Editor's Note Articles
A New Type of Stock Ownership Is Coming
August 2026 by Charles Rotblut
A big step toward changing the format in which you can hold shares of stock occurred recently.
August 2026 by Charles Rotblut
A big step toward changing the format in which you can hold shares of stock occurred recently.
That Unexpected Text Message Could Be a Scam
July 2026 by Charles Rotblut
Investment-related scams are currently some of the most highly reported scams. Find out how to protect yourself.
July 2026 by Charles Rotblut
Investment-related scams are currently some of the most highly reported scams. Find out how to protect yourself.
Digital Assets Are Moving Into Mainstream Finance
June 2026 by Charles Rotblut
As the financial system evolves, you need to have the proper knowledge to make the best decisions for your portfolio.
June 2026 by Charles Rotblut
As the financial system evolves, you need to have the proper knowledge to make the best decisions for your portfolio.
The Prediction Markets Are Too Big to Ignore
May 2026 by Charles Rotblut
Given the size and projected growth of prediction market platforms, it is important to understand what they are and how they operate.
May 2026 by Charles Rotblut
Given the size and projected growth of prediction market platforms, it is important to understand what they are and how they operate.
A Tax Lever You Can Control Amid Global Uncertainty
April 2026 by Charles Rotblut
One key tax concept for investors to understand is the marginal cost of one extra dollar of income.
April 2026 by Charles Rotblut
One key tax concept for investors to understand is the marginal cost of one extra dollar of income.
A+ Grades Are an Extension of Our Disciplined Approach
March 2026 by Charles Rotblut
In creating each grade, we pored through academic research to isolate factors that have long been associated with portfolio outperformance.
March 2026 by Charles Rotblut
In creating each grade, we pored through academic research to isolate factors that have long been associated with portfolio outperformance.
ETF Advantages Coming to Mutual Funds This Year
February 2026 by Charles Rotblut
Many investment managers are hoping that if they offer exchange-traded fund (ETF) share classes of their mutual funds, investors will come.
February 2026 by Charles Rotblut
Many investment managers are hoping that if they offer exchange-traded fund (ETF) share classes of their mutual funds, investors will come.
Finding Investment Opportunities Amid the Known Unknowns
January 2026 by Charles Rotblut
While each new year brings a new mix of unknowns, there are always opportunities to find attractive investments.
January 2026 by Charles Rotblut
While each new year brings a new mix of unknowns, there are always opportunities to find attractive investments.
Killing IRS Direct File Doesn’t Make Filing Taxes Easier
December 2025 by Charles Rotblut
U.S. taxpayers will once again have to rely on third-party software and websites to file their federal tax returns electronically.
December 2025 by Charles Rotblut
U.S. taxpayers will once again have to rely on third-party software and websites to file their federal tax returns electronically.
Follow the Fed, Not Speculation About the Fed
November 2025 by Charles Rotblut
The CME FedWatch Tool shows the implied interest rates being priced into federal funds futures, giving a real-time indicator of what traders perceive to be the direction of interest rate changes.
November 2025 by Charles Rotblut
The CME FedWatch Tool shows the implied interest rates being priced into federal funds futures, giving a real-time indicator of what traders perceive to be the direction of interest rate changes.
Some Investors Expecting Sunnier Skies for Small Caps
October 2025 by Charles Rotblut
Is it time for small-cap stocks to finally have their moment back in the sun?
October 2025 by Charles Rotblut
Is it time for small-cap stocks to finally have their moment back in the sun?
The Three Secular Trends That Have Fueled Growth Stocks
September 2025 by Charles Rotblut
Growth investing is having a moment, aided by three secular growth trends.
September 2025 by Charles Rotblut
Growth investing is having a moment, aided by three secular growth trends.
You Can’t Control the Markets, But You Can Control Your Withdrawals
August 2025 by Charles Rotblut
Incorporating flexibility into a retirement withdrawal plan is crucial to its success.
August 2025 by Charles Rotblut
Incorporating flexibility into a retirement withdrawal plan is crucial to its success.
A Quick Way to Go Beyond the Headlines This Earnings Season
July 2025 by Charles Rotblut
Properly analyzing earnings does not have to be a time-consuming process.
July 2025 by Charles Rotblut
Properly analyzing earnings does not have to be a time-consuming process.
Buffer Funds Promise Simplicity but Deliver Complexity
June 2025 by Charles Rotblut
In its never-ending desire to create products that can be sold to investors, Wall Street has created buffer funds.
June 2025 by Charles Rotblut
In its never-ending desire to create products that can be sold to investors, Wall Street has created buffer funds.
The Optimal Portfolio Strategy Is One You Can Stick To
May 2025 by Charles Rotblut
We believe investors should not sell out of fear during a correction nor abandon their allocations.
May 2025 by Charles Rotblut
We believe investors should not sell out of fear during a correction nor abandon their allocations.
Market Corrections Offer Opportunities
April 2025 by Charles Rotblut
Take advantage of a down market to make a Roth conversion when stocks and stock-focused funds are on sale.
April 2025 by Charles Rotblut
Take advantage of a down market to make a Roth conversion when stocks and stock-focused funds are on sale.
Incorporating a Buffer Can Protect Your Retirement Portfolio
March 2025 by Charles Rotblut
One of the main lessons I’ve learned from looking at various retirement withdrawal strategies is the importance of having a mechanism to protect a portfolio from bear markets.
March 2025 by Charles Rotblut
One of the main lessons I’ve learned from looking at various retirement withdrawal strategies is the importance of having a mechanism to protect a portfolio from bear markets.
The Great Fund Shift: Why Mutual Funds Are Losing Ground
February 2025 by Charles Rotblut
Mutual fund net flows have been negative each year for the past 10 years, while the number of ETFs keeps expanding.
February 2025 by Charles Rotblut
Mutual fund net flows have been negative each year for the past 10 years, while the number of ETFs keeps expanding.
Will 2025 Bring More Rate Cuts and Record S&P 500 Highs?
January 2025 by Charles Rotblut
Many forecasts are made during this time of year. Pay attention if you find them interesting, but do so with a high level of skepticism.
January 2025 by Charles Rotblut
Many forecasts are made during this time of year. Pay attention if you find them interesting, but do so with a high level of skepticism.
A Narrow Tax Law Fix Would Be a Missed Opportunity
December 2024 by Charles Rotblut
The forthcoming sunset of many of the Tax Cuts and Jobs Act’s (TCJA) provisions creates an opportunity for the next Congress.
