Model Fund Portfolio: Introducing the Level3 Passive Portfolio
by James B. Cloonan | August 2016
Model Fund Portfolio Holding Opens to New Investors
by James B. Cloonan | May 2016
Model Fund Portfolio: REITs Show Their Long-Term Value
by James B. Cloonan | March 2016
Model Fund Portfolios: Answers to Questions About the Level3 Approach
by James B. Cloonan | November 2016
New Rules for Model Shadow Stock Portfolio, Including Momentum
by James B. Cloonan | October 2016
Model Shadow Stock Portfolio: The Limitations of a Real Portfolio
by James B. Cloonan | July 2016
Model Shadow Stock Portfolio: Many Opportunities Among Micro Caps
by James B. Cloonan | April 2016
Revised Guidance on Following the Model Shadow Stock Portfolio
by James B. Cloonan | January 2016
The Weiss Approach to Value in Blue-Chip Stocks
by Jaclyn N. McClellan | June 2016
AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year
by Wayne A. Thorp | January 2016
William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data
by John Bajkowski | November 2016
The Individual Investor’s Guide to Personal Tax Planning 2016
by AAII Staff | December 2016
Active Management Stinks, But It Doesn't Have To
by Daniel Crosby | October 2016
Understanding the Fiduciary Standard
by Jaclyn N. McClellan | May 2016
A Financial Planner’s Guidance for Women on Planning for Retirement
by Mary Jo Herseth | November 2016
The Labor Department's Fiduciary Rule for Retirement Accounts
by Charles Rotblut | May 2016
Asset Returns During High and Low Inflationary Periods
by Craig Israelsen | December 2016
The Sound of Silence: Speaking to the Heart of Money Management
by Sarah Newcomb | September 2016
The Traits and Processes That Lead to Better Forecasts
by Charles Rotblut, Philip Tetlock | September 2016
Avoiding the Mistakes Made by Ineffective Investors
by Spencer Jakab | July 2016
What You Need to Know About Bond Yields to Determine Your Returns
by Hildy Richelson, Stan Richelson | October 2016
Interest Rate Sensitivity and Bond Pricing
by Brian Haughey | April 2016
What Bond Calls Mean for Your Cash Flow
by Hildy Richelson, Stan Richelson | April 2016
2016 Best Broker Picks by NerdWallet
by Arielle O'Shea | December 2016
Finbox.io: 5 Tools for Stock Research
by Matt Hogan | December 2016
PC Buyer's Guide 2016
by AAII Staff | December 2016
Benchmarking Your Investment Returns With a Computer
by David Levine | November 2016
Track and Compare Your Portfolio Using TipRanks’ Smart Portfolio
by Uri Gruenbaum | November 2016
Robo-Adviser Asset Allocation and Securities
by Jaclyn N. McClellan | November 2016
New Discounts for CI Subscribers
by Jaclyn N. McClellan | October 2016
The Top Portfolio Management Software
by Andrew Plis | October 2016
10 Questions and More With AAII President John Bajkowski
by Matthew Bajkowski | September 2016
Calculating Intrinsic Stock Value in Excel
by Stanley Rodak | September 2016
Possible Pitfalls of Robo-Advisers
by Matthew Bajkowski | September 2016
September CI’s Interview, Summary and Spreadsheet
by Jaclyn N. McClellan | September 2016
Calculating Intrinsic Stock Value in Excel
by Stanley Rodak | September 2016
Discovering How to Beat Robo-Advisers
by Jaclyn N. McClellan | August 2016
NewRetirement: A Holistic Approach to Retirement Planning
by Stephen Chen | August 2016
Personal Capital for iOS and Android
by Jaclyn N. McClellan | July 2016
Setting Up a Retirement Account Online
by Andrew Plis | July 2016
Users’ Data: Popular Mobile Game ‘Catching It All’
by Jaclyn N. McClellan | July 2016
Build and Manage Your Retirement Plan With MyPlanIQ
by John Zhong | May 2016
Stock Rover: A Faithful Research Companion
by Alex Reisman | May 2016
A New Series Coming to CI
by Jaclyn N. McClellan | April 2016
Stash Invest (for iOS, Android)
by Jaclyn N. McClellan | April 2016
Why You Should Consider Using a Robo-Adviser
by Wesley R. Gray | April 2016
10 Questions With Gail MarksJarvis
by Jaclyn N. McClellan | March 2016
A Review of the Major Tax Preparation Services
by Jaclyn N. McClellan | March 2016
