2003 AAII Journal Index of Articles

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A Matter of Opinion

New From AAII: Specific Guidance on Stock and Fund Selection
by James B. Cloonan | September 2003

The AAII Beginner's Portfolio: An Annual Performance Review
by James B. Cloonan | April 2003

AAII Model Portfolios, Small Cap Value Investing

Focus on the Individual Investor's Shadow Stock Portfolio
by James B. Cloonan | November 2003

AAII Stock Ideas

Searching for the Upcoming Stock Market Winners
by John Bajkowski | July 2003

Stock Strategy Performance: Winners and Losers in 2002
by John Bajkowski | January 2003

AAII Stock Ideas, Growth Investing

Keeping a Pulse on Expectations: Screening for Earnings Revisions
by John Bajkowski | November 2003

IBD Stable 70: Surviving Downturns With Long-Term Earnings Growth
by Wayne A. Thorp | October 2003

Implementing a High-Yield Screen to Invest in Stocks With DRPs
by John Bajkowski | June 2003

How to Use the CAN SLIM Approach to Screen for Growth Stocks
by John Bajkowski | April 2003

AAII Stock Ideas, Investing Gurus

AAII's Low Price-to-Sales Screen: Strong Performer in Mixed Market
by John Bajkowski | September 2003

The Muhlenkamp Stock Screen: High ROEs at a Reasonable Price
by John Bajkowski | May 2003

AAII Stock Ideas, Small Cap Value Investing

How the Strategies Have Fared: A Mid-Year Performance Review
by John Bajkowski | August 2003

Out of Wall Street's Spotlights: AAII's 2003 Shadow Stock Listing
by Wayne A. Thorp | February 2003

Shadow Stock Rookies: What the Newcomers Look Like
by Wayne A. Thorp | February 2003

Asset Allocation

Five Big Lessons From Market History
by AAII Staff | February 2003

Asset Allocation, Portfolio Strategies, Retired Investor

Allocation During Retirement: Adding Annuities to the Mix
by William Reichenstein | November 2003

Bonds

Are Junk Bonds for You? A Look at High-Yield Bonds
by Annette Thau | October 2003

How to Shop for Bonds: Pricing Munis on the Internet
by Annette Thau | April 2003

Maximizing Your Profits When Investing in Bonds
by Hildy Richelson | January 2003

Bonds, Value Investing

Putting Together a Portfolio of Municipal Bond Investments
by Annette Thau | February 2003

Broker Guide 2003

Discount Broker Survey 2003: A Guide to Commissions and Services
by Jean Henrich | January 2003