December 2024 by Charles Rotblut
The forthcoming sunset of many of the Tax Cuts and Jobs Act’s (TCJA) provisions creates an opportunity for the next Congress.
Is Your Index Fund Too Concentrated?
November 2024 by Charles Rotblut
The S&P 500 index’s high level of concentration is having implications for index funds.
November 2024 by Charles Rotblut
The S&P 500 index’s high level of concentration is having implications for index funds.
Managing Personal Finances in Your Later Years
October 2024 by Charles Rotblut
We encourage you to think about the future and plan for it. What you can do now may not be what you can do in the future.
October 2024 by Charles Rotblut
We encourage you to think about the future and plan for it. What you can do now may not be what you can do in the future.
Preparing Your Portfolio for Lower Interest Rates
September 2024 by Charles Rotblut
We are in the midst of a changing interest rate environment. What you need to know to help you make the best decision for your portfolio based on current information.
September 2024 by Charles Rotblut
We are in the midst of a changing interest rate environment. What you need to know to help you make the best decision for your portfolio based on current information.
The Valuation Playbooks of Mario Gabelli and Nancy Tengler
August 2024 by Charles Rotblut
How one determines whether a stock is priced below its future value is subjective. Two well-known value investors discuss the valuation measures they use in this month’s issue.
August 2024 by Charles Rotblut
How one determines whether a stock is priced below its future value is subjective. Two well-known value investors discuss the valuation measures they use in this month’s issue.
Yes, You Can Rethink Your Retirement Decisions
July 2024 by Charles Rotblut
Determining when to file for Social Security is just one of several big decisions to make once you reach age 70. Along the way, there are chances to correct mistakes.
July 2024 by Charles Rotblut
Determining when to file for Social Security is just one of several big decisions to make once you reach age 70. Along the way, there are chances to correct mistakes.
Navigating the Risks of Investing in Retirement
June 2024 by Charles Rotblut
There is so much debate about how investors should allocate their portfolios in retirement because we have no way of predicting what market conditions will be during our retirement years.
June 2024 by Charles Rotblut
There is so much debate about how investors should allocate their portfolios in retirement because we have no way of predicting what market conditions will be during our retirement years.
Lookin’ for Growth in All the Global Places
May 2024 by Charles Rotblut
How to invest internationally, if going across borders makes sense for your portfolio.
May 2024 by Charles Rotblut
How to invest internationally, if going across borders makes sense for your portfolio.
Reform Could Be on the Horizon for Social Security Clawbacks
April 2024 by Charles Rotblut
Social Security Administration (SSA) commissioner Martin O’Malley told KFF Health News that he would propose changes to the agency’s approach to clawing back overpayments.
April 2024 by Charles Rotblut
Social Security Administration (SSA) commissioner Martin O’Malley told KFF Health News that he would propose changes to the agency’s approach to clawing back overpayments.
Don't Let the S&P 500's Milestone Blind You to Past Downturns
March 2024 by Charles Rotblut
When the S&P 500 is at new highs, investors forget that the index went nowhere during the so-called lost decade.
March 2024 by Charles Rotblut
When the S&P 500 is at new highs, investors forget that the index went nowhere during the so-called lost decade.
Speculative Assets Placed Into ETFs Can Still Be Wrecking Balls
February 2024 by Charles Rotblut
The latest example of a risky asset being placed into a fund wrapper is bitcoin.
February 2024 by Charles Rotblut
The latest example of a risky asset being placed into a fund wrapper is bitcoin.
Looking Beyond the S&P 500 as Rate Cuts Loom
January 2024 by Charles Rotblut
Election years tend to be good for stocks. Hopefully, we will get more participation in any continuance of the current bull market.
January 2024 by Charles Rotblut
Election years tend to be good for stocks. Hopefully, we will get more participation in any continuance of the current bull market.
Congress Is Missing an Opportunity to Address Long-Term Financial Issues
December 2023 by Charles Rotblut
Beyond the short-term budget battles is the looming expiration of many parts of the 2017 Tax Cuts and Jobs Act (TCJA).
December 2023 by Charles Rotblut
Beyond the short-term budget battles is the looming expiration of many parts of the 2017 Tax Cuts and Jobs Act (TCJA).
Shedding Light on the Ongoing Debate About Retirement Portfolios
November 2023 by Charles Rotblut
There are two big themes in this month’s issue: retirement and dividend income. Neither theme should be viewed as applying solely to those who are in or are approaching retirement.
November 2023 by Charles Rotblut
There are two big themes in this month’s issue: retirement and dividend income. Neither theme should be viewed as applying solely to those who are in or are approaching retirement.
Using Your Wealth-Building Plan to Talk About Estate Intentions
October 2023 by Charles Rotblut
The PRISM Wealth-Building Process can also be used to start conversations about estate plans and transferring control of your finances.
October 2023 by Charles Rotblut
The PRISM Wealth-Building Process can also be used to start conversations about estate plans and transferring control of your finances.
Identifying Questionable Accounting Practices
September 2023 by Charles Rotblut
Whenever underlying financial data cannot be trusted, neither can valuations, growth rates or indicators of quality.
September 2023 by Charles Rotblut
Whenever underlying financial data cannot be trusted, neither can valuations, growth rates or indicators of quality.
Growing Wealth While Adjusting for Behavioral Tendencies
August 2023 by Charles Rotblut
The typical human has emotional and cognitive biases that significantly influence their decisions. Few people give investors a framework for navigating this disparity like Bill Bernstein.
August 2023 by Charles Rotblut
The typical human has emotional and cognitive biases that significantly influence their decisions. Few people give investors a framework for navigating this disparity like Bill Bernstein.
SECURE 2.0 Act Benefits Many, but Social Security Needs Fixing
July 2023 by Charles Rotblut
While the SECURE 2.0 Act will benefit many people, our legislators once again missed the opportunity to shore up Social Security.
July 2023 by Charles Rotblut
While the SECURE 2.0 Act will benefit many people, our legislators once again missed the opportunity to shore up Social Security.
Using Your Own “Coffee Can” Investing Strategy
June 2023 by Charles Rotblut
Use your ability as an individual investor to invest over a long time horizon to your advantage.
June 2023 by Charles Rotblut
Use your ability as an individual investor to invest over a long time horizon to your advantage.
A Suggestion for How to Speculate on Stocks
May 2023 by Charles Rotblut
Investment adviser Martin Fridson discusses how to identify the best-performing stock in the S&P 500 index.
