Choosing a Stock Screen Based on Its Key Metric Grades
by Wayne A. Thorp | January 2021
AAII Resources for Making Intelligent Asset Allocation Decisions
by Wayne A. Thorp | July 2021
Differentiating Between High Yield and High Dividend Growth Strategies
by Derek J. Hageman | October 2021
AAII's Approach to Assessing Dividend-Paying Stocks
by Derek J. Hageman | September 2021
The Options for Investing in Cryptocurrency
by Steven Ehrlich | July 2021
Actionable Steps That Will Get You to Your Life Goals
by Jack Brennan | October 2021
Meaningful Diversification Can Lead to Higher Returns
by Charles Rotblut, Chris Pedersen | October 2021
Inside Convertible Bonds: An Attractive Risk/Return Tradeoff
by Brian Haughey | June 2021
Factoring in Your Personal Style With Stocks
by Charles Rotblut | August 2021
Update Your Estate Plan for Your IRAs
by Ed Slott | October 2021
Leaving a Passion for Investing as a Legacy
by Christine N. Kieffer | April 2021
Can a Roth IRA Conversion Save You Money?
by Roger Young | September 2021
What Are Factors? A Look Behind the Curtain
by Jack Vogel | August 2021
Sweet and Savory Halloween Treats
by Derek J. Hageman | October 2021
Good Portfolio Teammates Boost Returns and Reduce Downside
by Craig Israelsen | October 2021
How Long Is a Long Run?
by Craig Israelsen | June 2021
Effectively Monitoring Your Portfolio
by Charles Rotblut | October 2021
How to Score a Retirement Home Run
by Paul Merriman | September 2021
AAII's Quality Grade Undergoes Expansion: Looking Behind the Curtain
by Wayne A. Thorp | February 2021
AAII Community News May 2021
by AAII Staff | May 2021
To Stock Split or Not to Stock Split
by Derek J. Hageman | June 2021
Taking the Fear Out of Risk
by John Bajkowski | March 2021
Measuring Dividend Sustainability With the Earnings Payout Ratio
by Derek J. Hageman | April 2021
Monitoring Your Tax Exposure With Stocks and Funds
by Charles Rotblut | December 2021
Suggestions for Analyzing Mutual Fund and ETF Performance
by Charles Rotblut | November 2021
Incorporating the Price-Earnings Ratio Into Your Screening and Analysis
by Matthew Bajkowski | September 2021
What Happens When a Fund's Management Changes
by Wayne A. Thorp | August 2021
Key Considerations When Choosing a Target-Date Fund
by Charles Rotblut | May 2021
The Bond Market's Expectations for Inflation
by Charles Rotblut | July 2021
Model Shadow Stock Portfolio Reflects Small-Cap Value Dominance
by John Bajkowski | October 2021
Shadow Stocks Continue Strong Run, Plus Changes to the Portfolio
by John Bajkowski | April 2021
Shadow Stock Portfolio Outperforms Over the Long Term
by John Bajkowski | March 2021
Pandemic Effect Causes Revisions to Shadow Stock Rule and Holdings
by John Bajkowski | January 2021
The Pandemic Effect on Shadow Stocks: Strong Year-Over-Year Growth
by John Bajkowski | September 2021
Model Shadow Stock Portfolio Recovers Faster Than Market
by John Bajkowski | May 2021
Rule Changes and a New Stock for the Model Shadow Stock Portfolio
by John Bajkowski | July 2021
How Millennial Investors Can Use the Power of Young Money
by Derek J. Hageman | May 2021
An Update: Stocks Powering AAII's Top Strategy of 2020
by Derek J. Hageman | March 2021
An Unprecedented Year for Stocks: 2020 Review of AAII Stock Screens
by Derek J. Hageman | January 2021
Separating Winners From Losers: Piotroski's Low Price-to-Book Stocks
by Derek J. Hageman | July 2021
Buy Great Companies for the Long Term: Buffett Hagstrom Screening Strategy
by Derek J. Hageman | November 2021
The Individual Investor's Guide to Personal Tax Planning 2021
by AAII Staff | December 2021
ETF Ownership Has Been Beneficial to ADRs
by Dylan Dease | December 2021
Robo-Adviser 2021 Innovations and Performance Drivers
by Ken Schapiro | June 2021
Minimum Disclosure by Brokers and Advisers
by Adam Scheg | November 2021
Online Exclusive: What Is Cryptocurrency?
