Feature Articles
Trump Accounts: Key Rules to Know Before You Contribute
August 2026 by Charles Rotblut
The positives and caveats to consider with the new Trump Accounts.
August 2026 by Charles Rotblut
The positives and caveats to consider with the new Trump Accounts.
Key Characteristics of the Most Common Investment Scams
July 2026 by Charles Rotblut, Christine N. Kieffer, Cynthia McLaughlin
Knowing how to identify a financial scam helps you keep your money and your personal information safe.
July 2026 by Charles Rotblut, Christine N. Kieffer, Cynthia McLaughlin
Knowing how to identify a financial scam helps you keep your money and your personal information safe.
Economic Moats: The Engine Behind Long-Term Earnings Power
June 2026 by Brian Haughey
Sustainable value creation requires a competitive advantage that has both magnitude and duration.
June 2026 by Brian Haughey
Sustainable value creation requires a competitive advantage that has both magnitude and duration.
Choosing an Equity Portfolio You Can Live With—for Life
May 2026 by Paul Merriman
The path matters as much as the returns themselves. The goal is to find a path smooth enough that you will stay on it.
May 2026 by Paul Merriman
The path matters as much as the returns themselves. The goal is to find a path smooth enough that you will stay on it.
Managing the Tax Impact of Capital Gains Stacking
April 2026 by Charles Rotblut
Understanding all the income sources and deductions that drive your tax bill can help you identify opportunities to lessen their tax impact.
April 2026 by Charles Rotblut
Understanding all the income sources and deductions that drive your tax bill can help you identify opportunities to lessen their tax impact.
How the Components of A+ Grades Help You Analyze Stocks
March 2026 by Charles Rotblut
Combining the criteria behind multiple grades provides more robust analysis than relying on a single factor.
March 2026 by Charles Rotblut
Combining the criteria behind multiple grades provides more robust analysis than relying on a single factor.
The Individual Investor’s Guide to the Top ETFs 2026
February 2026 by AAII Staff
Commodity-focused and equity precious metals ETFs topped the list in a year where the majority posted positive performance.
February 2026 by AAII Staff
Commodity-focused and equity precious metals ETFs topped the list in a year where the majority posted positive performance.
2025 Review of AAII Stock Screens: Wanger’s Zebras Break From the Herd
January 2026 by John Bajkowski, Omar Beirat
Seventy-eight percent of the stock screens AAII tracks posted gains during 2025, with an average gain of 14.7%.
January 2026 by John Bajkowski, Omar Beirat
Seventy-eight percent of the stock screens AAII tracks posted gains during 2025, with an average gain of 14.7%.
AAII 2025–2026 Tax Guide: What's New for 2025–2026 Taxes
December 2025 by AAII Staff
Learn how your taxes are affected by changes due to the OBBBA and the IRS inflation adjustments for 2026.
December 2025 by AAII Staff
Learn how your taxes are affected by changes due to the OBBBA and the IRS inflation adjustments for 2026.
Fed Signals That Investors Should Watch and What They Mean
November 2025 by Charles Rotblut, Gerald R. Jensen, Robert R. Johnson, Cynthia McLaughlin
Incorporating Federal Reserve policy shifts into an investing model rooted in 12 market anomalies.
November 2025 by Charles Rotblut, Gerald R. Jensen, Robert R. Johnson, Cynthia McLaughlin
Incorporating Federal Reserve policy shifts into an investing model rooted in 12 market anomalies.
A Magic Allocation Recipe: Mixing Factor Investing Into a 60/40 Portfolio
October 2025 by Paul Merriman
Combining a classic stock/bond split with an enhanced equity allocation can add up to more than the sum of the parts.
October 2025 by Paul Merriman
Combining a classic stock/bond split with an enhanced equity allocation can add up to more than the sum of the parts.
The Strength Behind Secular Growth Investing
September 2025 by Wayne A. Thorp
Unlike cyclical stocks, secular growers can sustain high growth rates for surprisingly long periods.
September 2025 by Wayne A. Thorp
Unlike cyclical stocks, secular growers can sustain high growth rates for surprisingly long periods.
Is 4.7% the New Safe Retirement Withdrawal Rate?
