2002 AAII Journal Index of Articles

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A Matter of Opinion

Asset Allocation and Risk: How to Build Your Own Portfolio
by James B. Cloonan | November 2002

Asset Allocation Approaches: Building From the Bottom Up
by James B. Cloonan | October 2002

Popular Allocation Approaches Put the Cart Before the Horse
by James B. Cloonan | September 2002

Introducing Our New Service: AAII's Stock Superstars Report
by James B. Cloonan | August 2002

Measures of Portfolio Risk and How You Can Apply Them
by James B. Cloonan | July 2002

Evaluating the Research on Historical Performance
by James B. Cloonan | May 2002

Bear Market Lessons: The Advantage of Micro-Caps
by James B. Cloonan | April 2002

AAII Stock Ideas, ADRs, Investing Gurus

Building a Screen for Reasonably Priced ADRs
by John Bajkowski | September 2002

AAII Stock Ideas, Dividends

Dividends Count: Screening for Undervalued Stocks With Lower Risk
by John Bajkowski | October 2002

DRP Stock Characteristics and How to Implement a High-Yield Screen
by Wayne A. Thorp | June 2002

AAII Stock Ideas, Growth Investing

Which Stock Strategies Did Best? A Mid-Year Performance Review
by John Bajkowski | July 2002

An Aggressive Value Approach for Small-Company Investing
by Wayne A. Thorp | April 2002

AAII Stock Ideas, Investing Gurus

Analyzing a Stock as a Business: The Buffett Approach to Screening
by John Bajkowski | May 2002

AAII Stock Ideas, Small Cap Value Investing

The Foolish Approach to Investing in Small-Cap Stocks
by Wayne A. Thorp | November 2002

Shadow Stocks 2002: Small Caps Out of Wall Street's Spotlights
by Wayne A. Thorp | February 2002

The Rookies: Characteristics of the Shadow Stock Newcomers
by Wayne A. Thorp | February 2002

Advisers, Estate Planning, Financial Planning

A Guide to Dealing With an Estate Planning Attorney
by Paula Hogan | July 2002

Asset Allocation, Portfolio Strategies, Retirement Planning

Valuing Your Pension Benefits and the Asset Allocation Implications
by William W. Jennings | July 2002

Behavioral Finance, Mutual Funds

Fund Investors' Biggest Mistakes and How You Can Avoid Them
by Albert J. Fredman | May 2002

Bonds

What You Need to Know About Investing in Municipal Bonds
by AAII Staff | October 2002

What You Need to know About Investing in Municipal Bonds
by Annette Thau | October 2002

Investing in U.S. Treasuries and the Treasury Direct Program
by Annette Thau | April 2002

Bond Basics: An Investor's Guide to the Many Meanings of Yield
by AAII Staff | January 2002

Computerized Investing

Feature: Building a Computer for Investing
by John Bajkowski | November 2002

Feature: Editors' Top Picks
by CI Staff | November 2002

Messages: What Members Are Asking On-Line
by CI Staff | November 2002

Update: New Computer Investing Products
by CI Staff | November 2002

What You're Missing
by AAII Staff | November 2002

Comparison: Historical Data Providers
by Wayne A. Thorp | September 2002

Messages: What Members Are Asking On-Line
by CI Staff | September 2002

On the Internet: Webcasting
by CI Staff | September 2002

Retirement Planning Web Sites
by John Bajkowski | September 2002

Update: New Computer Investing Products
by CI Staff | September 2002

Update: New Computer Investing Products
by CI Staff | July 2002

Comprehensive Investment Web Sites
by John Bajkowski | May 2002

On-Line Discount Brokers 2002
by CI Staff | January 2002

Computerized Investing, Investing Gurus

Fundamental Stock Screening on the Web
by John Bajkowski | July 2002

Computerized Investing, Value Investing

Valuing Stock Using On-Line Tools
by Wayne A. Thorp | January 2002

Corporate Management, Stock Strategies

Shareholder Letter Revelations: Can You Trust the Leadership?
by Laura J. Rittenhouse | September 2002

Dividends, Portfolio Manager Interview

An Interview With Jim Beers, Stratton Monthly Dividend REIT Shares Fund
by Maria Crawford Scott | November 2002

Dividends, Stock Strategies

Individual Investor's Guide to Dividend Reinvestment Plans 2002
by AAII Staff | June 2002

Estate Planning

Estate Planning: Should a Trust Be the Beneficiary of Your IRA?
by Clark M. Blackman | October 2002

A Guide to Dealing With an Estate Planning Attorney
by Paula Hogan | July 2002

Feature

Analyzing Volume & Price Ranges Using Equivolume Charting
by Wayne A. Thorp | January 2002

Bond Basics: An Investor's Guide to the Many Meanings of Yield
by Annette Thau | January 2002

Discount Broker Survey 2002: A Guide to Commissions and Services
by Jean Henrich | January 2002

What to Look for in a Closed-End Municipal Bond Fund
by Albert J. Fredman | January 2002

Feature, Investing Gurus

Stock Strategy Performance: The Winners and Losers in 2001
by John Bajkowski | January 2002

