Special Feature—by AAII Staff

Feb The Individual Investor’s Guide to the Top Mutual Funds 2020

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

Aug The Individual Investor’s Guide to Exchange-Traded Funds 2020

Dec The Individual Investor’s Guide to Personal Tax Planning 2020

AAII How-To—by AAII Staff

Feb Tools for Mutual Fund Investors

Mar Consider Earnings Estimate Surprises and Revisions

Apr Incorporating Momentum Into Your Stock Investing Strategy

May Understanding AAII’s Revised Value Grade

Jun Top Considerations When Comparing Funds

Jul Quality Matters: Knowing What NOT to Own

Aug The Benefits of Combining Value & Momentum

Sep Fund Openings and Closings: Why They Happen and Why They Matter

Oct Comparing Funds That Track the Same Index

Nov Understanding Mutual Fund Fees and Expenses

Dec Tap Into Tax-Related Information on Stocks and Funds

AAII InvestoGraphic—by Charles Rotblut, CFA

Feb A Simple Method for Comparing Mutual Funds

Apr The Financial Literacy Quiz

May A Big Penalty for Being Out of Stocks at the Wrong Time

Jun A Process for Creating Your Own Investing Plan

Jul Defining Your Investing Goals

Aug Determining the Appropriate Level of Risk for You

Sep The Changes Being Made to AAII’s Asset Allocation Models

Oct Determining Your Portfolio Management Preferences

Nov Creating an Inventory of Your Investment Accounts

Dec Tracking Your Investment Expenses

AAII Model Portfolios—by John Bajkowski

Jan Monthly Return Patterns for the Shadow Stock Portfolio

Apr A Look at the Drawdowns and Rewards for Shadow Stocks

May Price-to-Book Valuations Currently Favor Shadow Stocks

Jul Model Shadow Stock Portfolio Chooses From Small Pool of Qualifying Stocks

Sep The Model Shadow Stock Portfolio’s Turnover and Holding Periods

Oct Third-Quarter Review Triggers Changes to Model Shadow Stock Portfolio

AAII Stock Ideas

Jan 2019 Screening Strategy Review: Stocks End Decade on High Note, by Wayne A. Thorp, CFA

Apr Lowell Miller’s Dividend Strength and Growth Strategy, by John Bajkowski

May Turbulent Times Make Cash King Again, by Derek J. Hageman

Aug Shareholder Yield Works on Wall Street as a Value Measure, by Derek J. Hageman

Sep Screening on Faber’s Unique Approach to Yield Investing, by Derek J. Hageman

Nov Using Insider Trading Activity to Help Judge Stocks, by Derek J. Hageman

Beginning Investor—by Charles Rotblut, CFA

Oct Getting a Start With Dollar-Cost Averaging

Behavioral Finance

Jan The Major Behavioral Biases Influencing Your Investment Decisions, by Jason Voss, CFA

May How Investors Can Overcome Emotional and Social Biases, by H. Kent Baker, Ph.D., CFA, CMA, and Vesa Puttonen, Ph.D.

The Big Question—by AAII Staff

Apr How AAII Members Help Kids and Grandkids Get Started With Investing

May How Individual Investors Are Responding to the Market’s Coronavirus Volatility

Sep Many Individual Investors Are Relying on Equities for Portfolio Income

Nov Many Retirees Limit Withdrawals to the RMD Amount

Bonds

May The Risks of Investing in Bonds, by Brian Haughey, CFA, FRM, CAIA

Computerized Investing

Jan Comparing the Discount Brokers and Investment Apps, by AAII Staff

Jun Coronavirus Returns for Robo-Advisers Expose Differences, by Ken Schapiro

Jul Protecting Yourself Online, by Jess Sherman

Oct Comparing and Contrasting Budgeting Apps, by AAII Staff

Nov Investor’s Best of the Web 2020, by AAII Staff

Financial Planning

Apr The Top SECURE Act Provisions Individual Investors Should Be Aware Of, by Jamie P. Hopkins Esq.

Jun The Benefits and Costs of Long-Term Care Insurance, by Terry Savage

Jun The Relationship Between Wealth and Delaying Social Security Benefits, by William Reichenstein, CFA

Jun What the SEC Is Doing for Individual Investors, a Town Hall with Jay Clayton and Lori J. Schock

Jul Inherited IRA Rules Before and After the SECURE Act, by Charles Rotblut, CFA

Oct A Primer on Social Security, by Robert Muksian, Ph.D.

