The Four Groups of ETFs
by Elisabeth Kashner | August 2017
Stock Market Volatility
by AAII Staff | October 2017
Shadow Stocks
by AAII Staff | November 2017
Model Fund Portfolio: Two ETFs Replaced With Lower-Cost Equivalents
by James B. Cloonan | August 2017
Model Fund Portfolio: Don’t Fear Real Estate or the Stock Market
by James B. Cloonan | May 2017
A More Aggressive Approach for the Model Fund Portfolio
by James B. Cloonan | March 2017
Discontinuing the Model Fund Portfolio, but Keeping the Level3 Passive Portfolio
by James B. Cloonan | November 2017
Model Shadow Stock Portfolio: Special Update and Rule Changes
by James B. Cloonan | November 2017
Model Shadow Stock Portfolio: Three New Stocks Added
by James B. Cloonan | October 2017
Model Shadow Stock Portfolio: Loosened Buy Rules on New Addition
by James B. Cloonan | July 2017
Model Shadow Stock Portfolio: Handling Major Financial Statement Revisions
by James B. Cloonan | April 2017
Model Shadow Stock Portfolio: New Additions, Plus Value Leads
by James B. Cloonan | January 2017
Downward Estimate Revisions Screen Tops Unconventional Year
by Wayne A. Thorp | January 2017
Piotroski Price-to-Book Screen
by John Bajkowski | June 2017
John Neff’s Approach to Finding Value With Growth Potential
by Jaclyn N. McClellan | October 2017
The Individual Investor’s Guide to Personal Tax Planning 2017
by AAII Staff | December 2017
Q2 2017 Robo Report Sees More Hybrid Advice Models
by Ken Schapiro | September 2017
Top Robo-Adviser Trends, According to the Experts
by Barbara A. Friedberg | January 2017
Beware of SAFE Offerings From Crowdfunded Companies
by Lori J. Schock | July 2017
Asset Allocation, RMDs and Portfolio Survival
by Craig Israelsen | April 2017
How Human Behavior Differs From Traditional Economic Models
by Charles Rotblut, Richard Thaler | December 2017
The Dual Personalities of Investors
by Chris White | June 2017
Overcoming Common Behavioral Errors
by Meir Statman | April 2017
The Role Meditation Can Play in Investing
by Jason Voss | January 2017
Closed-End Bond Funds Versus Individual Bonds: A Case Study
by Hildy Richelson, Stan Richelson | April 2017
Q3 2017 Robo Report: Increase in Tax Planning Tools
by Ken Schapiro | December 2017
Comparing Six of the Best Backtesting Programs
by Henry Crutcher | December 2017
New Robo-Adviser Focuses on Retirement Needs
by Robert Baran | November 2017
Updating Data in Excel With XLQ Plug-In
by Robert Baran | September 2017
Updating Data in Excel With XLQ Plug-In
by Robert Baran | September 2017
Maximizing Cash Returns With MaxMyInterest
by Michael Halloran | August 2017
Selecting Asset Classes for Retirement Investments
by John Zhong | July 2017
Clarity Money (for iOS)
by Matthew Bajkowski | July 2017
The Robo Report Invests in and Tracks Robo-Advisers
by Ken Schapiro | June 2017
Validea Capital Launches Robo-Adviser
by John P. Reese | June 2017
An Update to the CI Portfolio Tracker in Google Sheets
by Jaclyn N. McClellan | May 2017
Learn the Market With Equities Lab
by Henry Crutcher | May 2017
Transferring Money With Venmo for iPhone and Android
by Jaclyn N. McClellan | May 2017
An Update to the CI Portfolio Tracker in Google Sheets
by Jaclyn N. McClellan | May 2017
Using Investment Account Manager 3
by Matthew K. Willms | April 2017
Using Investment Account Manager 3
by Matthew K. Willms | April 2017
An Overview of the Major Tax Prep Services 2017
by Jaclyn N. McClellan | March 2017
10 Questions with Jordan Kimmel
by Jaclyn N. McClellan | March 2017
Follow News Sentiment on TipRanks
by Harriet Lefton | March 2017
