2015 AAII Journal Index of Articles

Click on the links below to view the article index for the specific year:
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AAII Model Portfolios

Model Fund Portfolio: Missing the Pre-Election Bull
by James B. Cloonan | November 2015

Model Fund Portfolio: Diversification Offsets Weak Performers
by James B. Cloonan | August 2015

No Reason to Switch Funds in the Model Fund Portfolio
by James B. Cloonan | May 2015

Dramatic Changes Help and Hurt the Model Fund Portfolio
by James B. Cloonan | March 2015

AAII Model Portfolios, Small Cap Value Investing

The Model Shadow Stock Portfolio’s Long-Term Performance
by James B. Cloonan | October 2015

Major Rule Change Made to the Model Shadow Stock Portfolio
by James B. Cloonan | July 2015

Model Shadow Stock Portfolio: Sell Rules Dictate a Change
by James B. Cloonan | April 2015

Two New Stocks Added to the Model Shadow Stock Portfolio
by James B. Cloonan | January 2015

AAII Stock Ideas

David Dreman’s Contrarian Approach to Stock Selection
by Jaclyn N. McClellan | November 2015

AAII Stock Ideas, Feature, Investing Gurus

AAII Stock Screens 2014 Review: Active Strategies Lag
by Wayne A. Thorp | January 2015

AAII Stock Ideas, Growth Investing

Revising the MAGNET Screens
by Jordan Kimmel | June 2015

Advisers, Financial Planning

Why Your Financial Adviser Should Be a Fiduciary
by Larry Stein | November 2015

What Exactly Do Online Investment Advisory Services Offer?
by Jaclyn N. McClellan | January 2015

Alternative Investments, Dispatches

Gold Mines Aren't Perfect Substitutes for Gold
by | September 2015

Asset Allocation, Feature, Portfolio Strategies

The Advantages of Simple Allocation Strategies
by Wesley R. Gray | November 2015

Asset Allocation, Portfolio Strategies

Building a Balanced Portfolio: An Unconventional Allocation
by Alex Shahidi | June 2015

Beginning Investor, Behavioral Finance

Defining Your Investment Philosophy
by Ben Carlson | November 2015

Behavioral Finance

Investing Strategies for an Irrational Brain
by Charles Rotblut | October 2015

Behavioral Finance, Feature

Being a Contrarian Means Thinking Differently
by Ken Fisher | July 2015

Understanding Asset Bubbles and How to React to Them
by Charles Rotblut, Robert Shiller | June 2015

Bonds

Bond Pricing Made Simple
by Brian Haughey | November 2015

Liquidity: The Hidden Risk in the Municipal Market
by Nicholos Venditti | January 2015

Bonds, Feature

Understanding What Bond Market Liquidity Means for Your Portfolio
by Hildy Richelson, Stan Richelson | October 2015

Computerized Investing

Highlights From CI's Year 2015
by Jaclyn N. McClellan | December 2015

Portfolio Risk Analysis With InvestSpy
by Marius Bausys | December 2015

Winegard FlatWave Micro HDTV Antenna (Non-Amped)
by Jaclyn N. McClellan | December 2015

Huygens Capital’s Active Approach to Robo-Advising
by Jaclyn N. McClellan | November 2015

Key PC Components 2015
by Wayne A. Thorp | November 2015

PC Buyer’s Guide 2015
by Wayne A. Thorp | November 2015

What Is a Robo-Adviser?
by Jaclyn N. McClellan | November 2015

10 Questions With Chuck Jaffe
by Jaclyn N. McClellan | October 2015

Volatility Stats Might Not Mean What You Think
by Jaclyn N. McClellan | October 2015

10 Questions With Hareesh Jayanthi
by Jaclyn N. McClellan | September 2015

An Introduction to CI’s New Editor
by Jaclyn N. McClellan | September 2015

Copper River Sierra Journeyman Laptop Bag
by Edward Groberski | September 2015

Online Discount Brokers: Scottrade
by Jaclyn N. McClellan | September 2015

Screener Pro for Android and iOS
by Hareesh N Jayanthi | September 2015

Abyssinia!
by Wayne A. Thorp | August 2015

Alternatives to Excel
by Jaclyn N. McClellan | August 2015

iBillionaire for Android and iOS
by Hareesh N Jayanthi | August 2015

Jabra STEP Wireless Earbuds
by Wayne A. Thorp | August 2015

Mortgage Refinancing Resources
by Wayne A. Thorp | July 2015

Portfolio Manager by Smart Code (for iPad)
by Hareesh N Jayanthi | July 2015

Windows 10 Launch
by Wayne A. Thorp | July 2015

ZAGG Pocket Foldable Wireless Keyboard
by Hareesh N Jayanthi | July 2015

Hacking the National Pastime
by Wayne A. Thorp | June 2015

Udemy Guide to Investing
by Hareesh N Jayanthi | June 2015

WaterField Designs Rough Rider 15-Inch Messenger Bag
by Wayne A. Thorp | June 2015

