Using Fidelity Funds to Fill Your Asset Allocation Needs
by Charles Rotblut | September 2023
Incorporating Equal-Weighted Funds Into Your Allocation
by Charles Rotblut | June 2023
Tilting AAII's Asset Allocation Models to Match Your Growth or Value Style
by John Bajkowski | March 2023
The Year in AAII SIG-nificant Community Discussions
by Jenna Brashear | December 2023
Feast on Finance: Serving Up Thanksgiving Wisdom in the AAII Community
by Jenna Brashear | November 2023
Tiny Titans, Big Debate: O'Shaughnessy's Strategies Under the AAII Microscope
by Jenna Brashear | October 2023
Beyond Borders: Your Gateway to Global Market Investing With AAII
by Jenna Brashear | August 2023
Using PRISM to Conduct Your Midyear Review: Adapt and Thrive in Ever-Changing Market Cycles
by Jenna Brashear | June 2023
Take AAII's Challenge to Elevate Your Financial Capability This Month
by Jenna Brashear | April 2023
Split on Growth and Value Strategies? Investors Weigh In
by Jenna Brashear | March 2023
The Stock Metrics That Members Favor
by Jenna Brashear | February 2023
Options Investing in Inflationary Times: A Leverage Boon or Bubble?
by Jenna Brashear | September 2023
Rolling With the Retirement Tide: AAII Community Shares Rollover Revelations
by Jenna Brashear | July 2023
Take Control of Your Taxes to Get the Most out of Your Investments
by Jenna Brashear | May 2023
Technical Analysis for the Long-Term Investor
by Jenna Brashear | January 2023
Unlock the Power of Customization on AAII.com
by Jenna Brashear | May 2023
Tax-Savvy Strategies for Your Stocks, Mutual Funds and ETFs
by Charles Rotblut | December 2023
Using EBITDA and Enterprise Value to Calculate a Stock's Worth
by Jack Gilleland | October 2023
Tidying Up Your Fund Portfolio
by John Bajkowski | January 2023
Ratios for Determining a Company’s Strengths and Weaknesses
by Cynthia McLaughlin | June 2023
Incorporating Investor Sentiment Into Your Portfolio Decisions
by Charles Rotblut | August 2023
Key Criteria to Base Your Mutual Fund Sell Rules On
by Matt Markowski | April 2023
Using a Portfolio Tracker to Follow Your Current and Potential Investments
by AAII Staff | September 2023
Five Steps for Conducting a Midyear Portfolio Review
by Charles Rotblut | July 2023
Developing Sell Rules for Stocks Based on Your Buy Criteria
by Matt Markowski | March 2023
How Shadow Stock Metrics Have Evolved Over Time
by Charles Rotblut | May 2023
Negative Earnings Prompts Turnover in Model Shadow Stock Portfolio
by John Bajkowski | October 2023
First-Quarter Earnings Prompt Change in Model Shadow Stock Portfolio
by John Bajkowski | July 2023
Does January Portend a Good Year for the Model Shadow Stock Portfolio?
by John Bajkowski | April 2023
Influx of New Blood for Model Shadow Stock Portfolio
by John Bajkowski | January 2023
Translating Algy Hall's 4 Screens for Use With U.S. Stocks
by Matt Markowski | August 2023
Charles Kirkpatrick’s Approach to Beating the Market With Relative Rankings
by Matt Markowski | May 2023
2022 Review of AAII Stock Screens: Outperforming During a Bear Market Year
by Matt Markowski | January 2023
All-Stars: Stocks That Pass Multiple Screens
by Derek J. Hageman | March 2023
Identifying Profitable Companies by High Levels of ROE
by Matt Markowski | June 2023
A Tribute to William O'Neil: Revisiting the CAN SLIM Strategy
by Matt Markowski | July 2023
Tweaking Benjamin Graham's Enterprising Investor Screen
by John Bajkowski | October 2023
Actively Managed Funds Gain on Passive Funds Over the Last Year
by Grace Malone | November 2023
A Checklist for Choosing Between Active and Passive Funds
by Charles Rotblut | March 2023
Turmoil in the Robo-Advice Industry, Plus the Best Robo Platforms
by Ken Schapiro | June 2023
Reasons That Investors Part Ways With Their Financial Adviser
by Pratham Shah | July 2023
A Look at Five Leading Alternative Investment Platforms
by Charles Rotblut, Sean Murphy, Eunice Kim, Pratham Shah, Grace Malone | March 2023
The Pros and Cons of Investing in BDCs to Access Private Equity
by John Deysher | November 2023
Asset Class Group Returns: Short-Term Bonds Lead During a Rough Year
by Charles Rotblut | February 2023
Five Approaches for Allocating Your Retirement Portfolio
by Charles Rotblut | November 2023
Starting on the Road to Investing
by Anine Sus | August 2023
How to Open a Brokerage Account
by Anine Sus | October 2023
Identifying the Personality Traits That Can Impact Investing Decisions
by Charles Rotblut, Hongjun Yan | August 2023
Design Your Portfolio With the Worst 2% of Times in Mind
by William Bernstein | August 2023
Filling Your Coffee Can Portfolio to Stash Away
by Brian Haughey | June 2023
The Importance of Filtering Out the Urge to Trade
by Charles Rotblut, Bob Pisani | January 2023
I Bond Yields Are Down From Their Peak
by Charles Rotblut | June 2023
Diversify Tax-Exempt Interest Income With Muni National Bond Funds
by John Bajkowski | March 2023
How AAII Members Have Responded to Interest Rate Hikes
by Charles Rotblut, Anine Sus, Grace Malone, Lili DeFilippis, Andrew Gomes | August 2023
Do Firms That Receive Non-Income Tax Relief Outperform?
