Replacing a Mutual Fund With an ETF in the Model Fund Portfolio
by James B. Cloonan | November 2014
Maintaining Model Shadow Stock Portfolio Purchase Rules
by James B. Cloonan | October 2014
Model Fund Portfolio: Adjust Risk Based on Personal Factors
by James B. Cloonan | August 2014
Model Fund Portfolio: Adjust Risk Based on Personal Factors
by James B. Cloonan | August 2014
A New Constraint Added to the Model Shadow Stock Portfolio Rules
by James B. Cloonan | July 2014
REITs and Frontier Markets Drive Model Fund Portfolio Higher
by James B. Cloonan | May 2014
REITs and Frontier Markets Drive Model Fund Portfolio Higher
by James B. Cloonan | May 2014
Model Shadow Stock Portfolio Rules Amended and Clarified
by James B. Cloonan | April 2014
Model Fund Portfolio: Replacing a Closed Fund
by James B. Cloonan | March 2014
Model Fund Portfolio: Replacing a Closed Fund
by James B. Cloonan | March 2014
Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes
by James B. Cloonan | January 2014
Maintaining Model Shadow Stock Portfolio Purchase Rules
by James B. Cloonan | October 2014
A New Constraint Added to the Model Shadow Stock Portfolio Rules
by James B. Cloonan | July 2014
Model Shadow Stock Portfolio Rules Amended and Clarified
by James B. Cloonan | April 2014
Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes
by James B. Cloonan | January 2014
Five Common Traits of Successful Value Screens
by John Bajkowski | July 2014
2013 Stock Screens Review: The Year of the Bulls
by Joe Lan | January 2014
2013 Stock Screens Review: The Year of the Bulls
by Joe Lan | January 2014
Strategic Value Investing: Screening for Cash Flow and Value
by Robert R. Johnson, Stephen M. Horan, Thomas R. Robinson | May 2014
Finding Value and Financial Strength Based on “What Works on Wall Street”
by John Bajkowski | March 2014
The Individual Investor’s Guide to Personal Tax Planning 2014
by AAII Staff | December 2014
Selecting Active Equity Mutual Funds: Don't Get Caught in the Middle
by Thomas Howard | November 2014
Crowdfund Investing: An Exciting Alternative for Individual Investors
by Louis C. Gerken, Thomas C. Gray | April 2014
The Many Ways to Place a Buy or Sell Order
by Jaclyn N. McClellan | October 2014
The Tax Consequences of Investing
by Charles Rotblut | July 2014
Determining How Much to Allocate to Each Investment
by Charles Rotblut | January 2014
Trading More Frequently Leads to Worse Returns
by Charles Rotblut, Terrance Odean | November 2014
Driving Emotions From Your Investment Process: A 12-Step Program
by Thomas Howard | September 2014
The Case for Systematic Decision-Making
by Wesley R. Gray | April 2014
Researching Closed-End Funds
by CI Staff | April 2014
Philips Brilliance LCD Monitor (241B4LPYCB)
by Wayne A. Thorp | December 2014
Quicken 2015 (Premier) for Windows
by Hareesh N Jayanthi | December 2014
RAPOO E9180P
by Hareesh N Jayanthi | December 2014
Stocks: Realtime Quotes Charts for Android
by Jaclyn N. McClellan | December 2014
The Year in Review
by Wayne A. Thorp | December 2014
Key PC Components 2014
by Wayne A. Thorp | November 2014
Acorns: Investing With Spare Change (iOS and Android)
by Hareesh N Jayanthi | November 2014
Best of the Web
by Wayne A. Thorp | November 2014
Black Friday Pales in Comparison to China’s “Singles’ Day”
by Wayne A. Thorp | November 2014
Das Keyboard 4 Professional Mechanical Keyboard
by Wayne A. Thorp | November 2014
Key PC Components 2014
by Wayne A. Thorp | November 2014
PC Buyer’s Guide 2014
by Wayne A. Thorp | November 2014
PC Buyer’s Guide 2014
by Wayne A. Thorp | November 2014
Apple iPhone 6
by Wayne A. Thorp | October 2014
MeGooDo LED Mini Projector
by Hareesh N Jayanthi | October 2014
Motif Investing App for iOS
by Wayne A. Thorp | October 2014
Putting Market Volatility in Context
by Wayne A. Thorp | October 2014
Using Google Sheets to Create a Portfolio Tracker
by Jaclyn N. McClellan | October 2014
Satechi Flexible LED Desk Lamp
by Wayne A. Thorp | September 2014
Is Your Diversified Portfolio Truly Diversified?
