisher Approach to Stock Investing
by Maria Crawford Scott | September 1996

CAN SLIM: A Growth Approach Using Technical and Fundamental Data
by Maria Crawford Scott | July 1996

Feature, Investing Gurus

The Basics of Cash Flow Analysis in the Stock Selection Process
by John Bajkowski | August 1996

Feature, Retirement Planning, Transition to Retirement

Approaching Retirement: The Transition From One Mix to Another
by Maria Crawford Scott | September 1996

Feature, Value Investing

Using Price-to-Sales Ratios to Screen for Out-of-Favor Stocks
by John Bajkowski | October 1996

Financial Planning

Keeping Your 401(k) on Track
by AAII Staff | October 1996

Lifestyle Changes: Myths and Misconceptions About Life in Retirement
by AAII Staff | July 1996

A Practical Look at What You Need to Know About Medicare
by Michael E. Leonetti | May 1996

Financial Planning, Portfolio Strategies, Retirement Planning

Receiving a Retirement Plan Distribution: Considerations for Younger Investors
by Maria Crawford Scott | April 1996

Getting Started

Getting Started: Developing an Investing Plan From Ground Level
by AAII Staff | November 1996

Is R-I-S-K Really a Four-Letter Word?
by AAII Staff | February 1996

Growth Investing, Mutual Funds

Aggressive Growth Stock Funds: Examining a Rocket's Blueprints
by John Markese | January 1996

Growth Investing, Technical Analysis

The T. Rowe Price Approach to Investing in Growth Stocks
by Maria Crawford Scott | January 1996

Guide

The 1996 Discount Broker Survey: A Guide to Commissions and Services
by Marie Swick | January 1996

Insurance Products

Be Wary of Products Marketed Mainly for Tax-Advantaged Status
by Peter Katt | April 1996

Insurance Products and the Needs of the 50-Something Individual
by Peter Katt | February 1996

Investing Gurus, Stock Strategies

Screening for Cash-Rich Firms That Will Put Their Money to Good Use
by John Bajkowski | April 1996

Investment Newsletters

One-Year Rankings: Not Even a Guide for Short-Term Performance
by Mark Hulbert | April 1996

Matter of Opinion

1995 Will Be a Hard Act to Follow in the Election Year Cycle
by James B. Cloonan | April 1996

Stock Returns and Regulatory Relief: All in All, Not a Bad Year
by James B. Cloonan | January 1996

Mutual Funds

The Mutual Fund Route to the Growth Potential of Emerging Markets
by Albert J. Fredman | May 1996

Benchmarking: Assessing Your Ability as a Manager of Fund Managers
by John Markese | April 1996

Wrestling With Risk: A Multiheaded Concept With No Single Measure
by Albert J. Fredman | February 1996

Portfolio Manager Interview

An Interview With Brian Berghuis, Portfolio Manager, T. Rowe Price Mid-Cap Growth Fund
by Maria Crawford Scott | May 1996

An Interview With Jeffrey Koch, Portfolio Manager, Strong Corporate Bond Fund
by Maria Crawford Scott | April 1996

An Interview With Victor Flores, Portfolio Manager, U.S. World Gold Fund
by Maria Crawford Scott | February 1996

An Interview With Gloria Santella, Portfolio Manager, SteinRoe Capital Opportunities Fund
by Maria Crawford Scott | January 1996

Portfolio Strategies

Incorporating an Inheritance Into Your Existing Portfolio
by Maria Crawford Scott | February 1996

Index Funds and the Balance Between Active and Passive Investing
by Maria Crawford Scott | January 1996

Retirement Planning

The Rules for Required Minimum Distributions & Beneficiary Designations
by Clark M. Blackman | April 1996

The Impact of 401(k) Plan Decisions on Accumulated Retirement Wealth
by Charles Jones | February 1996

Stock Strategies, Value Investing

Value Investing: A Look at the Benjamin Graham Approach
by Maria Crawford Scott | May 1996

Technical Analysis

Everyone Loves a Winner, But Should They? A Look at the "Loser" Approach
by Richard L. Evans | May 1996

Back to the Basics: The Fundamentals of Technical Analysis
by Richard L. Evans | January 1996

The Markets

Learning About the Futures Market
by Jean Henrich | May 1996