May 2023 by Charles Rotblut
Investment adviser Martin Fridson discusses how to identify the best-performing stock in the S&P 500 index.
Key Metrics to Help Assess a Bank
April 2023 by Charles Rotblut
When it comes to banks, there are some key metrics you can use to assess the health of those that are publicly traded.
April 2023 by Charles Rotblut
When it comes to banks, there are some key metrics you can use to assess the health of those that are publicly traded.
Alternative Assets Aren't So Easy to Get Out Of
March 2023 by Charles Rotblut
The biggest question you should ask yourself about these platforms is: Do I need alternative investments?
March 2023 by Charles Rotblut
The biggest question you should ask yourself about these platforms is: Do I need alternative investments?
Analyzing Funds Amid Widespread Losses
February 2023 by Charles Rotblut
If you use our mutual fund and ETF guides to determine whether a current fund holding still deserves a spot in your portfolio, a few key questions can help you decide if the investment is a keeper or a stinker.
February 2023 by Charles Rotblut
If you use our mutual fund and ETF guides to determine whether a current fund holding still deserves a spot in your portfolio, a few key questions can help you decide if the investment is a keeper or a stinker.
Making Predictions About the Future Is Tough
January 2023 by Charles Rotblut
Yogi Berra’s quote about how tough it is to make predictions, especially about the future, holds true today.
January 2023 by Charles Rotblut
Yogi Berra’s quote about how tough it is to make predictions, especially about the future, holds true today.
Shop for Yields, but Be Careful About Where You Bank
December 2022 by Charles Rotblut
The best yields can be found online. However, be sure to verify that the bank or credit union is insured.
December 2022 by Charles Rotblut
The best yields can be found online. However, be sure to verify that the bank or credit union is insured.
Fighting Inflation Amid This Year's High Level of Volatility
November 2022 by Charles Rotblut
At AAII, we have long warned against market-timing strategies. The volatility incurred by the stock market demonstrates why.
November 2022 by Charles Rotblut
At AAII, we have long warned against market-timing strategies. The volatility incurred by the stock market demonstrates why.
Small Things Can Screw Up Big Plans
October 2022 by Charles Rotblut
Errors in handling your estate plan can have an impact on taxes and beyond.
October 2022 by Charles Rotblut
Errors in handling your estate plan can have an impact on taxes and beyond.
Expectations Matter When It Comes to Growth Investing
September 2022 by Charles Rotblut
Investors too often misjudge the prospects for growth. They underestimate the growth prospects for value stocks and overestimate the growth prospects for story stocks—especially those with innovative or trendy products.
September 2022 by Charles Rotblut
Investors too often misjudge the prospects for growth. They underestimate the growth prospects for value stocks and overestimate the growth prospects for story stocks—especially those with innovative or trendy products.
Short-Term Stock Market Outlooks Are Pessimistic
August 2022 by Charles Rotblut
Misery is often said to love company. There are certainly many investors whose short-term outlooks for the stock market are pessimistic, if not gloomy.
August 2022 by Charles Rotblut
Misery is often said to love company. There are certainly many investors whose short-term outlooks for the stock market are pessimistic, if not gloomy.
Bear Markets Are a Normal Part of Investing
July 2022 by Charles Rotblut
Large- and small-company stocks wouldn’t have long-term annualized returns of 12% and 16%, respectively, if there wasn’t the risk of incurring a loss of capital.
July 2022 by Charles Rotblut
Large- and small-company stocks wouldn’t have long-term annualized returns of 12% and 16%, respectively, if there wasn’t the risk of incurring a loss of capital.
I Bonds: A Tactical Choice for Short-Term Savings
June 2022 by Charles Rotblut
From an allocation perspective, I bonds can be viewed as a tactical substitute for other shorter-term savings products.
June 2022 by Charles Rotblut
From an allocation perspective, I bonds can be viewed as a tactical substitute for other shorter-term savings products.
Angels and Devils in Socially Responsible Investments
May 2022 by Charles Rotblut
While the concept of socially responsible investing seems straightforward on the surface, the challenges include the short histories and small assets of ESG funds, the difficulity of ensuring an investment matches up with your desires and the variety of ways that “good” and “evil” can be definied in a company.
May 2022 by Charles Rotblut
While the concept of socially responsible investing seems straightforward on the surface, the challenges include the short histories and small assets of ESG funds, the difficulity of ensuring an investment matches up with your desires and the variety of ways that “good” and “evil” can be definied in a company.
Investors Are Responsible for Making Good Decisions
April 2022 by Charles Rotblut
The purpose of the financial markets is to provide price discovery and a mechanism for buying and selling. It is not designed to protect investors against losses.
April 2022 by Charles Rotblut
The purpose of the financial markets is to provide price discovery and a mechanism for buying and selling. It is not designed to protect investors against losses.
Where Are Robinhood Customers’ Yachts?
March 2022 by Charles Rotblut
Though options are riskier and more complex than stocks, the Robinhood brokerage app promotes options trading. Their nudges are having an impact on client accounts.
March 2022 by Charles Rotblut
Though options are riskier and more complex than stocks, the Robinhood brokerage app promotes options trading. Their nudges are having an impact on client accounts.
Actively Managed ETFs Not Receiving Much Interest
February 2022 by Charles Rotblut
Almost 300 actively managed ETFs were launched last year, but investors have largely ignored these new ETFs so far.
February 2022 by Charles Rotblut
Almost 300 actively managed ETFs were launched last year, but investors have largely ignored these new ETFs so far.
Less, and More
January 2022 by Charles Rotblut
While much of what we would like less of and more of this year is beyond our control, we can choose to be a better version of ourselves every day.
January 2022 by Charles Rotblut
While much of what we would like less of and more of this year is beyond our control, we can choose to be a better version of ourselves every day.
Print Magazines Are Not Immune From Supply Chain Issues
December 2021 by Charles Rotblut
The global supply chain problems have hit us in the form of higher paper costs for printing the AAII Journal. What you can do to help.
December 2021 by Charles Rotblut
The global supply chain problems have hit us in the form of higher paper costs for printing the AAII Journal. What you can do to help.
Enhancing AAII Membership
November 2021 by Charles Rotblut
Over the past couple of years, we’ve been adding several new AAII member benefits—expanded mutual fund and ETF guides that are updated monthly, the My Portfolio tracking tool, helpful stock and fund evaluators, webinars and our online Education Hub. Last month, we added two new AAII member benefits.
