Ignore What CEOs Are Saying … Watch What They're Doing
by James Paulsen | October 2019
A Question of (Re)balance
by Sam Stovall | August 2019
The Power of Compounding
by AAII Staff | April 2019
Roth Versus Traditional IRA
by AAII Staff | December 2019
Looking Back on the Pattern of Shadow Stock Sells
by Wayne A. Thorp, John Bajkowski | May 2019
Risk-Off Environment Leads to More Shadow Stock Candidates
by John Bajkowski | October 2019
May’s Volatility Leads to More Choices for Shadow Stock Portfolio
by John Bajkowski | July 2019
The Impact of Winter’s Volatility on the Shadow Stock’s Rules
by John Bajkowski | April 2019
The Model Shadow Stock Portfolio’s Drawdowns and Rewards
by Wayne A. Thorp, John Bajkowski | January 2019
Revisiting the Driehaus Momentum Approach
by Wayne A. Thorp | May 2019
Adding a Twist to David Dreman’s Contrarian Approach
by John Bajkowski | November 2019
Rediscovering Sir John Templeton: Bargain-Hunter Extraordinaire
by Derek J. Hageman | September 2019
Peter Lynch and “Investing in What You Know”
by Wayne A. Thorp | August 2019
Mighty Minis: Tiny Titans Stand Tall in 2018
by Wayne A. Thorp | January 2019
The Individual Investor’s Guide to Personal Tax Planning 2019
by AAII Staff | December 2019
Active Traders, Not Novices, Fall for Scams
by AAII Staff | January 2019
Robo-Advisers Expand Services and Experience Some Growing Pains
by Ken Schapiro | June 2019
An Adviser’s Profile Is as Important as the Investor’s
by Matthew Bajkowski | December 2019
Women Are More Risk Averse When Their Adviser Is Male
by Matthew Bajkowski | September 2019
Investors and Advisers Disagree on Most Valuable Attributes
by AAII Staff | April 2019
Basic Truths About Asset Allocation: A Consensus View Among the Experts
by William Reichenstein | July 2019
Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations
by Charles Rotblut, Matthew Bajkowski, Ryan Reeh | November 2019
Clarifying the Purpose of Diversification
by Craig Israelsen | September 2019
Steps You Can Take to Reduce the Risk of Behavioral Error
by Charles Rotblut, Daniel Crosby | January 2019
Bond Yields' Role as a Recession Warning Signal
by Charles Rotblut, Campbell Harvey | May 2019
A Fresh Look at Defined-Maturity Bond Funds
by Charles Rotblut | September 2019
How Big of a Concern Is the Inverted Yield Curve and Negative Interest Rates?
by Brian Haughey | November 2019
Challenge Your Perspective on Bonds
by Hildy Richelson, Stan Richelson | July 2019
Comparing the Most Popular Online Brokers
by Charles Rotblut, Jaclyn N. McClellan | January 2019
Investor’s Best of the Web 2019
by AAII Staff | October 2019
The Most Popular Tax Preparation Services Used by AAII Members
by Ryan Reeh | March 2019
Bond Fund Classifications May Underrepresent True Risk
by AAII Staff | December 2019
Workers’ Actual Retirement Savings Don’t Match Potential
by AAII Staff | December 2019
Distinction Among Mutual Funds
by Matthew Bajkowski | November 2019
Financial Benefits From Mergers Are Often Overstated
by AAII Staff | November 2019
How Investors Should Choose Index Mutual Funds and ETFs
by Anine Sus | November 2019
Older Investors Less Likely to Understand Sophisticated Securities
by AAII Staff | November 2019
Institutional Investor Horizons Set the Course for Corporations
by Matthew Bajkowski | October 2019
The Two Indicators of Post-Retirement Health
by AAII Staff | October 2019
Volatile Stocks Don’t Necessarily Have High Returns
by AAII Staff | October 2019
Analyst Trading Ideas Have Greater Impact Than Buy/Sell Recommendations
by AAII Staff | September 2019
Similarities Between Company Names and Tickers Lead to Mistaken Trades
by AAII Staff | September 2019
Activist Interventions Fail to Boost Long-Term Returns for Shareholders
by AAII Staff | August 2019
Employers Make One-Third of Contributions to Large 401(k) Plans
by AAII Staff | August 2019
Making Target Date Funds the Default Option in Retirement Plans Impacts Investor Behavior
by AAII Staff | August 2019
Combating Medicare Advantage Plan Overpayments
by Anine Sus | July 2019
Liquidity and Size Determine Dividend Policy
by AAII Staff | July 2019
Shareholders Vote More When Their Ownership Stake Is Higher
by AAII Staff | July 2019
Does Adjusting Your Retirement Plan Contributions Give You Better Results?
