The Price We Pay for Being Different
by Chris Pedersen | October 2020
The Benefits and Costs of Long-Term Care Insurance
by Terry Savage | June 2020
Understanding AAII's Revised Value Grade
by Charles Rotblut | May 2020
The Changes Made to AAII's Asset Allocation Models
by Charles Rotblut | September 2020
Consider Earnings Estimate Surprises and Revisions
by John Bajkowski | March 2020
Comparing Funds That Track the Same Index
by Wayne A. Thorp | October 2020
Understanding Mutual Fund Fees and Expenses
by John Bajkowski | November 2020
Fund Openings and Closings: Why They Happen and Why They Matter
by Wayne A. Thorp | September 2020
Top Considerations When Comparing Funds
by John Bajkowski | June 2020
Tools for Mutual Fund Investors
by Wayne A. Thorp | February 2020
Tap Into Tax-Related Information on Stocks and Funds
by Charles Rotblut | December 2020
Quality Matters: Knowing What NOT to Own
by Wayne A. Thorp | July 2020
The Benefits of Combining Value & Momentum
by Wayne A. Thorp | August 2020
Incorporating Momentum Into Your Stock Investing Strategy
by Derek J. Hageman | April 2020
A Big Penalty for Being Out of Stocks at the Wrong Time
by Charles Rotblut | May 2020
The Financial Literacy Quiz
by AAII Staff | April 2020
Defining Your Investing Goals
by Charles Rotblut | July 2020
A Process for Creating Your Own Investing Plan
by Charles Rotblut | June 2020
Determining the Appropriate Level of Risk for You
by Charles Rotblut | August 2020
A Simple Method for Comparing Mutual Funds
by AAII Staff | February 2020
Tracking Your Investment Expenses
by Charles Rotblut | December 2020
Creating an Inventory of Your Investment Accounts
by Charles Rotblut | November 2020
Determining Your Portfolio Management Preferences
by Charles Rotblut | October 2020
Third-Quarter Review Triggers Changes to Model Shadow Stock Portfolio
by John Bajkowski | October 2020
The Model Shadow Stock Portfolio’s Turnover and Holding Periods
by John Bajkowski | September 2020
Model Shadow Stock Portfolio Chooses From Small Pool of Qualifying Stocks
by John Bajkowski | July 2020
Price-to-Book Valuations Currently Favor Shadow Stocks
by John Bajkowski | May 2020
A Look at the Drawdowns and Rewards for Shadow Stocks
by Wayne A. Thorp, John Bajkowski | April 2020
Monthly Return Patterns for the Shadow Stock Portfolio
by John Bajkowski | January 2020
Using Insider Trading Activity to Help Judge Stocks
by Derek J. Hageman | November 2020
Lowell Miller’s Dividend Strength and Growth Strategy
by John Bajkowski | April 2020
Screening on Faber’s Unique Approach to Yield Investing
by Derek J. Hageman | September 2020
2019 Screening Strategy Review: Stocks End Decade on High Note
by Wayne A. Thorp | January 2020
Turbulent Times Make Cash King Again
by Derek J. Hageman | May 2020
Shareholder Yield Works on Wall Street as a Value Measure
by Derek J. Hageman | August 2020
The Individual Investor's Guide to Personal Tax Planning 2020
by AAII Staff | December 2020
Overlooked Active Mutual Funds That Are Outperforming
by Charles Rotblut | July 2020
The Virtues of Active Investing
by Steve Reitmeister | March 2020
Resources for Checking Out an Adviser or Broker
by Ryan Reeh | April 2020
Coronavirus Returns for Robo-Advisers Expose Differences
by Ken Schapiro | June 2020
The Financial Advice Gap
by Anine Sus | January 2020
Robos Up Investors' Holdings in Bonds and Index Funds
by AAII Staff | May 2020
What the SEC Is Doing for Individual Investors
by Charles Rotblut, Lori J. Schock, Jay Clayton | June 2020
Mintage or Vintage: Coining Alternative Assets
by Matthew Bajkowski | February 2020
Special Purpose Acquisition Companies (SPACs) Explained
by Derek J. Hageman | October 2020
AAII Members Found to Have Better Allocation Skills
by Matthew Bajkowski | April 2020
Simple Guidelines Can Help You Master Portfolio Allocation
by Charles Rotblut | September 2020
The Four Asset Classes With Great Long-Term Performance
by Paul Merriman | September 2020
Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued
by Charles Rotblut | March 2020