Computerized Investing

Editor's Outlook
by John Bajkowski | November 2003

Feature: Building a Computer for Investing
by Wayne A. Thorp | November 2003

Feature: Editors' Top Picks
by CI Staff | November 2003

Messages: What Members Are Asking On-Line
by CI Staff | November 2003

New Guide to ETFs
by AAII Staff | November 2003

Update: New Computer Investing Products
by CI Staff | November 2003

Comparison: Comprehensive Web Sites
by John Bajkowski | September 2003

Editor's Outlook
by John Bajkowski | September 2003

Messages: What Members Are Asking On-Line
by CI Staff | September 2003

Top Web Sites
by AAII Staff | September 2003

Update: New Computer Investing Products
by CI Staff | September 2003

Editor's Outlook
by John Bajkowski | July 2003

Investing Pathways
by AAII Staff | July 2003

Messages: What Members Are Asking On-Line
by CI Staff | July 2003

On the Internet: College Financing and 529 Savings Plans
by CI Staff | July 2003

Update: New Computer Investing Products
by CI Staff | July 2003

Comparison: Portfolio Management Software Programs
by John Bajkowski | May 2003

Editor's Outlook
by John Bajkowski | May 2003

Feature: RiskGrades: Judging Investment Volatility
by Wayne A. Thorp | May 2003

Messages: What Members Are Asking On-Line
by CI Staff | May 2003

On the Internet: Consumer Credit
by CI Staff | May 2003

Portfolio Management Software Programs
by John Bajkowski | May 2003

Update: New Computer Investing Products
by CI Staff | May 2003

Editor's Outlook
by John Bajkowski | March 2003

Messages: What Members Are Asking On-Line
by CI Staff | March 2003

On the Internet: Tax Info Sites
by CI Staff | March 2003

Update: New Computer Investing Products
by CI Staff | March 2003

Comparison: On-Line Discount Brokers
by CI Staff | January 2003

Editor's Outlook
by John Bajkowski | January 2003

Feature: Quicken 2003 Premier vs. Money 2003 Deluxe
by Wayne A. Thorp | January 2003

Messages: What Members Are Asking On-Line
by CI Staff | January 2003

On the Internet: News
by CI Staff | January 2003

Update: New Computer Investing Products
by CI Staff | January 2003

Computerized Investing, Dividends

On the Internet: Info on DRP Plans
by CI Staff | September 2003

Computerized Investing, Estate Planning

On the Internet: Estate Planning
by CI Staff | November 2003

Computerized Investing, Growth Investing

The CAN SLIM Approach: Revising a Screen
by John Bajkowski | March 2003

Computerized Investing, Investing Gurus

The IBD Stable 70 Screen
by Wayne A. Thorp | September 2003

AAII Stock Screens
by AAII Staff | May 2003

Dividends, Stock Strategies

Investing in DRPs: A Guide to Dividend Reinvestment Plans
by AAII Staff | June 2003

Economic and Market Analysis, Fundamentals, Getting Started

The Top 10 Economic Indicators: What to Watch and Why
by Jenna Brashear | August 2003

Estate Planning

The Tools of the Trade: Basic Estate-Planning Trusts
by Ellen J. Boling | June 2003

Reassessing Your Risk Tolerance? Don't Overlook Estate Planning
by Ellen J. Boling | April 2003

Estate Planning, Financial Planning

Reassessing Your Risk Tolerance? Don't Overlook Estate Planning
by AAII Staff | April 2003

Estate Planning, Value Investing

Advanced Estate Planning: Split-Interest Gifts and Trusts
by Ellen J. Boling | November 2003

Financial Planning

How to Make Personal Finance "Connect" With Young Adults
by Paula Hogan | August 2003

How to Make Personal Finance "Connect" With Young Adults
by AAII Staff | August 2003

Financial Statements

The Big Pension Plan Hole and What It Means to Investors
by Edwin D. Everett | July 2003

Fixed-Income Strategies

In Today's Investment Environment, Bank CDs Deserve a Fresh Look
by James H. Gilkeson | February 2003

Growth Investing, Investment Newsletters, Market Actions

Are We in a Bull Market Beginning or a Bear Market Correction?
by Mark Hulbert | September 2003

Growth Investing, The Markets

The Big Picture: How to Determine the Stock Market's Direction
by William J. O'Neil | June 2003

Insurance Products

Variable Life Insurance: Be Wary of Policy 'Delusions'
by Peter Katt | November 2003

The Potential Problems With No-Lapse Premium Guarantees
by Peter Katt | July 2003

A Life Settlement Update; and Life Insurance in Pension Plans
by Peter Katt | May 2003

Investing Basics

The 10 Fundamental Axioms for Effective Retirement Investing
by William P. Dukes | May 2003

Investment Newsletters

Just How Difficult Is It to Time the Bond Market?
by Mark Hulbert | July 2003

Investment Newsletters, Value Investing

The Price-Value Relationship: Do You Get What You Pay For?
by Mark Hulbert | May 2003

Mutual Funds

Searching for Dividend Yield From Your Stock Mutual Funds
by John Markese | November 2003

The Individual Investor's Guide to Exchange-Traded Funds
by Maria Crawford Scott | October 2003

What You Need to Know About Fixed-Income Exchange-Traded Funds
by AAII Staff | October 2003