November 2021 by Charles Rotblut
Over the past couple of years, we’ve been adding several new AAII member benefits—expanded mutual fund and ETF guides that are updated monthly, the My Portfolio tracking tool, helpful stock and fund evaluators, webinars and our online Education Hub. Last month, we added two new AAII member benefits.
A Simple Step Can Keep Your Estate Plans From Being Wrecked
October 2021 by Charles Rotblut
Regardless of whether you meet with an estate attorney, set a reminder to review the beneficiary information on all of your financial accounts, annuities, life insurance policies and pensions once a year.
October 2021 by Charles Rotblut
Regardless of whether you meet with an estate attorney, set a reminder to review the beneficiary information on all of your financial accounts, annuities, life insurance policies and pensions once a year.
Keep Eye on the Primary Goal When Funding Retirement
September 2021 by Charles Rotblut
Basic practices such as saving early and often, keeping investment expenses low and diversifying will have a far greater impact on your long-term wealth than choosing whether to convert to a Roth IRA or not.
September 2021 by Charles Rotblut
Basic practices such as saving early and often, keeping investment expenses low and diversifying will have a far greater impact on your long-term wealth than choosing whether to convert to a Roth IRA or not.
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.
Approach “Lottery” Investments With Healthy Skepticism
July 2021 by Charles Rotblut
After considering a purchase of bitcoin in 2020, I decided to remain on the sidelines. How I arrived at this decision, and why I have no regrets about it.
July 2021 by Charles Rotblut
After considering a purchase of bitcoin in 2020, I decided to remain on the sidelines. How I arrived at this decision, and why I have no regrets about it.
Keeping Insomnia at Bay When Inflation Uncertainty Arises
June 2021 by Charles Rotblut
Inflationary pressures are making a reappearance. If you are concerned about the impact that future rate hikes could have on bonds, there are options you can consider.
June 2021 by Charles Rotblut
Inflationary pressures are making a reappearance. If you are concerned about the impact that future rate hikes could have on bonds, there are options you can consider.
Many Avenues You Can Take to “Invest Differently”
May 2021 by Charles Rotblut
Individual investors’ long time horizon gives us a huge opportunity to be different than our larger institutional counterparts.
May 2021 by Charles Rotblut
Individual investors’ long time horizon gives us a huge opportunity to be different than our larger institutional counterparts.
What You Can Tell From a Bond’s Rating
March 2021 by Charles Rotblut
Not all high-yield bonds are at the high end of the risk spectrum, but investors who use bonds or bond funds to offset the volatility of stocks or to provide income will find safer ground within the investment grade category.
March 2021 by Charles Rotblut
Not all high-yield bonds are at the high end of the risk spectrum, but investors who use bonds or bond funds to offset the volatility of stocks or to provide income will find safer ground within the investment grade category.
Building on Jim Cloonan’s Vision for Individual Investors
January 2021 by Charles Rotblut
AAII founder James Cloonan died in late November 2020. Jim’s influence on individual investors cannot be overstated.
January 2021 by Charles Rotblut
AAII founder James Cloonan died in late November 2020. Jim’s influence on individual investors cannot be overstated.
Looking Ahead as Year of Calamities Is Ushered Out
December 2020 by Charles Rotblut
Here's hoping 2021 will be the start of a return to normalcy.
December 2020 by Charles Rotblut
Here's hoping 2021 will be the start of a return to normalcy.
Avoid Overpaying for Yield
November 2020 by Charles Rotblut
The higher the cost of ownership, the lower the return you will realize.
November 2020 by Charles Rotblut
The higher the cost of ownership, the lower the return you will realize.
Use Financial Planning Month to Take Stock
October 2020 by Charles Rotblut
Since October is National Financial Planning Month, now may be a good time to review your estate plans and think about where your physical possessions will go and who will receive them. You can also use a worksheet in this issue to help you define your portfolio management preferences.
October 2020 by Charles Rotblut
Since October is National Financial Planning Month, now may be a good time to review your estate plans and think about where your physical possessions will go and who will receive them. You can also use a worksheet in this issue to help you define your portfolio management preferences.
Simple Guidelines Can Help You Master Portfolio Allocation
September 2020 by Charles Rotblut
Allocation strategies don’t work if you can’t consistently adhere to them. Where most investors fail is simply not getting the basic mix of stocks, bonds and cash right over the long term.
September 2020 by Charles Rotblut
Allocation strategies don’t work if you can’t consistently adhere to them. Where most investors fail is simply not getting the basic mix of stocks, bonds and cash right over the long term.
Companies Should Be Good Stewards of Investor Assets
August 2020 by Charles Rotblut
While bankruptcies due to the coronavirus pandemic have made the headlines, what received less attention were the actions many companies took that were unfriendly to their shareholders.
August 2020 by Charles Rotblut
While bankruptcies due to the coronavirus pandemic have made the headlines, what received less attention were the actions many companies took that were unfriendly to their shareholders.
Speculation and Bankruptcy: A Bad Mix
July 2020 by Charles Rotblut
In the realm of finance, there seems to be a constant flow of those who repeat the mistakes of the past.
July 2020 by Charles Rotblut
In the realm of finance, there seems to be a constant flow of those who repeat the mistakes of the past.
Identifying a Path When Uncertainty Still Looms
June 2020 by Charles Rotblut
Having a set list of rules helps to limit the impact of emotions on your portfolio decisions during this uncertain time. To assist you, AAII is developing a process you can use to easily create your own personal investing plan.
June 2020 by Charles Rotblut
Having a set list of rules helps to limit the impact of emotions on your portfolio decisions during this uncertain time. To assist you, AAII is developing a process you can use to easily create your own personal investing plan.
When Taking Control Seems Out of Reach
May 2020 by Charles Rotblut
A sense of normalcy amid the extraordinarily high level of volatility we incurred can be found by simply sticking to your rules.
May 2020 by Charles Rotblut
A sense of normalcy amid the extraordinarily high level of volatility we incurred can be found by simply sticking to your rules.
Take Time Now to Reassess Your Risk Tolerance
April 2020 by Charles Rotblut
Write down your observations during the coronavirus bear market. Knowing how you react in the face of adversity will help you determine how much downside volatility you can withstand.
April 2020 by Charles Rotblut
Write down your observations during the coronavirus bear market. Knowing how you react in the face of adversity will help you determine how much downside volatility you can withstand.
The Art of Keeping Numbers in Perspective
March 2020 by Charles Rotblut
Often the numbers worth focusing on aren't the ones frequently discussed in the headlines.