Researching Dividends
by Jaclyn N. McClellan | May 2015

Call Levels (for iOS, Android)
by Jaclyn N. McClellan | May 2015

Dial-Up Users Are Ignored, But Still Exist
by Wayne A. Thorp | May 2015

ibattz Mojo Refuel Invictus & OtterBox Resurgence Power Case
by Wayne A. Thorp | May 2015

Manage Your Portfolios With Investment Account Manager 2
by Hareesh N Jayanthi | May 2015

PhoneSuit Flex XT Pocket Charger for iPhone and iPod
by Wayne A. Thorp | April 2015

CamScanner (for iOS, Android, Windows Phone 8)
by Hareesh N Jayanthi | April 2015

CI Mortgage Refinance Calculator
by Jaclyn N. McClellan | April 2015

Time Will Tell Whether Apple Watch Dominates
by Wayne A. Thorp | April 2015

A Comparison of Tax Preparation Services
by Hareesh N Jayanthi | March 2015

Amazon Echo
by John Bajkowski | March 2015

CI Changes: A Look Back and a Look Forward
by Wayne A. Thorp | March 2015

Investing.com (for iOS, Android)
by Jaclyn N. McClellan | March 2015

Braven BRV-X Rugged Waterproof Bluetooth Speaker
by Wayne A. Thorp | February 2015

DBPower Action Camera SJ4000
by Hareesh N Jayanthi | February 2015

Online Privacy: Oxymoronic?
by Wayne A. Thorp | February 2015

Satechi F3 Smart Monitor Stand
by Wayne A. Thorp | February 2015

Spending Tracker (for iOS, Android, Windows)
by Jaclyn N. McClellan | February 2015

CES 2015: What Happens in Vegas Doesn’t ALWAYS Stay in Vegas
by Wayne A. Thorp | January 2015

Moni Financial Account Tracker for iOS
by Hareesh N Jayanthi | January 2015

Retirement Withdrawal Calculator
by Jaclyn N. McClellan | January 2015

TomTom Multisport GPS Watch
by Hareesh N Jayanthi | January 2015

Computerized Investing, Dividends

DRIP Investing Resources
by Jaclyn N. McClellan | October 2015

Researching Dividends
by Jaclyn N. McClellan | May 2015

Computerized Investing, Investing Gurus

Screening for Stocks Using David Dreman’s Contrarian Strategy
by Jaclyn N. McClellan | November 2015

Baton Investing for Android and IOS
by Hareesh N Jayanthi | October 2015

Backtesting the Revised MAGNET Stock Screens
by Jaclyn N. McClellan | July 2015

Corporate Management, Stock Strategies

Corporate Reinvention and the Creation (or Destruction) of Value
by Lloyd Shefsky | January 2015

Dispatches

Finances and Cognitive Impairment Lead to Long-Term Care Insurance Lapses
by | December 2015

