Grasshoppers and Ants in Retirement
by Robert R. Johnson, Michael Finke, Tao Guo | June 2018
Getting the Same Return With Less Risk: The Power of Factors
by Charles Rotblut, Larry Swedroe | October 2018
For Bucket Portfolios, the Devil Is in the Details
by Christine Benz | July 2018
Hagstrom's Essential Buffett Stocks
by John Bajkowski | June 2018
Classic Technical Indicators: Advanced Interpretations of the RSI
by Raymond A. Rondeau | February 2018
Stock Order Types
by AAII Staff | October 2018
Adjusting Overweight Positions
by Charles Rotblut | June 2018
Micro-Cap Stocks Outperform, Often in Consecutive Years
by AAII Staff | May 2018
The Cost of Panicking
by AAII Staff | March 2018
How ETF Shares Are Created, Redeemed and Traded
by AAII Staff | September 2018
Following the Model Shadow Stock Portfolio
by AAII Staff | July 2018
Model Shadow Stock Portfolio: Implementing the New Four-Year Sell Rule
by James B. Cloonan | January 2018
Model Shadow Stock Portfolio: Why Quarterly Reviews Still Make Sense
by John Bajkowski | October 2018
The Model Shadow Stock Portfolio’s Origins and Newest Stock
by Wayne A. Thorp, John Bajkowski | July 2018
Model Shadow Stock Portfolio: Staying Invested All 12 Months
by John Bajkowski | May 2018
Model Shadow Stock Portfolio: Insights and a New Stock
by Wayne A. Thorp, John Bajkowski | April 2018
Examining the Shadow Stock Value and Size Factors
by John Bajkowski | September 2018
Momentum Investing the Richard Driehaus Way
by Wayne A. Thorp | November 2018
Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017
by Wayne A. Thorp | January 2018
Searching for Future Stock Market Winners
by Wayne A. Thorp | May 2018
Revisiting the Lakonishok Approach to Patient Value Investing
by AAII Staff | April 2018
Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes
by AAII Staff | March 2018
The Individual Investor’s Guide to Personal Tax Planning 2018
by AAII Staff | December 2018
Diverging Opinions on Active Management
by | October 2018
Return Gap Larger for Actively Managed Fund Shareholders
by | June 2018
Q1 2018 Robo Report: How Market Volatility Affected Robo Services
by Ken Schapiro | June 2018
Trading Fractional Shares With Broker-Robo Hybrid Folio Investing
by Jaclyn N. McClellan | May 2018
“Meaningful Benchmark” Required to Prove Breach of 401(k) Fiduciary Duties
by | September 2018
Robo-Advisory Platform Found to Have Some Benefits
by | June 2018
Beyond the Index Card: Implementing the Advice of the Financial Experts
by Charles Rotblut, Harold Pollack | November 2018
Advice on Evaluating an Adviser From an Industry Veteran
by William Francavilla | September 2018
Cryptocurrencies and Bitcoin: What Are They?
by Robert Baran | March 2018
Bitcoin, Blockchain and Initial Coin Offerings
by Charles Rotblut | April 2018
Using the Power of the Written Word to Improve Your Returns
by Charles Rotblut | September 2018
Making Better and More Rational Decisions
by Charles Rotblut, Annie Duke | June 2018
Are You Spending Too Little in Retirement?
by Meir Statman | April 2018
Learning From the Mistakes Made by Legendary Investors
by Michael Batnick | October 2018
Bond Convexity: What Is It, and Why Should You Care?
