2021 Investor Conference 360 Articles
Actionable Steps That Will Get You to Your Life Goals
October 2021 by Jack Brennan
Meeting your lifetime goals involves having a good portfolio balance and diversification, making wise decisions about income and putting a solid financial plan in place.
October 2021 by Jack Brennan
Meeting your lifetime goals involves having a good portfolio balance and diversification, making wise decisions about income and putting a solid financial plan in place.
Differentiating Between High Yield and High Dividend Growth Strategies
October 2021 by Derek J. Hageman
Which are the better dividend-paying stocks: stocks with a lower initial yield but with a high dividend growth rate, or stocks with a low dividend growth rate but with a higher initial yield?
October 2021 by Derek J. Hageman
Which are the better dividend-paying stocks: stocks with a lower initial yield but with a high dividend growth rate, or stocks with a low dividend growth rate but with a higher initial yield?
Effectively Monitoring Your Portfolio
October 2021 by Charles Rotblut
The PRISM Wealth-Building Process helps you establish metrics to analyze your portfolio and make changes in line with your long-term allocation.
October 2021 by Charles Rotblut
The PRISM Wealth-Building Process helps you establish metrics to analyze your portfolio and make changes in line with your long-term allocation.
Good Portfolio Teammates Boost Returns and Reduce Downside
October 2021 by Craig Israelsen
A look at the positive results that could be achieved by partnering a balanced fund with a low-correlated fund.
October 2021 by Craig Israelsen
A look at the positive results that could be achieved by partnering a balanced fund with a low-correlated fund.
Meaningful Diversification Can Lead to Higher Returns
October 2021 by Charles Rotblut, Chris Pedersen
The author of “2 Funds for Life” discusses the trick to diversification, why holding a small number of funds works and the power of making “nudge” withdrawals.
October 2021 by Charles Rotblut, Chris Pedersen
The author of “2 Funds for Life” discusses the trick to diversification, why holding a small number of funds works and the power of making “nudge” withdrawals.
Sweet and Savory Halloween Treats
October 2021 by Derek J. Hageman
This Stocks First Cut filter is very basic: We screened for exchange-listed stocks with a tie to sweet and savory Halloween treats.
October 2021 by Derek J. Hageman
This Stocks First Cut filter is very basic: We screened for exchange-listed stocks with a tie to sweet and savory Halloween treats.
Update Your Estate Plan for Your IRAs
October 2021 by Ed Slott
Most non-spouse beneficiaries of retirement accounts are subject to the SECURE Act’s 10-year withdrawal rule, but not all.
October 2021 by Ed Slott
Most non-spouse beneficiaries of retirement accounts are subject to the SECURE Act’s 10-year withdrawal rule, but not all.
AAII's Approach to Assessing Dividend-Paying Stocks
September 2021 by Derek J. Hageman
The Dividend Screener uses metrics shown to be predictive of strong dividend growth, safety, consistency and attractive relative valuations to identify dividend stocks that may warrant further research.
September 2021 by Derek J. Hageman
The Dividend Screener uses metrics shown to be predictive of strong dividend growth, safety, consistency and attractive relative valuations to identify dividend stocks that may warrant further research.
Can a Roth IRA Conversion Save You Money?
September 2021 by Roger Young
Moving assets from a traditional IRA to a Roth IRA is most compelling when you pay tax on the converted amount at a relatively low rate.
September 2021 by Roger Young
Moving assets from a traditional IRA to a Roth IRA is most compelling when you pay tax on the converted amount at a relatively low rate.
How to Score a Retirement Home Run
September 2021 by Paul Merriman
A look at hypothetical returns using four different scenarios reveals the optimal combination of assets and withdrawal strategies.
September 2021 by Paul Merriman
A look at hypothetical returns using four different scenarios reveals the optimal combination of assets and withdrawal strategies.
Factoring in Your Personal Style With Stocks
August 2021 by Charles Rotblut
There is a strong argument for making use of factors from the standpoint of building wealth.
August 2021 by Charles Rotblut
There is a strong argument for making use of factors from the standpoint of building wealth.
What Are Factors? A Look Behind the Curtain
August 2021 by Jack Vogel
There are about five to six factors that academics generally agree can explain most of the cross section of stock returns.
August 2021 by Jack Vogel
There are about five to six factors that academics generally agree can explain most of the cross section of stock returns.
AAII Resources for Making Intelligent Asset Allocation Decisions
July 2021 by Wayne A. Thorp
The AAII tools and resources highlighted here can help you to structure your portfolio to maximize your returns.
July 2021 by Wayne A. Thorp
The AAII tools and resources highlighted here can help you to structure your portfolio to maximize your returns.
The Options for Investing in Cryptocurrency
July 2021 by Steven Ehrlich
The novel properties and unique intrinsic values of bitcoin and other digital assets are arguments for their inclusion within a modern diversified portfolio.