by Grace Malone | July 2023
S&P 500's Price-Earnings Ratio at High End of 60-Year Range
by Charles Rotblut | October 2023
Do Star Fund Managers Stay on Top After Switching Firms?
by Pratham Shah | September 2023
Did Value Investing Ever Go Away?
by Pratham Shah | June 2023
Timing the Market Using Factors
by Pratham Shah | June 2023
IRAs Have Gained Importance in Individuals' Retirement Plans
by Cynthia McLaughlin | April 2023
Retirement Plans Add Flexibility to Keep Assets Put After Leaving Work
by Grace Malone | April 2023
Early Retirement Linked to Cognitive Decline
by Sean Murphy | March 2023
No Tax Deduction Allowed on Worthless Cryptocurrency While Held
by Jack Gilleland | March 2023
Dividends Help Investors Maintain Their Standard of Living
by Jack Gilleland | February 2023
Millionaires Worry $1 Million Is Not Enough for Retirement
by Sean Murphy | February 2023
Tracking Dividends Versus Buybacks
by Derek J. Hageman | March 2023
Analysts Are Raising Earnings Estimates Following Second-Quarter Beats
by Charles Rotblut | September 2023
ETF Sector Performance: Technology on the Rebound
by Charles Rotblut | August 2023
Stock and Bond Yields Are Converging
by Charles Rotblut | April 2023
Newer Niche ETFs Underperform Compared to Their Older Index Counterparts
by Andrew Gomes | November 2023
Auto Rollovers May Lead to Account Abandonment
by Grace Malone | May 2023
Level3 Withdrawal Strategy Goes Into Defensive Mode
by Charles Rotblut | January 2023
Correlation Between High Valuation and Low Returns Confirmed
by Grace Malone | August 2023
MegaCap-8 Stocks Lead Resurgence in Large-Cap Growth
by Charles Rotblut | July 2023
Different 12b-1 Fees Among a Fund's Share Classes Create a Conflict of Interest
by Eunice Kim | December 2023
Systematic Investing Offers More Discipline But Also More Challenges
by Grace Malone | December 2023
Exposure to the Size Factor Drives Equal-Weight Outperformance
by Jack Gilleland | January 2023
Record-High Participation in Retirement Plans
by Andrew Gomes | August 2023
Younger Adults Are Increasingly Participating in 401(k) Plans
by Sean Murphy | January 2023
Third-Highest Social Security COLA Since the Global Financial Crisis
by Charles Rotblut | November 2023
Professional Investors Reaffirm the Relevance of Equity Factors
by Grace Malone | October 2023
Which Quality Attributes Best Signal Outperformance?
by Andrew Gomes | October 2023
Has the January Effect Widened?
