1998 AAII Journal Index of Articles

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A Matter of Opinion, Growth Investing

Suggested Rules for Stock Investors at the Intermediate Level
by James B. Cloonan | February 1998

AAII Model Portfolios, Small Cap Value Investing

Out of the Wall Street Spotlight: The 1998 Shadow Stocks
by John Bajkowski | February 1998

Dividends, Feature

Characteristics of Firms with Dividend Reinvestment Plans
by John Bajkowski | June 1998

Record Low Dividend Yields: Is It a Bane or a Blessing?
by H. Bradlee Perry | June 1998

The Individual Investor's Guide to Dividend Reinvestment Plans
by AAII Staff | June 1998

Feature

How and When to Purchase Low-Cost Term Life Insurance
by Peter Katt | November 1998

Increasing Chance of Success Based on Election-Year Cycle
by James B. Cloonan | November 1998

Achieving Financial Security by Conquering Personal Debt
by Michael E. Leonetti | September 1998

An IMO on the Internet: A Few Nuggets, But Lots of Trash
by James B. Cloonan | September 1998

An Interview With G. Paul Matthews, Portfolio Manager, Matthews Pacific Tiger & Asian Convertibles
by Maria Crawford Scott | September 1998

Cash Benefits: A Dual-Purpose Asset Class
by Maria Crawford Scott | September 1998

Mutual Fund Supermarkets: One-Stop Shopping at Low Cost
by John Markese | September 1998

Newsletters vs. Funds: Which are the Better Performers?
by Mark Hulbert | September 1998

The Individual Investor's Guide to Investment Web Sites, 2nd Edition
by Jean Henrich | September 1998

AAII's Industry Watch
by AAII Staff | August 1998

An Interview With Steven A. Chamberlain, Portfolio Manager, INVESCO European Fund
by Maria Crawford Scott | August 1998

Characteristics of the Dogs of the Dow Stocks
by John Bajkowski | August 1998

European Stock Funds: Sending Your Money Abroad
by John Markese | August 1998

Finding Universal Life Policies That Will Remain Competitive
by Peter Katt | August 1998

Part 3: Minimum Distributions and Beneficiary Designations
by Clark M. Blackman | August 1998

An Interview With Edward Keely, Portfolio Manager, Founders Growth Fund
by Maria Crawford Scott | July 1998

Building Up your Savings by Controlling the Spending Habit
by Michael E. Leonetti | July 1998

Open- and Closed-End Convertible Funds
by Albert J. Fredman | July 1998

Retirement Spending Rules: What Can Go Wrong?
by Maria Crawford Scott | July 1998

Some Words of Caution for Investors in High-Tech Speculative Stocks
by James B. Cloonan | July 1998

Unusual Investments: A Look at Viatical Settlements
by James H. Gilkeson | July 1998

An Interview With William J. Stromberg, Portfolio Manager, T. Rowe Price Dividend Growth
by Maria Crawford Scott | June 1998

Part 2: Beneficiary Designations and Required Minimum Distributions
by Clark M. Blackman | June 1998

Scary Scenarios: Can You Survive a Meltdown?
by Maria Crawford Scott | June 1998

What to Look for in the New Mutual Fund Profile
by John Markese | June 1998

When You're Hot, Your're Hot! Or Are You Not?
by Mark Hulbert | June 1998

A Closer Look at Funds That Focus on the Dow
by Albert J. Fredman | May 1998

A Look at the Patterns for 1997's Winners and Losers
by Richard L. Evans | May 1998

AAII's Industry Watch
by AAII Staff | May 1998

An Interview With Howard Ward, Portfolio Manager, Gabelli Growth Fund
by Maria Crawford Scott | May 1998

Controlling Your Finances With Cash Flow Management
by Michael E. Leonetti | May 1998

Investing in Technology: The Michael Murphy Approach
by Maria Crawford Scott | May 1998

Re-Examining Risk Tolerance Using Worst-Case Scenarios
by Maria Crawford Scott | May 1998

The AAII Beginner's Portfolio
by James B. Cloonan | May 1998

What to Look for in a Stock Repurchase Program
by David R. Fried | May 1998

An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund
by Maria Crawford Scott | April 1998

Beneficiary Designations and Required Minimum Distributions
by Clark M. Blackman | April 1998

Beyond the Numbers: Getting to Know a Manager
by Maria Crawford Scott | April 1998

How to Calculate the Return on Your Portfolio
by Maria Crawford Scott | April 1998