The U.S. Ranks Just 14th in Financial Literacy
by | December 2015

Two Social Security Claiming Strategies Ending
by | December 2015

Women Are Better Retirement Savers
by | December 2015

A Big Rule Change for Mutual Fund and ETF Portfolios
by | November 2015

CFOs Identify Financial Statement Red Flags
by | November 2015

Short-Term Annuities May Not Impact Medicaid Eligibility
by | November 2015

Friday Evenings Used to Hide Bad News
by | October 2015

Neglected Mutual Fund Accounts Claimed by State Governments
by | October 2015

Retirees Holding Onto 401(k) Savings
by | October 2015

Value of Analyst Research Is in Investor Recognition
by | October 2015

A Universal Guideline for Saving for Retirement
by | September 2015

Bias Influences 401(k) Plans’ Investing Offerings
by | September 2015

Six Steps for Making Retirement Savings Last
by | September 2015

Biology and Life Experiences Influence Investing Style
by | August 2015

Economic Changes Have Little Long-Term Impact on Stocks
by | August 2015

Financial Literacy Tied to Greater Retirement Savings
by | August 2015

How Americans Are Managing Their IRAs
by | August 2015

Regulations Did Not Improve Analysts’ Accuracy
by | July 2015

Sunshine Impacts Tolerances for Risk and Uncertainty
by | July 2015

Gifting Assets: What Is the Right Amount?
by | June 2015

Preference for Lower-Cost Funds Is Reducing Fees
by | June 2015

SEC Approves Pilot Program for Small-Cap Stocks
by | June 2015

Supreme Court: Employers Must Monitor 401(k) Investment Options
by | June 2015

Financial Disruptions Alter Retirement Plans for Many
by | May 2015

Fundraising Requirements Loosened for Smaller Companies
by | May 2015

Investors Have Difficulty Valuing Annuities
by | May 2015

Proposed Rules for Brokers Working With Senior Investors
by | May 2015

Determining the Perfect Withdrawal Rate
by | April 2015

Tailor Retirement Withdrawals Based on Your Tax Situation
by | April 2015

The Cost of Postponing IRA Contributions Until April
by | April 2015

Greater 401(k) Focus on Retirement, But Not Annuities
by | March 2015

Mutual Fund Managers Don’t Outperform Individual Investors
by | March 2015

Target Risk Funds Not Worth the Expense
by | March 2015

The “Dirty Dozen” Tax Scams for 2015
by | March 2015

Activist Investors Go Public to Prod Company Executives
by | February 2015

Confidence in Financial Skills Unaltered by Worsening Cognitive Skills
by | February 2015

Gauging Your Psychological Readiness for Retirement
by | February 2015

Many Retirees May Benefit From Non-Traditional Strategies
by | February 2015

ETFs Are Not Always Cheaper Than Mutual Funds
by | January 2015

Financial Advisers’ Preferences Determine Client Allocations
by | January 2015

The Median Stock Doesn’t Beat the Broad Market Indexes
by | January 2015

The Top Investor Threats for 2015
by | January 2015

Dispatches, Fraud

FINRA Proposes Suspending Withdrawals If Fraud Is Suspected
by | November 2015

Five Warning Signs of Financial Fraud
by | July 2015

The “Other” Costs of Financial Fraud
by | April 2015

Dispatches, Mutual Funds

Fund Manager Skill Improves as Market-Cap Size Drops
by | July 2015

Dividends, Stock Strategies

The Power of Compounded Growth and Reinvested Dividends
by Lowell G. Miller | June 2015

Dividends Are Still Valuable
by John Buckingham | May 2015

Earnings, Investor Professor

Earnings Estimates
by Charles Rotblut | May 2015

Economic and Market Analysis, Interest Rates, Stock Strategies

Follow the Fed, but Be Smart About It
by Gerald R. Jensen, Robert R. Johnson, Luis Garcia-Feijoo | April 2015

Editor's Note

Editor's Note
by Charles Rotblut | December 2015

Editor's Note
by Charles Rotblut | November 2015

Editor's Note
by Charles Rotblut | October 2015

Editor's Note
by Charles Rotblut | September 2015

Editor's Note
by Charles Rotblut | August 2015

Editor's Note
by Charles Rotblut | July 2015

Editor's Note
by Charles Rotblut | June 2015

Editor's Note
by Charles Rotblut | May 2015

Editor's Note
by Charles Rotblut | April 2015

Editor's Note
by Charles Rotblut | March 2015

Editor's Note
by Charles Rotblut | February 2015

Editor's Note
by Charles Rotblut | January 2015

Exchange-Traded Funds

Why Aren’t There More Active ETFs?
by Charles Rotblut | October 2015

Exchange-Traded Funds, Feature

The Top ETFs Over Five Years: Health Care Remains on Top
by Jaclyn N. McClellan | September 2015

Exchange-Traded Funds, Feature, Special Features

The Individual Investor’s Guide to Exchange-Traded Funds 2015
by AAII Staff | August 2015

Feature

The Individual Investor’s Guide to the Top Mutual Funds 2015
by AAII Staff | February 2015

Feature, Mutual Funds

The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good
by Charles Rotblut, Jaclyn N. McClellan | March 2015

Feature, Portfolio Strategies, Retirement Planning

The Importance of Diversification in Retirement Portfolios
by Craig Israelsen | April 2015

Feature, Portfolio Strategies, Retirement Planning, Risk

The Sequence in Which Returns Occur Affects Your Wealth
by Charles Rotblut | May 2015

