2026 AAII Journal Index of Articles

Click on the links below to view the article index for the specific year:
2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1986 1985 1984 1983

A+ Stock Grades, AAII Stock Ideas, Stock Strategies

Choice Stocks From AAII’s Model Portfolios: The Platinum 30
by Charles Rotblut | June 2026

A+ Stock Grades, Editor's Note

A+ Grades Are an Extension of Our Disciplined Approach
by Charles Rotblut | March 2026

A+ Stock Grades, Feature, Fundamentals, Stock Strategies, Stocks

How the Components of A+ Grades Help You Analyze Stocks
by Charles Rotblut | March 2026

A+ Stock Grades, First Cut Stocks, Stock Strategies

Stocks With Good A+ Investor Grades
by John Bajkowski | March 2026

AAII + BetterInvesting, Growth Investing, Stock Strategies

Discovering Growth Beyond the Headlines
by John Bajkowski, Cynthia McLaughlin, Dan Boyle | July 2026

AAII + BetterInvesting, Portfolio Strategies

Historical Insights on Investing During Geopolitical Conflicts
by Charles Rotblut, Cynthia McLaughlin, Doug Gerlach | May 2026

AAII Asset Allocation Models, Asset Allocation, Portfolio Strategies

Asset Class Returns: Highest Returns for International Stocks Since 2012
by Charles Rotblut | February 2026

AAII Asset Allocation Models, ETFs and Mutual Funds, Exchange-Traded Funds, Mutual Funds

Customizing Your Fixed-Income Allocation With ETFs and Mutual Funds
by Cynthia McLaughlin | June 2026

Customizing Your Large-Cap Allocation With ETFs and Mutual Funds
by Cynthia McLaughlin | March 2026

AAII Community

The Write-It-Down Rule: Why Your Financial Goals Aren’t Real Until They’re on Paper
by Jenna Brashear | July 2026

AAII Members Practice Financial Capability Year-Round
by Jenna Brashear | April 2026

ETF Overlap: The Hidden Risk in “Diversified” Portfolios
by Jenna Brashear | February 2026

AAII Community, AAII Sentiment Investing

The Great Market Indicator Debate
by Jenna Brashear | March 2026

AAII Community, Alternative Investments, Digital Assets

Decentralization: What It Is and Why It Matters in Crypto
by Jenna Brashear | January 2026

AAII Community, Asset Allocation, Risk

Rethinking Safe Investments in 2026
by Jenna Brashear | June 2026

AAII Community, Beginning Investor

What Financial Success Means to Gen Z
by Jenna Brashear | May 2026

AAII Community, Financial Planning

Midyear Checkups: AAII Members Weigh in With Disparate Opinions
by Jenna Brashear | August 2026

AAII How-To, Earnings, Stock Strategies

Find a Stock’s Earnings Estimate Revisions
by Sam Levine | June 2026

AAII How-To, ETFs and Mutual Funds

How to Pinpoint the Right Fund for Your Needs
by Charles Rotblut | February 2026

AAII How-To, Portfolio Strategies

It’s Time for Your Midyear Financial Checkup
by Sam Levine | July 2026

Better Analyze Your Brokerage Account by Syncing It to AAII’s My Portfolio
by Charles Rotblut | May 2026

AAII How-To, Portfolio Strategies, Stock Strategies

Big Improvements to My Portfolio and the AAII Stock Screens
by Charles Rotblut | April 2026

Your Guide to the New AAII Investor Hub
by Charles Rotblut | January 2026

AAII How-To, Technical Analysis

What the Charting Tools on AAII’s Stock Evaluator Can Show You
by Sam Levine | March 2026

AAII Model Portfolios, Small Cap Value Investing

Outperformance and 10 Changes for the Model Shadow Stock Portfolio
by John Bajkowski | July 2026

New Shadow Stock Addition and January Barometer Insights
by John Bajkowski | April 2026

Broadening Market Participation Benefits Model Shadow Stock Portfolio
by John Bajkowski | January 2026

AAII Sentiment Investing, Economic and Market Analysis

The Fed Model’s Role in Market Valuation and Sentiment Analysis
by John Bajkowski, Charles Rotblut | May 2026

AAII Sentiment Investing, Trading Strategies

Using New Highs and New Lows to Measure Market Breadth
by John Bajkowski | April 2026

AAII Stock Ideas, Dividends, Stock Strategies

Screening on Dividend Yield to Unlock Stocks With High Potential
by John Bajkowski | April 2026

