AAII Partners With BetterInvesting to Help Individual Investors Succeed
by Charles Rotblut, Dennis Genord | August 2025
Reading Minds: Combining AAII’s Investor Pulse With BI’s Community Intelligence
by Wayne A. Thorp, Doug Gerlach | October 2025
Identifying Quality Dividend Stocks When Yields Are Low
by Charles Rotblut, Doug Gerlach | November 2025
Ideas From AAII and BetterInvesting for Finding and Analyzing Quality Stocks
by John Bajkowski, Doug Gerlach | September 2025
Go Beyond Age-Based Allocation Strategies by Personalizing Your Approach
by Charles Rotblut | April 2025
Returns for Asset Class Groups: Big Back-to-Back Gains for Large-Cap Stocks
by Charles Rotblut | February 2025
Making Sense of Sentiment Data
by Jenna Brashear | August 2025
Investing in AI: Perspectives and Strategies From the AAII Community
by Jenna Brashear | October 2025
Technological Disruption: Are You Prepared for the Next Big Change in Investing?
by Jenna Brashear | June 2025
Investing Off the Beaten Path
by Jenna Brashear | September 2025
The Easiest Way to Start Investing in an Uncertain Market
by Jenna Brashear | November 2025
The Best Financial Advice You Can Give a New Grad
by Jenna Brashear | May 2025
Forget Luck, Invest Like a Pro
by Jenna Brashear | March 2025
Mind Over Money: Outsmarting Cognitive Biases in Retirement
by Jenna Brashear | July 2025
Online Exclusive: Crypto Isn’t Just a Young Person’s Playground
by Jenna Brashear | December 2025
Smart Leverage vs. Debt-Free Living: Which Helps Build Wealth Faster?
by Jenna Brashear | April 2025
Big Financial Goals for 2025? Start Small (Like Finding Your Tax Forms)
by Jenna Brashear | January 2025
Beer, Chips and Bull Markets: Game Day Stock Effect
by Jenna Brashear | February 2025
Steadily Building Wealth Through Dollar-Cost Averaging and Value Averaging
by Cynthia McLaughlin | November 2025
Time on Your Side: How Compounding Grows Small Amounts Into Big Wealth
by Cynthia McLaughlin | June 2025
Diversifying Your Dividends for Yield and Growth
by Charles Rotblut | August 2025
Stock Yields: Turning Numbers Into a Strategy
by Cynthia McLaughlin | September 2025
An Investor's Guide to Understanding 1099 Tax Forms
by Cynthia McLaughlin | March 2025
Choosing the Right Mutual Fund or ETF for You
by Charles Rotblut | February 2025
Comparing the Two Largest ETFs: SPY vs. VOO
by Wayne A. Thorp | May 2025
What Fund Distributions Mean for Your Portfolio
by Cynthia McLaughlin | October 2025
Aligning Portfolios With the Risk Index
by Cynthia McLaughlin | July 2025
Quickly Assess a Stock's Attractiveness With These Metrics
by Charles Rotblut | January 2025
Investment Taxes Under the One Big Beautiful Bill Act
by Charles Rotblut | December 2025
Steady Going: No Changes to Model Shadow Stock Portfolio
by John Bajkowski | October 2025
Releasing Five Makes Room for Four in the Model Shadow Stock Portfolio
by John Bajkowski | July 2025
Replacing the Outdoors With Oil in the Model Shadow Stock Portfolio
by John Bajkowski | April 2025
Trading Electronics for Homes in the Model Shadow Stock Portfolio
by John Bajkowski | January 2025
Using Moving Averages to Guide Investment Decisions
by Wayne A. Thorp, John Bajkowski | September 2025
The Put-Call Ratio: Viewing Market Sentiment Through Options Activity
by Wayne A. Thorp | June 2025
Identifying Future Economic Changes With the Yield Curve
by Cynthia McLaughlin | July 2025
Navigating Market Cycles With Shiller’s CAPE Ratio
by Wayne A. Thorp | May 2025
Understanding the VIX: A Practical Guide
by Wayne A. Thorp | April 2025
How to Use Short Interest as a Market Sentiment Indicator
by Charles Rotblut | November 2025
Looking Beyond Price Trends With the McClellan Oscillator
by Wayne A. Thorp | October 2025
Using the Arms Index (TRIN) for Market Breadth Analysis
by Wayne A. Thorp | August 2025
2024 Review of AAII Stock Screens: Rule #1 Rules
by John Bajkowski | January 2025
The Strength Behind Secular Growth Investing
by Wayne A. Thorp | September 2025
All-Star Stocks Passing the Most AAII Screens
by John Bajkowski | November 2025
The Platinum 30: A Curated Selection From AAII’s Model Portfolios
by Charles Rotblut | June 2025
Choosing the Right Stock Screen for Your Investing Strategy
by John Bajkowski | March 2025
Holistic Yield Investing: Meb Faber’s Unique Screening Approach
by John Bajkowski | May 2025
AAII 2025–2026 Tax Guide: 2025 Tax Rates, Deductions and Allowable Benefits