by Brian Haughey | May 2018
Using the Arnexa Retirement Planning Tool in Google Sheets
by Sridhar Ramakrishnan | August 2018
Learning About Real Estate Investing With BiggerPockets
by Jaclyn N. McClellan | May 2018
Using the blooom Robo-Adviser to Manage Your 401(k)
by Jaclyn N. McClellan | April 2018
8 Ways Online Retirement Planning Is Superior to That Printed Report Stashed Somewhere in Your Desk
by Stephen Chen | March 2018
TipRanks Releases New Stock Tracking Mobile App
by Harriet Lefton | March 2018
Robo Report: Q4 2017 Performance Review & Glitches in Volatile Markets
by Ken Schapiro | February 2018
Calculating a Portfolio’s Internal Rate of Return
by Matthew Bajkowski | January 2018
New TipRanks Sentiment Tool Lets You Harness Crowd Wisdom
by Harriet Lefton | January 2018
PC Buyer’s Guide 2018
by CI Staff | January 2018
Calculating a Portfolio’s Internal Rate of Return
by Matthew Bajkowski | January 2018
Creating and Testing a Value Strategy With Portfolio123
by Marc H. Gerstein | June 2018
Protracted CEO Successions Linked to Higher Stock Returns
by | August 2018
Overconfident CEOs Buy Back More Stock
by | April 2018
Corporations With Female CEOs Have Greater Board Oversight
by AAII Staff | February 2018
Consistent 401(k) Participants Have Larger Savings
by | December 2018
Delaying Retirement Has a Small Impact on Men’s Longevity
by | December 2018
Savings Medicare Beneficiaries May Need for Health Care
by | December 2018
The SEC Wants to Hear From Individual Investors
by | December 2018
Investment Knowledge and Age Associated With ETF Ownership
by | November 2018
Multiple Share Class Mutual Funds Have Unfavorable Traits
by | November 2018
Order of Transactions Influences Investors’ Repurchasing Decisions
by | November 2018
Time in the Market Influences Millennials’ Investing Attitudes
by | November 2018
Five-Cent Spread Program on Small-Cap Stocks Ends
by | October 2018
Matching Contributions May Be Used for Student Loans
by | October 2018
Mutual Funds Show Bias Toward Previous Winners
by | October 2018
Recent Performance Influences Fund Choices
by | September 2018
Seven Steps to Protect Against Cognitive Aging
by | September 2018
The Role of Leverage and Quality in Dividend Changes
by | September 2018
Sector Classification Change Could Alter Some ETFs
by | August 2018
Student Loan Debt Reduces Retirement Savings
by | August 2018
Funds Can Switch to Paperless Delivery of Reports
by | July 2018
Mutual Fund Companies Conduct Limited Corporate Governance Research
by | July 2018
Sleep Problems Adversely Affect Financial Decisions
by | July 2018
Returns for Social Trading Platforms Are Negative
by | June 2018
Burden of Proof Is on Taxpayer When Documentation Is Missing
by | May 2018
Cognitive Impairment Decreases Wealth
by AAII Staff | May 2018
Financial Documents to Keep and Shred
by | May 2018
What Studies Say About How Oil Affects Stock Prices
by | May 2018
Future Retirees at Greater Risk of Hardship
by | April 2018
Workplace Retirement Plans Affect Savings Behavior
by | April 2018
A Simple Way to Fund Retirement
by | March 2018
Dividends Impact Consumption More Than Capital Gains Do
by | March 2018
Trends in Individual Retirement Accounts
by | March 2018
Prioritizing HSA Contributions and 401(k) Contributions
by AAII Staff | February 2018
Retirement Doesn't Negatively Impact Health
by AAII Staff | February 2018
Volume Surges Have a Fading Impact on Returns
by AAII Staff | February 2018
Executives Misconstrue Employees’ Investment Preferences
by | January 2018
For Mutual Funds, Competition Doesn’t Mean Lower Fees
by | January 2018
Survey: 8% of Older Adults Are Victims of Financial Fraud
by | April 2018
Proxy Adviser's Gender and Shareholder Meetings Guidelines
by | January 2018
Out-of-Pocket Health Care Spending for Retirees
by AAII Staff | June 2018
Retirement Planning Mistakes Investors Often Make
by AAII Staff | July 2018
Actions to Take During the Five Years Prior to Retirement
by AAII Staff | August 2018
“Sell in May” Has Weakened as a Strategy
by AAII Staff | March 2018
52-Week Highs Perform Better Than Record Highs
by | January 2018
Editor's Note
by Charles Rotblut | December 2018
Editor's Note
by Charles Rotblut | November 2018
Editor's Note
by Charles Rotblut | October 2018
Editor's Note
by Charles Rotblut | September 2018
Editor's Note
by Charles Rotblut | August 2018
Editor's Note
by Charles Rotblut | July 2018
Editor's Note
by Charles Rotblut | June 2018
Editor's Note
by Charles Rotblut | May 2018
Editor's Note
by Charles Rotblut | April 2018
Editor's Note
by Charles Rotblut | March 2018
Editor's Note
by Charles Rotblut | February 2018
Editor's Note
by Charles Rotblut | January 2018
Using Beneficiary-Directed Trusts to Protect Your Heirs
by John Horn, Dera Johnsen-Tracy | October 2018
Do the Top ETFs Continue to Outperform?