August 2025 by Charles Rotblut, William Bengen, Cynthia McLaughlin
William Bengen’s latest research shows that adding asset classes allows for a higher withdrawal rate in retirement than 4%.
August 2025 by Charles Rotblut, William Bengen, Cynthia McLaughlin
William Bengen’s latest research shows that adding asset classes allows for a higher withdrawal rate in retirement than 4%.
How to Analyze Corporate Earnings in Five Steps
July 2025 by Charles Rotblut
Earnings reports provide a snapshot of business performance, but they are most valuable when viewed as part of a longer-term trend.
July 2025 by Charles Rotblut
Earnings reports provide a snapshot of business performance, but they are most valuable when viewed as part of a longer-term trend.
Are You Fully Covered? Not If Your Portfolio Is Wearing Buffer ETFs and Mutual Funds
June 2025 by Cynthia McLaughlin
These nontraditional equity funds use options contracts to offer downside protection, but potential gains are limited.
June 2025 by Cynthia McLaughlin
These nontraditional equity funds use options contracts to offer downside protection, but potential gains are limited.
16 Red Flags to Watch for in a Company’s Financial Statements
May 2025 by Charles Rotblut
Use our handy financial health checklist to spot potential problems in a stock before they cause you to incur a large loss.
May 2025 by Charles Rotblut
Use our handy financial health checklist to spot potential problems in a stock before they cause you to incur a large loss.
An Intro to AI-Powered Investing: How Individual Investors Can Leverage LLMs
April 2025 by Wayne A. Thorp
Artificial intelligence can enhance investment research and decision-making, but it should be used carefully.
April 2025 by Wayne A. Thorp
Artificial intelligence can enhance investment research and decision-making, but it should be used carefully.
Understanding the Role of Long-Term Care Insurance
March 2025 by Charles Rotblut, Cynthia McLaughlin, Howard Gleckman
Dispelling misconceptions can help you make an informed decision.
March 2025 by Charles Rotblut, Cynthia McLaughlin, Howard Gleckman
Dispelling misconceptions can help you make an informed decision.
The Individual Investor's Guide to the Top ETFs 2025
February 2025 by AAII Staff
Large growth, technology and digital assets ETFs topped the list in a year where most ETFs turned in positive performance.
February 2025 by AAII Staff
Large growth, technology and digital assets ETFs topped the list in a year where most ETFs turned in positive performance.
2024 Review of AAII Stock Screens: Rule #1 Rules
January 2025 by John Bajkowski
Of the 55 different screening approaches tracked on AAII.com, 42 were up for the year through December 10, 2024.
January 2025 by John Bajkowski
Of the 55 different screening approaches tracked on AAII.com, 42 were up for the year through December 10, 2024.
The Individual Investor’s Guide to Personal Tax Planning 2024
December 2024 by AAII Staff
Tax-year 2025 has modest inflation adjustments and is the last year under the Tax Cuts and Jobs Act rules.
December 2024 by AAII Staff
Tax-year 2025 has modest inflation adjustments and is the last year under the Tax Cuts and Jobs Act rules.
When Diversification Takes a Back Seat in Index Funds
November 2024 by Brian Haughey
A new policy of some index funds to allow nondiversification status exposes investors to concentration risk.
November 2024 by Brian Haughey
A new policy of some index funds to allow nondiversification status exposes investors to concentration risk.
Finding the Right Retirement Allocation and Withdrawal Strategy
October 2024 by Christine Benz, Cynthia McLaughlin
A bucket approach provides income and growth in retirement, but flexibility with withdrawals is also key.
October 2024 by Christine Benz, Cynthia McLaughlin
A bucket approach provides income and growth in retirement, but flexibility with withdrawals is also key.
Bond Strategies for a Shifting Interest Rate Environment
September 2024 by Hildy Richelson, Stan Richelson
Bonds can help you achieve your financial goals by providing reliable cash flow, protecting your principal and creating growth through compounding interest.
September 2024 by Hildy Richelson, Stan Richelson
Bonds can help you achieve your financial goals by providing reliable cash flow, protecting your principal and creating growth through compounding interest.
Gabelli's Insights on Value Investing Today
August 2024 by Charles Rotblut, Cynthia McLaughlin, Mario J. Gabelli
Tips from a master on how to stay current with your investing strategies as the market evolves.
