Special Features |
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February |
Hunt for the Best Deal Using AAII’s Discount Broker Guide 2006
by Jean Henrich |
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June |
AAII Member News |
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September |
AAII’s Best of the Net: Guide to the Top Investment Web Sites 2006 |
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October |
The Individual Investor’s Guide to Exchange-Traded Funds 2006 by Maria Crawford Scott and Jean Henrich |
AAII Model Portfolios |
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January |
Model Shadow Stock Portfolio: All-in-All, A Very Good Year by James B. Cloonan |
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February |
Model Fund Portfolio Update: No Complaints for 2005 by James B. Cloonan |
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April |
Model Shadow Stock Portfolio Keeps Chugging Along by James B. Cloonan |
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July |
Shadow Stock Portfolio: Still Up for the Year After Market Correction by James B. Cloonan |
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August |
First Half Model Fund Portfolio Update and a New Model ETF Portfolio by James B. Cloonan |
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October |
Shadow Stock Portfolio Up 8.5% Year-to-Date Despite Market Weakness by James B. Cloonan |
AAII Stock Screens |
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January |
From Peak to Valley: The Stock Strategy Landscape in 2005 by Wayne A. Thorp, CFA |
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February |
Screening for the Future Stock Market Winners by Wayne A. Thorp, CFA |
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April |
Graham’s Long-Term Winning Approach for Enterprising and Defensive Investors by Cara Scatizzi |
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May |
The Muhlenkamp Approach: Screening for High ROEs at a Reasonable Price by Wayne A. Thorp, CFA |
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June |
A High-Yield Approach to Value Investing by Wayne A. Thorp, CFA |
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July |
Small Caps & Value Lead at the Mid-Point of 2006 by Wayne A. Thorp, CFA |
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August |
Small-Company Investing Using the “Oberweis Octagon” by Wayne A. Thorp, CFA |
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September |
Avoiding the Traps of Being Early: Value on the Move Screens by Wayne A. Thorp, CFA |
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October |
The Lakonishok Approach to Value Investing: A Payoff for Patience by Wayne A. Thorp, CFA |
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November |
Valuation Evaluation Using Price-Earnings Relatives by Wayne A. Thorp, CFA |
Bonds |
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February |
Fine-Tuning Your Portfolio: A Look at Bond Swaps by The Bond Market Association |
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May |
Cutting Through the Bond Market Fog When Shopping for Munis by Annette Thau |
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September |
An Investor’s Guide to Closed-End Muni Funds by Annette Thau |
Financial Planning |
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April |
Juggling Competing Goals: College vs. Retirement Funding by Christine S. Fahlund, CFP |
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May |
Get Organized! How to Maintain Your Personal Financial Files by Paula Hogan and Joseph T. Conners |
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July |
8 Steps That Will Make Life Easier for Your Heirs by Deborah H. Levenson |
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August |
Analyzing Your Financial Health Using Personal Financial Ratios by Charles J. Farrell |
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August |
Money Matters: Teaching Kids to Be “Trust” Worthy by Alan Goldfarb |
The First Cut |
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July |
Attractively Priced Dividend Growth |
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August |
Cash-Rich Firms |
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September |
Positive Earnings Surprises |
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October |
Defensive Growth |
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November |
Recent Stock Splits |
Hot Links |
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January |
How to Find Contrarians on the Web, by Cara Scatizzi |
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February |
How to Check Out a Broker |
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April |
College Financing On-Line |
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May |
401(k) and 403(b) Investing Web Sites |
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June |
Hedge Funds On-Line |
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July |
Professional Designations and What They Mean: On-Line Sources |
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August |
Lost and Found on the Internet |
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October |
Web Sites for Exchange-Traded Funds |
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November |
Web Sites for Closed-End Funds |
Insurance Products |
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May |
Why You Should Avoid Investor-Initiated Life Insurance by Peter Katt |
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July |
Annuities: The Good, the Bad and the Ugly by Peter Katt |
Investment Newsletters |
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June |
Asset Allocation: Is It Really Different This Time? by Mark Hulbert |
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September |
Creating the Ideal Benchmark: Freeze Your Adviser by Mark Hulbert |
Mutual Funds |
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April |
The Top Funds Over Five Years: 2001–2005 Survival of the Fittest by John Markese |
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June |
Hedging Your Portfolio With Mutual Funds by John Markese |
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November |
Developing a Withdrawal Strategy for Your Fund Portfolio by John Markese |
Portfolio Strategies |
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January |
The Real-World Lessons From Investment Theory by William Reichenstein and C. William Thomas |
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January |
New From Your Employer: The Roth 401(k) Plan by Peter James Lingane |
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July |
Recommended Reading: Four Books That Cover It All by William Reichenstein |
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August |
Should You Consider a Roth IRA Conversion in 2010? by Christine Fahlund, CFP |
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October |
The Actively Passive Trend: Indexes Get a Makeover by Maria Crawford Scott |
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November |
Withdrawal Strategies to Make Your Nest Egg Last Longer by William Reichenstein |
Stock Strategies |
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January |
Going Dark:The Harsh Reality of Voluntary Deregistration by John Deysher |
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February |
The Best Day of the Year to Invest in the Market by Robert Muksian, Ph.D. |
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April |
Foreign Investing: Keeping It Simple by Ron Muhlenkamp |
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April |
Your Brokerage Account: Protection Beyond SIPC by John E. Deysher |
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May |
15 Short-Cuts and Biases That Lead to Bad Investment Decisions by Paul S. Szczygiel |
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June |
A Growth Investor’s Guide to Evaluating Earnings by Paul Quinn |
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June |
Bypassing the Broker: AAII’s 2006 Guide to Direct Purchase Plans by Maria Crawford Scott and Cara Scatizzi |
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July |
5 Memorable Mistakes and the Lessons I Learned by John Deysher |
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August |
“Predicting the Markets of Tomorrow”: The James O’Shaughnessy Approach by Cara Scatizzi |
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September |
Parting Company: 4 Rules for When to Sell by John Deysher |
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November |
Earnings Drive Businesses, But Expectations Drive Stock Prices by Brian Luster and Steven Abernathy |
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November |
The Yield Curve: A Route to Better Investment Decisions by Deborah Weir, CFA |
Tax Strategies |
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July |
Investors Get an Extension—And a New Roth IRA Opportunity |
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