by Hareesh N Jayanthi | September 2014
Stock Master for iPhone
by Jaclyn N. McClellan | September 2014
The Rise of the Wearables
by Wayne A. Thorp | September 2014
Winegard FlatWave Indoor HDTV Antenna (non-amped)
by Wayne A. Thorp | September 2014
Withings Pulse O2 Activity Tracker
by Wayne A. Thorp | September 2014
BlueAnt Pump HD Sportsbuds
by Wayne A. Thorp | August 2014
Calculating a Firm’s Cash Burn Rate
by Wayne A. Thorp | August 2014
Level Money for Android and iOS
by Jaclyn N. McClellan | August 2014
Online Data Breaches: Bigger, Faster & Costlier
by Wayne A. Thorp | August 2014
CI’s Financial Ratio Analysis Spreadsheet
by Jaclyn N. McClellan | July 2014
Sennheiser Presence Bluetooth Headset
by Wayne A. Thorp | July 2014
SigFig for Android and IOS
by Hareesh N Jayanthi | July 2014
Social Media and “Pump and Dump” in the 21st Century
by Wayne A. Thorp | July 2014
AOC E2460Sd LED Backlit Monitor
by Wayne A. Thorp | June 2014
Best of Web Intro
by Wayne A. Thorp | June 2014
Best of Web Intro
by Wayne A. Thorp | June 2014
Lenovo Miix 2 8-inch Tablet
by Wayne A. Thorp | June 2014
New Beginnings
by Wayne A. Thorp | June 2014
SavedPlus for Android and iOS
by AAII Staff | June 2014
Mobile Power Banks: mophie powerstation XL & New Trent PowerPak Ultra
by Wayne A. Thorp | May 2014
Capturing the Fast-Moving Semiconductor Industry
by Joe Lan | May 2014
Contour Design RollerMouse Red
by Wayne A. Thorp | May 2014
FRED Economic Data App for Android and Apple iOS
by AAII Staff | May 2014
Windows XP: Breaking Up Is Hard to Do
by Wayne A. Thorp | May 2014
Lenovo Flex 14 Laptop
by Wayne A. Thorp | April 2014
Microsoft Excel, PowerPoint and Word for iPad
by Wayne A. Thorp | April 2014
Protecting Yourself From Heartbleed
by Wayne A. Thorp | April 2014
Electronic-Only Service Launches in March
by Wayne A. Thorp | March 2014
Shares 2 for iOS
by CI Staff | March 2014
Snow Lizard SLXtreme 5 for iPhone 5/5S
by Wayne A. Thorp | March 2014
Tax Preparation Services
by Joe Lan | March 2014
Welcome to the New CI
by Wayne A. Thorp | March 2014
IPO Boutique
by CI Staff | January 2014
Moffsoft Free Calculator
by CI Staff | January 2014
Satechi Wireless Multifunction Mini Router
by Wayne A. Thorp | January 2014
AT&T 3G MicroCell
by Wayne A. Thorp | January 2014
FinanceBase
by CI Staff | January 2014
Pocket for iOS and Android
by Wayne A. Thorp | January 2014
Candlesticker.com
by CI Staff | January 2014
Personal Finance Forecast
by CI Staff | January 2014
ZAGGkeys Folio With Backlit Keyboard for iPad Air
by Wayne A. Thorp | January 2014
Big Changes Ahead for CI
by Wayne A. Thorp | January 2014
EDGAR
by CI Staff | January 2014
Investor Conference Audio Collection
by CI Staff | January 2014
New Computer Investing Products
by CI Staff | January 2014
Risk-Adjusted Return
by CI Staff | January 2014
What Members Are Asking Online
by CI Staff | January 2014
A New Series: What You Can Expect
by Joe Lan | March 2014
Creating a Contrarian Screen: The 52-Week Low Formula
by Joe Lan | June 2014
Calculating Mohanram’s G-Score Using SI Pro and Microsoft Excel
by John Bajkowski | January 2014
10 Year-End Financial Actions
by | December 2014
Annuities Now Allowed in Target Date Funds
by | December 2014
Five Ways Physicians Can Protect Seniors' Portfolios
by AAII Staff | December 2014
Some Analysts Use Stock Ratings to Get New Jobs
by | December 2014
Global Investors More Focused on Meeting Needs
by | November 2014
It’s Not Easy to Accumulate $1 Million in an IRA
by | November 2014
New Rules for Rolling Over Aftertax 401(k) Contributions
by | November 2014
Your House Can Be an Income-Generating Asset
by | November 2014
Five Investment Questions to Ask
by | October 2014
Fund Manager Tenure Based on Peer Returns
by | October 2014
Why Momentum Strategies Can Crash
by | October 2014
Donald Sterling’s Lesson: Read the Estate Documents
by | September 2014