August 2024 by Charles Rotblut, Cynthia McLaughlin, Mario J. Gabelli
Tips from a master on how to stay current with your investing strategies as the market evolves.
3 Ways to Redo Your Social Security Claim
July 2024 by William Reichenstein
Certain circumstances may allow you to improve your retirement prospects by changing a prior Social Security claiming decision.
July 2024 by William Reichenstein
Certain circumstances may allow you to improve your retirement prospects by changing a prior Social Security claiming decision.
How Best to Mitigate Sequence Risk at Retirement
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
What Vanguard Looks for in Innovative Global Growth Stocks
May 2024 by Charles Rotblut, Cynthia McLaughlin, Michael Masdea
Using a bottom-up approach to pinpoint companies set to be much bigger in five to 10 years.
May 2024 by Charles Rotblut, Cynthia McLaughlin, Michael Masdea
Using a bottom-up approach to pinpoint companies set to be much bigger in five to 10 years.
How to Protect Yourself From Social Security Clawbacks
April 2024 by Charles Rotblut, Terry Savage, Cynthia McLaughlin
The Social Security Administration is demanding repayment of benefits it erroneously overpaid over the years, with little recourse available to recipients.
April 2024 by Charles Rotblut, Terry Savage, Cynthia McLaughlin
The Social Security Administration is demanding repayment of benefits it erroneously overpaid over the years, with little recourse available to recipients.
The Power of Holding Some Cash in a Portfolio
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
The Individual Investor's Guide to the Top Mutual Funds 2024
February 2024 by AAII Staff
While technology took eight of the top 10 spots on the list of 2023’s best mutual funds, 35 of the 50 top performers were large-cap growth funds.
February 2024 by AAII Staff
While technology took eight of the top 10 spots on the list of 2023’s best mutual funds, 35 of the 50 top performers were large-cap growth funds.
2023 Review of AAII Stock Screens: Outperforming a Narrow Market
January 2024 by John Bajkowski
Of the 55 screening methodologies tracked on AAII.com, 48 were up for the year.
January 2024 by John Bajkowski
Of the 55 screening methodologies tracked on AAII.com, 48 were up for the year.
The Individual Investor's Guide to Personal Tax Planning 2023
December 2023 by AAII Staff
In addition to large inflation adjustments being made for a second consecutive year, several changes related to the SECURE 2.0 Act will go into effect.
December 2023 by AAII Staff
In addition to large inflation adjustments being made for a second consecutive year, several changes related to the SECURE 2.0 Act will go into effect.
How Safe Retirement Withdrawal Rates Work in Practice
November 2023 by Chris Pedersen
The 4% rule doesn’t guarantee safety, but combined with some judgment and adaptation based on market conditions, it gives a very high likelihood of success.
November 2023 by Chris Pedersen
The 4% rule doesn’t guarantee safety, but combined with some judgment and adaptation based on market conditions, it gives a very high likelihood of success.
Small-Cap Value Is the Best Choice for Equity Diversification
October 2023 by Paul Merriman
Any long-term portfolio anchored by the S&P 500 can benefit from the addition of small-cap value stocks.
October 2023 by Paul Merriman
Any long-term portfolio anchored by the S&P 500 can benefit from the addition of small-cap value stocks.
Detecting Earnings Manipulation With the M-Score
September 2023 by Messod D. Beneish
The eight variables in the M-Score model are designed to capture bloating or cosmetic changes made to a company’s financial statement numbers.
September 2023 by Messod D. Beneish
The eight variables in the M-Score model are designed to capture bloating or cosmetic changes made to a company’s financial statement numbers.
Design Your Portfolio With the Worst 2% of Times in Mind
August 2023 by William Bernstein
A “suboptimal portfolio” that you can tolerate is better than an “optimal” one that you can’t stick with.
August 2023 by William Bernstein
A “suboptimal portfolio” that you can tolerate is better than an “optimal” one that you can’t stick with.
Four Tax Strategies for Retirees
July 2023 by Wade Pfau
Strategic tax planning alongside delayed Social Security claiming can increase portfolio longevity and legacy in retirement.
