Uncovering Consistent & Sustainable Growth With the Revised Growth Grade
by Wayne A. Thorp | October 2022
Level3 Passive Portfolio Transitions to Asset Allocation Models
by John Bajkowski, Charles Rotblut | August 2022
Index Fund Options for AAII's Asset Allocation Models
by Charles Rotblut | November 2022
Investors Weigh In: Do Volatile Markets Call for Options?
by Jenna Brashear | November 2022
Discussing Ways to Diversify Across Different Equity Cap Ranges
by Jenna Brashear | October 2022
Investors Weigh In: Is This a Good Time to Do a Roth IRA Conversion?
by Jenna Brashear | September 2022
Never Navigate Uncertain Markets Alone
by Jenna Brashear | July 2022
Find Your Fellow Fixed-Income Investors
by Jenna Brashear | June 2022
Your Retirement Withdrawal Questions Answered
by Jenna Brashear | April 2022
Connect With Other Income Investors Across the Nation
by Jenna Brashear | March 2022
A New Home for Options Strategists
by Jenna Brashear | August 2022
Investors Weigh In: Do Rising Interest Rates Call for Increased Allocation to Bonds?
by Jenna Brashear | December 2022
Finally, a Community Focused on the Individual Investor
by Jenna Brashear | January 2022
Join the Sustainable Investing Boom
by Jenna Brashear | May 2022
Covering All the Bases With Your Asset Class Decisions
by Charles Rotblut | October 2022
When to Rebalance a Portfolio
by Charles Rotblut | January 2022
Get Foreign Exposure at Home Through ADRs
by Matthew Bajkowski | April 2022
Using Your Portfolio's Asset Mix to Control Your Risk
by Wayne A. Thorp | August 2022
Calculating the Tax-Equivalent Yield of Muni Bonds
by Charles Rotblut | March 2022
Do Convertible Bonds Fit Into Your Portfolio?
by Cara Scatizzi, Jenna Brashear | June 2022
Manage the Impact of Taxes on Your Stocks and Funds
by Derek J. Hageman | December 2022
Pros and Cons of Two Dividend Investing Strategies
by Derek J. Hageman | November 2022
How to Analyze Earnings Surprises
by John Bajkowski | July 2022
Simple Guidelines for Finding the Funds That Fit Your Needs
by Charles Rotblut | February 2022
Finding ESG Mutual Funds and ETFs
by Wayne A. Thorp | May 2022
Is Your Mutual Fund Tax-Efficient?
by Wayne A. Thorp | September 2022
How to Catch Up on Retirement Savings at 50
by Charles Rotblut | January 2022
Market Favors Profitability, Plus Changes to Shadow Stock Portfolio
by John Bajkowski | October 2022
Year-by-Year Returns Better Illustrate Shadow Stock Portfolio's Variability
by John Bajkowski | January 2022
Adhering to Shadow Stock Portfolio Rules Is Vital in Shaky Times
by John Bajkowski | July 2022
Model Shadow Stock Portfolio Review Brings Changes to Rules and Holdings
by John Bajkowski | April 2022
The Platinum 30: Choice Stocks From AAII’s Five Model Portfolios
by Jack Gilleland | November 2022
How to Best Use Stock Screens to Build a Portfolio
by Matt Markowski | June 2022
Solid Long-Term Results From the Weiss Blue-Chip Dividend Screen
by Jack Gilleland | July 2022
Profiting From Analysts' Revisions to Earnings Estimates
by Jack Gilleland | May 2022
2021 Review of AAII Stock Screens: Small-Cap Value Stocks Aren't Dead Yet
by Derek J. Hageman | January 2022
All-Star Stocks Passing the Most Screens
by Derek J. Hageman | January 2022
O’Shaughnessy’s Winning Small Cap Growth & Value Screen
by John Bajkowski | March 2022
Screening for Undervalued Stocks With AAII's P/E Relative Approach
by Jack Gilleland | October 2022
Getting a Fix on Jim Cullen's Approach to Long-Term Value
by Matt Markowski | September 2022
Gauging the Current Robo-Advisers on Features & Returns
by Ken Schapiro | June 2022
How to Buy, Sell and Store Cryptocurrency
by Steven Ehrlich | August 2022
Collectors Seek Lottery-Like Returns in NFTs
by Jack Gilleland | December 2022
Online Exclusive: How to Gain Access to Private Equity
by Matthew Bajkowski | January 2022
Key Ingredients of a Blue-Chip REIT
by Brad Thomas | November 2022
Asset Class Group Performance: Large Caps Lead in 2021
by Charles Rotblut | February 2022
Strategies for Determining How Much You Can Spend in Retirement
by Charles Rotblut, Wade Pfau | May 2022
A New Perspective on Withdrawal and Allocation Strategies for Retirees
by Wade Pfau | March 2022
Why You Should Consider Volatility When Building a Portfolio
by Craig Israelsen | October 2022
The Pains and Gains of Investing
by Paul Merriman | April 2022
Be a Wiser Investor Than the Crowd
by Brian Haughey | March 2022
Six Ways to Lessen the Pain of Contrarian Investing
by John Deysher | August 2022
Fixed-Income Risks and Opportunities in a Rising-Rate Environment
by Matthew Crouse | September 2022
Environmental Regulation Uncertainty Pushes Bond Yields Up
by Jack Gilleland | July 2022
Yield Curve Inverted, but Not Yet Signaling a Recession
by Charles Rotblut | August 2022
Breakeven Rates Signaling a Potential Slowing of Inflation
by AAII Staff | June 2022
Online Exclusive: What Is the Yield Curve?