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: 2026 Tax Rates, Deductions and Allowable Benefits
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: 2026 Tax-Planning Calendar
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: Health Savings Account Rules—Eligibility, Contribution Limits and Qualified Expenses for 2026
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: Key Tax Numbers for 2025 and 2026
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: Specific Tax Guidelines for Individual Investors
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: What's New for 2025–2026 Taxes
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: Tax Rules for Your Personal Investments
by AAII Staff | December 2025
AAII 2025–2026 Tax Guide: Tax-Planning Strategies for Investors
by AAII Staff | December 2025
Seven Keys to Successful Trading and Active Investing
by Raymond A. Rondeau | November 2025
Robo-Advice Update for 2025: Continued Consolidation and Greater Customization
by Ken Schapiro | July 2025
Adviser Communication Gaps Can Lead to Inadequate Retirement Preparation
by Tudor Pop | February 2025
AI for Financial Document Analysis: Your Net in a Sea of Information
by Wayne A. Thorp | May 2025
An Intro to AI-Powered Investing: How Individual Investors Can Leverage LLMs
by Wayne A. Thorp | April 2025
Using Large Language Models for Stock Valuation Analysis
by Wayne A. Thorp | July 2025
AI for Stock Screening: Simplify and Accelerate the Discovery Process
by Wayne A. Thorp | June 2025
How Individual Investors Can Use AI Tools to Track the Economy
by John Bajkowski | November 2025
Mastering the Market Sentiment of a Stock With AI Tools
by Wayne A. Thorp | August 2025
Power Up Your Portfolio With AI: A Practical Guide for Individual Investors
by Wayne A. Thorp | October 2025
Are You Fully Covered? Not If Your Portfolio Is Wearing Buffer ETFs and Mutual Funds
by Cynthia McLaughlin | June 2025
Stocks and Diversification Proven to Build Wealth Across Two Centuries
by Tudor Pop | January 2025
A Magic Allocation Recipe: Mixing Factor Investing Into a 60/40 Portfolio
by Paul Merriman | October 2025
Investing for Life on the Smoother Path
by Chris Pedersen | November 2025
A Beginner’s Guide to Investing in Bonds
by Omar Beirat | September 2025
Mind Over Money: Financial Awareness Drives Smarter Decisions
by Omar Beirat | March 2025
Moving Your Retirement Savings: The Basics of Rollovers
by Tudor Pop | May 2025
Cognitive Decline Worsens Investors’ Returns
by Omar Beirat | January 2025
How Fear and Overconfidence Directly Affect Market Behavior
by Tudor Pop | March 2025
Building Bond Ladders With Mutual Funds and ETFs
by Cynthia McLaughlin | April 2025
Dividend Yields Are Higher Now Than in Recent Years
by Charles Rotblut | April 2025
PEG Ratio Unreliable as a Market-Wide Indicator
by Tudor Pop | April 2025
Rising Egg Prices and Inflation
by Charles Rotblut | March 2025
The Level3 Withdrawal Strategy Stays in Normal Mode
by Charles Rotblut | January 2025
Retirement Reality Check: Who’s Ready and Who’s at Risk?
by Omar Beirat | April 2025
The Challenges of Discounted Cash Flow and How to Handle Them
by Omar Beirat | February 2025
How Dividend-Paying Mutual Funds and ETFs Differ
by Cynthia McLaughlin | March 2025
Key Metrics That Signal Strong Dividend Growth Potential
by Charles Rotblut | April 2025
How to Analyze Corporate Earnings in Five Steps
by Charles Rotblut | July 2025
Momentum Stocks With Positive Earnings Surprises
by John Bajkowski | June 2025
Follow the Fed, Not Speculation About the Fed
by Charles Rotblut | November 2025
Fed Signals That Investors Should Watch and What They Mean
by Charles Rotblut, Gerald R. Jensen, Robert R. Johnson, Cynthia McLaughlin | November 2025
You Can’t Control the Markets, But You Can Control Your Withdrawals
by Charles Rotblut | August 2025
A Quick Way to Go Beyond the Headlines This Earnings Season
by Charles Rotblut | July 2025
Buffer Funds Promise Simplicity but Deliver Complexity
by Charles Rotblut | June 2025
The Optimal Portfolio Strategy Is One You Can Stick To
by Charles Rotblut | May 2025
Market Corrections Offer Opportunities
by Charles Rotblut | April 2025
Incorporating a Buffer Can Protect Your Retirement Portfolio
by Charles Rotblut | March 2025
The Great Fund Shift: Why Mutual Funds Are Losing Ground
by Charles Rotblut | February 2025
Will 2025 Bring More Rate Cuts and Record S&P 500 Highs?
