Charles Rotblut leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.

Two respected nonprofit organizations—the American Association of Individual Investors (AAII) and BetterInvesting (BI)—are partnering to demonstrate how to develop and manage investing processes based on solid research and proven strategies.

We offer complementary tools to help individual investors make informed investing decisions.

Meet the Partners

AAII is an independent nonprofit corporation formed in 1978 to assist individuals in becoming effective managers of their own assets through programs of education, information and research. Our founder, the late James B. Cloonan, Ph.D., started AAII because individual investors needed an independent guide to navigate the financial marketplace. Cloonan believed that individual investors could outperform the market with proper education and unbiased research.

AAII provides the education, analysis and tools needed to help members achieve their personal financial goals. The AAII Journal, our flagship publication, as well as our stock screens, guides and analytical tools incorporate academic research and proven practitioner strategies to help individual investors succeed.

Established in 1951, the National Association of Investors Corp. (NAIC), BetterInvesting’s parent organization, is a national 501(c)(3) nonprofit investment education organization. BetterInvesting has helped millions improve their financial future based on the conviction that anyone can become a successful lifelong stock investor by following sound, practical investing principles.

Whether you’re experienced or just starting, looking to invest in stocks on your own or as part of an investing club, BetterInvesting teaches you how to build a profitable portfolio of high-quality growth companies to help you reach your long-term financial goals.

Based on its proven principles, BetterInvesting provides stock investing classes, online analysis tools and exclusive publications.

Both AAII and BetterInvesting are built on nonprofit missions of educating individual investors on using long-term investing strategies to build wealth.

Why This Partnership Makes Sense

AAII and BetterInvesting share a desire to instill a disciplined approach to investing in individual investors. Both organizations recognize the importance of using fundamental analysis in the investing process.

AAII’s 55 stock screens incorporate academic research and strategies based on famous investors such as Warren Buffett, William O’Neil, James O’Shaughnessy and many others. Stock screens quantify approaches to allow investors to discover potential opportunities they may not have otherwise noticed. The screens focus on growth, value, yield, earnings revisions and other factors, allowing investors to benefit from multiple analytical approaches.

Since stock screens are just a starting point, AAII also provides comprehensive stock grades covering value, growth, momentum, quality and earnings estimate revisions to support investment decisions.

The BetterInvesting online Stock Selection Guide (SSG) is an easy-to-understand application investors can use to help them make judgments about a company’s future prospects for growth and investment value. It simply offers a way to organize and analyze a company’s financial history so you can determine its investment suitability for yourself.

The SSG cuts through the clutter and organizes essential information on a company’s performance, enabling individual investors to easily determine whether a stock reflects a quality growth company and if it is selling at a reasonable price.

As an AAII member, you can join BetterInvesting for just $99 for the first year (regularly $145). Click here and use the promo code AAII at checkout to receive your exclusive discount. New BetterInvesting membership includes:

The BetterInvesting Magazine
Full access to SSGPlus online tools suite with data on 8,000 companies
First Cut stock studies prepared by members and volunteers
A learning library of classes and video content
Live webinars and online educational presentations

What the Collaboration Offers

By partnering, AAII and BetterInvesting offer members of each organization exposure to complementary investing methodologies through joint educational content.

AAII members can analyze stocks further through the AAII Stock Evaluator, which provides seven years of financial data, ratios and industry comparisons. AAII members will also learn how to take advantage of BetterInvesting’s SSG.

BetterInvesting members can explore additional screening concepts. BetterInvesting’s CoreSSG and SSGPlus tools allow investors to screen for companies using criteria consistent with the BetterInvesting methodology. BetterInvesting members can also enjoy having an additional 50+ stock screens from AAII.

Practical Applications

AAII members will improve their analysis of stocks, including better assessing growth trends and developing an estimate of a stock’s potential future worth with the SSG. This analysis will complement AAII’s stock grades, including those focused on momentum and earnings estimate revisions.

AAII’s market-beating screens generate stock ideas from methods with a history of outperformance. This provides BetterInvesting members with a quick method to analyze a company’s characteristics and adds an extra dimension of quality when selecting stocks.

Looking Ahead

AAII and BetterInvesting are cohosting educational webinars through December 2025 and providing additional insights through articles in both magazines.

Discussion

BARRY J from TX posted 11 months ago:

As Bugs Bunny would say, as he twitched his nose, every time Elmer shows up with a gun to "hunt "wascally wabbits, "This is going to be a wery interesting development." And so, too, is the "AAII-BI partnership. #1 Charles' announcement is light on substance, long on promises, and balanced on partner roles; I counted AAII 23 BI 22 mention times. Some must have blocked a kick. #2 I have never heard of NAIC/BI. So, the inner Clouseau in me went to the "clues closet" -- the internet -- to get more info on NAIC. #2 This was sketchy too, but here's the gist. #3 NAIC was founded in 1951, 2 years after Ben Graham updated "The Intelligent Investor," the "bible" of value investing that heavily influenced Warren Buffett (a student of Graham's at Columbia in the 1950's) and several other famous "value" investors. This was about a decade before Harry Markowitz introduced "Portfolio Selection" in 1959 and launched the concept of "balanced portfolios." #4 AAII was founded in 1978, about 2 years after Bogle introduced the "index fund," which eventually launched ETFs, which became "the" dominant investing vehicle used to benchmark indexes. #6 NAIC rebranded its offerings as "BetterInvesting" (BI) in 2004. #7 In 2025, AAII & BI are partnering. We definitely need to buy a vowel from Vanna to solve the mystery. #8 Like Bugs, I find the "interesting" parallelisms at key junctures in the timeline (early 1950s, mid 1970's and mid 2020's) and the relationships of those dates launched in the forward course the evolution of modern investing. #9 BI has a much larger "local club-based investing” footprint than AAII (36 to 6). Hearing the phrase "club investing" flashes me back to the saga of Beardstown Ladies Common-Sense Investment Club of the 1990s. #10 AAII and BI profess shared DNA based on (1) FA value-based analysis (1934,1949), (2) growth investing, (3) using individual stocks (long term), not ETFs (SPY, 1993). #11 The 2020s have seen a sizable amount of investing transition of high-growth companies to avoid IPOs in major markets (the ones IIs use most) AND a booming private market led by large private equity and VC funds (markets IIs can't use without using new ETFs hybrids). These market changes may persist due to tougher economic conditions and a glut of capital in private hands. #12 Do the "complements" AAII and BI share (mentioned 3 times in the article) create synergies aligned to recent changes in market access? "Wery interesting" indeed.

BARRY J from TX posted 7 months ago:

It's 4 months after this nuptial announcement, and, in this "deep and dark December," all I hear are the "Sounds of Silence." (Thank you, Paul & Art). I was wondering how this partnership is working out? Is this a "Desi and Lucy" comedy or a "Fred and Ethel" tragedy?

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