1997 AAII Journal Index of Articles

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Asset Allocation

What Assets "Count" as Part of Your Total Investment Portfolio?
by Maria Crawford Scott | October 1997

Dividends, Feature

DRP Newsletters and Stock Purchasing Services
by Jean Henrich | June 1997

The Individual Investor's Guide to Dividend Reinvestment Plans, 5th Edition
by AAII Staff | June 1997

Feature

A Reality Check: Do You Need to Buy Long-Term Care Insurance?
by Peter Katt | November 1997

An Interview With Susan Byrne, Portfolio Manager, Westwood Equity Fund
by Maria Crawford Scott | November 1997

Industry Watch
by AAII Staff | November 1997

Planning Assumptions: Will the Real Long-Term Return Please Stand Up?
by Maria Crawford Scott | November 1997

Should You Convert to a Roth IRA? It Depends on Your Circumstances
by Peter James Lingane | November 1997

Tie-Breakers: Key Points to Consider When It's a Close Call Between Funds
by John Markese | November 1997

What Portfolio Size Is the Best Fit for Following an Investment Newsletter?
by Mark Hulbert | November 1997

A Look at the Patterns Helps to Differentiate Stock Winners and Losers
by Richard L. Evans | October 1997

An Interview With David Peebles and Albert Sebastian, Portfolio Managers, The USAA International Fund
by Maria Crawford Scott | October 1997

Behavioral Idiosyncrasies and How They May Affect Investment Decisions
by Frank Campanale | October 1997

Retirement Plan Rules, IRA Options Proliferate Under Tax Law Changes
by Clark M. Blackman | October 1997

Tailoring an International Investment Portfolio Using Closed-End Country Funds
by Albert J. Fredman | October 1997

What Assets "Count" as Part of Your Total Investment Portfolio?
by Maria Crawford Scott | October 1997

An Interview With Robert E. Torray, Portfolio Manager, The Torray Fund
by Maria Crawford Scott | September 1997

Investment Advisers and Mutual Fund Managers: Questions to Ask
by Michael E. Leonetti | September 1997

Stocks With Gains But No Potential: Sell Now, or Hold for Your Heirs?
by Maria Crawford Scott | September 1997

The Individual Investor's Guide to Investment Web Sites
by Jean Henrich | September 1997

The Individual Investor's Guide to Mutual Fund Supermarkets
by John Markese | September 1997

What the Gold Market Reveals: The Anatomy of a Bear Market
by Mark Hulbert | September 1997

An Interview with Donovan J. Paul, Portfolio Manager, INVESCO High Yield Fund
by Maria Crawford Scott | August 1997

Evaluating the Level of the Market by Examining the Expected Growth Rate
by Robert J. Angell | August 1997

High-Yield Bond Funds: Plenty of Income, But How Much Added Risk?
by John Markese | August 1997

Industry Watch
by AAII Staff | August 1997

Seeking Stocks With Momentum: A Look at Relative Strength Measures
by John Bajkowski | August 1997

Social Investing Resources
by Jean Henrich | August 1997

Strategies to Consider for Securities With Large Capital Gains
by Clark M. Blackman | August 1997

The Excess Distributions Penalty: Is Moratorium a Bonanza--or Trap?
by Myron Blatt | August 1997

The Role of Insurance in Buy-Sell Planning for Businesses: Part 2
by Peter Katt | August 1997

An Interview with Robert E. Kern, Portfolio Manager, Fremont U.S. Micro-Cap Fund
by Maria Crawford Scott | July 1997

Composition Changes Prompt Another Look at the DJ Utilities Average
by Richard L. Evans | July 1997

Finding Mutual Fund Winners
by Maria Crawford Scott | July 1997

Going Against the Crowd: A Look at the Contrarian Investment Strategy
by Maria Crawford Scott | July 1997

Resources on Wills and Living Trusts
by Jean Henrich | July 1997

The "Conservative" Approach to Determining Your Spending Rate
by Maria Crawford Scott | July 1997

The Smallest of the Small: Funds That Focus on Micro-Cap Companies
by Albert J. Fredman | July 1997

Why Investors Tend to Trade Too Much--And What to Do About It
by James B. Cloonan | July 1997

A Parent's Guide: How to Introduce Kids to the World of Investing
by Paula Hogan | June 1997

A Performance Review and Rules Recap for the Beginner's Portfolio
by James B. Cloonan | June 1997

An Interview with Edward Mitchell, Portfolio Manager, INVESCO Total Return Fund
by Maria Crawford Scott | June 1997

Assessing the Characteristics of Asset Allocation Mutual Funds
by John Markese | June 1997

Asset Allocation Strategies for Retirees Who Don't Need Income
by Maria Crawford Scott | June 1997

FAQs on Distributing and Investing Assets During Your Retirement Years
by Clark M. Blackman | June 1997

No-Load International Stock Investing: Direct Purchase of ADRs
by Marie Swick | June 1997

