Returns for Asset Class Groups: Large-Cap Stocks Rebound Back Into the Lead
by Charles Rotblut | February 2024
Meeting Your Asset Allocation Needs With Schwab Funds and ETFs
by Cynthia McLaughlin | November 2024
Using Vanguard Funds and ETFs for Your Asset Allocation Needs
by Cynthia McLaughlin | September 2024
Filling Your Asset Allocation Needs With T. Rowe Price Funds and ETFs
by Cynthia McLaughlin | August 2024
Meeting Your Asset Allocation Needs With BlackRock Funds and ETFs
by Cynthia McLaughlin | May 2024
Tech-Related Stocks and Interest Rates Drive Allocation Model Returns
by Charles Rotblut | May 2024
How AAII Members Tackled Investing Challenges Together
by Jenna Brashear | December 2024
How Will You Grow Your Investing Knowledge This “School Year”?
by Jenna Brashear | September 2024
How Do You Outsmart Misconceptions in Your Retirement Thinking?
by Jenna Brashear | March 2024
Exploring the Mighty Potential of Small-Cap Stocks
by Jenna Brashear | January 2024
Halftime Hustle: Tuning Your Portfolio for the Second Half of the Year
by Jenna Brashear | June 2024
Beyond the Basics: Evaluating Stocks for Beginners
by Jenna Brashear | July 2024
From Novice to Knowledgeable Investor: Mastering the Basics
by Jenna Brashear | February 2024
Passing the Financial Torch: Start the Generational Dialogue
by Jenna Brashear | April 2024
Musical Chairs With Interest Rates: An Income Investor’s Adventure
by Jenna Brashear | August 2024
As Interest Rates Come Down, What Moves Are Savvy Investors Making?
by Jenna Brashear | November 2024
Tax-Efficient Tango: The Dance Between Taxes and Returns
by Jenna Brashear | October 2024
Why Don’t College Degrees Include a Manual for Retirement?
by Jenna Brashear | May 2024
Make the Most of the AAII Stock Screens
by Omar Beirat | October 2024
How to Read Dividend Red Flags
by Derek J. Hageman | September 2024
How to Find Funds Suitable for You
by Charles Rotblut | February 2024
Using Alerts to Keep Tabs on Securities
by AAII Staff | April 2024
An Improved Way to Find Mutual Funds and ETFs
by Charles Rotblut, Cynthia McLaughlin | January 2024
Meet Your Investing Challenges Through a New Learning Experience
by Jenna Brashear | August 2024
Six Steps for a Successful Midyear Portfolio Review
by Charles Rotblut | July 2024
Common Measures of Volatility for Making Useful Comparisons
by John Bajkowski, Jean Henrich | May 2024
How to Boost Returns by Incorporating Momentum
by Charles Rotblut | June 2024
The Eight Metrics AAII Uses to Identify Quality Stocks
by Wayne A. Thorp | March 2024
GICS Decoded: Analyzing Stocks With S&P Global Sectors and Industries
by Charles Rotblut | November 2024
Increasing the Aftertax Returns on Your Portfolio
by Charles Rotblut | December 2024
Shadow Stocks Ride the Refreshing “Everything” Rally
by John Bajkowski | January 2024
Summer Portfolio Refresher: Swapping Five Shadow Stocks
by John Bajkowski | July 2024
Quarterly Review Prompts Getting out of RVs and Drilling Into Oil & Gas
by John Bajkowski | April 2024
Fall Changes Bring Satellites and Salons
by John Bajkowski | October 2024
The Passing Companies Behind the Top Strategy of 2023
by John Bajkowski | January 2024
What It Takes: The Fundamental Characteristics of the Top AAII Screens for 2023