by Matthew Bajkowski | July 2021
Gold Price Neither Predicts Inflation Nor Protects Against It
by Matthew Bajkowski | January 2021
The Building Blocks of a Successful Portfolio Allocation
by Charles Rotblut | April 2021
The Impact of Asset Allocation on Retirement Income
by Craig Israelsen | April 2021
Lessons From How Professionals Invest Their Money
by Brian Portnoy | April 2021
Perception of Extreme Returns Depends on Experience
by AAII Staff | March 2021
Investors Show Bias Toward 52-Week Highs
by Matthew Bajkowski | December 2021
How the World's Greatest Investors Think
by William Green | May 2021
What Are Bond Ratings and Why Do They Change?
by Hildy Richelson, Stan Richelson | March 2021
Using Bond Ladders and Income Annuities for Retirement Income
by Aaron Brask | July 2021
Guidelines for Selecting Bonds and Cash-Like Instruments
by Charles Rotblut | September 2021
Comparing Discount Brokers and Apps Given Recent Industry Changes
by AAII Staff | January 2021
Are You Protected If Your Broker Goes Bankrupt?
by John Deysher | January 2021
The Advantages and Risks of Closed-End Funds
by Matthew Crouse | August 2021
Comparing the Six Most Popular Money Transfer Apps
by Adam Scheg, Dylan Dease, Jack Gilleland | August 2021
AAII Groups in Facebook: Setting Your Privacy Options
by Matthew Bajkowski | May 2021
Investor's Best of the Web 2021
by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland | November 2021
Directors Willing to Sacrifice Shareholder Value Over CEO Pay
by Dylan Dease | September 2021
Postponing Retirement Slows Cognitive Decline
by Anine Sus | November 2021
Reaction to Being Added to or Removed From the S&P 500 Is Lessening
by Dylan Dease | November 2021
Robinhood Traders Found to Underperform
by Jack Gilleland | November 2021
Fund Fees Continue Their Decline
by Adam Scheg | October 2021
Target-Date Funds Popular in Younger Demographics
by Jack Gilleland | October 2021
Is Incyte Corp. Stock (INCY) a Good Investment?
by Adam Scheg | August 2021
Bankruptcy Protection for Inherited 401(k)s
by Matthew Bajkowski | August 2021
Companies Are Including ESG Measures in Compensation Incentives
by AAII Staff | August 2021
Identity Theft Alone Not Enough to Claim Breach of Fiduciary Duty
by Matthew Bajkowski | July 2021
Why Do Women Invest Less Than Men?
by AAII Staff | July 2021
Financial Problems May Precede Alzheimer’s Diagnosis
by AAII Staff | June 2021
Individual Investors Follow Opportunistic Inside Traders
by AAII Staff | June 2021
Workers Remain Confident in Comfortable Retirement
by Anine Sus | June 2021
Fund Managers Often Turn Down ESG Proposals
by AAII Staff | May 2021
A Board’s Composition Influences Dividend Policy
by AAII Staff | April 2021
Half of Directors Want a Board Member Replaced
by Anine Sus | April 2021
Investors Miss Performance Signals
by Matthew Bajkowski | April 2021
Size Factor Effect Present in S&P Index Funds
by Matthew Bajkowski | February 2021
Negative News Precedes Drop in Stocks With Big Price Gains
by AAII Staff | January 2021
Estate Tax Filing Error Costs Executor
by Anine Sus | July 2021
Specialized ETFs Disappoint Despite Charging More
by AAII Staff | March 2021
Outperform Target-Date Funds By Replicating Their Portfolios
by AAII Staff | January 2021
The Impact Life Milestones Have on Wealth
by AAII Staff | February 2021
Inflation Not a Major Hindrance to Investment Returns
by Adam Scheg | September 2021
Challenging the Conventional Wisdom of Roth IRA Conversions
by AAII Staff | August 2021
Effects of Monetary Policy on Emerging Markets
by Jack Gilleland | December 2021
What Triggers Market Jumps?