March 2020 by Charles Rotblut
Often the numbers worth focusing on aren't the ones frequently discussed in the headlines.
Visit AAII.com for a Plethora of Enhancements
February 2020 by Charles Rotblut
New features and enhancements have been added to AAII.com. If you haven’t yet taken advantage of them, I encourage you to visit our website today.
February 2020 by Charles Rotblut
New features and enhancements have been added to AAII.com. If you haven’t yet taken advantage of them, I encourage you to visit our website today.
Past and Future Changes
January 2020 by Charles Rotblut
A little over 10 years ago, I started working at AAII. There have been many advancements in the investing world over the last decade and I see many to come.
January 2020 by Charles Rotblut
A little over 10 years ago, I started working at AAII. There have been many advancements in the investing world over the last decade and I see many to come.
Thoughts on the TCJA
December 2019 by Charles Rotblut
As we published the 2019 tax guide, taxation was a frequent topic in news articles and political commentaries—with the focus on the Tax Cuts and Jobs Act (TCJA).
December 2019 by Charles Rotblut
As we published the 2019 tax guide, taxation was a frequent topic in news articles and political commentaries—with the focus on the Tax Cuts and Jobs Act (TCJA).
Zeros Are Busting Out All Over
November 2019 by Charles Rotblut
November 2019 by Charles Rotblut
Zero commissions are sprouting. Zero fees are multiplying. And a feeling of having zero chance of getting a good yield without taking excessive risk is common.
The Podcasts I Listen To
October 2019 by Charles Rotblut
In our annual Best of the Web Guide in this issue, we include an updated list of some of the best financial/investing-related podcasts. There are two podcasts I rarely miss an episode of.
October 2019 by Charles Rotblut
In our annual Best of the Web Guide in this issue, we include an updated list of some of the best financial/investing-related podcasts. There are two podcasts I rarely miss an episode of.
How to ‘Stay Calm and Carry On’
September 2019 by Charles Rotblut
It’s tempting to react to headlines, especially when they suggest a reason to be cautious, but not giving in to such temptations will leave you better off.
September 2019 by Charles Rotblut
It’s tempting to react to headlines, especially when they suggest a reason to be cautious, but not giving in to such temptations will leave you better off.
Answering the Question of Which ETFs to Choose
August 2019 by Charles Rotblut
Regardless of how many ETFs the industry rolls out, the big question for individual investors is simply “what do I actually need to own?” Now you can get answers based on your investing skill level.
August 2019 by Charles Rotblut
Regardless of how many ETFs the industry rolls out, the big question for individual investors is simply “what do I actually need to own?” Now you can get answers based on your investing skill level.
I Have Personally Been a Victim of Fraud
July 2019 by Charles Rotblut
This month’s issue discusses investment scams; the timing is ironic because recently my credit card’s information was stolen.
July 2019 by Charles Rotblut
This month’s issue discusses investment scams; the timing is ironic because recently my credit card’s information was stolen.
Modernizing the Rules for Retirement Plans
June 2019 by Charles Rotblut
June 2019 by Charles Rotblut
Two bills addressing retirement savings are under consideration in the House and Senate as we go to press. Though separate bills, there is a great deal of overlap between the two and both have bipartisan support.
Monitoring the Risk of Recessions
May 2019 by Charles Rotblut
There’s quite a bit of useful economic data available on the web if you know where to look. One precursor to a recession, a yield curve inversion, can be seen on many financial and broker websites as well as the Treasury website.
May 2019 by Charles Rotblut
There’s quite a bit of useful economic data available on the web if you know where to look. One precursor to a recession, a yield curve inversion, can be seen on many financial and broker websites as well as the Treasury website.
The Importance of Financial Literacy
April 2019 by Charles Rotblut
April is National Financial Literacy Month. While many of you reading this are financially literate, a significant number of Americans are not. Tests on financial literacy revolve around a few key concepts.
April 2019 by Charles Rotblut
April is National Financial Literacy Month. While many of you reading this are financially literate, a significant number of Americans are not. Tests on financial literacy revolve around a few key concepts.
Two Famous Investors Who Have Impacted Me
March 2019 by Charles Rotblut
Charles Rotblut relates how John Bogle increased his personal wealth and James O'Shaughnessy guides him on valuing stocks.
March 2019 by Charles Rotblut
Charles Rotblut relates how John Bogle increased his personal wealth and James O'Shaughnessy guides him on valuing stocks.
Despite Changes, Challenges for Fund Investors Continue
February 2019 by Charles Rotblut
Compared to 37 years ago, when AAII's first Mutual Fund Guide was published, it is considerably easier to find information on mutual funds. What is often still not so easy to find is a comprehensive listing allowing you to compare a fund to a sizable group of its peers.
February 2019 by Charles Rotblut
Compared to 37 years ago, when AAII's first Mutual Fund Guide was published, it is considerably easier to find information on mutual funds. What is often still not so easy to find is a comprehensive listing allowing you to compare a fund to a sizable group of its peers.
A Look Back and a Look Forward
January 2019 by Charles Rotblut
Educating individuals in becoming effective managers of their own assets has been the guiding principle we have followed since launching the AAII Journal 40 years ago in 1979 and intend to keep following in the years to come.
January 2019 by Charles Rotblut
Educating individuals in becoming effective managers of their own assets has been the guiding principle we have followed since launching the AAII Journal 40 years ago in 1979 and intend to keep following in the years to come.
Editor's Note
December 2018 by Charles Rotblut
The forthcoming tax season will be the first to reflect the impact of the Tax Cuts and Jobs Act (TCJA). How the law will affect you personally depends on a variety of factors.
December 2018 by Charles Rotblut
The forthcoming tax season will be the first to reflect the impact of the Tax Cuts and Jobs Act (TCJA). How the law will affect you personally depends on a variety of factors.
Editor's Note
November 2018 by Charles Rotblut
University of Chicago professor Harold Pollack simplified financial advice down to a list of actionable suggestions that fit on a 4x6 index card. While your financial acumen will increase, it's important to stay with products and strategies that you can understand.
November 2018 by Charles Rotblut
University of Chicago professor Harold Pollack simplified financial advice down to a list of actionable suggestions that fit on a 4x6 index card. While your financial acumen will increase, it's important to stay with products and strategies that you can understand.
Editor's Note
October 2018 by Charles Rotblut
Two articles this month tackle the issue of how to manage a portfolio from very different angles—one uses factors in the context of a diversified portfolio and the second takes a bigger picture approach.
