AAII Community Articles
Midyear Checkups: AAII Members Weigh in With Disparate Opinions
August 2026 by Jenna Brashear
A lively exchange on performing a midyear financial checkup brought out wildly different philosophies among AAII members.
August 2026 by Jenna Brashear
A lively exchange on performing a midyear financial checkup brought out wildly different philosophies among AAII members.
The Write-It-Down Rule: Why Your Financial Goals Aren’t Real Until They’re on Paper
July 2026 by Jenna Brashear
The PRISM Wealth-Building Process Community helps you reach your investing goals through webinars, short videos, worksheets and investor discussion boards.
July 2026 by Jenna Brashear
The PRISM Wealth-Building Process Community helps you reach your investing goals through webinars, short videos, worksheets and investor discussion boards.
Rethinking Safe Investments in 2026
June 2026 by Jenna Brashear
Hear a variety of ideas for boosting safe money returns from members in the AAII Community.
June 2026 by Jenna Brashear
Hear a variety of ideas for boosting safe money returns from members in the AAII Community.
What Financial Success Means to Gen Z
May 2026 by Jenna Brashear
When sharing what you’ve learned with a new graduate, it’s important to find out what financial success means to them.
May 2026 by Jenna Brashear
When sharing what you’ve learned with a new graduate, it’s important to find out what financial success means to them.
AAII Members Practice Financial Capability Year-Round
April 2026 by Jenna Brashear
Financial Capability Month may come only once per year, but the conversations inside the AAII Community never stop.
April 2026 by Jenna Brashear
Financial Capability Month may come only once per year, but the conversations inside the AAII Community never stop.
The Great Market Indicator Debate
March 2026 by Jenna Brashear
Join your fellow investors in a debate on two market indicators: the Fed Model versus the yield curve.
March 2026 by Jenna Brashear
Join your fellow investors in a debate on two market indicators: the Fed Model versus the yield curve.
ETF Overlap: The Hidden Risk in “Diversified” Portfolios
February 2026 by Jenna Brashear
Looking beyond ETF names is important to weed out overlap in holdings.
February 2026 by Jenna Brashear
Looking beyond ETF names is important to weed out overlap in holdings.
Decentralization: What It Is and Why It Matters in Crypto
January 2026 by Jenna Brashear
Join the conversation in AAII Community and share your thoughts on decentralization in digital assets and beyond.
January 2026 by Jenna Brashear
Join the conversation in AAII Community and share your thoughts on decentralization in digital assets and beyond.
Online Exclusive: Crypto Isn’t Just a Young Person’s Playground
December 2025 by Jenna Brashear
With the launch of our new cryptocurrency newsletter with Unchained, Bits + Bips, we’re busting the most common crypto myths.
December 2025 by Jenna Brashear
With the launch of our new cryptocurrency newsletter with Unchained, Bits + Bips, we’re busting the most common crypto myths.
The Easiest Way to Start Investing in an Uncertain Market
November 2025 by Jenna Brashear
Now may be a good time to talk to younger family members about dollar-cost averaging.
November 2025 by Jenna Brashear
Now may be a good time to talk to younger family members about dollar-cost averaging.
Investing in AI: Perspectives and Strategies From the AAII Community
October 2025 by Jenna Brashear
Artificial intelligence (AI) and how companies are leveraging it to strengthen their business models is top of mind for investors.
October 2025 by Jenna Brashear
Artificial intelligence (AI) and how companies are leveraging it to strengthen their business models is top of mind for investors.
Investing Off the Beaten Path
September 2025 by Jenna Brashear
Join the new Cryptocurrency & Alternative Assets Community to chat with other investors who have explored these types of investments.
September 2025 by Jenna Brashear
Join the new Cryptocurrency & Alternative Assets Community to chat with other investors who have explored these types of investments.
Making Sense of Sentiment Data
August 2025 by Jenna Brashear
Share your perspective and challenges when it comes to interpreting and applying sentiment data to your strategy.
August 2025 by Jenna Brashear
Share your perspective and challenges when it comes to interpreting and applying sentiment data to your strategy.
Mind Over Money: Outsmarting Cognitive Biases in Retirement
July 2025 by Jenna Brashear
Even the most experienced investors and planners fall prey to invisible forces that can impact retirement decisions.
July 2025 by Jenna Brashear
Even the most experienced investors and planners fall prey to invisible forces that can impact retirement decisions.
Technological Disruption: Are You Prepared for the Next Big Change in Investing?
June 2025 by Jenna Brashear
With technology reshaping investing, the real question is not whether you should use artificial intelligence and robo tools but how to use them wisely.