July 2023 by Wade Pfau
Strategic tax planning alongside delayed Social Security claiming can increase portfolio longevity and legacy in retirement.
Filling Your Coffee Can Portfolio to Stash Away
June 2023 by Brian Haughey
Buying great companies and holding them forever has several advantages over other strategies, including pure indexing.
June 2023 by Brian Haughey
Buying great companies and holding them forever has several advantages over other strategies, including pure indexing.
What Helps and Doesn't Help Find Top-Performing Stocks
May 2023 by Martin Fridson
What drives stocks to be the number-one stock in the S&P 500 in terms of one-year returns is surprises.
May 2023 by Martin Fridson
What drives stocks to be the number-one stock in the S&P 500 in terms of one-year returns is surprises.
Investing for a Child’s or Grandchild’s Lifetime
April 2023 by Paul Merriman
Any plan to help a young family member provide for their future starts with the most important component: time.
April 2023 by Paul Merriman
Any plan to help a young family member provide for their future starts with the most important component: time.
A Look at Five Leading Alternative Investment Platforms
March 2023 by Charles Rotblut, Sean Murphy, Eunice Kim, Pratham Shah, Grace Malone
A new set of investing platforms has emerged to expand individual investors’ access to asset types such as cryptocurrency, private debt, private real estate and fine art.
March 2023 by Charles Rotblut, Sean Murphy, Eunice Kim, Pratham Shah, Grace Malone
A new set of investing platforms has emerged to expand individual investors’ access to asset types such as cryptocurrency, private debt, private real estate and fine art.
The Individual Investor's Guide to the Top Mutual Funds 2023
February 2023 by AAII Staff
Out of the more than 50 mutual fund categories covered in this year’s guide, just three realized positive returns last year.
February 2023 by AAII Staff
Out of the more than 50 mutual fund categories covered in this year’s guide, just three realized positive returns last year.
2022 Review of AAII Stock Screens: Outperforming During a Bear Market Year
January 2023 by Matt Markowski
The year 2022 was a rough year in terms of absolute returns but a good year in terms of relative performance for the strategies that AAII tracks.
January 2023 by Matt Markowski
The year 2022 was a rough year in terms of absolute returns but a good year in terms of relative performance for the strategies that AAII tracks.
The Individual Investor's Guide to Personal Tax Planning 2022
December 2022 by AAII Staff
The impact of inflation on taxes will be felt the most by those who are near the border between brackets or close to the limit for an exemption or deduction.
December 2022 by AAII Staff
The impact of inflation on taxes will be felt the most by those who are near the border between brackets or close to the limit for an exemption or deduction.
Tips About Treasury Inflation-Protected Securities
November 2022 by Brian Haughey
TIPS can be useful in protecting against unanticipated inflation, although they do not eliminate interest rate risk entirely.
November 2022 by Brian Haughey
TIPS can be useful in protecting against unanticipated inflation, although they do not eliminate interest rate risk entirely.
Double Your Lifetime Purchasing Power in 20 Minutes
October 2022 by Chris Pedersen
Taking advantage of your workplace retirement plan can make a big difference in your end balance and spending capacity.
October 2022 by Chris Pedersen
Taking advantage of your workplace retirement plan can make a big difference in your end balance and spending capacity.
Segmenting Growth Stocks With the G-Score
September 2022 by Wayne A. Thorp
An eight-point scale based on fundamental factors helps to identify attractive growth stocks and avoid weak growth companies.
September 2022 by Wayne A. Thorp
An eight-point scale based on fundamental factors helps to identify attractive growth stocks and avoid weak growth companies.
Fund Returns Still Affected by Inflation and War Halfway Through the Year
August 2022 by Matthew Bajkowski
The focal points of economic concern during the first quarter of 2022 haven’t shifted in the second quarter of 2022, affecting performance for many fund and ETF categories.
August 2022 by Matthew Bajkowski
The focal points of economic concern during the first quarter of 2022 haven’t shifted in the second quarter of 2022, affecting performance for many fund and ETF categories.
Solid Long-Term Results From the Weiss Blue-Chip Dividend Screen
July 2022 by Jack Gilleland
A screen built on the premise that comparing current dividend yields to historical norms for blue-chip companies can allow investors to take advantage of a stock’s cycle of overvaluation and undervaluation.
