The April 2019 AAII Journal is Now Available Online
by AAII Staff | April 02, 2019
COVER ARTICLE
Health Insurance in Retirement: Medicare and Beyond
The risk of high medical bills during retirement calls for a well-thought-out plan, especially at age 65, when you’re eligible for universal medical coverage under Medicare. Many crucial aspects of health insurance have the potential to save you a lot of money—or cost a lot if you aren’t paying attention.
EDITOR’S NOTE
The Importance of Financial Literacy
April is National Financial Literacy Month. While many of you reading this are financially literate, a significant number of Americans are not. Tests on financial literacy revolve around a few key concepts.
IN THIS ISSUE
Health Insurance in Retirement: Medicare and Beyond
in Feature, Financial Planning
The risk of high medical bills during retirement calls for a well-thought-out plan, especially at age 65, when you’re eligible for universal medical coverage under Medicare. Many crucial aspects of health insurance have the potential to save you a lot of money—or cost a lot if you aren’t paying attention.
Stepping, Gradually, Back Into the Market
in Portfolio Strategies
Diversifying across asset classes and systematically investing equal dollar amounts over a period of time can reduce the risk of a sudden drop in the stock market.
How the Financial Crisis Has Affected Individual Investors 10 Years Later
in The Markets, The Big Question
Nearly half of our survey respondents changed their investment strategy or portfolio allocation due to the 2007–2009 financial crisis, and 12% said they still have not fully gotten back into stocks.
Will Stocks Always Outperform Bonds Over a Multi-Year Period?
in Portfolio Strategies
Investors price stocks for higher return because of their higher risk and dividend growth, but downturns can make bonds more favorable because of their contractual payments.
The Power of Compounding
in AAII InvestoGraphic
We observe Financial Literacy Month by illustrating one of the most important concepts in finance: compounding. See an easily scalable table to use for estimating future wealth.
Using & Interpreting Point & Figure Charts
in Technical Analysis
Point & figure charts offer a unique perspective on price activity, leading to more apparent trendlines, support and resistance levels and chart formations.
Investment Basics: A Guide for the Newcomer
in From the Archives
Individuals who are completely new to investing pose a common question: Where does one start? This archive article from the August 1988 issue of the AAII Journal answers the question with a clear explanation of basic investing concepts.
The Impact of Winter’s Volatility on the Shadow Stock’s Rules
in AAII Model Portfolios
Volatile market conditions in December and January caused fluctuations in the market-cap breakpoint used to identify Shadow Stocks, but not enough to warrant altering it. Plus, two stocks were sold from the portfolio.
DEPARTMENTS
Dispatches
Letters to the Editor
Member insights on tax prep services and comments on Social Security spousal benefits. Plus, a different angle on Shadow Stock performance and a request for help building the O’Shaughnessy composite “What Works” screen.
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