Getting a Start With Dollar-Cost Averaging
by Charles Rotblut | October 2020
How Investors Can Overcome Emotional and Social Biases
by H. Kent Baker, Vesa Puttonen | May 2020
The Major Behavioral Biases Influencing Your Investment Decisions
by Jason Voss | January 2020
The Risks of Investing in Bonds
by Brian Haughey | May 2020
Comparing the Discount Brokers and Investment Apps
by AAII Staff | January 2020
Proprietary Broker Strategies Underperform
by AAII Staff | April 2020
Broker Notifications Push Investors to Higher Risk
by Matthew Bajkowski | September 2020
How Schwab Invests, and His Views on the Broker Industry
by Charles R. Schwab | March 2020
Comparing and Contrasting Budgeting Apps
by AAII Staff | October 2020
Protecting Yourself Online
by Jess Sherman | July 2020
Investor's Best of the Web 2020
by AAII Staff | November 2020
Retail Stocks With Strong Momentum and Improving Estimates
by John Bajkowski | November 2020
How Individual Investors Are Responding to the Market's Coronavirus Volatility
by Charles Rotblut, Matthew Bajkowski, Ryan Reeh | May 2020
Retirement Age CEOs Help Distressed Companies
by Anine Sus | May 2020
Adding Positive Language in Reports Is Associated With Higher Returns
by AAII Staff | December 2020
Both Wage and Non-Wage Income Influence Retirees’ Willingness to Work
by AAII Staff | December 2020
401(k) Balances for Consistent Participants Fueled by Equity
by Anine Sus | November 2020
Investors Unaware of Cognitive Decline Are Likelier to Lose Wealth
by AAII Staff | November 2020
Resurrecting the Value Premium by Improving Its Measure
by AAII Staff | November 2020
Failing to Buy and Hold Leads to Higher Realized Volatility
by AAII Staff | October 2020
The Size Premium Still Exists
by AAII Staff | October 2020
Trading in Odd Lots Is Increasing
by AAII Staff | October 2020
Firms With High Passive Ownership Are More Likely to Make Suspect Repurchases
by AAII Staff | September 2020
How Retirement Affects the Health of Manual Labor Workers
by Anine Sus | September 2020
Making Fee and Performance Information Visible Changes How 401(k)s Are Invested
by AAII Staff | September 2020
How Financial Literacy Affects Decision-Making
by Anine Sus | August 2020
Supreme Court Sets Limits on SEC’s Ability to Seek Ill-Gotten Gains Relief
by Matthew Bajkowski | August 2020
Wealthier Investors Are Better at Processing News Into Trading Decisions
by AAII Staff | August 2020
How Investing Ability Changes With Age
by AAII Staff | July 2020
How Managerial Tone Affects Forecasts
by Anine Sus | July 2020
Most Still Retiring at 65 Despite Higher Social Security Full Retirement Age
by AAII Staff | July 2020
Supreme Court: Pension Participants Lack Standing to Sue
by Matthew Bajkowski | July 2020
Back to Black: How Music Affects Investor Sentiment
by Anine Sus | June 2020
Debt Leads to Delayed Retirement
by AAII Staff | June 2020
How ETFs Change Their Fund Families
by Matthew Bajkowski | June 2020
An Evaluation of Value Investing
by Matthew Bajkowski | May 2020
Individual Investors Trade as Contrarians
by AAII Staff | May 2020
Ex-Spouse’s Retirement Funds May Not Receive Bankruptcy Protection
by AAII Staff | April 2020
MetLife Compares Employers' and Employees' Opinions on Retirement
by Anine Sus | April 2020
An Alternative Measure of Value
by AAII Staff | March 2020
Outperforming Funds Stop Outperforming
by Matthew Bajkowski | March 2020
Spending in Retirement Falls More for Parents Than for Non-Parents
by AAII Staff | March 2020
Four Ways of Limiting Risks to Retirement Income
by AAII Staff | February 2020
Retirement Delayed Despite Participation in 401(k) and 403(b) Plans
by AAII Staff | February 2020
Factoring in Small-Cap and Value Stocks
by Matthew Bajkowski | January 2020
Insider Trading Information Helps Hedge Funds Outperform
by AAII Staff | January 2020
Coronavirus Led to Dividend Cuts Among Highly Leveraged and Low Profitability Companies
by AAII Staff | August 2020
Retained Earnings Is More Predictive Than Book Value
by AAII Staff | January 2020
How IRAs Contribute to Retirement Savings in the U.S.