by John Bajkowski | January 2024
2023 Review of AAII Stock Screens: Outperforming a Narrow Market
by John Bajkowski | January 2024
Stock Screen All-Stars Appear on Multiple Passing Companies Lists
by John Bajkowski | March 2024
Winning on Wall Street: The Martin Zweig Approach
by Wayne A. Thorp | June 2024
Looking to Lakonishok for Latent Gems
by John Bajkowski | October 2024
Spotting Value on the Move With the PEG Ratio
by John Bajkowski | August 2024
Cash Flow Multiple Uncovers Promising Value Stocks
by John Bajkowski | April 2024
The Individual Investor’s Guide to Personal Tax Planning 2024
by AAII Staff | December 2024
Active Investors Can Still Win in “Efficient” Markets
by Brian Haughey | June 2024
Navigating the Risks of Investing in Retirement
by Charles Rotblut | June 2024
Mutual Funds Converting to ETFs for Tax Efficiency and Convenience
by Cynthia McLaughlin | October 2024
Active Strategies That Have Fared Well Among Mutual Funds and ETFs
by Cynthia McLaughlin | June 2024
Shifting Control of Personal Finances With a Daily Money Manager
by Charles Rotblut, Cynthia McLaughlin, Susie Marbury | October 2024
Winning the Battle Against Investment Fees and Biases
by Paul Merriman | May 2024
Six Lessons of Investment Loss to Keep You Winning
by Andrew Stotz | September 2024
2024 Robo-Advice Landscape: Industry Shifts and Leading Platforms
by Ken Schapiro | June 2024
Should You Consider a Weighting in Gold?
by Thomas Winmill, Cynthia McLaughlin | November 2024
Asset Allocation Basics: How to Invest
by Anine Sus | January 2024
The Power of Holding Some Cash in a Portfolio
by Brian Haughey | March 2024
How Best to Mitigate Sequence Risk at Retirement
by Craig Israelsen | June 2024
Striking the Right Balance Between Growth and Value Stocks
by Craig Israelsen | October 2024
12 Hidden Lessons From Investment History
by Paul Merriman | October 2024
Tempering the Risks of Market-Cap Weighting
by Craig Israelsen | April 2024
It's Hard to Be Great at Everything, Including Investing
by Chris Pedersen | November 2024
How to Address Debt Before Investing
by Anine Sus | July 2024
How to Outsmart Your Investing Decisions
by Anine Sus | May 2024
A One-Page Wealth-Building Plan for First-Time Homebuyers and Other Short-Term Goals
by Charles Rotblut | April 2024
What to Consider Before Investing
by Anine Sus | March 2024
A Beginner’s Guide to Goal-Based Investing
by Omar Beirat | November 2024
How to Start Saving for Retirement
by Anine Sus | September 2024
The Role of Financial Stability in Achieving Life Well-Being
by Meir Statman | August 2024
Higher Emotional Intelligence May Lead to Better Investing Outcomes
by Andrew Gomes | May 2024
Discipline and Diversification: Two Big Keys for Investor Success
by Omar Beirat | May 2024
Psychological Factors Strongly Influence the Timing of Social Security Benefits
by Eunice Kim | June 2024
Changing Dynamics Portend Greater Volatility in U.S. Treasuries
by Omar Beirat | December 2024
Yield Shift Increases Relative Attractiveness of Bonds
by Charles Rotblut | June 2024
Bond Market’s Inflation Expectations Near Fed’s Target
by Charles Rotblut | September 2024
Bond Strategies for a Shifting Interest Rate Environment
by Hildy Richelson, Stan Richelson | September 2024