October 2018 by Charles Rotblut
Two articles this month tackle the issue of how to manage a portfolio from very different angles—one uses factors in the context of a diversified portfolio and the second takes a bigger picture approach.
Editor's Note
September 2018 by Charles Rotblut
Just before we went to press, two things were happening in the stock market. First, the S&P 500 index was on the verge of setting a new record high. Secondly, the current bull market was close to becoming the longest ever.
September 2018 by Charles Rotblut
Just before we went to press, two things were happening in the stock market. First, the S&P 500 index was on the verge of setting a new record high. Secondly, the current bull market was close to becoming the longest ever.
Editor's Note
August 2018 by Charles Rotblut
An update on the ongoing price war among brokerage firms and within the exchange-traded fund (ETF) industry.
August 2018 by Charles Rotblut
An update on the ongoing price war among brokerage firms and within the exchange-traded fund (ETF) industry.
Editor's Note
July 2018 by Charles Rotblut
Simpler solutions often work better than complex ones. Bucket strategies sit near the simpler end of the simple-to-complex spectrum. But one area of investing where complexity is hard to avoid is real estate investment trusts (REITs).
July 2018 by Charles Rotblut
Simpler solutions often work better than complex ones. Bucket strategies sit near the simpler end of the simple-to-complex spectrum. But one area of investing where complexity is hard to avoid is real estate investment trusts (REITs).
Editor's Note
June 2018 by Charles Rotblut
A first for the AAII Journal: insights from a former professional poker champion, Annie Duke. Many of the behavioral errors and biases we see in poker occur in the realm of investing too.
June 2018 by Charles Rotblut
A first for the AAII Journal: insights from a former professional poker champion, Annie Duke. Many of the behavioral errors and biases we see in poker occur in the realm of investing too.
Editor's Note
May 2018 by Charles Rotblut
In this month’s issue, we are starting a series of periodic articles about real estate investment trusts (REITs). These trusts, as the name implies, invest in real estate, and they can be a good long-term diversifier.
May 2018 by Charles Rotblut
In this month’s issue, we are starting a series of periodic articles about real estate investment trusts (REITs). These trusts, as the name implies, invest in real estate, and they can be a good long-term diversifier.
Editor's Note
April 2018 by Charles Rotblut
Last year may go down as the year that cryptocurrencies went from being a niche asset favored by a relatively small group of believers to a full, outright bubble.
April 2018 by Charles Rotblut
Last year may go down as the year that cryptocurrencies went from being a niche asset favored by a relatively small group of believers to a full, outright bubble.
Editor's Note
March 2018 by Charles Rotblut
This month’s issue contains an update to our tax guide, specifically as it applies to the 2018 tax year. It incorporates the changes made by the Tax Cuts and Jobs Act (TCJA).
March 2018 by Charles Rotblut
This month’s issue contains an update to our tax guide, specifically as it applies to the 2018 tax year. It incorporates the changes made by the Tax Cuts and Jobs Act (TCJA).
Editor's Note
February 2018 by Charles Rotblut
The flow of investment dollars in and out of equity mutual funds has historically been correlated with the performance of the stock market, but the pattern has been showing signs of breaking.
February 2018 by Charles Rotblut
The flow of investment dollars in and out of equity mutual funds has historically been correlated with the performance of the stock market, but the pattern has been showing signs of breaking.
Editor's Note
January 2018 by Charles Rotblut
We'll experience several milestones in 2018: AAII turns 40, our founder and chairman is retiring, our long-time educational programs director is going into semi-retirement, and we'll be introducing a couple exciting new services for members. Beyond AAII, there's tax reform.
January 2018 by Charles Rotblut
We'll experience several milestones in 2018: AAII turns 40, our founder and chairman is retiring, our long-time educational programs director is going into semi-retirement, and we'll be introducing a couple exciting new services for members. Beyond AAII, there's tax reform.
Editor's Note
December 2017 by Charles Rotblut
Our annual tax guide was finalized in mid-November, just a few days after the House of Representatives passed its version of the Tax Cuts and Jobs Act (TCJA). Why we choose to publish rates for 2017 and 2018 as they stood instead of waiting for the outcome of the tax reform push.
December 2017 by Charles Rotblut
Our annual tax guide was finalized in mid-November, just a few days after the House of Representatives passed its version of the Tax Cuts and Jobs Act (TCJA). Why we choose to publish rates for 2017 and 2018 as they stood instead of waiting for the outcome of the tax reform push.
Editor's Note
November 2017 by Charles Rotblut
After starting AAII nearly 40 years ago, James Cloonan will retire early next year. To honor his achievements, we are dedicating this month's issue to him. Many of you know Jim from his articles. Some of you have had the opportunity to meet him personally or through correspondence. What you don't you see is the environment he has cultivated within AAII.
November 2017 by Charles Rotblut
After starting AAII nearly 40 years ago, James Cloonan will retire early next year. To honor his achievements, we are dedicating this month's issue to him. Many of you know Jim from his articles. Some of you have had the opportunity to meet him personally or through correspondence. What you don't you see is the environment he has cultivated within AAII.
Editor's Note
October 2017 by Charles Rotblut
We’re introducing a new column in this month’s issue, AAII InvestoGraphic, as a way to define investing concepts in a visual way.
October 2017 by Charles Rotblut
We’re introducing a new column in this month’s issue, AAII InvestoGraphic, as a way to define investing concepts in a visual way.
Editor's Note
September 2017 by Charles Rotblut
Until a few years ago, reverse mortgages held a negative connotation in my mind. Based on new thinking, I now believe they are worth considering as part of an overall retirement strategy.
September 2017 by Charles Rotblut
Until a few years ago, reverse mortgages held a negative connotation in my mind. Based on new thinking, I now believe they are worth considering as part of an overall retirement strategy.
Editor's Note
August 2017 by Charles Rotblut
Price competition continues in this year’s guide to exchange-traded funds: The number of ETFs with expense ratios below 0.10% rose from 59 last year to 79 this year.
August 2017 by Charles Rotblut
Price competition continues in this year’s guide to exchange-traded funds: The number of ETFs with expense ratios below 0.10% rose from 59 last year to 79 this year.
Editor's Note
July 2017 by Charles Rotblut
Using leverage to realize higher returns is a risky practice. However, not all leverage is inherently bad. In the world of investing, leverage can boost returns.
July 2017 by Charles Rotblut
Using leverage to realize higher returns is a risky practice. However, not all leverage is inherently bad. In the world of investing, leverage can boost returns.