July 2022 by Jack Gilleland
A screen built on the premise that comparing current dividend yields to historical norms for blue-chip companies can allow investors to take advantage of a stock’s cycle of overvaluation and undervaluation.
Why I Bonds Have Appeal When Inflation Is Rising
June 2022 by Charles Meyer
With part of its interest rate based on the rate of inflation, Series I savings bonds might be worth a look in the current environment.
June 2022 by Charles Meyer
With part of its interest rate based on the rate of inflation, Series I savings bonds might be worth a look in the current environment.
Addressing the Challenges ESG Investors Face
May 2022 by Charles Rotblut, Larry Swedroe, Anine Sus
Because ESG ratings aren’t standardized and there are different definitions for green and brown stocks, socially conscious investing is necessarily a very personal decision.
May 2022 by Charles Rotblut, Larry Swedroe, Anine Sus
Because ESG ratings aren’t standardized and there are different definitions for green and brown stocks, socially conscious investing is necessarily a very personal decision.
Reddit, Robinhood and Lessons From the Meme Stock Craze
April 2022 by Spencer Jakab
The technology that made it possible for people to actively trade for free and send a stock’s price up rapidly also works to your advantage as an investor and a saver.
April 2022 by Spencer Jakab
The technology that made it possible for people to actively trade for free and send a stock’s price up rapidly also works to your advantage as an investor and a saver.
Online Discount Brokers: Comparing and Contrasting the Older and the New
March 2022 by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland, Charles Griswold, Sean Murphy
Two major additions to the offerings of online brokers are fractional shares and cryptocurrency trading.
March 2022 by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland, Charles Griswold, Sean Murphy
Two major additions to the offerings of online brokers are fractional shares and cryptocurrency trading.
The Individual Investor’s Guide to the Top ETFs 2022
February 2022 by AAII Staff
Commodity focused and equity energy ETFs posted comeback performance in 2021 compared to 2020, taking up a large portion of the list of top-performing ETFs for the year.
February 2022 by AAII Staff
Commodity focused and equity energy ETFs posted comeback performance in 2021 compared to 2020, taking up a large portion of the list of top-performing ETFs for the year.
2021 Review of AAII Stock Screens: Small-Cap Value Stocks Aren't Dead Yet
January 2022 by Derek J. Hageman
The year 2021 was generally a positive one for quantitative stock screening, with the O’Shaughnessy Small Cap Growth & Value screen coming out on top.
January 2022 by Derek J. Hageman
The year 2021 was generally a positive one for quantitative stock screening, with the O’Shaughnessy Small Cap Growth & Value screen coming out on top.
The Individual Investor's Guide to Personal Tax Planning 2021
December 2021 by AAII Staff
The tax rules this year are staying largely unchanged, with modest inflation adjustments.
December 2021 by AAII Staff
The tax rules this year are staying largely unchanged, with modest inflation adjustments.
Warren Buffett and the Evolution of Value Investing
November 2021 by Charles Rotblut, Robert Hagstrom
Buffett realized that value investing had nothing to do with accounting factors. It was all about the cash—the return on equity.
November 2021 by Charles Rotblut, Robert Hagstrom
Buffett realized that value investing had nothing to do with accounting factors. It was all about the cash—the return on equity.
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.
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.
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.
Using Bond Ladders and Income Annuities for Retirement Income
July 2021 by Aaron Brask
A discussion of two specific tools investors can use in retirement to generate fixed cash flows and manage relevant risks.
July 2021 by Aaron Brask
A discussion of two specific tools investors can use in retirement to generate fixed cash flows and manage relevant risks.
Check a Firm’s Health in Its Annual Report
June 2021 by John Deysher
Knowing what to look for in the annual report and shareholder letter will help you stack the odds in your favor.
June 2021 by John Deysher
Knowing what to look for in the annual report and shareholder letter will help you stack the odds in your favor.
How the World's Greatest Investors Think
May 2021 by William Green
Behaving differently and focusing on a simple idea with strict discipline are common threads that define investors who’ve become famous for their success.
May 2021 by William Green
Behaving differently and focusing on a simple idea with strict discipline are common threads that define investors who’ve become famous for their success.
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.