Yes, You Can Rethink Your Retirement Decisions
by Charles Rotblut | July 2024
Understanding and Evaluating Digital-Asset Mutual Funds and ETFs
by Cynthia McLaughlin | July 2024
Adjusting Target Asset Allocation to Correct for Impending Taxes
by Grace Malone | April 2024
Higher Fixed-Income Returns Boost Safe Withdrawal Rates
by Grace Malone | March 2024
Indexers Can Exclude Some Stocks Without Affecting Returns
by Andrew Gomes | March 2024
The Implications of High Concentration in the S&P 500
by Charles Rotblut | July 2024
Interest Rates on Savings Still High as Rate-Cut Cycle Begins
by Charles Rotblut | October 2024
The S&P 500 at 5,000: Don't Be Fooled by Point Hype
by Charles Rotblut | March 2024
Forecasting Returns Through Changes in the Language of News
by Eunice Kim | February 2024
Informal Care Essential to Narrowing the Long-Term Care Expense Gap
by Grace Malone | February 2024
Even When Using a CPA, Taxpayers Must Ensure Their Returns Are Filed
by Andrew Gomes | January 2024
Level3 Withdrawal Strategy Switches Back to Normal Mode
by Charles Rotblut | January 2024
Large-Cap Stocks' Rally Rooted in Artificial Intelligence
by Charles Rotblut | August 2024
Minimizing Index Rebalancing Costs in Passive Funds Can Improve Returns
by Omar Beirat | July 2024
401(k) Managed Accounts Are an Underutilized Resource
by Max Hayes | September 2024
Projecting the Effect of Retirement Matches for Student Loan Repayments
by Eunice Kim | July 2024
Wealth and Retirement: Climate-Induced Financial Vulnerabilities
by Eunice Kim | January 2024
Social Security: A Closer Look at the 2025 Adjustments
by Charles Rotblut | November 2024
Equity Factors That Stand the Test of Time
by Tudor Pop | December 2024
Improving the Efficiency of Multifactor Stock Strategies
by Tudor Pop | October 2024
Backtests Reveal Strength of Buffett Indicator as a Long-Term Market Predictor
by Tudor Pop | September 2024
Clickbait or Cash Cow? The Cost of Following Finfluencers
by Omar Beirat | August 2024
Institutional Trading Confirms Mispricing in Value and Glamour Stocks
by Max Hayes, Tudor Pop | August 2024
Eliminating Low-Quality and Poor Momentum Stocks Helps Sidestep Value Traps
by Omar Beirat | June 2024
Buybacks Bounce Back in 2024
by Omar Beirat | November 2024
How Does the CPI Compare to the PCE Price Index as a Measure of Inflation?
by Tudor Pop | November 2024
Stocks Not Always Top Dog: A Challenge to Mean Reversion
by Eunice Kim | April 2024
Comparing the Standard Deduction With and Without the TCJA
by Charles Rotblut | December 2024
Second-Highest Average Tax Refund in at Least 10 Years
by Charles Rotblut | April 2024
Using Intrinsic Value to Identify Promising Value Stocks
by Omar Beirat | October 2024
Stocks With Consistent Dividend Increases and Positive Free Cash Flow
by John Bajkowski | September 2024
Ranking Dividend Aristocrats on Both Growth and Yield
by John Bajkowski | May 2024
How Women (and Their Spouses) Can Thrive as Investors
by Charles Rotblut, Cynthia McLaughlin, Nancy Tengler | August 2024
AAII Members Seek Dividend-Paying Stocks With Growth Prospects
by Charles Rotblut, Anine Sus, Meagan Kaloostian | May 2024
Getting to the Bottom Line: How to Read the Income Statement
by Jack Gilleland | May 2024
Is Your Index Fund Too Concentrated?