The Top Online Portfolio Trackers 2017
by Andrew Plis | February 2017
Using Asset Class Rotation to Reduce Risk and Increase Return
by Scott Juds | January 2017
Building a Stock Screen on O’Neil’s Fourth Edition of CAN SLIM
by Jaclyn N. McClellan | February 2017
Backtesting the AAII Estimate Revisions Stock Screen
by Al Zmyslowski | January 2017
Calculating Nike's Intrinsic Value Using DCF Analysis
by Matt Hogan | April 2017
Corporations Do Not Optimize Share Repurchases
by | December 2017
Delaying SEC Filings Leads to Negative Returns
by | December 2017
The Effect of Dividend Changes on Expected Cash Flows
by | December 2017
Useful End-of-Life Documents
by | December 2017
Fund Manager Experience Does Not Predict Outperformance
by | November 2017
Knowledge and Investing Styles Vary
by | November 2017
The Impact of Out-of-Pocket Medical Spending on Retiree’s Income
by | November 2017
Why Gender Tolerances Toward Risk May Differ
by AAII Staff | November 2017
Key Questions About When to Retire
by | October 2017
Personality Traits Influence Investing Style Preferences
by | October 2017
Raising Children Increases Risk of a Retirement Shortfall
by | October 2017
Retirees’ Timing Rationale for Claiming Social Security Benefits
by | October 2017
Economic and Market Conditions Influence Stock Splits
by | September 2017
Equity Allocations in 401(k) Plans Exceed Pre-Financial Crisis Levels
by | September 2017
The Factors Driving Dividend Policy
by | September 2017
Analyst Target Prices Influence Merger Completion Rates
by | August 2017
Long-Term Benefits of HSAs Not Being Taken Advantage Of
by | August 2017
Low Cognitive Skills Alter Outlook for the Market
by | August 2017
Tweeting Associated With a Slight Return Boost
by | August 2017
A Two-Prong Approach to Funding Retirement
by | July 2017
Having Access to Cash Increases Life Satisfaction
by | July 2017
The Temptation to Trade Reduces Returns
by | July 2017
Using Financial Data to Detect Dementia
by | July 2017
Improving on the Magic Formula
by | June 2017
IRAs Primarily Funded by 401(k) Rollovers and Higher Income Households
by | June 2017
Long-Term Care Insurance: Less Benefit for the Premium
by | June 2017
Workers Lack Information When Making Lump-Sum Decisions
by | June 2017
Most Mutual Funds Do Not Outperform
by | May 2017
The Most Active Investors Trade Far More Than the Rest of Investors
by | May 2017
Workers Are Less Confident About Retirement Than Retirees Are
by | May 2017
A Six-Bucket Strategy for Funding Retirement
by | April 2017
Baby Boomers Use 401(k) Plans More Than Millennials
by | April 2017
Many Households Misestimate Their Retirement Preparedness
by | April 2017
Sentiment Is Increasing Foreign Market Correlations
by | April 2017
Better Fortune Magazine Rankings Are Good for CEOs
by | March 2017
Many Workers Don’t Stick With Automatic Savings Rate Increases
by | March 2017
Options for Handling Inherited IRAs
by | March 2017
Cognitive Aging Creates Financial Obstacles
by | February 2017
Implementing an Age-Banded Approach to Retirement Withdrawals
by | February 2017
Piotroski F-Score Works Well With More Than Low-Value Stocks
by | February 2017
Improper Use of ETFs Is Lowering Returns
by | January 2017
IPO Scam Uses Fake SEC Documents
by | January 2017
Six Habits Successful Investors Share
by | January 2017
Lottery Stocks’ Unique Returns Around Earnings Announcements
by | January 2017
Longer-Term Inflation Forecasts Are Less Accurate
by AAII Staff | March 2017
Downside Volatility Determines Trend-Following Profits
by AAII Staff | May 2017
When Is the Best Time to Take Your RMDs?