Editor's Note
June 2017 by Charles Rotblut
The stock market has been experiencing a period of unusual calm. While nobody complains about calm market conditions, they can be dangerous.
June 2017 by Charles Rotblut
The stock market has been experiencing a period of unusual calm. While nobody complains about calm market conditions, they can be dangerous.
Editor's Note
May 2017 by Charles Rotblut
America is facing a potential retirement crisis. For those who haven’t saved enough, government regulation and savings initiatives aren’t nearly as consequential as the prospect of not being financially able to retire.
May 2017 by Charles Rotblut
America is facing a potential retirement crisis. For those who haven’t saved enough, government regulation and savings initiatives aren’t nearly as consequential as the prospect of not being financially able to retire.
Editor's Note
April 2017 by Charles Rotblut
Research efforts into ways to earn a premium return have likely occurred since financial markets first existed. More recently, the hunt for anomalies has turned up a veritable zoo of factors.
April 2017 by Charles Rotblut
Research efforts into ways to earn a premium return have likely occurred since financial markets first existed. More recently, the hunt for anomalies has turned up a veritable zoo of factors.
Editor's Note
March 2017 by Charles Rotblut
Momentum at the sector level can be seen in our current report of mutual funds with the best five-year performance. But trends only last until they don’t.
March 2017 by Charles Rotblut
Momentum at the sector level can be seen in our current report of mutual funds with the best five-year performance. But trends only last until they don’t.
Editor's Note
February 2017 by Charles Rotblut
A shift by the fund industry toward more transparency and lower fees is a welcome development.
February 2017 by Charles Rotblut
A shift by the fund industry toward more transparency and lower fees is a welcome development.
Editor's Note
January 2017 by Charles Rotblut
Anything individual investors can do to reduce the chance of making behavioral errors should be considered, and meditation fits into this toolbox.
January 2017 by Charles Rotblut
Anything individual investors can do to reduce the chance of making behavioral errors should be considered, and meditation fits into this toolbox.
Editor's Note
December 2016 by Charles Rotblut
Some type of tax reform could be forthcoming. Regardless of what you think about any plan proposed by the president-elect, changing the tax code is easier said than done.
December 2016 by Charles Rotblut
Some type of tax reform could be forthcoming. Regardless of what you think about any plan proposed by the president-elect, changing the tax code is easier said than done.
Editor's Note
November 2016 by Charles Rotblut
If you are going to pay for active management or professional advice, be sure you are getting what you pay for.
November 2016 by Charles Rotblut
If you are going to pay for active management or professional advice, be sure you are getting what you pay for.
Editor's Note
October 2016 by Charles Rotblut
Financial technology simplifies and speeds up tasks as well as brings cost efficiencies. But what fintech such as robo-advisers can’t do yet is manage investors’ complex emotions.
October 2016 by Charles Rotblut
Financial technology simplifies and speeds up tasks as well as brings cost efficiencies. But what fintech such as robo-advisers can’t do yet is manage investors’ complex emotions.
Editor's Note
September 2016 by Charles Rotblut
Exposing yourself to new ideas works only if you are willing to change your opinions when new information warrants so.
September 2016 by Charles Rotblut
Exposing yourself to new ideas works only if you are willing to change your opinions when new information warrants so.
Editor's Note
August 2016 by Charles Rotblut
Over our investing life-spans, we will see headlines that shock, sadden and anger us. It’s an unfortunate aspect of humanity. Yet it is part of our job as investors not to let our feelings about these events influence our portfolio decisions.
August 2016 by Charles Rotblut
Over our investing life-spans, we will see headlines that shock, sadden and anger us. It’s an unfortunate aspect of humanity. Yet it is part of our job as investors not to let our feelings about these events influence our portfolio decisions.
Editor's Note
July 2016 by Charles Rotblut
A conversation led to getting Ed Altman to discuss his Z-Score model with me. Altman's method of gauging the probability of a company going bankrupt plus a discussion of "sensible risk" rules from Karen Firestone are a few of the highlights of this issue.
July 2016 by Charles Rotblut
A conversation led to getting Ed Altman to discuss his Z-Score model with me. Altman's method of gauging the probability of a company going bankrupt plus a discussion of "sensible risk" rules from Karen Firestone are a few of the highlights of this issue.
Editor's Note
June 2016 by Charles Rotblut
The phrase “it’s all relative” can easily be used in a discussion about investing. Relative measurements factor in everything from return anomalies and stock characteristics to assessing valuation.
June 2016 by Charles Rotblut
The phrase “it’s all relative” can easily be used in a discussion about investing. Relative measurements factor in everything from return anomalies and stock characteristics to assessing valuation.
Editor's Note
May 2016 by Charles Rotblut
In my opinion, any financial professional who is being paid for personalized investment advice should adhere to the fiduciary standard.
May 2016 by Charles Rotblut
In my opinion, any financial professional who is being paid for personalized investment advice should adhere to the fiduciary standard.
Editor's Note
April 2016 by Charles Rotblut
In gathering information for my article on strategies for selling, I took advantage of a useful, ubiquitous, but often overlooked tool on our website: the search box. A vast amount of timeless content is available to you at AAII.com with just a few keystrokes.
April 2016 by Charles Rotblut
In gathering information for my article on strategies for selling, I took advantage of a useful, ubiquitous, but often overlooked tool on our website: the search box. A vast amount of timeless content is available to you at AAII.com with just a few keystrokes.
Editor's Note
March 2016 by Charles Rotblut
We who buy stocks hoping to sell at a higher price can learn something from those who sell stock short with the desire to benefit from a price drop.
March 2016 by Charles Rotblut
We who buy stocks hoping to sell at a higher price can learn something from those who sell stock short with the desire to benefit from a price drop.
Editor's Note
February 2016 by Charles Rotblut
As this year's Guide to the Top Mutual Funds shows, 2015 was a tough one to be a stock and bond picker. But don’t be quick to fire your fund manager.
February 2016 by Charles Rotblut
As this year's Guide to the Top Mutual Funds shows, 2015 was a tough one to be a stock and bond picker. But don’t be quick to fire your fund manager.
Editor's Note
January 2016 by Charles Rotblut
This is the third time in five years I’m discussing our legislators in a January issue of the AAII Journal. In mid-December, Congress retroactively reinstated many so-called tax extenders, including the ability to make charitable contributions from individual retirement accounts in lieu of required minimum distributions and the option to deduct state and local sales taxes.
