Special Feature—by AAII Staff

Feb  The Individual Investor’s Guide to the Top Mutual Funds 2019

Aug  The Individual Investor’s Guide to Exchange-Traded Funds 2019

Dec  The Individual Investor’s Guide to Personal Tax Planning 2019

AAII InvestoGraphic—by AAII Staff

Apr  The Power of Compounding

Dec  Roth Versus Traditional IRA

AAII Model Portfolios—by John Bajkowski

Jan  The Model Shadow Stock Portfolio’s Drawdowns and Rewards

Apr  The Impact of Winter’s Volatility on the Shadow Stock’s Rules

May  Looking Back on the Pattern of Shadow Stock Sells

Jul  May’s Volatility Leads to More Choices for Shadow Stock Portfolio

Oct  Risk-Off Environment Leads to More Shadow Stock Candidates

AAII Stock Ideas

Jan  Mighty Minis: Tiny Titans Stand Tall in 2018, by Wayne A. Thorp, CFA

May  Revisiting the Driehaus Momentum Approach, by Wayne A. Thorp, CFA

Aug  Peter Lynch and “Investing in What You Know,” by Wayne A. Thorp, CFA

Sep  Rediscovering Sir John Templeton: Bargain-Hunter Extraordinaire, by Derek J. Hageman

Nov  Adding a Twist to David Dreman’s Contrarian Approach, by John Bajkowski

Behavioral Finance

Jan  Steps You Can Take to Reduce the Risk of Behavioral Error, an interview with Daniel Crosby, Ph.D.

The Big Question—by Charles Rotblut, CFA

Apr  How the Financial Crisis Has Affected Individual Investors 10 Years Later

Nov  Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations

Bonds

May  Bond Yields’ Role as a Recession Warning Signal, an interview with Campbell Harvey

Jul  Challenge Your Perspective on Bonds, by Hildy Richelson and Stan Richelson

Nov  How Big of a Concern Is the Inverted Yield Curve and Negative Interest Rates?, by Brian Haughey, CFA, FRM, CAIA

Computerized Investing

Jan  Comparing the Most Popular Online Brokers, by Charles Rotblut, CFA, and Jaclyn N. McClellan, CFA

Mar  The Most Popular Tax Preparation Services Used by AAII Members, by Ryan Reeh

Jun  Robo-Advisers Expand Services and Experience Some Growing Pains, by Ken Schapiro

Oct  Investor’s Best of the Web 2019, by AAII Staff

Financial Planning

Apr  Health Insurance in Retirement: Medicare and Beyond, by Steve Vernon

Jun  Five Major Considerations for Early Retirement, by Charles Rotblut, CFA

Jul  Avoid Becoming a Victim of Investment Schemes, by H. Kent Baker and Vesa Puttonen

Aug  Using Portfolio Returns to Determine When to Claim Social Security Benefits, by Brian L. Betker

Oct  Planning Essentials for Modest Estates, by John Horn, J.D., and Dera Johnsen-Tracy, J.D.

The First Cut

Mar  Revisiting the “What Works on Wall Street” Screen, by John Bajkowski

May  Firms Rich in Cash Relative to Stock Price, by John Bajkowski

Oct  The Best- and Worst-Performing No-Load Mutual Funds, by Charles Rotblut, CFA

Oct  The Best- and Worst-Performing Exchange-Traded Funds, by Charles Rotblut, CFA

Oct  Stocks With the Highest Shareholder Yield, by Charles Rotblut, CFA

Nov  S&P 500 Stocks With High Payout Ratios, by Charles Rotblut, CFA

Dec  This Decade’s 10 Biggest S&P 500 Winners, by Charles Rotblut, CFA

Investor Professor

Aug  Three Pillars for Successful Dividend Investing, by Derek J. Hageman

Level3 Passive Portfolio—by John Bajkowski

Mar  The Level3 Approach: Getting Exposure to Segments That Have Performed Well

Jun  The Level3 Approach: Seeking Higher Returns by Going Beyond the S&P 500

Sep  Optimizing Retirement Withdrawals Using the Level3 Strategy

Member News

Mar  Remembering John Bogle: Personal Reflections From AAII Members

Jun  Member News: Our Annual Update on What’s New at AAII

Nov The Second Annual James B. Cloonan Lecture

Mutual Funds & ETFs

Mar  The Top Mutual Funds Often Don’t Continue to Outperform, by Charles Rotblut, CFA

Jun  Investing in Response to Climate Change, by David Snowball

Sep  A Fresh Look at Defined-Maturity Bond Funds, by Charles Rotblut, CFA

Oct  Choosing Best-in-Class ETFs, by Chris Pedersen

Nov  Comparing and Contrasting Dividend-Focused ETFs, by Derek J. Hageman

Portfolio Strategies

Mar  Rebalancing Update: The Market’s Volatility Eliminated the Need to Adjust Allocations, by Charles Rotblut, CFA

Mar  To Beat the Market, Invest Differently Than the Market, an interview with James O’Shaughnessy

Apr  Will Stocks Always Outperform Bonds Over a Multi-Year Period?, by Brian Haughey, CFA, FRM, CAIA

Apr  Stepping, Gradually, Back Into the Market, by Craig L. Israelsen, Ph.D.

Aug   A Question of (Re)balance, by Sam Stovall

Sep  Clarifying the Purpose of Diversification, by Craig L. Israelsen, Ph.D.

Sep  Digging Deeper Into Diversification, by Paul Merriman

Nov  Benchmarking: The Art of the Science, by Craig L. Israelsen, Ph.D.

Retired Investor

Nov  Seniors—For Whom Are You Investing?, by Jonathan Pond

Stock Strategies

May  Economic Moats Matter Less Than a Stock’s Valuation, by Brian Nelson, CFA

May  Value Investing’s Differing Short- and Long-Term Performance Record, by Charles Rotblut, CFA

Jul  Why Contrarian Investors Should Treat Falling Knives With Skepticism, by John Stepek

Oct  Ignore What CEOs Are Saying … Watch What They’re Doing, by James Paulsen, Ph.D.

Nov  Myths and Truths About Quality, by Rupal J. Bhansali

Tax Strategies

Dec  Smart Tax Moves to Make Before Year’s End, by Charles Rotblut, CFA

Technical Analysis—by Wayne A. Thorp, CFA

Apr  Using & Interpreting Point & Figure Charts

Jul  Moving Average Convergence/Divergence (MACD): A Combo Indicator

From the Archives

Jan  The Position of the Individual Investor, by James B. Cloonan, Ph.D.

Mar  The Index Fund Approach: Tracking the Market, an interview with John C. Bogle

Apr  Investment Basics: A Guide for the Newcomer, by Maria Crawford Scott

May  The Sell Decision With Mutual Funds: Knowing When to Walk Away, by Albert J. Fredman

Jun  Price-Sales Ratios: A New Tool for Measuring Stock Popularity, by Ken Fisher

Jul  Basic Truths About Asset Allocation: A Consensus View Among the Experts, by William Reichenstein

Aug  Outrageous Advertising: A Survival Guide for Investors, by Mark Hulbert

Sep  Keeping Track of Your Portfolio: What to Monitor and When, by Maria Crawford Scott

Oct  Retired Investor: Getting Through Difficult Markets, by Julie Jason

Nov  Ten Common Mistakes Made by Mutual Fund Investors, by Gerald W. Perritt

Dec  Diversification: How Many Stocks Will Suffice? by John K. Ford