July 2021 by Steven Ehrlich
The novel properties and unique intrinsic values of bitcoin and other digital assets are arguments for their inclusion within a modern diversified portfolio.
How Long Is a Long Run?
June 2021 by Craig Israelsen
An examination of various investing periods reveals the ones that come the closest to achieving returns seen in a 95-year period.
June 2021 by Craig Israelsen
An examination of various investing periods reveals the ones that come the closest to achieving returns seen in a 95-year period.
Inside Convertible Bonds: An Attractive Risk/Return Tradeoff
June 2021 by Brian Haughey
Convertible bonds offer some protection from interest-rate risk, along with the potential for equity-like returns with lower volatility, in return for a lower coupon.
June 2021 by Brian Haughey
Convertible bonds offer some protection from interest-rate risk, along with the potential for equity-like returns with lower volatility, in return for a lower coupon.
Leaving a Passion for Investing as a Legacy
April 2021 by Christine N. Kieffer
What you can do to spark loved ones’ interest in investing and further their financial acumen.
April 2021 by Christine N. Kieffer
What you can do to spark loved ones’ interest in investing and further their financial acumen.
Choosing a Stock Screen Based on Its Key Metric Grades
January 2021 by Wayne A. Thorp
By showing the average A+ Stock Grades for all of the stock screens, you get a clear picture of the types of stocks that pass each screen.
January 2021 by Wayne A. Thorp
By showing the average A+ Stock Grades for all of the stock screens, you get a clear picture of the types of stocks that pass each screen.
The Price We Pay for Being Different
October 2020 by Chris Pedersen
There are definite short-term challenges we are likely to face when we pursue a “different” investing approach, which is why understanding and conviction are crucial.
October 2020 by Chris Pedersen
There are definite short-term challenges we are likely to face when we pursue a “different” investing approach, which is why understanding and conviction are crucial.
The Benefits and Costs of Long-Term Care Insurance
June 2020 by Terry Savage
A little bit of insurance coverage for long-term care could make a big difference for your entire family. And now there’s a new policy type worth considering.
June 2020 by Terry Savage
A little bit of insurance coverage for long-term care could make a big difference for your entire family. And now there’s a new policy type worth considering.
Ignore What CEOs Are Saying … Watch What They're Doing
October 2019 by James Paulsen
Three important actions by corporate heads suggest that business confidence is solid. While they won’t cure all that ails the earnings cycle, they are optimistic signposts that bolster the prospects for positive financial market trends.
October 2019 by James Paulsen
Three important actions by corporate heads suggest that business confidence is solid. While they won’t cure all that ails the earnings cycle, they are optimistic signposts that bolster the prospects for positive financial market trends.
A Question of (Re)balance
August 2019 by Sam Stovall
Seven rebalancing strategies are evaluated to see what frequency offers the best risk-adjusted return.
August 2019 by Sam Stovall
Seven rebalancing strategies are evaluated to see what frequency offers the best risk-adjusted return.
Getting the Same Return With Less Risk: The Power of Factors
October 2018 by Charles Rotblut, Larry Swedroe
Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.
October 2018 by Charles Rotblut, Larry Swedroe
Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.
For Bucket Portfolios, the Devil Is in the Details
July 2018 by Christine Benz
Guidance on implementing a bucket strategy in a real-world retirement portfolio, including portfolios with more than one type of account.
July 2018 by Christine Benz
Guidance on implementing a bucket strategy in a real-world retirement portfolio, including portfolios with more than one type of account.
Grasshoppers and Ants in Retirement
June 2018 by Robert R. Johnson, Michael Finke, Tao Guo
Though Aesop’s fable is regarded as a lesson in thriftiness, “grasshoppers” are likelier to smooth their spending over their lifespans.
June 2018 by Robert R. Johnson, Michael Finke, Tao Guo
Though Aesop’s fable is regarded as a lesson in thriftiness, “grasshoppers” are likelier to smooth their spending over their lifespans.
Hagstrom's Essential Buffett Stocks
June 2018 by John Bajkowski
These 25 stocks have characteristics matching Warren Buffett’s approach, as presented by Robert Hagstrom in “The Essential Buffett.”
June 2018 by John Bajkowski
These 25 stocks have characteristics matching Warren Buffett’s approach, as presented by Robert Hagstrom in “The Essential Buffett.”
Classic Technical Indicators: Advanced Interpretations of the RSI
February 2018 by Raymond A. Rondeau
Part three of a series on the relative strength index takes a look at six specific and direct applications for using this popular technical indicator.
February 2018 by Raymond A. Rondeau
Part three of a series on the relative strength index takes a look at six specific and direct applications for using this popular technical indicator.
The Four Groups of ETFs
August 2017 by Elisabeth Kashner
Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it easier to understand their strategies and how they differ.
August 2017 by Elisabeth Kashner
Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it easier to understand their strategies and how they differ.