Inflation-Indexed Treasuries: How Good Are They?
by Robert J. Angell | April 1998

Just How Important Are Newsletters' Telephone Hotlines?
by Mark Hulbert | April 1998

Life Insurance Issues and The Proposed Tax Law Changes
by Peter Katt | April 1998

An Interview With David Lindsay, Portfolio Manager, Galaxy II U.S. Treasury Index Fund
by Maria Crawford Scott | January 1998

Establishing a Spending Account to Manage Income During Retirement
by Maria Crawford Scott | January 1998

Just Another Commodity: Reasons for Including Gold in a Portfolio Fade
by James B. Cloonan | January 1998

Letters to the Editor
by AAII Staff | January 1998

Separating the Wheat From the Chaff Using Relative Strength
by Richard L. Evans | January 1998

The 1998 Discount Broker Survey: A Guide to Commissions and Services
by Marie Swick | January 1998

Treasury Bond Funds: A Risky Riskless Investment?
by John Markese | January 1998

What to Look for When Selecting a Trustee for Your Estate Plan
by Michael E. Leonetti | January 1998

Feature, From the Archives, Growth Investing

Valuing Growth Stocks: Revisiting the Nifty Fifty
by Jeremy Siegel | October 1998

Feature, Growth Investing

Are International Stocks Still Useful in Your Portfolio?
by Maria Crawford Scott | November 1998

Health and Technology: High-Powered Sector Funds
by John Markese | November 1998

The Common Traits of Successful Investment Strategies
by Maria Crawford Scott | November 1998

A Combination Approach: Screens for Value on the Move
by John Bajkowski | April 1998

Feature, Investing Gurus

Investment Characteristics of Stock Screening Strategies
by Maria Crawford Scott | September 1998

The Warren Buffett Way: Investing From a Business Perspective
by Maria Crawford Scott | January 1998

Feature, Portfolio Strategies

How Much Diversification Does Your Portfolio Need?
by Maria Crawford Scott | August 1998

Retirement Savings: Choosing a Withdrawal Rate That Is Sustainable
by Carl M. Hubbard | February 1998

Feature, Value Investing

Investment Approaches: Picking a Value-Oriented Adviser
by Mark Hulbert | November 1998

Do Value-Added Programs Add Value for Shareholders?
by Stanley Block | August 1998

Blue-Chip Value Investing: The Dogs of the Dow
by Maria Crawford Scott | July 1998

Financial Planning

Achieving Financial Security by Conquering Personal Debt
by AAII Staff | September 1998

What to Look for When Selecting a Trustee for Your Estate Plan
by AAII Staff | January 1998

From the Archives, Portfolio Strategies

Keeping Track of Your Portfolio: What to Monitor and When
by Maria Crawford Scott | February 1998

Industry Spotlight

Industry Watch
by AAII Staff | November 1998

Industry Watch
by AAII Staff | February 1998

Insurance Products

Vanishing-Premium Policy Designs: The Good and the Bad
by Peter Katt | February 1998

Matter of Opinion

Small-Cap Stocks Dominate, But Diversification is Still the Rule
by James B. Cloonan | October 1998

Mutual Funds

The Sell Decision With Mutual Funds: Knowing When to Walk Away
by Albert J. Fredman | October 1998

Beyond the Numbers: Getting to Know a Manager
by AAII Staff | April 1998

Mutual Funds, Tax Strategies

Tax-Conscious Funds: For Investors, It's the Leftovers That Count
by Albert J. Fredman | February 1998

Portfolio Manager Interview

An Interview With Eric McKissack, Portfolio Manager, Ariel Appreciation Fund
by Maria Crawford Scott | October 1998

An Interview With George Sauter and Chris Ryon, Portfolio Managers, Vanguard Tax-Managed Balanced Fund
by Maria Crawford Scott | February 1998

Portfolio Strategies

Covering All Your Bases: Diversifying in the U.S. Markets
by Maria Crawford Scott | October 1998

Retirement Planning

Planning Considerations With the New Roth IRA
by Clark M. Blackman | October 1998

Small Cap Value Investing, Stock Strategies

Shadow Stock Rookies: Firms That Are New to the 1998 Listing
by John Bajkowski | February 1998

Stock Strategies

Measures of Market Breadth: A Look at Trading Statistics
by John Bajkowski | October 1998

Technical Analysis

It's Not Too Early for Investors to Get Ready for the January Effect
by Richard L. Evans | October 1998

Different Perspectives: A Look at Charting Techniques
by Richard L. Evans | July 1998