by Matthew Bajkowski | August 2022
The Benefits and Risks of Intermediate Bond Funds
by Matthew Bajkowski | March 2022
Tips About Treasury Inflation-Protected Securities
by Brian Haughey | November 2022
Why I Bonds Have Appeal When Inflation Is Rising
by Charles Meyer | June 2022
Online Exclusive: Understanding the Breakeven Inflation Rate
by Matthew Bajkowski | June 2022
Should You Buy Bonds When Interest Rates Are Rising?
by Hildy Richelson, Stan Richelson | August 2022
Online Exclusive: Understanding Bond Yields
by Matthew Bajkowski | March 2022
Best of the Web: Seven Key Sites for Investors
by Charles Rotblut, Matthew Bajkowski, Derek J. Hageman, Sean Murphy | November 2022
Online Discount Brokers: Comparing and Contrasting the Older and the New
by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland, Charles Griswold, Sean Murphy | March 2022
Execution Prices Vary Significantly for Commission-Free Trades
by Jack Gilleland | November 2022
Important Differences Exist Among Retirement Calculators
by AAII Staff | May 2022
Criticisms of Short-Termism in Corporate Spending Misplaced
by Jack Gilleland | April 2022
Out-of-Pocket Medical Fees Eat Into Retirees’ Discretionary Income
by Matthew Bajkowski | December 2022
Obstacles and Aversion Hinder Applying Online for Social Security
by Issac Deleon | October 2022
Expense Ratios Can Make or Break Your Portfolio
by Zach Banning | September 2022
It's Been Difficult for the Fed to Pull Off Economic Soft Landings
by Charles Rotblut | September 2022
Rise in Partisanship Causing Fall in Returns for Shareholders
by Issac Deleon | September 2022
Mercury Retrograde Adversely Affects Stock Returns
by Sean Murphy | July 2022
Live Chat Forums Associated With Higher-Returning Stocks
by Jack Gilleland | June 2022
Tapping Home Equity Improves Health Recovery
by Charles Griswold | May 2022
Where Bitcoin Transactions Are Concentrated
by Charles Griswold | February 2022
Earnings Expectations Lowered for Most Sectors
by Charles Rotblut | May 2022
An Unusually Volatile Year
by Charles Rotblut | November 2022
The Bear Market Has Reduced Valuations for Most Sectors
by Charles Rotblut | October 2022
Gift Checks Must Be Cashed to Be Excluded From an Estate
by Zach Banning | October 2022
Generational Financial Literacy and Well-Being
by Charles Griswold | January 2022
The Value of Annuities Varies by Type & Purchaser
by Dylan Dease | March 2022
Savings Account Yields Are the Highest Since 2008
by Charles Rotblut | December 2022
Tracking the Market's Expectations for Interest Rate Hikes
by AAII Staff | March 2022
CAPE Ratio Is High, but Down From Peak
by Charles Rotblut | July 2022
Ways to Boost Returns Following a Change to the S&P 500 Index
by Jack Gilleland | August 2022
Shareholder Proposals Jumped During Proxy Season
by Sean Murphy | November 2022
The Coming Shift in Drawdown Patterns Among Retirees
by Charles Griswold | April 2022
Personal Consumption Rates After Retirement
by Adam Scheg | February 2022
Level3 Withdrawal Strategy: S&P 500 Near High in December 2021
by Charles Rotblut | January 2022
Early Cash-Out Can Significantly Impact Retirement Income
by Sean Murphy | June 2022
Level of Financial Literacy Impacts Retirement Preparedness
by Adam Scheg | May 2022
What Drives Variation in Investor Portfolios?
by Charles Griswold | March 2022
Small-Cap Stocks Still Cheap on a Relative Basis
by AAII Staff | April 2022
Companies Sacrifice Profits to Build Customer Base
by Sean Murphy | August 2022
A Tax Audit Does Not Waive Filing Deadlines
by Adam Scheg | January 2022
High-Yielding Dividend Payers
by Derek J. Hageman | June 2022
Up, Up and Away: Biggest Rising Dividend Payers
by Derek J. Hageman | June 2022
Tracking the Biggest Positive Earnings Estimate Revisions
by Matt Markowski | August 2022
Fighting Inflation Amid This Year's High Level of Volatility
by Charles Rotblut | November 2022
Small Things Can Screw Up Big Plans
by Charles Rotblut | October 2022
Expectations Matter When It Comes to Growth Investing
by Charles Rotblut | September 2022
Short-Term Stock Market Outlooks Are Pessimistic
by Charles Rotblut | August 2022
Bear Markets Are a Normal Part of Investing
by Charles Rotblut | July 2022
I Bonds: A Tactical Choice for Short-Term Savings
by Charles Rotblut | June 2022
Angels and Devils in Socially Responsible Investments
by Charles Rotblut | May 2022
Investors Are Responsible for Making Good Decisions
by Charles Rotblut | April 2022
Where Are Robinhood Customers’ Yachts?