June 2025 by Jenna Brashear
With technology reshaping investing, the real question is not whether you should use artificial intelligence and robo tools but how to use them wisely.
The Best Financial Advice You Can Give a New Grad
May 2025 by Jenna Brashear
If you’ve gained valuable investing insights over the years, now is the perfect time to pass down your knowledge.
May 2025 by Jenna Brashear
If you’ve gained valuable investing insights over the years, now is the perfect time to pass down your knowledge.
Smart Leverage vs. Debt-Free Living: Which Helps Build Wealth Faster?
April 2025 by Jenna Brashear
Share your thoughts on strategically using debt for wealth-building.
April 2025 by Jenna Brashear
Share your thoughts on strategically using debt for wealth-building.
Forget Luck, Invest Like a Pro
March 2025 by Jenna Brashear
Instead of waiting for a four-leaf clover, it’s better to base your decisions on solid research and a long-term outlook.
March 2025 by Jenna Brashear
Instead of waiting for a four-leaf clover, it’s better to base your decisions on solid research and a long-term outlook.
Beer, Chips and Bull Markets: Game Day Stock Effect
February 2025 by Jenna Brashear
While companies often see a spike in brand awareness and sales after a successful ad, translating that into sustainable stock growth is another story.
February 2025 by Jenna Brashear
While companies often see a spike in brand awareness and sales after a successful ad, translating that into sustainable stock growth is another story.
Big Financial Goals for 2025? Start Small (Like Finding Your Tax Forms)
January 2025 by Jenna Brashear
Share your financial goals for 2025 and how you will measure your success.
January 2025 by Jenna Brashear
Share your financial goals for 2025 and how you will measure your success.
How AAII Members Tackled Investing Challenges Together
December 2024 by Jenna Brashear
Highlights from the year's discussion threads in AAII Community cover a wide range of topics.
December 2024 by Jenna Brashear
Highlights from the year's discussion threads in AAII Community cover a wide range of topics.
As Interest Rates Come Down, What Moves Are Savvy Investors Making?
November 2024 by Jenna Brashear
Hear how AAII members plan to proceed now that interest rates are being cut.
November 2024 by Jenna Brashear
Hear how AAII members plan to proceed now that interest rates are being cut.
Tax-Efficient Tango: The Dance Between Taxes and Returns
October 2024 by Jenna Brashear
Join a vibrant discussion in the Retirement Planning and Withdrawals Community on balancing tax efficiency with performance.
October 2024 by Jenna Brashear
Join a vibrant discussion in the Retirement Planning and Withdrawals Community on balancing tax efficiency with performance.
How Will You Grow Your Investing Knowledge This “School Year”?
September 2024 by Jenna Brashear
Our community forum is just one of the many places where you can get insights from members who have been investing for years and know that picking up new skills and perspectives never stops.
September 2024 by Jenna Brashear
Our community forum is just one of the many places where you can get insights from members who have been investing for years and know that picking up new skills and perspectives never stops.
Musical Chairs With Interest Rates: An Income Investor’s Adventure
August 2024 by Jenna Brashear
Visit the Income Investing Community to share your take on what’s ahead for interest rates and how it will affect your income strategy.
August 2024 by Jenna Brashear
Visit the Income Investing Community to share your take on what’s ahead for interest rates and how it will affect your income strategy.
Beyond the Basics: Evaluating Stocks for Beginners
July 2024 by Jenna Brashear
Discuss your opinions about financial metrics and strategies in the Beginner Investor or Stock Screening communities. What did you find useful and what was not as valuable as you initially thought?
July 2024 by Jenna Brashear
Discuss your opinions about financial metrics and strategies in the Beginner Investor or Stock Screening communities. What did you find useful and what was not as valuable as you initially thought?
Halftime Hustle: Tuning Your Portfolio for the Second Half of the Year
June 2024 by Jenna Brashear
Share your six-month allocation check stories. What changes are you making to ensure you stay on track to achieve your goals?
June 2024 by Jenna Brashear
Share your six-month allocation check stories. What changes are you making to ensure you stay on track to achieve your goals?
Why Don’t College Degrees Include a Manual for Retirement?
May 2024 by Jenna Brashear
Share your wisdom on planning for retirement to get the younger generation headed in the right direction.
May 2024 by Jenna Brashear
Share your wisdom on planning for retirement to get the younger generation headed in the right direction.
Passing the Financial Torch: Start the Generational Dialogue
April 2024 by Jenna Brashear
For National Financial Capability Month this April, AAII is all about bringing different generations together, from baby boomers to Generation Z.
April 2024 by Jenna Brashear
For National Financial Capability Month this April, AAII is all about bringing different generations together, from baby boomers to Generation Z.