by Jenna Brashear | September 2017
Strategies for Unneeded RMDs
by AAII Staff | February 2017
A Dividend Approach to Judging the Value of Stocks
by John Bajkowski, Jaclyn N. McClellan | May 2017
Using Accruals to Judge How Persistent Earnings Will Be
by Charles Rotblut | June 2017
Stocks With the Largest Percentage Change in Earnings Estimates
by John Bajkowski | January 2017
Editor's Note
by Charles Rotblut | December 2017
Editor's Note
by Charles Rotblut | November 2017
Editor's Note
by Charles Rotblut | October 2017
Editor's Note
by Charles Rotblut | September 2017
Editor's Note
by Charles Rotblut | August 2017
Editor's Note
by Charles Rotblut | July 2017
Editor's Note
by Charles Rotblut | June 2017
Editor's Note
by Charles Rotblut | May 2017
Editor's Note
by Charles Rotblut | April 2017
Editor's Note
by Charles Rotblut | March 2017
Editor's Note
by Charles Rotblut | February 2017
Editor's Note
by Charles Rotblut | January 2017
Inherited IRA Rules for Spouses, Heirs and Trusts
by Charles Rotblut | July 2017
Technology Takes Over the Top-Performing ETF List
by Jaclyn N. McClellan | September 2017
The Individual Investor’s Guide to Exchange-Traded Funds 2017
by AAII Staff | August 2017
Tracking the S&P 500 With Mutual Funds and ETFs
by Charles Rotblut | March 2017
The Impact of Expense Ratios on Retirement Income
by Craig Israelsen | September 2017
Leveraged ETFs: Multiplying by the Unknown
by William J. Trainor | July 2017
AAII Timeline: Approaching 40 Years of Investment Education for Individual Investors
by AAII Staff | November 2017
Media Talk About James Cloonan and AAII
by AAII Staff | November 2017
Reflections on the Past and Future for the Individual Investor
by James B. Cloonan | November 2017
When You Haven't Saved Enough for Retirement
by Charles Rotblut | May 2017
Stock Market Retreats and Recoveries
by Sam Stovall | October 2017
The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening
by Jaclyn N. McClellan | March 2017
The Individual Investor’s Guide to
the Top Mutual Funds 2017
by AAII Staff | February 2017
Solving the Problem of Retirement
by Paul Merriman | July 2017
Factors Allow Investors to Think Differently About Diversification
by Larry Swedroe | April 2017
Birth of an Idea: How AAII Got Started
by John Bajkowski, Charles Rotblut, James B. Cloonan | November 2017
Stocks With Attractive Accrual Ratios
by John Bajkowski | April 2017
Expanding the Driehaus Growth and Momentum Screen
by John Bajkowski | September 2017
The Level3 Withdrawal Strategy to Maximize Your Long-Term Wealth
by John Bajkowski, James B. Cloonan | November 2017
Getting Started in Investing, Part 1
by Jaclyn N. McClellan | November 2017
Better Sector Rotation Performance
by Scott Juds | August 2017
Reverse Mortgages
by Charles Rotblut | September 2017
Company Size and Investment Returns
by Charles Rotblut | April 2017
Strategies for Managing Required Minimum Distributions
by Robert Carlson | October 2017
Highlights From the AAII Journal Archives: Cloonan Matter of Opinion Columns
by James B. Cloonan | November 2017
Member News 2017
by AAII Staff | June 2017
Target Wealth: A Better Bet for Achieving Wealth Goals
by Peter A. Forsyth, Kenneth R. Vetzal, Graham Westmacott | October 2017
Using Reverse Mortgages to Mitigate Periods of Poor Returns
by Wade Pfau | September 2017
Allocating to Manage Risk: A Case Study
by Charles Rotblut | July 2017
A Former Hedge Fund Manager’s Contrarian Strategy
by Walter H. Weil | June 2017
How to Take Advantage of Risk Factors
by Charles Rotblut | June 2017
Vanguard's Dynamic Spending Strategy for Retirees
by Colleen M. Jaconetti, Francis M. Kinniry, Michael DiJoseph, Zoe B. Odenwalder | January 2017
Rebalancing Update: How Frequently Allocations Should Be Adjusted
by Charles Rotblut | March 2017
The Next Generation of Socially Responsible Investing
by Lorne Abramson, Elana Lieberman | March 2017
Minimizing Taxes With Asset Allocation
by Stephen E. Wilcox | September 2017
Power Your Portfolio With Value
by Paul Merriman | June 2017
The Trinity Portfolio: Combining Diversification, Tilts and Trend-Following
by Mebane Faber | May 2017
Common Questions About Medicaid and Medicaid Planning
by John Horn, Dera Johnsen-Tracy | May 2017
What Is Your Investing Edge?
by John Huber | May 2017
Three Value-Investing Benchmarks
by Gary Smith | July 2017
The Advantages of Quantitative Approaches to Stock Selection
by Charles Rotblut, Sudhir Nanda | May 2017
Deep Value Investing Has Not Gone Out of Style
by Robert R. Johnson, Stephen M. Horan, Thomas R. Robinson | January 2017
Classic Technical Indicators: Inside the Numbers of RSI
by Raymond A. Rondeau | October 2017
Classic Technical Indicators: The Basics of the RSI
by Raymond A. Rondeau | July 2017
Missing the Market's Worst and Best Months
by Adam Butler | October 2017
Rules for Drawing and Analyzing Trendlines
by Jeffrey Weiss | April 2017
