My favorite articles are listed below. In hand-picking the commentaries for this list, I sought out a mix of articles that covered various aspects of investing strategies and portfolio management.
AAII How-To,Portfolio Strategies
It’s Time for Your Midyear Financial CheckupJuly 2026 by Sam Levine
Use this convenient midyear checklist to keep your finances on course.
AAII Model Portfolios,Small Cap Value Investing
Diversification and Discipline Drive Gains for Model Shadow Stock PortfolioOctober 2026 by John Bajkowski
The model portfolio outperforms in a weak month for small stocks. Plus, the quarterly review results in three changes.
AAII Sentiment Investing,Trading Strategies
Gauging the Strength of Market Trends With the A/D LineSeptember 2026 by John Bajkowski
The Advance/Decline line gives context to an index’s movement by looking at how many stocks are going up and how many are going down.
AAII Stock Ideas,Small Cap Value Investing
Tiny Titans Screen Targets Stocks That Institutions MissSeptember 2026 by John Bajkowski, Michael Rose
This micro-cap approach for the more aggressive investor focuses on undervalued stocks with strong relative momentum.
Beginning Investor,Financial Planning,Investing Basics,Retirement Planning
The Many Layers of Your 401(k) PlanOctober 2026 by Michael Rose
Understanding the complexities of how your 401(k) savings are managed can help you make more informed retirement planning decisions.
September 2026 by Sam Levine
The key to managing our biases is to become knowledgeable about how we think when investing.
Computerized Investing,Brokerages
Three Top Online Brokers Battle for Your BucksNovember 2026 by Sam Levine
A comparison of Charles Schwab, Fidelity Investments and Interactive Brokers reveals that each has its particular strengths.
ETFs and Mutual Funds,AAII Asset Allocation Models,Mutual Funds,Exchange-Traded Funds
Customizing Your Mid-Cap Allocation With ETFs and Mutual FundsAugust 2026 by Charles Rotblut, Sam Levine
An examination of the ETF and mutual fund options that can fill the mid-cap domestic equity portion of a portfolio.
ETFs and Mutual Funds,AAII Asset Allocation Models,Mutual Funds,Exchange-Traded Funds
Customizing Your Fixed-Income Allocation With ETFs and Mutual FundsJune 2026 by Cynthia McLaughlin
Selecting bond ETFs and mutual funds with varying levels of category risk, duration and yield can help align your portfolio with changing investing goals.
Feature,Financial Planning,Getting Started,Tax Strategies
Trump Accounts: Key Rules to Know Before You ContributeAugust 2026 by Charles Rotblut
The positives and caveats to consider with the new Trump Accounts.
Feature,Beginning Investor,Financial Planning
Key Characteristics of the Most Common Investment ScamsJuly 2026 by Charles Rotblut, Christine N. Kieffer, Cynthia McLaughlin
Knowing how to identify a financial scam helps you keep your money and your personal information safe.
Feature,Stock Strategies,Growth Investing
Growth Without Growing Pains: Where to Find Sustainably Growing StocksOctober 2026 by Sam Levine
The AAII Growth Investing strategy looks for consistent growth backed by financial strength in a stock.
Feature,Bonds,Fixed-Income Strategies,Interest Rates
Should You Lock In Today’s Interest Rates?November 2026 by Brian Haughey
The right fixed-income choice depends on when you need the money and which risks you are most willing to bear.
Investor Professor,A+ Stock Grades,Stock Valuation
Six Ratios for Stock ValuationSeptember 2026 by Charles Rotblut
Valuation assessments are based on financial ratios that determine how much investors are willing to pay for a stock.
Portfolio Strategies,Asset Allocation
Is the Small-Cap Value Premium Dead?October 2026 by Paul Merriman
10 small-cap investing lessons from 56 years of evidence.
Portfolio Strategies,Beginning Investor,Retirement Planning
When Your Savings Rate Matters More Than Your ReturnOctober 2026 by Craig Israelsen
Isolating the impact of altering the savings rate versus changing the portfolio return at various ages.
Portfolio Strategies,Asset Allocation,Retired Investor
Mapping the Safe Zone of Retirement Withdrawal RatesJune 2026 by Craig Israelsen
An analysis of three retirement portfolios over 100 years addresses the tension between portfolio longevity and lifestyle goals.
PRISM Wealth-Building Process,Portfolio Strategies
The PRISM Wealth-Building Process: Putting It All TogetherJuly 2026 by Charles Rotblut
PRISM helps you develop a well-defined personalized plan for achieving your financial goals.
The Big Question,Computerized Investing,Brokerages
The Online Brokers AAII Members Are Using in 2026October 2026 by Sam Levine
Insights on which brokers are favored by investors, and what they like and dislike about their primary broker.