How Do You Outsmart Misconceptions in Your Retirement Thinking?
March 2024 by Jenna Brashear
AAII Retirement Planning and Withdrawals Community invites you to share your insights, experiences and strategies
March 2024 by Jenna Brashear
AAII Retirement Planning and Withdrawals Community invites you to share your insights, experiences and strategies
From Novice to Knowledgeable Investor: Mastering the Basics
February 2024 by Jenna Brashear
In response to the challenges faced by beginners, we launched a new online community called Beginner Investor dedicated to the basics.
February 2024 by Jenna Brashear
In response to the challenges faced by beginners, we launched a new online community called Beginner Investor dedicated to the basics.
Exploring the Mighty Potential of Small-Cap Stocks
January 2024 by Jenna Brashear
Introducing the Small-Cap Investing Community, a forum for investors interested in small- and micro-cap stocks.
January 2024 by Jenna Brashear
Introducing the Small-Cap Investing Community, a forum for investors interested in small- and micro-cap stocks.
The Year in AAII SIG-nificant Community Discussions
December 2023 by Jenna Brashear
Our Special Interest Groups (SIGs) in the online AAII Community have been a hive of activity.
December 2023 by Jenna Brashear
Our Special Interest Groups (SIGs) in the online AAII Community have been a hive of activity.
Feast on Finance: Serving Up Thanksgiving Wisdom in the AAII Community
November 2023 by Jenna Brashear
In the spirit of Thanksgiving, we delve into two captivating themes in the AAII Community: feasting on diversity and showing gratitude through charitable giving.
November 2023 by Jenna Brashear
In the spirit of Thanksgiving, we delve into two captivating themes in the AAII Community: feasting on diversity and showing gratitude through charitable giving.
Tiny Titans, Big Debate: O'Shaughnessy's Strategies Under the AAII Microscope
October 2023 by Jenna Brashear
The O'Shaughnessy Tiny Titans screen has stirred up interesting debates among AAII members online.
October 2023 by Jenna Brashear
The O'Shaughnessy Tiny Titans screen has stirred up interesting debates among AAII members online.
Options Investing in Inflationary Times: A Leverage Boon or Bubble?
September 2023 by Jenna Brashear
Members discuss options strategies as inflation challenges traditional paradigms, plus news from the chapters.
September 2023 by Jenna Brashear
Members discuss options strategies as inflation challenges traditional paradigms, plus news from the chapters.
Beyond Borders: Your Gateway to Global Market Investing With AAII
August 2023 by Jenna Brashear
A community focused on helping investors like you understand the intricacies of both emerging and established markets around the world.
August 2023 by Jenna Brashear
A community focused on helping investors like you understand the intricacies of both emerging and established markets around the world.
Rolling With the Retirement Tide: AAII Community Shares Rollover Revelations
July 2023 by Jenna Brashear
Members recently engaged in a lively conversation about retirement account rollovers, shedding light on the specific motivations behind their decisions.
July 2023 by Jenna Brashear
Members recently engaged in a lively conversation about retirement account rollovers, shedding light on the specific motivations behind their decisions.
Using PRISM to Conduct Your Midyear Review: Adapt and Thrive in Ever-Changing Market Cycles
June 2023 by Jenna Brashear
The midyear mark is the perfect time for AAII members to take stock of their financial well-being and stay in touch with chapters.
June 2023 by Jenna Brashear
The midyear mark is the perfect time for AAII members to take stock of their financial well-being and stay in touch with chapters.
Take Control of Your Taxes to Get the Most out of Your Investments
May 2023 by Jenna Brashear
The AAII Tax Strategies Community provides a space where members can ask questions, access resources and exchange insights with other members on a range of tax topics.
May 2023 by Jenna Brashear
The AAII Tax Strategies Community provides a space where members can ask questions, access resources and exchange insights with other members on a range of tax topics.
Take AAII's Challenge to Elevate Your Financial Capability This Month
April 2023 by Jenna Brashear
Since April is National Financial Capability Month, AAII challenges you to utilize the online AAII Community to heighten your investment know-how.
April 2023 by Jenna Brashear
Since April is National Financial Capability Month, AAII challenges you to utilize the online AAII Community to heighten your investment know-how.
Split on Growth and Value Strategies? Investors Weigh In
March 2023 by Jenna Brashear
In the AAII Community, we have set up special interest groups for Value Investing and Growth Investing.
March 2023 by Jenna Brashear
In the AAII Community, we have set up special interest groups for Value Investing and Growth Investing.
The Stock Metrics That Members Favor
February 2023 by Jenna Brashear
Members share their thoughts on using the price-to-sales ratio to screen for attractive investments during a volatile bear market, as well as which metrics they tend to gravitate toward.