AAII Stock Ideas, Earnings

Why Tracking Earnings Estimate Revisions Pays Off
by John Bajkowski | June 2026

AAII Stock Ideas, Feature, Stock Strategies

2025 Review of AAII Stock Screens: Wanger’s Zebras Break From the Herd
by John Bajkowski, Omar Beirat | January 2026

AAII Stock Ideas, Sell Rules, Stock Strategies

How to Buy and Sell Stocks Using AAII Stock Screens
by Cynthia McLaughlin | March 2026

AAII Stock Ideas, Small Cap Value Investing

Stock Market Winners: Nine Rules to Identify the Next Outperformers
by John Bajkowski | May 2026

Inside the Wanger Revised Screen’s 2025 Outperformance
by John Bajkowski, Omar Beirat | January 2026

AAII Stock Ideas, Stock Strategies

What It Takes in 2025: Key Characteristics of AAII’s Top Screens
by John Bajkowski, Omar Beirat | January 2026

AAII Stock Ideas, Value Investing

Beyond Earnings: Identifying Stocks With a Low Price Relative to Sales
by John Bajkowski, Michael Rose | July 2026

Active Investing, ETFs and Mutual Funds, Exchange-Traded Funds, Mutual Funds

The Great Migration: What’s Behind ETF Asset Growth
by Cynthia McLaughlin | January 2026

Advisers, Brokerages, Computerized Investing

2026 Robo-Advice Landscape: Survivors Search for the Next Leg of Growth
by Ken Schapiro | June 2026

Advisers, Financial Planning, Portfolio Strategies

What to Do When You Get a Large Windfall
by Sam Levine | August 2026

AI-Powered Investing, Technical Analysis

Analyze Charts Quicker With These Tech Tools
by Sam Levine | July 2026

Alternative Investments, Currency, Digital Assets

An Individual Investor’s Intro to Stablecoins
by Charles Rotblut, Laura Shin | June 2026

Bitcoin and Beyond: Your Options for Investing in Crypto
by Steven Ehrlich | January 2026

Alternative Investments, Editor's Note

Digital Assets Are Moving Into Mainstream Finance
by Charles Rotblut | June 2026

The Prediction Markets Are Too Big to Ignore
by Charles Rotblut | May 2026

Alternative Investments, Trading Strategies

Navigating the Rise of Prediction Markets
by Tudor Pop, Sam Levine | May 2026

Asset Allocation, ETFs and Mutual Funds, Exchange-Traded Funds, Mutual Funds

Customizing Your Mid-Cap Allocation With ETFs and Mutual Funds
by Charles Rotblut, Sam Levine | August 2026

Asset Allocation, Feature, Portfolio Strategies, Risk

Choosing an Equity Portfolio You Can Live With—for Life
by Paul Merriman | May 2026

Asset Allocation, Portfolio Strategies, Retired Investor

Mapping the Safe Zone of Retirement Withdrawal Rates
by Craig Israelsen | June 2026

Equal Weighting Across Market-Cap Sizes Beats a Total Market Fund
by Craig Israelsen | April 2026

Asset Allocation, PRISM Wealth-Building Process, Retired Investor

A One-Page Plan for Simplifying a Late-in-Life Portfolio
by Charles Rotblut | January 2026

Beginning Investor, Feature

Key Characteristics of the Most Common Investment Scams
by Charles Rotblut, Christine N. Kieffer, Cynthia McLaughlin | July 2026

Bonds, Closed-End Funds, Exchange-Traded Funds, Fixed-Income Strategies, Portfolio Strategies

Tax-Advantaged Income From Muni Closed-End Funds and ETFs
by John Deysher | August 2026

Commodities, ETFs and Mutual Funds, Exchange-Traded Funds, Mutual Funds

Tapping Into Natural Resources With ETFs and Mutual Funds
by Cynthia McLaughlin | April 2026

Digital Assets, Editor's Note

A New Type of Stock Ownership Is Coming
by Charles Rotblut | August 2026

Digital Assets, Stock Strategies

A New Form of Share Ownership: Issuer-Sponsored Tokens
by Charles Rotblut, Peter Duggan | August 2026

Editor's Note

ETF Advantages Coming to Mutual Funds This Year
by Charles Rotblut | February 2026

Editor's Note, Fraud

That Unexpected Text Message Could Be a Scam
by Charles Rotblut | July 2026

Editor's Note, Stock Strategies

Finding Investment Opportunities Amid the Known Unknowns
by Charles Rotblut | January 2026