The Past 17 Years and What They May Reveal About the Future
by Mark Hulbert | June 1997

AAII's Industry Watch
by AAII Staff | May 1997

An Interview With Ian MacKinnon, Portfolio Manager, Vanguard Municipal Bond Portfolios
by Maria Crawford Scott | May 1997

Cleaning House: Portfolio Reorganizing When You Have Too Many Mutual Funds
by Maria Crawford Scott | May 1997

Closed-End Municipal Bond Fund Resources
by Jean Henrich | May 1997

Coming, Ready or Not: Reform for Medicare and Social Security
by Michael E. Leonetti | May 1997

Fixed-Income Investing: Analyzing Closed-End Municipal Bond Funds
by Albert J. Fredman | May 1997

The Advantages of the Do-It-Yourself Approach to Investing in Stocks
by James B. Cloonan | May 1997

The Importance of Gaps: It's Where They Fall within a Trend That Counts
by Richard L. Evans | May 1997

A Fresh Look at Some Old Anomalies: Are They Still Successful?
by Mark Hulbert | April 1997

An Interview With George A. Mairs III, Portfolio Manager, Mairs & Power Growth Fund
by Maria Crawford Scott | April 1997

Contingency Plans: Helping a Spouse Cope Financially After Your Death
by Maria Crawford Scott | April 1997

How Many Mutual Funds Should You Have in Your Investment Portfolio?
by John Markese | April 1997

Revisiting the Rules for IRA Distributions and Naming Beneficiaries
by Clark M. Blackman | April 1997

The Investment Implications of Tax-Deferred vs. Taxable Accounts
by William Reichenstein | April 1997

The Role of Insurance in Continuation Planning of Closely-Held Businesses
by Peter Katt | April 1997

A Closer Look at Money Market Funds: Bank CD Alternatives
by Albert J. Fredman | February 1997

A Review of the Qualitative Approaches to Stock Management
by James B. Cloonan | February 1997

AAII's Industry Watch
by AAII Staff | February 1997

Experimental MSAs Offer Useful Approach for the Self-Employed
by Peter Katt | February 1997

Rebalancing Your Portfolio When Making Periodic Withdrawals
by Maria Crawford Scott | February 1997

Research Reports: Buyer Beware
by Maria Crawford Scott | February 1997

The Bear Look
by Maria Crawford Scott | February 1997

A Time-Honored Approach to Charting: Point & Figure Analysis
by Richard L. Evans | January 1997

An Interview With David O. Nicholas, Portfolio Manager, Nicholas Limited Edition Fund
by Maria Crawford Scott | January 1997

Index Stocks: An Introduction to SPDRs--S&P 500 Depositary Receipts
by Robert T. Kleiman | January 1997

Insurance Covering Long-Term Care: Even More Important Now
by Michael E. Leonetti | January 1997

Mutual Fund Selection: How to Use AAII's Low-Load Guide Effectively
by John Markese | January 1997

Re-Examining Your Asset Allocation in Light of Vested Pension Payments
by Maria Crawford Scott | January 1997

The 1997 Discount Broker Survey: A Guide to Commissions and Services
by Jean Henrich | January 1997

The Peter Lynch Approach to Investing in "Understandable" Stocks
by Maria Crawford Scott | January 1997

Feature, Growth Investing

The Ralph Wanger Approach: Growth at a Reasonable Price
by Maria Crawford Scott | May 1997

Screening for Growth and Value Based on "What Works on Wall Street"
by John Bajkowski | April 1997

Feature, Investing Gurus

Screening for Stocks Using the Contrarian Investment Strategy
by John Bajkowski | October 1997

Feature, Preferred Stock

Hybrid Securities: A Basic Look at Monthly Income Preferred Stock
by Robert T. Kleiman | July 1997

Feature, Rebalancing

Portfolio Rebalancing and the "Problem" With Bull Markets
by Maria Crawford Scott | August 1997

Feature, Small Cap Value Investing

Neglected Stocks and Small Caps Still Make Sense for Individuals
by James B. Cloonan | April 1997

An Interview With Gerald J. Moran, Portfolio Manager, Scudder Global Discovery Fund
by Maria Crawford Scott | February 1997

Feature, Value Investing

Diversifying Among Investing Styles: The James O'Shaughnessy Approach
by Maria Crawford Scott | November 1997

Dealing With Success: Adjusting Rules to Deal With a Larger Portfolio
by James B. Cloonan | October 1997

An Aggressive Growth Approach to Investing in Expanding Businesses
by Maria Crawford Scott | September 1997

Financial Planning

Contingency Plans: Helping a Spouse Cope Financially After Your Death
by AAII Staff | April 1997

Getting Started

It's a Balancing Act
by AAII Staff | August 1997

Mutual Funds

How Many Mutual Funds Should You Have in Your Investment Portfolio?
by AAII Staff | April 1997