Dec 17 Year-End Financial and Investing Moves for 2020, by Charles Rotblut, CFA

The First Cut

Exchange-Traded Funds—by Charles Rotblut, CFA

Mar Top Taxable Bond ETFs

Jun ESG Equity ETFs

Jul Small ETFs That Are Outperforming

Sep The Lowest-Cost Domestic Equity ETFs

Oct Emerging Markets ETF Winners

Nov Short-Term Bond ETFs With Comparatively High Yields

Mutual Funds—by Charles Rotblut, CFA

Feb Consistent Mutual Fund Category Winners

Apr Domestic Equity Funds With Low Minimum Investments

Jun ESG Equity Mutual Funds

Jul Overlooked Active Mutual Funds That Are Outperforming

Aug Lower-Risk, Higher-Yielding Equity Funds

Sep The Lowest-Cost Domestic Equity Mutual Funds

Oct Emerging Markets Mutual Fund Winners

Nov Seeking Higher Yields in Short-Term Bond Funds

Stocks—by AAII Staff

Jan Dogs of the Dow: A Contrarian High-Yield Approach

Mar Stocks With High Levels of Retained Earnings to Market Cap

Apr Stock All-Stars Passing the Most Screens

May Graham Stocks With Low Prices Relative to Net Current Assets

Jun Companies With Fast Cash Burn Rates

Jul Biggest Rising Dividend Payers

Aug Stocks Meeting the O’Shaughnessy Multi-Factor Approach

Sep Finding Future Winners Among Glamour Stocks

Oct Recent Stock Splits and Stock Dividends

Nov Retail Stocks With Strong Momentum and Improving Estimates

Investor Professor

Mar Essential Dividend Dates You Should Know, by Derek J. Hageman

Apr Resources for Checking Out an Adviser or Broker, by Ryan Reeh

Jul Corporate Bankruptcy and Your Investments, by Charles Rotblut, CFA

Aug Times Interest Earned Ratio: Measuring a Firm’s Ability to Meet Its Obligations, by Derek J. Hageman

Oct Special Purpose Acquisition Companies (SPACs) Explained, by Derek J. Hageman

Level3 Passive Portfolio—by John Bajkowski

Mar Level3 Passive Portfolio Tilts Away From Market-Cap Weighting

Sep Level3 Passive Portfolio Relies on Smart-Beta ETFs in Challenging Environment

Mutual Funds & Exchange-Traded Funds

Feb How to Choose a Mutual Fund, by Charles Rotblut, CFA

Apr Making the Most of Target-Date Funds Before and During Retirement, by Chris Pedersen

May Quarterly ETF Update: Relatively Few ETFs Realize Gains

May Quarterly Mutual Fund Update: Coronavirus Effect on Global Economy Felt by Funds

Aug Leveraged ETFs: Don’t Get Wiped Out by the Tail, by Matthew Crouse, CFA, MBA, Ph.D.

Aug Quarterly ETF Update: Second-Quarter Reversal Leads to Big Gains for ETFs

Aug Quarterly Mutual Fund Update: Strong Motions in Quarter-to-Quarter Fund Performance

Nov Quarterly ETF Update: A Smoother and Greener Third Quarter for Equity ETFs

Nov Quarterly Mutual Fund Update: A Broader Mix of Fund Winners and Losers

Portfolio Strategies

Jan The Relationship Between a President’s Party Affiliation and Stock Market Returns, an interview with Lubos Pastor

Jan How 10 Years at AAII Has Influenced Me, by Charles Rotblut, CFA

Mar How Schwab Invests, and His Views on the Broker Industry, an interview with Charles Schwab

Mar Making Sense of Investment Risk, by Paul Merriman

Mar Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued, by Charles Rotblut, CFA

Apr Helping Kids and Grandkids Become Investors, by Craig L. Israelsen, Ph.D.

Sep Inflation: The Dormant Dragon, by Craig L. Israelsen, Ph.D.

Sep The Four Asset Classes With Great Long-Term Performance, by Paul Merriman

Oct The Price We Pay for Being Different, by Chris Pedersen

Nov What You Can Gain From Reading the Economic Tea Leaves, by Brian Haughey, CFA, FRM, CAIA

Nov The Benefits of Building Your Own S&P 500 Portfolio Sector by Sector, by Craig L. Israelsen, Ph.D.

Retired Investor

Jan You May Need a Different Kind of Financial Professional for Retirement, by Julie Jason, J.D., LL.M.

Mar Key End-of-Life Planning Tasks to Complete, by Michael Falk, CFA, CRC

Oct The Importance of Personal Property in Estate Planning, by Julie Hall

Stock Strategies

Jun Is a Rights Offering the Right Stuff?, by John Deysher

Jul Dividend Growth Helps Portfolios Combat Inflation, by Aaron Brask, Ph.D.

Jul The Impact of Price Stability on Equity Market Valuation, by Stephen E. Wilcox, Ph.D., CFA

Aug Are Virtual-Only Meetings Virtuous?, by John Deysher

Tax Strategies

May Tax Guide Update: Staying Current on the New Rules, by Charles Rotblut, CFA

Trading Strategies

Mar The Virtues of Active Investing, by Steve Reitmeister