by Charles Rotblut | January 2025
The Three Secular Trends That Have Fueled Growth Stocks
by Charles Rotblut | September 2025
Some Investors Expecting Sunnier Skies for Small Caps
by Charles Rotblut | October 2025
Killing IRS Direct File Doesn’t Make Filing Taxes Easier
by Charles Rotblut | December 2025
Key Financial and Estate Planning Steps for Aging Parents and Children
by Charles Rotblut | March 2025
Where to Find the Best Yields in Active Bond Mutual Funds and ETFs
by Cynthia McLaughlin | January 2025
Freedom-Focused Emerging Markets Fund Taps Into Local Growth
by Charles Rotblut, Cynthia McLaughlin, Perth Tolle | May 2025
Do Low Volatility Funds Offer Smoother Rides Through Rough Markets?
by Cynthia McLaughlin | September 2025
Precious Metals Join Digital Assets on Top in Third-Quarter 2025
by Cynthia McLaughlin | November 2025
Top Funds in Second-Quarter 2025 Led by Digital Assets and Technology
by Cynthia McLaughlin | August 2025
Gold and Precious Metal Funds Are First-Quarter 2025 Winners
by Cynthia McLaughlin | May 2025
How a Fidelity Fund Manager Blends Growth With Income
by Cynthia McLaughlin, Matt Fruhan | August 2025
The Individual Investor's Guide to the Top ETFs 2025
by AAII Staff | February 2025
Supercharge Your Portfolio With a Nontraditional Index Fund
by Paul Merriman | July 2025
Revisiting the Use of ETFs to Construct an S&P 500 Portfolio
by Craig Israelsen | June 2025
Understanding the Role of Long-Term Care Insurance
by Charles Rotblut, Cynthia McLaughlin, Howard Gleckman | March 2025
16 Red Flags to Watch for in a Company’s Financial Statements
by Charles Rotblut | May 2025
Is 4.7% the New Safe Retirement Withdrawal Rate?
by Charles Rotblut, William Bengen, Cynthia McLaughlin | August 2025
A One-Page Wealth-Building Plan for Managing the Costs of Late-in-Life Care
by Charles Rotblut | April 2025
A One-Page Wealth-Building Plan for College Savings
by Charles Rotblut | January 2025
This Isn't Your Grandpa's Retirement
by Cynthia McLaughlin | October 2025
How Financial Statements Drive Stock Valuation Ratios
by Charles Rotblut | September 2025
18 Financial Ratios That Shed Light on a Company’s Strengths and Weaknesses
by Charles Rotblut | January 2025
Best-Performing S&P Composite 1500 Stocks
by John Bajkowski | August 2025
Worst-Performing S&P Composite 1500 Stocks
by John Bajkowski | August 2025
The Role Cash Plays in Individual Investors’ Portfolios
by Charles Rotblut, Jean Henrich, Meagan Kaloostian | May 2025
The Individual Investor's Guide to the Top Mutual Funds 2025
by AAII Staff | February 2025
What Market Volatility Really Is and How to Navigate It
by Charles Rotblut | June 2025
Using the Level3 Withdrawal Strategy to Achieve Growth and Stability
by Charles Rotblut | March 2025
Learn Income and Cash Flow Strategies With the AAII Community
by AAII Guest | November 2025
Shhhh! Check Out What Your Library Has for Investors
by AAII Guest | October 2025
The Rewards of Volunteering With Your Local AAII Chapter
by Charles Rotblut | September 2025
Join Us in Person: AAII San Diego Chapter Delivers Education and Community
by AAII Guest | August 2025
Standout Sessions at St. Louis Chapter
by AAII Guest | July 2025
Collaborations Help AII Cleveland Chapter Excel
by AAII Guest | June 2025
Member News 2025
by AAII Staff | July 2025
Which Protects Your Retirement Better: Rebalancing or Buffer Strategies?
by Charles Rotblut | March 2025
Understanding the Performance Measurement Enigma
by Craig Israelsen | October 2025
Want More Retirement Income? Lower Your Portfolio Fees
by Craig Israelsen | April 2025
A One-Page Wealth-Building Plan for FIRE and Early Retirement
by Charles Rotblut | August 2025
A One-Page Wealth-Building Plan for Semiretirement
by Charles Rotblut | June 2025
A Fund Manager’s Rules for Selling Stocks
by John Deysher | March 2025
What the One Big Beautiful Bill Act Means for Your Taxes
by Charles Rotblut | September 2025