Feature, Small Cap Value Investing

An Interview With Scott L. Scher, Portfolio Manager, CRM Small Cap Value Fund
by Maria Crawford Scott | January 2002

Financial Planning, Retirement Planning

What You Need to Know About Making Contributions to an IRA
by Clark M. Blackman | June 2002

Fundamentals, Value Investing

EBT, EBIT, EBITDA: Will the Real Earnings Figure Please Stand Up?
by John Bajkowski | August 2002

Insurance Products

Hard-to-Spot Differences in Tax Loopholes vs. Tax Scams
by Peter Katt | November 2002

Does It Make Sense to Sell Your Life Insurance Policy?
by Peter Katt | May 2002

Insurance Products, Value Investing

Life Insurance Issues to Be Wary of: Surrender Charges & Leaps of Faith
by Peter Katt | July 2002

Investment Newsletters

Newsletter Sentiment: It's the Degree of Agreement That Counts
by Mark Hulbert | September 2002

Analysts vs. Newsletters: Whose Recommendations Are Best?
by Mark Hulbert | June 2002

Predicting Market Directions: The Myth of the Five-Day Index
by Mark Hulbert | February 2002

Mutual Funds

Your Mutual Fund Portfolio: Choosing the Level of Complexity
by AAII Staff | November 2002

Your Mutual Fund Portfolio: Choosing the Level of Complexity
by John Markese | November 2002

One-Stop Mutual Fund Shopping: A Guide to the Discount Brokers
by John Markese | October 2002

Diversification: How to Get Broad Exposure Overseas
by Albert J. Fredman | August 2002

What You Need to Know About Investing in Bond Mutual Funds
by Annette Thau | July 2002

Fund Expenses: Class Matters When Buying Multi-Class Fund Shares
by John Markese | June 2002

Fund Expenses: Class Matters When Buying Multi-Class Shares
by AAII Staff | June 2002

Fund Investors' Biggest Mistakes and How You Can Avoid Them
by AAII Staff , Albert J. Fredman | May 2002

How to Rate a Mutual Fund: Personalizing the Star System
by John Markese | April 2002

How to Rate a Mutual Fund: Personalizing the Star System
by AAII Staff | April 2002

What You Need to Know About Mutual Funds and Taxes
by | February 2002

Portfolio Manager Interview

An Interview with Mark Johnson, USAA Precious Metals and Minerals Fund
by Maria Crawford Scott | October 2002

An Interview With Walter Harrison, Portfolio Manager, Granum Value Fund
by Maria Crawford Scott | September 2002

An Interview With Vincent Sellecchia, Portfolio Manager, Delafield Fund
by Maria Crawford Scott | August 2002

An Interview With Thomas J. Huber, T. Rowe Price Dividend Growth Fund
by Maria Crawford Scott | July 2002

An Interview With Mark W. Headley, Portfolio Manager, Matthews Pacific Tiger
by Maria Crawford Scott | June 2002

An Interview With Clifford A. Gladson, Portfolio Manager, USAA Tax-Exempt Bond
by Maria Crawford Scott | May 2002

An Interview With Clyde McGregor, Portfolio Manager, Oakmark Equity and Income F
by Maria Crawford Scott | February 2002

Portfolio Strategies

The Shrinking Equity Premium and What It Means to Investors
by Paula Hogan | October 2002

Portfolio Strategies, Retired Investor

Liquidating Retirement Assets in a Tax-Efficient Manner
by William A. Raabe | May 2002

Portfolio Strategies, Retirement Planning

When Should You Start Your Social Security Benefits?
by William Reichenstein | November 2002

Planning for Retirement: What to Expect From Social Security
by William Reichenstein | February 2002

REITs

On the Internet: REITs
by CI Staff | November 2002

Retirement Planning

Withdrawing From Your IRA: A Guide to the Basic Distribution Rules
by Clark M. Blackman | August 2002

What You Need to Know to Protect Your Pension Benefits
by Lynn O'Shaughnessy | June 2002

Stock Strategies

Bill Provides a New Framework for Accounting & Corporate Governance
by John Markese | September 2002

How to Take Your Emotions Out of the Sell Decision
by Jim Norris | August 2002

Stocks

Evaluating the Performance Claims of Investment Approaches
by AAII Staff | May 2002

Tax Strategies

The Expanding Reach of the Alternative Minimum Tax
by Clark M. Blackman | April 2002

Technical Analysis

Illuminating Trends: An Intro to Japanese Candlestick Charting
by Wayne A. Thorp | August 2002

Gauging Market Trends: Market Breadth Data
by Wayne A. Thorp | May 2002

When Nothing Says Something: Understanding Price Gaps
by Wayne A. Thorp | May 2002

Technical Analysis Software
by Wayne A. Thorp | March 2002

The Markets

Market Valuation Measures: Does the Fed Model Really Work?
by Stephen E. Wilcox | November 2002

Top Web Sites

AAII's Guide to the Top Investment Web Sites, 6th edition, 2002
by AAII Staff | September 2002