January 2016 by Charles Rotblut
This is the third time in five years I’m discussing our legislators in a January issue of the AAII Journal. In mid-December, Congress retroactively reinstated many so-called tax extenders, including the ability to make charitable contributions from individual retirement accounts in lieu of required minimum distributions and the option to deduct state and local sales taxes.
Editor's Note
December 2015 by Charles Rotblut
An overview of the positive and negative implications of low inflation on 2016 taxes.
December 2015 by Charles Rotblut
An overview of the positive and negative implications of low inflation on 2016 taxes.
Editor's Note
November 2015 by Charles Rotblut
The selection of an investing approach to follow is a very personal one. Fully acknowledging your personality, what you are truly willing to do and what you won’t do can go a long way toward helping you achieve your long-term goals.
November 2015 by Charles Rotblut
The selection of an investing approach to follow is a very personal one. Fully acknowledging your personality, what you are truly willing to do and what you won’t do can go a long way toward helping you achieve your long-term goals.
Editor's Note
October 2015 by Charles Rotblut
On August 24, the process for executing buy and sell orders in the stock market did not work as it should have. We'll be covering liquidity and other market issues so you can better handle surprises.
October 2015 by Charles Rotblut
On August 24, the process for executing buy and sell orders in the stock market did not work as it should have. We'll be covering liquidity and other market issues so you can better handle surprises.
Editor's Note
September 2015 by Charles Rotblut
A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns.
September 2015 by Charles Rotblut
A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns.
Editor's Note
August 2015 by Charles Rotblut
The real story behind the recent sound-bite attack on exchange-traded funds by activist investor Carl Icahn.
August 2015 by Charles Rotblut
The real story behind the recent sound-bite attack on exchange-traded funds by activist investor Carl Icahn.
Editor's Note
July 2015 by Charles Rotblut
True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed.
July 2015 by Charles Rotblut
True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed.
Editor's Note
June 2015 by Charles Rotblut
A new study proposes that there may be a single psychological mechanism influencing how regret influences trading decisions.
June 2015 by Charles Rotblut
A new study proposes that there may be a single psychological mechanism influencing how regret influences trading decisions.
Editor's Note
May 2015 by Charles Rotblut
The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred.
May 2015 by Charles Rotblut
The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred.
Editor's Note
April 2015 by Charles Rotblut
The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.
April 2015 by Charles Rotblut
The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.
Editor's Note
March 2015 by Charles Rotblut
Sector funds may do well over five-year periods, but many are accompanied by high turnover ratios, which cost investors money.
March 2015 by Charles Rotblut
Sector funds may do well over five-year periods, but many are accompanied by high turnover ratios, which cost investors money.
Editor's Note
February 2015 by Charles Rotblut
What to look for in this year's Guide to the Top Mutual Funds.
February 2015 by Charles Rotblut
What to look for in this year's Guide to the Top Mutual Funds.
Editor's Note
January 2015 by Charles Rotblut
It was harder for investors to beat the market with active strategies in 2014, and any strategy not specifically tied to large-cap stocks likely incurred rougher waters than in years past.
January 2015 by Charles Rotblut
It was harder for investors to beat the market with active strategies in 2014, and any strategy not specifically tied to large-cap stocks likely incurred rougher waters than in years past.
Editor's Note
December 2014 by Charles Rotblut
For this year's tax guide, we have pretty good clarity on what 2014 and 2015 tax rates, exemptions, deductions, phase-outs and limitations are.
December 2014 by Charles Rotblut
For this year's tax guide, we have pretty good clarity on what 2014 and 2015 tax rates, exemptions, deductions, phase-outs and limitations are.
Editor's Note
November 2014 by Charles Rotblut
Reflections on reaching the five-year mark at AAII, and topics we'll be expanding on in the AAII Journal in the future.
November 2014 by Charles Rotblut
Reflections on reaching the five-year mark at AAII, and topics we'll be expanding on in the AAII Journal in the future.
Editor's Note
October 2014 by Charles Rotblut
There is broad debate about how exactly you should go about allocating your portfolio. The October 2014 AAII Journal reviews the options with guidance on choosing the right one for you.
October 2014 by Charles Rotblut
There is broad debate about how exactly you should go about allocating your portfolio. The October 2014 AAII Journal reviews the options with guidance on choosing the right one for you.
Editor's Note
September 2014 by Charles Rotblut
We are seeing a grand experiment play out as the American retirement system continues to shift from defined-benefit plans to defined-contribution plans. How are we faring?
September 2014 by Charles Rotblut
We are seeing a grand experiment play out as the American retirement system continues to shift from defined-benefit plans to defined-contribution plans. How are we faring?
Editor's Note
August 2014 by Charles Rotblut
In conjunction with this issue's Guide to ETFs, comments on recent proposals put before the SEC for structuring actively managed exchange-traded funds.
August 2014 by Charles Rotblut
In conjunction with this issue's Guide to ETFs, comments on recent proposals put before the SEC for structuring actively managed exchange-traded funds.
Editor's Note
September 2013 by Charles Rotblut
A look at what's in the September 2013 AAII Journal.
September 2013 by Charles Rotblut
A look at what's in the September 2013 AAII Journal.
Editor's Note
September 2012 by Charles Rotblut
A look at what's in the September 2012 AAII Journal.
September 2012 by Charles Rotblut
A look at what's in the September 2012 AAII Journal.
Editor's Note
April 2012 by Charles Rotblut
A look at what's in the April 2012 issue of the AAII Journal.
April 2012 by Charles Rotblut
A look at what's in the April 2012 issue of the AAII Journal.
Editor's Note
September 2011 by Charles Rotblut
A look at what's in the September 2011 AAII Journal.
September 2011 by Charles Rotblut
A look at what's in the September 2011 AAII Journal.
Editor's Note
September 2010 by Charles Rotblut
A look at what's in the September 2010 AAII Journal.
September 2010 by Charles Rotblut
A look at what's in the September 2010 AAII Journal.
Editor's Note
April 2010 by Charles Rotblut
Editor's Note - A message from the editor of the AAII Journal - A look at what's in the April 2010 AAII Journal.
April 2010 by Charles Rotblut
Editor's Note - A message from the editor of the AAII Journal - A look at what's in the April 2010 AAII Journal.
Editor's Note
January 2010 by Charles Rotblut
Editor's Note - A message from the editor of the AAII Journal.
January 2010 by Charles Rotblut
Editor's Note - A message from the editor of the AAII Journal.