by AAII Staff | June 2019
Retirement Plan Participants Feel the Pain of Market Volatility
by Anine Sus | June 2019
Sustained Engagement Key to Sharpness in Later Life
by AAII Staff | June 2019
Work History Affects Likelihood of Working After Retirement
by AAII Staff | June 2019
Individual Investors Less Willing to Take on Risk Than Professionals
by AAII Staff | May 2019
Millennials More Optimistic About Retirement Than Older Generations
by Anine Sus | May 2019
Spouses in Two-Income, One-Saver Households Aren’t Saving Enough for Retirement
by AAII Staff | May 2019
Correlation Found Between Risk of Alzheimer’s and Asset Allocation
by AAII Staff | April 2019
Investors Allocate More Into Funds According to the ABCs
by AAII Staff | March 2019
Knowledge of Social Security Spousal Benefits Is Low
by AAII Staff | March 2019
Mobile Trading Apps Lead to More Frequent Transactions
by AAII Staff | March 2019
Not Giving Sufficient Consideration to Sell Decisions Is Costly
by Anine Sus | March 2019
‘Value’ Mutual Funds Aren’t Composed of ‘Value’ Investments
by AAII Staff | February 2019
Mutual Funds Underperform and Disappear at a High Rate
by AAII Staff | February 2019
Bucket Strategies Underperform Static Allocation Strategies
by AAII Staff | January 2019
Considerations for Handling Wealth Windfalls
by AAII Staff | January 2019
Option Prices Adjust to Reflect Extreme Weather Events
by AAII Staff | January 2019
Earnings Surprise Studies Show Historical Outperformance
by AAII Staff | July 2019
How to Change Incorrect or Missing Beneficiary Designations
by Anine Sus | October 2019
State Law May Protect Inherited IRA Assets From Creditors
by AAII Staff | April 2019
A Dozen Tax Scams to Avoid
by Anine Sus | December 2019
Older Workers Investing More in IRAs
by AAII Staff | February 2019
Proxy Votes That Challenge Executive Pay Are Few
by Anine Sus | August 2019
Retirees Gain by Using Taxable Assets to Purchase Annuities
by Anine Sus | September 2019
Retirees' Happiness Correlates With Participation in Active Versus Passive Activities
by Anine Sus | April 2019
Majority of Retirees Regret Not Saving More for Retirement
by AAII Staff | February 2019
Trailing Stop-Losses Effective at Curtailing Downside Risk
by AAII Staff | May 2019
Comparing and Contrasting Dividend-Focused ETFs
by Derek J. Hageman | November 2019
S&P 500 Stocks With High Payout Ratios
by Charles Rotblut | November 2019
Stocks With the Highest Shareholder Yield
by Charles Rotblut | October 2019
Three Pillars for Successful Dividend Investing
by Derek J. Hageman | August 2019
Thoughts on the TCJA
by Charles Rotblut | December 2019
Zeros Are Busting Out All Over
by Charles Rotblut | November 2019
The Podcasts I Listen To
by Charles Rotblut | October 2019
How to ‘Stay Calm and Carry On’
by Charles Rotblut | September 2019
Answering the Question of Which ETFs to Choose
by Charles Rotblut | August 2019
Modernizing the Rules for Retirement Plans
by Charles Rotblut | June 2019
Monitoring the Risk of Recessions
by Charles Rotblut | May 2019
The Importance of Financial Literacy
by Charles Rotblut | April 2019
Two Famous Investors Who Have Impacted Me
by Charles Rotblut | March 2019
Despite Changes, Challenges for Fund Investors Continue
by Charles Rotblut | February 2019
A Look Back and a Look Forward
by Charles Rotblut | January 2019
I Have Personally Been a Victim of Fraud
by Charles Rotblut | July 2019
Planning Essentials for Modest Estates
by John Horn, Dera Johnsen-Tracy | October 2019
Choosing Best-in-Class ETFs
by Chris Pedersen | October 2019
The Individual Investor’s Guide to Exchange-Traded Funds 2019
by AAII Staff | August 2019