by AAII Staff | June 2021
Sustainability Ratings Tank Fund Performance
by Anine Sus | January 2021
How Retirees Handle Portfolio Allocation, Income and Spending
by Matthew Bajkowski | October 2021
FIRE Followers Need to Adjust the 4% Rule
by Jack Gilleland | September 2021
Spending on Essentials in Retirement Is Not Fixed
by Anine Sus | May 2021
Making Retirement Decisions Together Affects Preferences
by AAII Staff | April 2021
How Much of Your Retirement Income Will Go to Taxes?
by AAII Staff | February 2021
The Pandemic Altered Retirement Plans for Many
by Adam Scheg | December 2021
Many 401(k) Participants in the Dark on Fees
by Dylan Dease | October 2021
Retirement Plan Participants Kept Saving Despite Pandemic
by Anine Sus | August 2021
Multiple Factors Impact How Employees Manage Retirement Savings
by AAII Staff | July 2021
5 Critical Decisions for Retirement Income
by AAII Staff | May 2021
Automatic Enrollment Positively Impacts 401(k) Participants
by AAII Staff | May 2021
Employers Keeping Retirement Match Steady
by Anine Sus | March 2021
One-Third of Employees Are Withdrawing From Retirement Accounts
by Anine Sus | February 2021
ESG Initiatives Gain Momentum in 2021
by Dylan Dease | September 2021
A Slowing Reversion to the Mean for Value Stocks?
by Matthew Bajkowski | March 2021
Dividend Aristocrats With Longest Streak of Dividend Increases
by Derek J. Hageman | March 2021
Viewing the Sector Exposure of Dividend Stocks Through the Aristocrats
by Brian Haughey | March 2021
Strong Estimated Growth Fails to Lead to Strong Returns
by Matthew Bajkowski | July 2021
Print Magazines Are Not Immune From Supply Chain Issues
by Charles Rotblut | December 2021
Enhancing AAII Membership
by Charles Rotblut | November 2021
A Simple Step Can Keep Your Estate Plans From Being Wrecked
by Charles Rotblut | October 2021
Keep Eye on the Primary Goal When Funding Retirement
by Charles Rotblut | September 2021
Approach “Lottery” Investments With Healthy Skepticism
by Charles Rotblut | July 2021
Keeping Insomnia at Bay When Inflation Uncertainty Arises
by Charles Rotblut | June 2021
Many Avenues You Can Take to “Invest Differently”
by Charles Rotblut | May 2021
It’s a New World for New Investors
by Charles Rotblut | April 2021
What You Can Tell From a Bond’s Rating
by Charles Rotblut | March 2021
Fund and ETF Guides Are Now Paired in One Issue
by Charles Rotblut | February 2021
Building on Jim Cloonan’s Vision for Individual Investors
by Charles Rotblut | January 2021
Third-Quarter Mutual Fund and ETF Update
by Charles Rotblut, Matthew Bajkowski | November 2021
Online Exclusive: What Is EBITDA? Calculation and Examples
by Matthew Bajkowski | April 2021
Online Exclusive: Defining Inflation for Your Portfolio
by Matthew Bajkowski | June 2021
Online Exclusive: Who Are Retail Investors?
by Matthew Bajkowski | May 2021
The Individual Investor’s Guide to the Top ETFs 2021
by AAII Staff | February 2021
Mid-Cap ETFs Showing Strong & Consistent Relative Performance
by Matthew Bajkowski | October 2021
Hottest Sector ETFs
by Matthew Bajkowski | August 2021
Lower-Risk, Higher-Yielding ETFs
by Charles Rotblut | July 2021
Large-Cap Value ETFs With Consistent Strong Performance
by John Bajkowski | May 2021
Small-Cap ETFs Showing Strong & Consistent Relative Performance
by Matthew Bajkowski | September 2021
Online Exclusive: Mutual Funds vs. ETFs—What Makes Them Different?