by Anine Sus | February 2020
Mid-Caps Outperformed Large Stocks Thanks to Active Fund Ownership
by AAII Staff | November 2020
How Future Retirees Overestimate Their Benefits
by Anine Sus | March 2020
Sequence Risk: Is It Really a Big Deal?
by AAII Staff | December 2020
Retirees Don't Accurately Perceive Their Risks
by Anine Sus | October 2020
Millionaires' Attitude Toward Risk Differs From Popular Theories
by Anine Sus | December 2020
Stock Performance Is Affected by a Firm’s Social Responsibility Rating
by AAII Staff | June 2020
Dividend Growth Helps Portfolios Combat Inflation
by Aaron Brask | July 2020
Biggest Rising Dividend Payers
by Derek J. Hageman | July 2020
Essential Dividend Dates You Should Know
by Derek J. Hageman | March 2020
Stocks With High Levels of Retained Earnings to Market Cap
by Charles Rotblut | March 2020
What You Can Gain From Reading the Economic Tea Leaves
by Brian Haughey | November 2020
Looking Ahead as Year of Calamities Is Ushered Out
by Charles Rotblut | December 2020
Avoid Overpaying for Yield
by Charles Rotblut | November 2020
Use Financial Planning Month to Take Stock
by Charles Rotblut | October 2020
Companies Should Be Good Stewards of Investor Assets
by Charles Rotblut | August 2020
Speculation and Bankruptcy: A Bad Mix
by Charles Rotblut | July 2020
Identifying a Path When Uncertainty Still Looms
by Charles Rotblut | June 2020
When Taking Control Seems Out of Reach
by Charles Rotblut | May 2020
Take Time Now to Reassess Your Risk Tolerance
by Charles Rotblut | April 2020
The Art of Keeping Numbers in Perspective
by Charles Rotblut | March 2020
Visit AAII.com for a Plethora of Enhancements
by Charles Rotblut | February 2020
Past and Future Changes
by Charles Rotblut | January 2020
Inherited IRA Rules Before and After the SECURE Act
by Charles Rotblut | July 2020
The Importance of Personal Property in Estate Planning
by Julie Hall | October 2020
The Individual Investor’s Guide to Exchange-Traded Funds 2020
by Charles Rotblut | August 2020
Short-Term Bond ETFs With Comparatively High Yields
by Charles Rotblut | November 2020
Emerging Markets ETF Winners
by Charles Rotblut | October 2020
The Lowest-Cost Domestic Equity ETFs
by Charles Rotblut | September 2020
Level3 Passive Portfolio Relies on Smart-Beta ETFs in Challenging Environment
by John Bajkowski | September 2020
A Smoother and Greener Third Quarter for Equity ETFs
by Matthew Bajkowski | November 2020
Relatively Few ETFs Realize Gains
by Charles Rotblut | May 2020
Second-Quarter Reversal Leads to Big Gains for ETFs
by Charles Rotblut | August 2020
Leveraged ETFs: Don’t Get Wiped Out by the Tail
by Matthew Crouse | August 2020
The Individual Investor’s Guide to the Top Mutual Funds 2020
by AAII Staff | February 2020
Helping Kids and Grandkids Become Investors
by Craig Israelsen | April 2020
Are Virtual-Only Annual Meetings Virtuous?