February 2023 by Jenna Brashear
Members share their thoughts on using the price-to-sales ratio to screen for attractive investments during a volatile bear market, as well as which metrics they tend to gravitate toward.
Technical Analysis for the Long-Term Investor
January 2023 by Jenna Brashear
Our Technical Analysis Community focuses on how a long-term, disciplined investor might use technical strategies and provides a space to share thoughts about technical concepts, services and resources.
January 2023 by Jenna Brashear
Our Technical Analysis Community focuses on how a long-term, disciplined investor might use technical strategies and provides a space to share thoughts about technical concepts, services and resources.
Investors Weigh In: Do Rising Interest Rates Call for Increased Allocation to Bonds?
December 2022 by Jenna Brashear
Have rising interest rates got you thinking about increasing your allocation to bonds? Members share their strategies in the AAII Income Investing Community.
December 2022 by Jenna Brashear
Have rising interest rates got you thinking about increasing your allocation to bonds? Members share their strategies in the AAII Income Investing Community.
Investors Weigh In: Do Volatile Markets Call for Options?
November 2022 by Jenna Brashear
We asked the “collective brain” of traders in the Options Investing Strategies Community about their experience of buying or selling during volatile markets.
November 2022 by Jenna Brashear
We asked the “collective brain” of traders in the Options Investing Strategies Community about their experience of buying or selling during volatile markets.
Discussing Ways to Diversify Across Different Equity Cap Ranges
October 2022 by Jenna Brashear
Find out what other members are saying about their current portfolio allocations; plus, find volunteering opportunities at local chapter communities.
October 2022 by Jenna Brashear
Find out what other members are saying about their current portfolio allocations; plus, find volunteering opportunities at local chapter communities.
Investors Weigh In: Is This a Good Time to Do a Roth IRA Conversion?
September 2022 by Jenna Brashear
Join the AAII Retirement Withdrawals Community and see what members think about doing a Roth conversion in different market environments.
September 2022 by Jenna Brashear
Join the AAII Retirement Withdrawals Community and see what members think about doing a Roth conversion in different market environments.
A New Home for Options Strategists
August 2022 by Jenna Brashear
If options investing is your cup of tea, check out the discussion threads in our brand-new Options Investing Strategies Community.
August 2022 by Jenna Brashear
If options investing is your cup of tea, check out the discussion threads in our brand-new Options Investing Strategies Community.
Never Navigate Uncertain Markets Alone
July 2022 by Jenna Brashear
AAII members are discussing how to keep up with the ebb and flow of the markets in the Allocation Strategies Community.
July 2022 by Jenna Brashear
AAII members are discussing how to keep up with the ebb and flow of the markets in the Allocation Strategies Community.
Find Your Fellow Fixed-Income Investors
June 2022 by Jenna Brashear
Ask other members about tips for successful income investing, from how they’ve approached bond funds to strategies for building bond ladders.
June 2022 by Jenna Brashear
Ask other members about tips for successful income investing, from how they’ve approached bond funds to strategies for building bond ladders.
Join the Sustainable Investing Boom
May 2022 by Jenna Brashear
AAII maintains a Sustainable Investing (ESG) online community where members can connect with one another about ESG investing.
May 2022 by Jenna Brashear
AAII maintains a Sustainable Investing (ESG) online community where members can connect with one another about ESG investing.
Your Retirement Withdrawal Questions Answered
April 2022 by Jenna Brashear
In the AAII Retirement Withdrawals Community, you can ask other members for tips on successful retirement investing, whether to convert to a Roth IRA or when you should start taking Social Security benefits.
April 2022 by Jenna Brashear
In the AAII Retirement Withdrawals Community, you can ask other members for tips on successful retirement investing, whether to convert to a Roth IRA or when you should start taking Social Security benefits.
Connect With Other Income Investors Across the Nation
March 2022 by Jenna Brashear
Gain exclusive access to hundreds of AAII members by joining in discussions on the pertinent issues involved with bonds in the AAII Income Investing Community.
March 2022 by Jenna Brashear
Gain exclusive access to hundreds of AAII members by joining in discussions on the pertinent issues involved with bonds in the AAII Income Investing Community.
Finally, a Community Focused on the Individual Investor
January 2022 by Jenna Brashear
We’ve created an exclusive AAII member community that acts as an interactive forum for members to reach out to other individual investors.
January 2022 by Jenna Brashear
We’ve created an exclusive AAII member community that acts as an interactive forum for members to reach out to other individual investors.
AAII Community News May 2021
May 2021 by AAII Staff
Current ways you can get involved in AAII activities.
May 2021 by AAII Staff
Current ways you can get involved in AAII activities.