Stress Hormone Alters Tolerances for Financial Risk
by | September 2014
Tougher for Brokers to Remove Complaints From BrokerCheck
by | September 2014
Conference Calls: No or Few Questions Are Costly
by | August 2014
Estates, Not Heirs, Generally Pay the Debts of the Deceased
by | August 2014
Five Situations When a Revocable Trust Can Help
by | August 2014
Retirement Planning May Improve Your Health
by | August 2014
A Primer on Bank Sweep Programs
by | July 2014
Avoiding Probate Through Account Titling
by | July 2014
Supreme Court: No Bankruptcy Protection for Inherited IRAs
by | July 2014
Investment Knowledge Boosts Portfolio Returns
by | June 2014
Rules for Recouping Incentive Compensation Vary
by | June 2014
Stocks’ Price Volatility Increased by ETF Ownership
by | June 2014
Three Investment Management Tips for Couples
by | June 2014
10-K Filing Size Impacts Volatility
by | May 2014
Confusion About Retirement Income Taxes
by | May 2014
New Rules for IRA Rollovers
by | May 2014
Relative Portfolio Returns Influence Happiness
by | May 2014
High CEO Compensation Hurts Shareholders
by | April 2014
IRA Withdrawals: Who and How Much?
by | April 2014
Rethinking Retirement Strategies
by | April 2014
Considerations When Rolling Over a 401(k) to an IRA
by | March 2014
Panel Advises Against Mandated Spreads for Small-Cap Stocks
by | March 2014
Seven Rookie Retiree Mistakes to Avoid
by | March 2014
Sources of Tax-Free Income
by | March 2014
Companies Play Favorites to Hide Bad News
by | January 2014
The Cloonan Award for Excellence in Investment Education
by | January 2014
The Top Proxy Issues of 2013, and Likely 2014
by | January 2014
A Checklist for Rolling Over a 401(k)
by AAII Staff | October 2014
Required Retirement Savings Rate Depends on Age and Income
by AAII Staff | September 2014
Which IRA Should You Contribute to and When?
by AAII Staff | July 2014
Be Aware of IRA Rollover Rules
by AAII Staff | April 2014
Calculating Intrinsic Value With the Dividend Growth Model
by Joe Lan | March 2014
Assembling a Covered Call Portfolio on Dividend-Paying Stocks
by Ben Branch | June 2014
Editor's Note
by Charles Rotblut | December 2014
Editor's Note
by Charles Rotblut | November 2014
Editor's Note
by Charles Rotblut | October 2014
Editor's Note
by Charles Rotblut | September 2014
Editor's Note
by Charles Rotblut | August 2014
Editor's Note
by Charles Rotblut | July 2014
Editor's Note
by Charles Rotblut | June 2014
Editor's Note
by Charles Rotblut | May 2014
Editor's Note
by Charles Rotblut | April 2014
Editor's Note
by Charles Rotblut | March 2014
Editor's Note
by Charles Rotblut | February 2014
Editor's Note
by Charles Rotblut | January 2014
Avoid the Top 10 Mistakes Made With Beneficiary Designations
by John Horn, Dera Johnsen-Tracy | November 2014
The Right Type of Life Insurance for Your Estate Planning Needs
by Peter Katt | July 2014
Making Effective Use of IRAs as Part of an Estate Plan
by Daniel Sudit, Kevin G. McCandlish | June 2014
An Inside Look at Exchange-Traded Funds
by Rochelle Antoniewicz, Jane Heinrichs | September 2014
The Top ETFs Over Three Years: Health Care Takes Top Four Spots
by Charles Rotblut | September 2014
The Individual Investor’s Guide to Exchange-Traded Funds 2014
by AAII Staff | August 2014
The Individual Investor’s Guide to
the Top Mutual Funds 2014
by AAII Staff | February 2014
The Danger of Getting Out of Stocks During Bear Markets
by Charles Rotblut | May 2014
Common Investor Mistakes and Other Investing Insights
by Charles Rotblut, John C. Bogle | July 2014
The Top Mutual Funds Over Five Years: Credit the Bull and
the Calendar
by Charles Rotblut | March 2014
Choosing the Right Portfolio Allocation Approach for You
by Charles Rotblut | October 2014
Allocate by Market Weight (And Adjust for Personal Circumstances)
by Charles Rotblut, William Sharpe | September 2014
Reduce Stock Exposure in Retirement, or Gradually Increase It?