by Charles Rotblut | September 2018
The Individual Investor’s Guide to Exchange-Traded Funds 2018
by Jaclyn N. McClellan | August 2018
The Individual Investor’s Guide to the Top Mutual Funds 2018
by AAII Staff | February 2018
Identifying and Screening for Vice and Virtue Stocks
by Charles Rotblut | September 2018
The Basics of Real Estate Investment Trusts (REITs)
by Jaclyn N. McClellan | May 2018
19 Year-End Financial and Investing Moves
by Charles Rotblut | December 2018
Well-Built 529 Plans Can Be a Great Option for College Savings
by Karen Wallace | October 2018
Social Security and Medicare Can Raise Retirees' Tax Rates
by William Reichenstein, William Meyer | April 2018
Increasing Your Retirement Resources: The Power of Working Longer
by Jason Scott, John B. Shoven, Sita Nataraj Slavov | July 2018
Retirement Planning Strategies Following the 2017 Tax Act
by William Reichenstein, William Meyer | March 2018
Companies Surpassing Industry Norms
by John Bajkowski | October 2018
Consensus Stocks: Passing the Most Screens
by John Bajkowski | July 2018
Charles’ “Buy of the Week” EPS Revision Screen
by Charles Rotblut | April 2018
Tricking Investors With Merger-Related Accounting Shenanigans
by Howard Schilit | June 2018
Illustrating the Value of Retirement Accounts
by Aaron Brask | November 2018
A Closer Look at the Level3 Passive Portfolio's ETFs
by John Bajkowski | November 2018
Guidance on How to Follow the Level3 Passive Portfolio
by John Bajkowski | June 2018
Altering the ETF Weightings in the Level3 Passive Portfolio
by James B. Cloonan | January 2018
Member News 2018
by AAII Staff | June 2018
Tactical Asset Allocation With Portfolio Visualizer
by Al Zmyslowski | July 2018
The Top Mutual Funds Over Five Years: Tech Takeover
by Jaclyn N. McClellan | March 2018
Simplified Expectations for Normal Investors
by Brian Portnoy | October 2018
Observations From Decades of Tracking Investment Newsletters
by John Bajkowski, Charles Rotblut, Mark Hulbert | August 2018
Diversifying Through Reinsurance and Marketplace Lending Interval Funds
by Larry Swedroe | July 2018
A Look Back at History: Lessons From the Financial Crisis
by Julie Jason | May 2018
Picking a Rate of Return to Use for Long-Term Planning
by Charles Rotblut | May 2018
The Impact of Saving Versus Return on Wealth
by Craig Israelsen | May 2018
Rebalancing Update: 4.5% Withdrawal Rate and Rolling Periods
by Charles Rotblut | April 2018
Revisiting the Risks of Retirement Spending Rules
by Charles Rotblut | November 2018
Insights on Using the 4% Withdrawal Rule From Its Creator
by Charles Rotblut, William Bengen | January 2018
Quantifying the Value of Retirement Accounts
by Aaron Brask | June 2018
Conducting Fundamental Analysis of Equity REITs
by Jaclyn N. McClellan | July 2018
The Traits Successful Business Visionaries Share
by Lloyd Shefsky | April 2018
The Essence of the Benjamin Graham Approach
by Ben Branch | January 2018
Online Point & Figure Charting
by Wayne A. Thorp | November 2018
The X’s and O’s of Point & Figure Charting
by Wayne A. Thorp | November 2018
A Quantitative Method for Asset Allocation
by Joseph Harding | June 2018