How to Track Mutual Funds in Google Sheets
by Jaclyn N. McClellan | March 2016
Softening the Certainty of Taxes
by Jaclyn N. McClellan | March 2016
Why Earnings Season Draws Attention
by Jaclyn N. McClellan | February 2016
Built-in Podcast App on iOS Devices
by Jaclyn N. McClellan | January 2016
Manage Your Investment Portfolio With Fund Manager
by Mark Beiley | January 2016
Mutual Fund Madness in January
by Jaclyn N. McClellan | January 2016
Tapping Into the Dividend Well: Reinvesting With DRIPs
by Matthew Bajkowski | July 2016
The Weiss Blue-Chip Screen Finds Value in Any Market
by Jaclyn N. McClellan | June 2016
A Snapshot of Fourth-Quarter 2015 Earnings Trends Using Estimize
by Christine Short | February 2016
3 Reasons to Embrace the New Investment Technology Platforms
by Sharon Mallory | January 2016
Implementing the Weiss Blue-Chip Screen
by John Bajkowski | June 2016
Stock Screening and Backtesting With SynVero
by Kenn Pennington | June 2016
Declining Cognitive Skills Associated With Overconfidence
by AAII Staff | December 2016
Five Retirement Challenges Facing Women
by | December 2016
Pollution Hurts Stock Returns
by | December 2016
Seven Steps That Couples in Their 50s Should Take
by | December 2016
Reducing Spending Key to Making a Retirement Portfolio Last
by | November 2016
SEC Adopts New Mutual Fund and ETF Rules
by | November 2016
Social Security Administration Accused of Giving Incomplete Information
by | November 2016
Suggestions for Managing the Risk of Cognitive Decline
by AAII Staff | November 2016
“Trusting Your Gut” Not Proven to Increase Returns
by | October 2016
IRS Allows Waivers on 60-Day Rollover Deadline
by | October 2016
Tax Uncertainty and Traditional Versus Roth IRAs
by | October 2016
You Can Judge a Fund by Its Volatility
by | October 2016
10 Attributes Great Investors Share
by | September 2016
Guidance for Analyzing an Early Retirement Offer
by | September 2016
Older Adults Place Less Value on Saving
by | September 2016
Retiree Portfolios and Warren Buffett’s Allocation Instructions
by | September 2016
A Simple Formula for Calculating “Safe” Retirement Spending
by | August 2016
Data Mixed on Whether Volatility Is Rising
by | August 2016
Study Finds Technical Analysts’ Recommendations Don’t Outperform
by | August 2016
What Personal Traits Do Savers Share?
by | August 2016
Index Funds Influence Activist Investors
by | July 2016
Not All Flights to Quality Are the Same
by | July 2016
Suggestions for Not Outliving Your Savings
by | July 2016
Which Is Better: 4% Withdrawals or Annuities?
by | July 2016
Growth in Corporate Cash Balances Isn’t Negative
by | June 2016
It Can Make Sense to Have Several IRAs
by | June 2016
The Spending Patterns of Older Adults
by | June 2016
Work Longer to Live Longer
by | June 2016
A Telephone Call Is Not Enough to Change a Beneficiary Designation
by AAII Staff | May 2016
Delaying Planned Retirement Leads to Healthy Behaviors
by | May 2016
Short Selling Found to Lead to Higher Returns
by | May 2016
The First Five Things to Do at Retirement
by | May 2016
Advisers With Records of Misconduct Often Rehired
by | April 2016
Eight Ways Women Can Take Charge of Their Retirement
by | April 2016
The Independence of the Board Chairman Affects CEO Pay
by | April 2016
Be Wary of Offers for High-Yield CDs
by | March 2016
Five Strategies for Withdrawing From Retirement Savings
by | March 2016
Online Retirement Calculators Called ‘Misleading’ by Researchers
by | March 2016
The Financial Literacy Quiz That Many Retirees Flunked
by | March 2016
Contrarian Hedge Funds Outperform Momentum Mutual Funds
by | February 2016
No Long-Term Link Between Past and Future Fund Performance
by | February 2016
Simplifying Investment Choices Helps Focus Decisions
by | February 2016
Smart Beta Funds Can Differ Significantly
by | February 2016
2015 Tax Guide Update
by | January 2016
A $5 Test Can Help Avoid Financial Problems
by | January 2016
Wealth Stays Stable Until One Spouse Dies
by | January 2016
Why Do People Retire Early?