Editor's Note, Tax Strategies

A Tax Lever You Can Control Amid Global Uncertainty
by Charles Rotblut | April 2026

ETFs and Mutual Funds, Exchange-Traded Funds, Mutual Funds, Quarterly ETF Update, Quarterly Mutual Fund Update

Semiconductors Process Big Second-Quarter Gains
by Charles Rotblut, Tudor Pop, Michael Rose | August 2026

Energy and Commodities Dominate in First-Quarter 2026
by Cynthia McLaughlin | May 2026

ETFs and Mutual Funds, Portfolio Manager Interview

Active Multisector Bond ETF Maintains Resilience Through Diversification
by Charles Rotblut, Cynthia McLaughlin, Sonali Pier | May 2026

Exchange-Traded Funds, Feature, Guide

The Individual Investor’s Guide to the Top ETFs 2026
by AAII Staff | February 2026

Exchange-Traded Funds, Guide

2026 Top ETFs Guide: The 2025 Performance of the 50 Largest ETFs
by AAII Staff | February 2026

2026 Top ETFs Guide: The 50 Best-Performing ETFs of 2025
by AAII Staff | February 2026

2026 Top ETFs Guide: The 50 Worst-Performing ETFs of 2025
by AAII Staff | February 2026

Feature, Financial Planning, Getting Started, Tax Strategies

Trump Accounts: Key Rules to Know Before You Contribute
by Charles Rotblut | August 2026

Feature, Financial Planning, Tax Strategies

Managing the Tax Impact of Capital Gains Stacking
by Charles Rotblut | April 2026

Feature, Financial Statements, Stock Strategies

Economic Moats: The Engine Behind Long-Term Earnings Power
by Brian Haughey | June 2026

Financial Planning, Tax Strategies

Opportunities for Donor-Advised Funds Opened by the OBBBA
by Sam Levine | March 2026

Financial Statements, Fundamentals, Stock Strategies, Stocks

Cash Is King and Free Cash Flow Wears the Crown
by Brian Haughey | March 2026

First Cut Stocks, Market Actions

Best-Performing S&P Composite 1500 Stocks at Midpoint 2026
by John Bajkowski | August 2026

Worst-Performing S&P Composite 1500 Stocks at Midpoint 2026
by John Bajkowski | August 2026

First Cut Stocks, Stock Strategies

Information Tech Stocks Delivering Solid ROA and Free Cash Flow Growth
by Cynthia McLaughlin | May 2026

Defensive Stocks With Low Debt for Volatile Markets
by Sam Levine | April 2026

Guide, Mutual Funds

2026 Top Mutual Funds Guide: The 2025 Performance of the 50 Most Widely Held Mutual Funds
by AAII Staff | February 2026

2026 Top Mutual Funds Guide: The 50 Best-Performing Mutual Funds of 2025
by AAII Staff | February 2026

2026 Top Mutual Funds Guide: The 50 Worst-Performing Mutual Funds of 2025
by AAII Staff | February 2026

The Individual Investor’s Guide to the Top Mutual Funds 2026
by AAII Staff | February 2026

Investing Basics, Portfolio Strategies

Dollar-Cost Averaging Versus Lump-Sum Investing: Which Builds More Wealth?
by Gregg S. Fisher | March 2026

Local Chapters

AAII Local Chapters Can Make You More Intelligent About Investing in AI
by AAII Guest | August 2026

Becoming a Virtual Member of Chapters and SIGs
by AAII Guest | July 2026

Easily See a List of Local Chapter and SIG Meetings
by AAII Guest | June 2026

Put an AAII Local Chapter Meeting in Your Orbit
by AAII Guest | May 2026

AAII Local Chapters Are Growing and Rebuilding Community
by Rob Bernstein | April 2026

AAII Local Chapter Meetings Enhance Your Membership
by Charles Rotblut | March 2026

Invest in Connection: The Benefits of AAII and Local Chapters
by AAII Guest | January 2026

Member News

Member News 2026
by AAII Staff | July 2026

Options Strategies, Retirement Planning, Trading Strategies

Covered Call Writing as a Supplemental Income Strategy
by Alan Ellman | August 2026

Portfolio Strategies, PRISM Wealth-Building Process

The PRISM Wealth-Building Process: Putting It All Together
by Charles Rotblut | July 2026