Feature, Tax Strategies

The Individual Investor’s Guide to Personal Tax Planning 2015
by AAII Staff | December 2015

Financial Planning

When It's Time to Transfer Financial Decision-Making
by Robert R. Johnson, David A. Littell | September 2015

Creating and Following a Real Financial Plan
by Carl Richards | August 2015

Using Annuities for Long-Term Health Care
by Stan Haithcock | July 2015

Financial Statements, Value Investing

Using Book Value to Judge a Stock's Worth
by Charles Rotblut | June 2015

First Cut Stocks

Wiley’s 52-Week Low Strategy
by John Bajkowski | October 2015

Stocks With Low Price-to-Book Ratios
by John Bajkowski | September 2015

High Buyback Yields
by John Bajkowski | March 2015

First Cut Stocks, Investing Gurus

Dreman’s Contrarian Screen
by John Bajkowski | November 2015

From the Archives, Stock Strategies

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed
by Aswath Damodaran | March 2015

Insurance Products

Index Universal Life: The Latest Risky Life Insurance Product
by Peter Katt | May 2015

Investor Professor

Five Key Financial Concepts
by Hareesh N Jayanthi | October 2015

How to Read a 10-K Filing
by Charles Rotblut | July 2015

IRAs, Portfolio Strategies, Retirement Planning

Converting to a Roth IRA Can Minimize RMDs
by Judith Ward | March 2015

Member News

Member News 2015
by AAII Staff | June 2015

Mutual Funds

How to Measure the Skills of Your Fund Manager
by Yakov Amihud, Ruslan Goyenko | April 2015

Options Strategies, Trading Strategies

A Comprehensive Approach to Covered Call Writing
by Alan Ellman | January 2015

Portfolio Strategies

Exploring the Optimal Equity Allocation Path for Retirees
by David Blanchett | December 2015

Frontier Markets Offer Growth From a Very Diverse Set of Economies
by Charles Rotblut, Laura Geritz | September 2015

Is Outperforming the Market Alpha or Beta?
by Larry Swedroe, Andrew Berkin | July 2015

Valuation's Usefulness for Forecasting and Setting Asset Allocation
by Javier Estrada | July 2015

How Much Diversification Is Right for You?
by Jordan Kimmel | May 2015

Lessons Learned From Many Years of Investing
by H. Bradlee Perry | March 2015

Portfolio Strategies, Proxy Voting

Proxy Voting for Individual Investors
by Robert Stein | July 2015

Portfolio Strategies, Rebalancing, Retired Investor

Rebalancing Update: Retirement Adjustments Necessary
by Charles Rotblut | April 2015

Portfolio Strategies, Retired Investor

Mathematical Support for Rising Equity Glide Paths
by Luke Delorme | September 2015

Increasing Retirement Withdrawal Rates Through Asset Allocation
by Michael Kitces, Wade Pfau | April 2015

Portfolio Strategies, Retirement Planning

How Big Is Longevity Risk?
by Bob Collie | October 2015

Portfolio Strategies, Value Investing

Nine Rules for Smarter Investing
by Guy Spier | April 2015

Retired Investor

Stocks: An Underappreciated Asset Class in Retiree Portfolios
by Stuart Ritter | June 2015

Stock Strategies

A Behind-the-Scenes Look at How Trades Are Executed
by Charles Rotblut, John Ramsay | November 2015

Is the Small-Cap Stock Premium Disappearing?
by Gregg S. Fisher | November 2015

Finding Bargains Among Stocks With Falling Stock Prices
by Luke Wiley | October 2015

Oakmark Funds’ Long-Term Approach to Stock Investing
by Charles Rotblut, William C. Nygren | September 2015

Mistakes Must Serve a Purpose: Some Early Lessons
by Francois Sicart | June 2015

How to Analyze Financial Companies
by Charles Rotblut, Gabriel Solomon | May 2015

Stock Strategies, Value Investing

Using Rational Value to Judge a Stock's Worth
by Ellis Traub | October 2015

Simple Methods to Improve the Piotroski F-Score
by Wesley R. Gray | May 2015

Technical Analysis

The Cup-With-Handle Pattern
by Wayne A. Thorp | December 2015

Volume-by-Price
by Wayne A. Thorp | September 2015

Equivolume Charts
by Wayne A. Thorp | June 2015

Bullish Percent Index
by Wayne A. Thorp | March 2015

Point & Figure Charting
by Wayne A. Thorp | January 2015