by Jamie Fan | May 2023
The Impact on the Standard Deduction of the Tax Cuts and Jobs Act
by Charles Rotblut | December 2023
Change of Plans: Americans Retiring Later in Life
by Eunice Kim | September 2023
Lift off With Rising Dividend-Paying Stocks
by Jack Gilleland | May 2023
Valuing a Stock Using Dividends
by Brian Haughey | November 2023
Detecting Earnings Manipulation With the M-Score
by Messod D. Beneish | September 2023
What Helps and Doesn't Help Find Top-Performing Stocks
by Martin Fridson | May 2023
Stocks With the Largest Change in Their Earnings Estimates
by John Bajkowski | September 2023
Leisure Stocks With Upward Estimate Revisions
by Cynthia McLaughlin | August 2023
Congress Is Missing an Opportunity to Address Long-Term Financial Issues
by Charles Rotblut | December 2023
Shedding Light on the Ongoing Debate About Retirement Portfolios
by Charles Rotblut | November 2023
Using Your Wealth-Building Plan to Talk About Estate Intentions
by Charles Rotblut | October 2023
Identifying Questionable Accounting Practices
by Charles Rotblut | September 2023
Growing Wealth While Adjusting for Behavioral Tendencies
by Charles Rotblut | August 2023
Using Your Own “Coffee Can” Investing Strategy
by Charles Rotblut | June 2023
A Suggestion for How to Speculate on Stocks
by Charles Rotblut | May 2023
Key Metrics to Help Assess a Bank
by Charles Rotblut | April 2023
Alternative Assets Aren't So Easy to Get Out Of
by Charles Rotblut | March 2023
Analyzing Funds Amid Widespread Losses
by Charles Rotblut | February 2023
Making Predictions About the Future Is Tough
by Charles Rotblut | January 2023
SECURE 2.0 Act Benefits Many, but Social Security Needs Fixing
by Charles Rotblut | July 2023
Guiding Heirs: Estate Planning and Investing Talks
by Charles Rotblut | October 2023
Tips for Choosing the Right Funds for Your Needs
by Charles Rotblut | February 2023
Why ETFs Can Trade at Premiums and Discounts to Their Net Asset Value
by Cynthia McLaughlin | September 2023
High-Yield Mutual Funds and ETFs: Greater Potential Return but More Risk
by Cynthia McLaughlin | April 2023
Changing of the Guard: Energy Powers Third-Quarter Returns
by Cynthia McLaughlin | November 2023
Tech and Global Action Drive Second-Quarter Returns
by Cynthia McLaughlin | August 2023
Growth and Technology Mutual Funds and ETFs Exert Muscle in First Quarter
by Cynthia McLaughlin | May 2023
Comparing and Contrasting Real Estate Funds
by Cynthia McLaughlin | June 2023
Comparing the Tax-Efficiency of High-Yielding Funds and ETFs
by Cynthia McLaughlin | October 2023
Going Global: Mutual Funds and ETFs Targeting Regions and Countries
by Cynthia McLaughlin | July 2023
The Individual Investor's Guide to the Top ETFs 2023
by AAII Staff | February 2023
Investing for a Child’s or Grandchild’s Lifetime
by Paul Merriman | April 2023
How Safe Retirement Withdrawal Rates Work in Practice
by Chris Pedersen | November 2023
The Individual Investor's Guide to the Top Mutual Funds 2023
by AAII Staff | February 2023
Four Tax Strategies for Retirees
by Wade Pfau | July 2023
Small-Cap Value Is the Best Choice for Equity Diversification
by Paul Merriman | October 2023
The Individual Investor's Guide to Personal Tax Planning 2023
by AAII Staff | December 2023
The Truth About Annuities and Inflation
by Stan Haithcock | March 2023
The Rules Regarding Retirement Account Rollovers
by Charles Rotblut | May 2023
Changes Made to Retirement Savings by SECURE 2.0 Act
by Charles Rotblut | July 2023
A Case Study: How to Reduce Marginal Tax Rates in Retirement
by William Reichenstein, William Meyer | November 2023
The Importance of Considering Marginal Taxes When Taking Withdrawals
by William Reichenstein, William Meyer | September 2023
Holiday Preview: Stocks That May Benefit From Seasonal Spending
by Cynthia McLaughlin | November 2023
Technology Titans: Top Semiconductor ETFs and Their Stocks
by Jack Gilleland | September 2023
Auto & Truck Stocks Shift Into High Gear
by Jack Gilleland | July 2023
Drilling for Opportunities in the Oil & Gas Industries
by Jack Gilleland | April 2023
Required Minimum Distributions Explained
by Charles Rotblut | August 2023
The Relationship Between Stock Market Volatility and Returns
by Craig Israelsen | October 2023
Member News 2023
by AAII Staff | June 2023
How Target-Date Funds Work
by Jack Gilleland | January 2023
Using a Covered Call Strategy to Generate Income
by Brian Haughey, | March 2023
Measuring Performance 10 Years at a Time
by Craig Israelsen | April 2023
Putting Your Portfolio Back on Track Following a Bear Market
by Charles Rotblut | January 2023
Rebalancing to Navigate Bear Markets and Sequence Risk
by Charles Rotblut | March 2023
Key Numbers for Your Retirement Prep Checklist
by Craig Israelsen, Jason R. Parker | June 2023
Learning to Manage the Myriad Risks in Your Portfolio
by John Deysher | January 2023
Why It Makes Sense to Pair Momentum With Value in a Portfolio
by Dan Villalon | September 2023
A One-Page Wealth-Building Plan to Reach the Goal of Retirement
by Charles Rotblut | April 2023
A One-Page Wealth-Building Plan to Get a 60-Year-Old Couple to Retirement
by Charles Rotblut | May 2023
11 Tax Actions to Consider Before Year-End
by Charles Rotblut | December 2023
Guide to Tax on Your Personal Investments 2023
by AAII Staff | December 2023
Using Volume and Conviction in Trend Analysis
by Raymond A. Rondeau | May 2023
A Glimpse Into How AAII Members Built Their Savings
by Charles Rotblut, Anine Sus, Eunice Kim, Cynthia McLaughlin, Lili DeFilippis | April 2023
