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Educated Investor: Ways to Improve Your Outcomes

by AAII Staff | June 09, 2020

This week’s Educated Investor brings you two new articles from the June issue of the AAII Journal, one on when to start Social Security benefits and one giving a simple format for comparing two funds head-to-head. Our archive articles this week focus on improving your returns through momentum investing, reining in your behavioral biases and holding yourself accountable to your decisions.

This Week’s Highlight

This week's highlight image

 

 

 

 

 

The Relationship Between Wealth and Delaying Social Security Benefits

by William Reichenstein
 

Taxpayers with moderate levels of wealth can often lower the taxable portion of their Social Security benefits by delaying the start of these benefits.

Members-Only Feature Article

   
 

FEATURE ARTICLE · AAII Members Only

Top Considerations When Comparing Funds

by John Bajkowski
 

How to conduct a head-to-head comparison of two mutual funds, taking into consideration the relationship between risk and return and the impact of costs and taxes on your realized returns.
 

Hand-Selected for You

   
 

Incorporating Momentum Into Your Stock Investing Strategy

by Derek J. Hageman
 

Research confirms that momentum is as important a characteristic to seek in a stock as value, size or volatility. 
 
   
 

How Investors Can Overcome Emotional and Social Biases

by H. Kent Baker, Vesa Puttonen
 

Though biases are ingrained in our emotional psyche, the really great investors follow strict investment disciplines to reduce the impact of their emotions.
 
   
 

Using the Power of the Written Word to Improve Your Returns

by Charles Rotblut
 

Simple tools such as journals, checklists and rules can both make you more disciplined and help you to spot and avoid mistakes.
 

 

Upcoming Digital Event

   
Upcoming Digital Event image  

Investing Like a Stock Superstar

presented by Wayne A. Thorp
 

Join AAII’s Wayne Thorp on Wednesday, June 10, as he discusses the methodologies of some of the market’s greatest investors.

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