by Charles Rotblut | November 2024
Managing Personal Finances in Your Later Years
by Charles Rotblut | October 2024
Preparing Your Portfolio for Lower Interest Rates
by Charles Rotblut | September 2024
The Valuation Playbooks of Mario Gabelli and Nancy Tengler
by Charles Rotblut | August 2024
Lookin’ for Growth in All the Global Places
by Charles Rotblut | May 2024
Reform Could Be on the Horizon for Social Security Clawbacks
by Charles Rotblut | April 2024
Don't Let the S&P 500's Milestone Blind You to Past Downturns
by Charles Rotblut | March 2024
Speculative Assets Placed Into ETFs Can Still Be Wrecking Balls
by Charles Rotblut | February 2024
Looking Beyond the S&P 500 as Rate Cuts Loom
by Charles Rotblut | January 2024
A Narrow Tax Law Fix Would Be a Missed Opportunity
by Charles Rotblut | December 2024
Customize Your Fixed-Income Strategy With Defined-Maturity Bond Funds
by Cynthia McLaughlin | April 2024
The Truth About High-Yield Mutual Funds and ETFs
by Cynthia McLaughlin | September 2024
Decoding Tech Funds and ETFs to Make the Best Choice
by Cynthia McLaughlin | January 2024
China and Precious Metal Funds on Top in Third-Quarter 2024
by Cynthia McLaughlin | November 2024
Growth and Digital Assets Stood Tall in First-Quarter 2024
by Cynthia McLaughlin | May 2024
Gaining Small-Cap Exposure Via Mutual Funds and ETFs
by Cynthia McLaughlin | March 2024
When Diversification Takes a Back Seat in Index Funds
by Brian Haughey | November 2024
The Individual Investor's Guide to the Top ETFs 2024
by AAII Staff | February 2024
Semiconductor and Shipping Funds on Top in Second-Quarter 2024
by Cynthia McLaughlin | August 2024
Finding the Right Retirement Allocation and Withdrawal Strategy
by Christine Benz, Cynthia McLaughlin | October 2024
3 Ways to Redo Your Social Security Claim
by William Reichenstein | July 2024
How to Protect Yourself From Social Security Clawbacks
by Charles Rotblut, Terry Savage, Cynthia McLaughlin | April 2024
What Vanguard Looks for in Innovative Global Growth Stocks
by Charles Rotblut, Cynthia McLaughlin, Michael Masdea | May 2024
The Individual Investor's Guide to the Top Mutual Funds 2024
by AAII Staff | February 2024
Gabelli's Insights on Value Investing Today
by Charles Rotblut, Cynthia McLaughlin, Mario J. Gabelli | August 2024
Maximizing Retirement Income With Asset Location
by Charles Rotblut | August 2024
A One-Page Plan for Maximizing Long-Term Wealth
by Charles Rotblut | July 2024
A One-Page Wealth-Building Plan for Leaving an IRA Inheritance
by Charles Rotblut | January 2024
For Qualified Charitable Distributions, Timing Is Everything
by Brian Dobbis | May 2024
Money in, Money out: What the Cash Flow Statement Reveals
by Charles Rotblut | September 2024
Balance Sheet Basics: Demystifying What a Company Owns & Owes
by Jack Gilleland | July 2024
Beyond the Numbers: Getting Started With Financial Statements
by Jack Gilleland | March 2024
How Financial Statement Data Can Differ Depending on the Provider
by Wayne A. Thorp | November 2024
S&P 500 Stocks With the Potential to Outperform in 2024
by Charles Rotblut | January 2024
The S&P 500 Outcasts: Picking Up the Dropped Stocks
by John Bajkowski | November 2024
Best-Performing S&P Composite 1500 Stocks
by John Bajkowski | July 2024
Worst-Performing S&P Composite 1500 Stocks
by John Bajkowski | July 2024
Sustainable Investing: The Difference Between Growth and Value-Based Strategies
by Wayne A. Thorp | September 2024
Member News 2024
by AAII Staff | June 2024
How Rebalancing Helps When Downturns Strike Early
by Charles Rotblut | March 2024
Five Key Markers Pointing to Successful Stock Investing
by Charles Rotblut | April 2024
When to Say Goodbye to a Stock: Sell Rules for Savvy Investors
by Charles Rotblut | March 2024
Guide to Tax on Your Personal Investments 2024
by AAII Staff | December 2024
Year-End 2024 Tax Planning: Maximizing Your Savings
by Charles Rotblut | December 2024