by | January 2016
New Proposed Reporting Rules for Estates
by | April 2016
Analyzing a Stock by Its Dividend and Shareholder Yield
by Charles Rotblut | August 2016
Editor's Note
by Charles Rotblut | December 2016
Editor's Note
by Charles Rotblut | November 2016
Editor's Note
by Charles Rotblut | October 2016
Editor's Note
by Charles Rotblut | September 2016
Editor's Note
by Charles Rotblut | August 2016
Editor's Note
by Charles Rotblut | July 2016
Editor's Note
by Charles Rotblut | June 2016
Editor's Note
by Charles Rotblut | May 2016
Editor's Note
by Charles Rotblut | April 2016
Editor's Note
by Charles Rotblut | March 2016
Editor's Note
by Charles Rotblut | February 2016
Editor's Note
by Charles Rotblut | January 2016
iVIEWMarkets for Analyzing Stocks and ETFs
by Jaclyn N. McClellan | February 2016
The Top ETFs Over Five Years: Health Care Loses Some Ground
by Jaclyn N. McClellan | September 2016
The Individual Investor’s Guide to Exchange-Traded Funds 2016
by AAII Staff | August 2016
What the Evolving Robo Advisory Industry Offers
by Jaclyn N. McClellan | October 2016
The Top Mutual Funds Over Five Years: Health Care Remains on Top
by Jaclyn N. McClellan | March 2016
The Individual Investor’s Guide to the Top Mutual Funds 2016
by AAII Staff | February 2016
Competition Has Made Indexing a Winner’s Game
by Charles Rotblut, Charles D. Ellis | November 2016
Strategies for Selling Stocks, Including Guidelines From Experts
by Charles Rotblut | April 2016
Using the Z-Score to Assess the Risk of Bankruptcy
by Charles Rotblut, Edward Altman | July 2016
Momentum’s Role as a Driver of Stock Prices
by Charles Rotblut | May 2016
The Art of Creating an Investment Policy Statement
by Clark M. Blackman | November 2016
12 Guidelines for Widows, and Suggestions for Husbands
by Karen C. Altfest | October 2016
The Tax Advantages of Qualified Charitable Distributions From IRAs
by William Reichenstein, Kirsten A. Cook, Harry Harelik | October 2016
Life After a Loss: 6 Smart Steps for Coping With Widowhood
by Karen C. Altfest | July 2016
Steps to Smoothly Transfer Control of Your Family's Finances
by Douglas McCormick | May 2016
IRA Rollover Chart: Rules Regarding Rollovers and Conversions
by Charles Rotblut | July 2016
The Changes to Social Security Claiming Strategies
by Charles Rotblut | January 2016
Assessing Your Life Insurer’s Financial Performance
by Brian Fechtel | April 2016
Graham Stocks With a Low Price Relative to Net Current Assets
by John Bajkowski | June 2016
Value Stocks With Upward Estimate Revisions
by John Bajkowski | September 2016
Six Questions With John Bogle
by Charles Rotblut, John C. Bogle | March 2016
Why Value Beats Growth: A Brief Explanation
by Peter Berezin | September 2016
Methods for Valuing a Stock Based on Profitability and Growth
by Thomas Howard | April 2016
Going From Stock Screen to a Real Portfolio
by John P. Reese | July 2016
Health Savings Accounts
by Charles Rotblut | July 2016
A Satirical Take on Financial Terminology
by Jason Zweig | January 2016
Member News 2016
by AAII Staff | June 2016
A Second Look at How Target Date Funds Change Their Allocations
by Charles Rotblut | June 2016
Protecting Against a Price Drop: Puts Versus Stop Orders
by Ryan McKeon | March 2016
Conversations on Picking Good Stocks and Funds
by Harold Evensky | November 2016
Investing to Avoid the Consequences of Being Wrong
by William Bernstein | September 2016
A Manager’s Insights on Risk and Investing
by Charles Rotblut, Karen Firestone | July 2016
Cash Flow and Allocation Strategies for Retirees
by Charles Rotblut, Jane Bryant Quinn | June 2016
Why a New Allocation Approach Is Needed
by Charles Rotblut, James B. Cloonan | June 2016
Insights on How to Manage a Concentrated Portfolio
by Michael van Biema, Allen Benello | May 2016
Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement
by Charles Rotblut, Jane Bryant Quinn | May 2016
Rebalancing Update: A Tiny Raise for Retirees
by Charles Rotblut | March 2016
Retirement Portfolio Survival: A 90-Year Study
by Craig Israelsen | May 2016
Retirement Readiness Is Being Assessed in the Wrong Manner
by Charles Rotblut, Moshe A. Milevsky | April 2016
The Mathematics of Retirement Portfolios
by Craig Israelsen | January 2016
Keep Taxes From Cracking Your Nest Egg
by Stephen M. Horan | May 2016
Being Wrong and Still Making Money
by Lee Freeman-Shor | January 2016
Micro-Cap Stocks Are Less Widely Followed, Offer Benefits
by Charles Rotblut, Michael Corbett | June 2016
Common Mistakes Made When Investing in Quality Companies
by Lawrence A. Cunningham | May 2016
Focus on the Value of a Business, Not the Stock's Valuation
by Charles Rotblut, Rupal Bhansali | October 2016
Uses and Misuses of Ben Graham–Style Investing
by John Mihaljevic | June 2016
Three Reversal Patterns Every Investor Should Know
by Wayne A. Thorp | October 2016
Technician by ChartIQ for iOS and Android
by Eric Barden | August 2016
Classic Technical Indicators: Introduction to a New Series, Part 2
by Raymond A. Rondeau, Jaclyn N. McClellan | May 2016
Classic Technical Indicators: Introduction to a New Series, Part I
by Raymond A. Rondeau, Jaclyn N. McClellan | April 2016
How to Harvest Losses While Maintaining the Position
by Ben Branch | November 2016
Shorting: A Strategy for Profiting From Price Declines
by Charles Rotblut, Greg Swenson | March 2016