by John Deysher | August 2020
Tax Guide Update: Staying Current on the New Rules
by Charles Rotblut | May 2020
The Top SECURE Act Provisions Individual Investors Should Be Aware Of
by Jamie P. Hopkins | April 2020
Key End-of-Life Planning Tasks to Complete
by Michael Falk | March 2020
A Primer on Social Security
by Robert Muksian | October 2020
The Relationship Between Wealth and Delaying Social Security Benefits
by William Reichenstein | June 2020
17 Financial and Investing Moves for 2020
by Charles Rotblut | December 2020
Times Interest Earned Ratio: Measuring a Firm’s Ability to Meet Its Obligations
by Derek J. Hageman | August 2020
Small ETFs That Are Outperforming
by Charles Rotblut | July 2020
Top Taxable Bond ETFs
by Charles Rotblut | March 2020
ESG Equity ETFs
by Charles Rotblut | June 2020
Consistent Mutual Fund Category Winners
by Charles Rotblut | February 2020
Domestic Equity Funds With Low Minimum Investments
by Charles Rotblut | April 2020
Seeking Higher Yields in Short-Term Bond Funds
by Charles Rotblut | November 2020
Emerging Markets Mutual Fund Winners
by Charles Rotblut | October 2020
The Lowest-Cost Domestic Equity Mutual Funds
by Charles Rotblut | September 2020
Lower-Risk, Higher-Yielding Equity Funds
by Charles Rotblut | August 2020
ESG Equity Mutual Funds
by Charles Rotblut | June 2020
Finding Future Winners Among Glamour Stocks
by John Bajkowski | September 2020
Companies With Fast Cash Burn Rates
by Derek J. Hageman | June 2020
Graham Stocks With Low Prices Relative to Net Current Assets
by John Bajkowski | May 2020
Dogs of the Dow: A Contrarian High-Yield Approach
by Derek J. Hageman | January 2020
Stock All-Stars Passing the Most Screens
by John Bajkowski | April 2020
Recent Stock Splits and Stock Dividends
by John Bajkowski | October 2020
Stocks Meeting the O’Shaughnessy Multi-Factor Approach
by Wayne A. Thorp | August 2020
Inflation: The Dormant Dragon
by Craig Israelsen | September 2020
Many Individual Investors Are Relying on Equities for Portfolio Income
by Charles Rotblut, Ryan Reeh, Will Pfeffer | September 2020
Corporate Bankruptcy and Your Investments
by Charles Rotblut | July 2020
Level3 Passive Portfolio Tilts Away From Market-Cap Weighting
by John Bajkowski | March 2020
Member News 2020
by AAII Staff | June 2020
Making the Most of Target-Date Funds Before and During Retirement
by Chris Pedersen | April 2020
How to Choose a Mutual Fund
by Charles Rotblut | February 2020
A Broader Mix of Fund Winners and Losers
by Will Pfeffer | November 2020
Strong Motions in Quarter-to-Quarter Fund Performance
by Matthew Bajkowski | August 2020
Coronavirus Effect on Global Economy Felt by Funds
by Matthew Bajkowski | May 2020
Making Sense of Investment Risk
by Paul Merriman | March 2020
How 10 Years at AAII Has Influenced Me
by Charles Rotblut | January 2020
The Relationship Between a President's Party Affiliation and Stock Market Returns
by Charles Rotblut, Lubos Pastor | January 2020
The Benefits of Building Your Own S&P 500 Portfolio Sector by Sector
by Craig Israelsen | November 2020
You May Need a Different Kind of Financial Professional for Retirement
by Julie Jason | January 2020
Many Retirees Limit Withdrawals to the RMD Amount
by Charles Rotblut, Ryan Reeh, Lucy Manning | November 2020
The Impact of Price Stability on Equity Market Valuation
by Stephen E. Wilcox | July 2020
Is a Rights Offering the Right Stuff?
by John Deysher | June 2020
Guide to Tax on Your Personal Investments 2020
by AAII Staff | December 2020
How AAII Members Help Kids and Grandkids Get Started With Investing
by Charles Rotblut, Matthew Bajkowski, Ryan Reeh | April 2020