Comparison: Mutual Fund Screening Systems
by John Bajkowski | July 2003

Comparison: Mutual Fund Screening Systems
by John Bajkowski | July 2003

Taking the Load Off of "Must Have" Fully Loaded Funds
by AAII Staff | July 2003

Taking the Load Off of "Must Have" Fully Loaded Funds
by AAII Staff | July 2003

Top Funds Over Five Years: Analyzing How They Got There
by John Markese | July 2003

Micro-Cap Mutual Funds: Searching for the Future Giants
by John Markese | April 2003

New Horizons: Introducing Exchange-Traded Bond Funds
by Albert J. Fredman | January 2003

Portfolio Makeover

A Full Financial Planning Plate: Kids, Parents and Retirement
by Karen C. Altfest | October 2003

Can They Maintain Their Lifestyle? Retired Couple Seeks Assurance
by Loyd J. Stegent | August 2003

Will Their Portfolio Last? The Rest of the Story
by Dennis Stearns | July 2003

Inherited Stocks Raise Issues for Couple Nearing Retirement Age
by Clark M. Blackman | June 2003

Will Their Retirement Assets Last? Analyzing the Chances for Success
by Dennis Stearns | April 2003

A Top-Down Financial Review: Where the Risks Are Lurking
by Paula Hogan | January 2003

Portfolio Manager Interview

An Interview With Kent Gasaway, Portfolio Manager, Buffalo High Yield Fund
by Maria Crawford Scott | November 2003

An Interview With Peter Spano, Portfolio Manager, Preferred International Value
by Maria Crawford Scott | July 2003

An Interview With Theodore T. Southworth, Northern Income Equity Fund
by Maria Crawford Scott | June 2003

An Interview With Patrick J. English, Portfolio Manager, FMI Common Stock Fund
by Maria Crawford Scott | May 2003

An Interview With Gus Sauter, Portfolio Manager, Vanguard Index Funds
by Maria Crawford Scott | April 2003

Another Interview With Donald Yacktman, President and Portfolio Manager, The Yac
by Maria Crawford Scott | February 2003

Portfolio Manager Interview, Small Cap Value Investing

An Interview With Bill Ricks, Portfolio Manager, AXA Rosenberg International Sma
by Maria Crawford Scott | September 2003

Portfolio Strategies

The New Tax Act: Should You Revamp Your Portfolio?
by Maria Crawford Scott | August 2003

Bear Market Strategies: Watch the Spending, Hold the Stocks
by AAII Staff | May 2003

Ten Lessons You Should Learn From Recent Market History
by William Reichenstein | February 2003

Portfolio Strategies, Retired Investor

Retirement Planning: Annuities and When They May Make Sense
by William Reichenstein | July 2003

Stock Strategies

An Investor's Guide to Corporate Insider Trading Activity
by John Deysher | November 2003

The Predictive Power of Price-Earnings and Price-Sales Ratios
by Richard Goedde | February 2003

Stocks

An Investor's Guide to Corporate Insider Trading Activity
by AAII Staff | November 2003

Four Basic Steps to Gauging a Firm's True Financial Position
by Jay Taparia | October 2003

Tax Strategies

The New Tax Act: Planning Opportunities and Pitfalls
by Ellen J. Boling | September 2003

Technical Analysis

Point and Figure Charting
by Wayne A. Thorp | July 2003

Comparison: Web-Based Technical Analysis Services
by Wayne A. Thorp | March 2003

The Markets

Stocks and the Economic Cycle: What Performs Well—and When
by Wayne A. Thorp | August 2003

Telling Curves: What Bond Yields Reveal About the Markets
by Wayne A. Thorp | May 2003

A Look at the Big Picture: Measures of Market Breadth
by Wayne A. Thorp | January 2003

Top Web Sites

AAII's Guide to the Top Investment Web Sites, 7th Edition, 2003
by AAII Staff | September 2003