by Charles Rotblut | March 2022
Actively Managed ETFs Not Receiving Much Interest
by Charles Rotblut | February 2022
Less, and More
by Charles Rotblut | January 2022
Shop for Yields, but Be Careful About Where You Bank
by Charles Rotblut | December 2022
Most Mutual Funds and ETFs Bleed Red in the Third Quarter
by Matthew Bajkowski | November 2022
Owning the Market Through Large-Cap Stock Mutual Funds and ETFs
by Matthew Bajkowski | September 2022
A Happy Medium: Mid-Cap Mutual Funds and ETFs
by Matthew Bajkowski | June 2022
The Benefits and Risks of Short-Term Bond Funds
by Matthew Bajkowski | July 2022
The Benefits and Risks of International Stock Funds
by Matthew Bajkowski | April 2022
The Benefits and Risks of Small-Cap Funds
by Matthew Bajkowski | January 2022
Fund Returns Still Affected by Inflation and War Halfway Through the Year
by Matthew Bajkowski | August 2022
Emerging Markets Funds Offer Diversification Plus Growth
by Matthew Bajkowski | October 2022
How Individual Investors Use Mutual Funds and ETFs
by Charles Rotblut, Jean Henrich, Anine Sus, Issac Deleon | August 2022
War and Inflation Impact First-Quarter Mutual Fund and ETF Returns
by Matthew Bajkowski | May 2022
The Individual Investor’s Guide to the Top ETFs 2022
by AAII Staff | February 2022
Online Exclusive: What to Know About Single-Stock ETFs
by Matthew Bajkowski | November 2022
Segmenting Growth Stocks With the G-Score
by Wayne A. Thorp | September 2022
Reddit, Robinhood and Lessons From the Meme Stock Craze
by Spencer Jakab | April 2022
Addressing the Challenges ESG Investors Face
by Charles Rotblut, Larry Swedroe, Anine Sus | May 2022
Double Your Lifetime Purchasing Power in 20 Minutes
by Chris Pedersen | October 2022
The Individual Investor's Guide to Personal Tax Planning 2022
by AAII Staff | December 2022
A Financial Roadmap for Grief, Recovery and Well-Being
by Lacy Garcia, Reilly Robbins | October 2022
Financial Planning Tips for Empty Nesters
by Charles Rotblut | July 2022
11 Key Retirement Dates You Should Pay Attention To
by Charles Rotblut | April 2022
A Sample Pack of Stocks That May Benefit From the Holiday Season
by Matt Markowski | November 2022
Best-Performing S&P 500 Stocks
by Jack Gilleland | September 2022
Worst-Performing S&P 500 Stocks
by Jack Gilleland | September 2022
Benjamin Graham's Defensive Investor Non-Utility Screen
by Matt Markowski | July 2022
Benjamin Graham's Defensive Investor Utility Screen
by Matt Markowski | July 2022
Cybersecurity Stocks & ETFs Offer Exposure to a High-Growth Industry
by Sean Murphy | July 2022
Dealing With Inflation in a Retirement Portfolio
by Craig Israelsen | June 2022
Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio
by Matthew Bajkowski | February 2022
Online Exclusive: Saving Early for Offspring With Custodial Accounts
by Matthew Bajkowski | October 2022
Online Exclusive: Market Breadth's Meaning for Individual Investors
by Matthew Bajkowski | September 2022
Online Exclusive: Delving Into the Definition of the CAPE Ratio
by Matthew Bajkowski | July 2022
Online Exclusive: What Is the Put-Call Ratio?
by Matthew Bajkowski | April 2022
Online Exclusive: The Difference Between Sustainable Investing and Impact Investing
by Matthew Bajkowski | May 2022
Online Exclusive: What Are Donor-Advised Funds?
by Matthew Bajkowski | December 2022
Measuring Market Volatility Trends With the VIX
by Brian Haughey | June 2022
Member News 2022
by AAII Staff | July 2022
The Individual Investor’s Guide to the Top Mutual Funds 2022
by AAII Staff | February 2022
The Importance of Rebalancing for Retirees and Other Investors
by Charles Rotblut | March 2022
Retirement Allocation Comparison With Vanguard Funds
by Craig Israelsen | April 2022
Pains and Gains From Small-Cap Value Stocks
by Paul Merriman | September 2022
Using PRISM for Investing in Retirement
by Charles Rotblut | May 2022
A Plan for Achieving the Financial Goal of Building Retirement Savings
by Charles Rotblut | January 2022
How to Vote Your Proxy Ballot
by John Deysher | January 2022
What Traits Do Individual Investors Consider When Buying Stocks?
by Charles Rotblut, Jean Henrich, Dylan Dease, Anine Sus | April 2022
Guide to Tax on Your Personal Investments 2022
by AAII Staff | December 2022
Year-End Tax Moves to Consider for 2022
by Charles Rotblut | December 2022