The Best- and Worst-Performing Exchange-Traded Funds
by Charles Rotblut | October 2019
Investing in Response to Climate Change
by David Snowball | June 2019
Health Insurance in Retirement: Medicare and Beyond
by Steve Vernon | April 2019
The Position of the Individual Investor
by James B. Cloonan | January 2019
The Individual Investor’s Guide to the Top Mutual Funds 2019
by AAII Staff | February 2019
To Beat the Market, Invest Differently Than the Market
by Charles Rotblut, James O'Shaughnessy | March 2019
Why Contrarian Investors Should Treat Falling Knives With Skepticism
by John Stepek | July 2019
Avoid Becoming a Victim of Investment Schemes
by H. Kent Baker, Vesa Puttonen | July 2019
Using Portfolio Returns to Determine When to Claim Social Security Benefits
by Brian L. Betker | August 2019
Five Major Considerations for Early Retirement
by Charles Rotblut | June 2019
The Best- and Worst-Performing No-Load Mutual Funds
by Charles Rotblut | October 2019
This Decade’s 10 Biggest S&P 500 Winners
by Charles Rotblut | December 2019
Firms Rich in Cash Relative to Stock Price
by John Bajkowski | May 2019
Revisiting the “What Works on Wall Street” Screen
by John Bajkowski | March 2019
Diversification: How Many Stocks Will Suffice?
by John K. Ford | December 2019
Ten Common Mistakes Made by Mutual Fund Investors
by Gerald W. Perritt | November 2019
Retired Investor: Getting Through Difficult Markets
by Julie Jason | October 2019
Keeping Track of Your Portfolio: What to Monitor and When
by Maria Crawford Scott | September 2019
Outrageous Advertising: A Survival Guide for Investors
by Mark Hulbert | August 2019
Price-Sales Ratios: A New Tool for Measuring Stock Popularity
by Ken Fisher | June 2019
Investment Basics: A Guide for the Newcomer
by Maria Crawford Scott | April 2019
The Index Fund Approach: Tracking the Market
by John C. Bogle | March 2019
The Sell Decision With Mutual Funds: Knowing When to Walk Away
by Albert J. Fredman | May 2019
The Level3 Approach: Seeking Higher Returns by Going Beyond the S&P 500
by John Bajkowski | June 2019
Optimizing Retirement Withdrawals Using the Level3 Strategy
by John Bajkowski | September 2019
The Level3 Approach: Getting Exposure to Segments That Have Performed Well
by John Bajkowski | March 2019
The Second Annual James B. Cloonan Lecture
by AAII Staff | November 2019
Member News 2019
by AAII Staff | June 2019
Remembering John Bogle: Personal Reflections From AAII Members
by AAII Staff | March 2019
The Top Mutual Funds Often Don’t Continue to Outperform
by Charles Rotblut | March 2019
Benchmarking: The Art of the Science
by Craig Israelsen | November 2019
Stepping, Gradually, Back Into the Market
by Craig Israelsen | April 2019
Will Stocks Always Outperform Bonds Over a Multi-Year Period?
by Brian Haughey | April 2019
Rebalancing Update: The Market's Volatility Eliminated the Need to Adjust Allocations
by Charles Rotblut | March 2019
Digging Deeper Into Diversification
by Paul Merriman | September 2019
Seniors—For Whom Are You Investing?
by Jonathan Pond | November 2019
Myths and Truths About Quality
by Rupal Bhansali | November 2019
Economic Moats Matter Less Than a Stock's Valuation
by Brian Nelson | May 2019
Value Investing's Differing Short- and Long-Term Performance Record
by Charles Rotblut | May 2019
Smart Tax Moves to Make Before Year’s End
by Charles Rotblut | December 2019
Moving Average Convergence/Divergence (MACD): A Combo Indicator
by Wayne A. Thorp | July 2019
Using & Interpreting Point & Figure Charts
by Wayne A. Thorp | April 2019
How the Financial Crisis Has Affected Individual Investors 10 Years Later
by Charles Rotblut, Robert Baran, Ryan Reeh | April 2019