by Michael Kitces, Wade Pfau | April 2014
Investment Wisdom From Wall Street’s Legends
by Frederik Vanhaverbeke | November 2014
The Tax Consequences of Stock Splits, Mergers and Spin-Offs
by Claude Y. Paquin | June 2014
“Market Wizards” Advice: Doing the Uncomfortable Thing
by Jack Schwager | July 2014
A More Dynamic Approach to Retirement Spending
by Colleen M. Jaconetti, Francis M. Kinniry, Michael DiJoseph | April 2014
Retirement Planning: Focus First on Covering Fixed Expenses
by Michael Falk | September 2014
From Saver to Spender: Managing Your Money in Retirement
by Carrie Schwab-Pomerantz | May 2014
Social Security: Delay Benefits at the Expense of Personal Savings?
by Marty Allenbaugh | December 2014
Misunderstanding Variable Universal Life Can Lead to Adverse Consequences
by Peter Katt | October 2014
Valuing a Company Based on Its Revenues
by Charles Rotblut | October 2014
Valuation Ratios: The PEG Ratio
by Joe Lan | June 2014
Patrick O’Shaughnessy’s Millennial Investor Strategy
by Charles Rotblut | November 2014
What Is a Longevity Annuity?
by Stan Haithcock | November 2014
Long-Term Care of Your Personal Finances
by Christine S. Fahlund | January 2014
Life Insurance Cash Value: A Practical Discussion
by Peter Katt | January 2014
Cash Dividend Types, Dates and Taxes
by Charles Rotblut | July 2014
Analyzing the AAII Sentiment Survey Without Hindsight
by Charles Rotblut | June 2014
Member News 2014
by AAII Staff | June 2014
Achieving Greater Long-Term Wealth Through Index Funds
by Charles Rotblut, John C. Bogle | June 2014
Qualitative Guidelines for Mutual Fund Selection
by John Deysher, Michael Walters | June 2014
The Mutual Fund Cash Dilemma
by John Deysher, Michael Walters | May 2014
Managing a Portfolio of Covered Calls
by Ben Branch | July 2014
Don’t Over-Rely on Historical Data to Forecast Future Returns
by Charles Rotblut, William Sharpe | October 2014
Managing Cash Flow in Retirement
by Harold Evensky, Deena Katz | September 2014
Real Returns Favor Holding Stocks
by Jeremy Siegel | August 2014
Peculiar Facts From 500 Years of Finance
by Timothy Knight | May 2014
The Three Pockets Approach to Investing
by Timothy McCarthy | May 2014
How Much Small Cap Should Be in Your Portfolio?
by John McDermott, Dana D'Auria | July 2014
John Maynard Keynes as an Investor: Timeless Lessons and Principles
by John Wasik | March 2014
Advocating the Paycheck Strategy for Lifetime Investing
by Hildy Richelson, Stan Richelson | October 2014
Exploiting the Relative Outperformance of Small-Cap Stocks
by John Davenport, Fred Meissner | January 2014
A Strategy Millennial Investors Can Use to Beat the Market
by Patrick O'Shaughnessy | November 2014
How I Analyze Net-Nets: Stocks Trading at Deep Discounts
by Jeroen Bos | June 2014
Weight by Fundamentals, Not by Price
by Charles Rotblut, Robert Arnott | October 2014
Selecting a Valuation Method to Determine a Stock's Worth
by Robert R. Johnson, Stephen M. Horan, Thomas R. Robinson | April 2014
Keeping Transactions Clean From the Wash-Sale Rules
by Kevin Trout | December 2014
Net New Highs
by Wayne A. Thorp | December 2014
McClellan Oscillator
by CI Staff | June 2014
Technical Trading Systems, Part 2: Designing the Framework
by Wayne A. Thorp | April 2014
Stochastic Oscillator
by Wayne A. Thorp | March 2014
Technical Analysis & Charting Programs
by Wayne A. Thorp | January 2014
Technical Trading Systems, Part 1: Trading System Overview
by Wayne A. Thorp | January 2014
The Mass Index
by CI Staff | January 2014
McClellan Summation Index
by Wayne A. Thorp | September 2014
To Trend or Not to Trend
by Raymond A. Rondeau | January 2014