by Matthew Bajkowski | August 2021
Which Funds Fit Your Needs? Here’s How to Decide
by Charles Rotblut | February 2021
Guidelines for Selecting Mutual Funds and ETFs
by Charles Rotblut | July 2021
Big Gains Realized by ETFs Across Categories in Second Quarter
by Dylan Dease | August 2021
Economic Rotation & Budding in the First-Quarter ETFs
by Matthew Bajkowski | May 2021
A Tribute to James Cloonan’s Lasting Legacy
by John Bajkowski | January 2021
The Individual Investor’s Guide to the Top Mutual Funds 2021
by AAII Staff | February 2021
Check a Firm’s Health in Its Annual Report
by John Deysher | June 2021
Warren Buffett and the Evolution of Value Investing
by Charles Rotblut, Robert Hagstrom | November 2021
Large-Cap Growth ETFs Performing Well Compared to Peers
by John Bajkowski | June 2021
International Stock ETFs Outperforming Their Peers
by John Bajkowski | March 2021
Socially Responsible ETFs
by Charles Rotblut | April 2021
International Stock Mutual Funds Outperforming Their Peers
by John Bajkowski | March 2021
Mid-Cap Funds Showing Strong & Consistent Relative Performance
by Matthew Bajkowski | October 2021
Hottest Sector Mutual Funds
by Matthew Bajkowski | August 2021
Lower-Risk, Higher-Yielding Equity Mutual Funds
by Charles Rotblut | July 2021
Large-Cap Growth Funds Performing Well Compared to Peers
by John Bajkowski | June 2021
Large-Cap Value Funds With Consistent Strong Performance
by John Bajkowski | May 2021
Small-Cap Funds Showing Strong & Consistent Relative Performance
by Matthew Bajkowski | September 2021
Socially Responsible Mutual Funds
by Charles Rotblut | April 2021
Thanksgiving Can Mean Family, Football, Turkey, Parade ... & Stocks
by Derek J. Hageman | November 2021
Karate Chop: Recent Stock Splits
by Derek J. Hageman | June 2021
Leisure Stocks With Signs of Life
by Derek J. Hageman | May 2021
Real Estate Investing Without Purchasing or Managing Property
by Derek J. Hageman | September 2021
Thematic Investing for Virtue Stocks
by Derek J. Hageman | April 2021
Guns, Drugs & Warfare: Thematic Investing for Vice Stocks
by Derek J. Hageman | August 2021
Stock MVPs Passing the Most Screens
by Derek J. Hageman | July 2021
Online Exclusive: Stock Order Types Explained
by Matthew Bajkowski | November 2021
Online Exclusive: Defensive Versus Cyclical Stocks
by Matthew Bajkowski | October 2021
Online Exclusive: Roth IRA vs. Traditional IRA—Differences You Should Know
by Matthew Bajkowski | September 2021
Mini-Tender Offers May Not Be in Investors’ Best Interest
by Charles Rotblut | July 2021
Online Exclusive: What Is Tax-Loss Harvesting?
by Matthew Bajkowski | December 2021
Level3 Passive Portfolio Up Strongly Year to Date
by John Bajkowski | September 2021
Member News 2021
by AAII Staff | June 2021
Gains Abound for No-Load Funds in Second Quarter
by Jack Gilleland | August 2021
Funds Show Vigor in the First Quarter as Vaccinations Rise
by Will Pfeffer | May 2021
There’s More to Portfolio Returns Than Just the Numbers
by Paul Merriman | April 2021
Preferred Stocks Explained
by Brian Haughey | November 2021
8 Factors That Influence Your Investing Management Preferences
by Charles Rotblut | May 2021
Guidelines for Selecting Stocks for Your Portfolio
by Charles Rotblut | August 2021
Rebalancing Update: A Revised Allocation Plus Additional Insights
by Charles Rotblut | March 2021
Personalizing Your Glide Path to Avoid Financial Peril
by Jason M. West, Michael E. Drew | August 2021
Portfolio Monitoring for Progress of Goals and Life Stage Changes
by Charles Rotblut | November 2021
Populating Your Portfolio Based on Your Allocation and Preferences
by Charles Rotblut | June 2021
Why Your Goals Should Drive Your Investment Decisions
by Charles Rotblut | January 2021
How Much Risk Can You Handle and Still Meet Your Goals?
by Charles Rotblut | March 2021
Investors' Biggest Mistakes Often Involve Selling
by Charles Rotblut, Matthew Bajkowski, Lucy Manning, Anthony Guerrero | May 2021
Guide to Tax on Your Personal Investments 2021
by AAII Staff | December 2021
Smart Tax Moves to Make Before 2021 Ends
by Charles Rotblut | December 2021
