Visit the AAII Investor Hub to experience the new features of the AAII Stock Screens and My Portfolio.

Market rotation into smaller stocks and value stocks is reflected in the performance of the Model Shadow Stock Portfolio.

Examining promising stocks that rose to “super-stock” status reveals shared traits that can be used for screening.

Bonds can offer a reliable way to earn portfolio income, reduce the risk of losing money and build long-term financial stability.

A growing number of asset managers are converting traditional mutual funds into ETFs or preparing to offer ETFs as a mutual fund share class.

ETFs and mutual funds in the natural resources sector, especially those that focus on rare metals and elements, require special considerations.

Understanding all the income sources and deductions that drive your tax bill can help you identify opportunities to lessen their tax impact.

When used properly, donor-advised funds allow donors to align their gifts with their tax situation.

In a test of rolling 20-year periods since 1926, lump-sum investing outperformed dollar-cost averaging 73% of the time.

Developed country stocks saw their returns bounce back in a big way last year.

The power of using a 50/50 combination of a target-date fund and U.S. small-cap value over 40 years of saving for retirement.

Over 25 years, the growth of a $10,000 portfolio equally weighted between large, mid-size and small stock funds was more than $3,000 higher than that of a total stock market index fund.

AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.

Free cash flow is not just an accounting exercise but is central to valuation.

Participating in prediction markets should be regarded as speculative due to their binary outcomes, novel nature, evolving regulation, relatively high costs and low liquidity.