What Are Bond Ratings and Why Do They Change?
March 2021 by Hildy Richelson, Stan Richelson
There are many factors considered in creating a bond rating, and the criteria will differ based upon the type of entity being rated.
March 2021 by Hildy Richelson, Stan Richelson
There are many factors considered in creating a bond rating, and the criteria will differ based upon the type of entity being rated.
The Individual Investor’s Guide to the Top ETFs 2021
February 2021 by AAII Staff
The switch to no-commission trading of ETFs has reduced the cost for investors. Other ETF trends in 2020 include new fund rollouts and an uptick in fund assets.
February 2021 by AAII Staff
The switch to no-commission trading of ETFs has reduced the cost for investors. Other ETF trends in 2020 include new fund rollouts and an uptick in fund assets.
The Individual Investor’s Guide to the Top Mutual Funds 2021
February 2021 by AAII Staff
The ongoing trend of investors pulling money out of equity funds continued during 2020. However, both equity and bond funds saw their total assets grow last year.
February 2021 by AAII Staff
The ongoing trend of investors pulling money out of equity funds continued during 2020. However, both equity and bond funds saw their total assets grow last year.
A Tribute to James Cloonan’s Lasting Legacy
January 2021 by John Bajkowski
AAII’s founder argued that no special talent is required to become a successful investor, only a bit of dedication and access to effective investment education that provides a framework for intelligent investment decisions.
January 2021 by John Bajkowski
AAII’s founder argued that no special talent is required to become a successful investor, only a bit of dedication and access to effective investment education that provides a framework for intelligent investment decisions.
The Individual Investor's Guide to Personal Tax Planning 2020
December 2020 by AAII Staff
Revised! Updated to include changes made by the Consolidated Appropriations Act of 2021.
December 2020 by AAII Staff
Revised! Updated to include changes made by the Consolidated Appropriations Act of 2021.
What You Can Gain From Reading the Economic Tea Leaves
November 2020 by Brian Haughey
Comparing changes in given metrics and their relative performance allows us to assess if economic activity is accelerating or decelerating and adjust our portfolio allocations if desired.
November 2020 by Brian Haughey
Comparing changes in given metrics and their relative performance allows us to assess if economic activity is accelerating or decelerating and adjust our portfolio allocations if desired.
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.
Screening on Faber’s Unique Approach to Yield Investing
September 2020 by Derek J. Hageman
Filtering for stocks with positive yields for dividends and buybacks represents a reasonable strategy to identify firms that are focused on creating value for shareholders.
September 2020 by Derek J. Hageman
Filtering for stocks with positive yields for dividends and buybacks represents a reasonable strategy to identify firms that are focused on creating value for shareholders.
Are Virtual-Only Annual Meetings Virtuous?
August 2020 by John Deysher
A look at the advantages and disadvantages of virtual shareholder meetings through the eyes of a portfolio manager. Plus, a scoring system you can use to measure whether a firm is promoting shareholder interests.
August 2020 by John Deysher
A look at the advantages and disadvantages of virtual shareholder meetings through the eyes of a portfolio manager. Plus, a scoring system you can use to measure whether a firm is promoting shareholder interests.
Dividend Growth Helps Portfolios Combat Inflation
July 2020 by Aaron Brask
Investors, particularly retirees, can leverage the benefits of dividends to combat the deleterious effects of inflation and market volatility.
July 2020 by Aaron Brask
Investors, particularly retirees, can leverage the benefits of dividends to combat the deleterious effects of inflation and market volatility.
Coronavirus Returns for Robo-Advisers Expose Differences
June 2020 by Ken Schapiro
While performance has varied among providers, most robo portfolios represent a viable, low-cost option for professional management.
June 2020 by Ken Schapiro
While performance has varied among providers, most robo portfolios represent a viable, low-cost option for professional management.
Tax Guide Update: Staying Current on the New Rules
May 2020 by Charles Rotblut
Due to the coronavirus pandemic, a number of changes to tax rules have been made.
May 2020 by Charles Rotblut
Due to the coronavirus pandemic, a number of changes to tax rules have been made.
Helping Kids and Grandkids Become Investors
April 2020 by Craig Israelsen
Teach someone else what you have learned about investing. Give them the gift of time to experience the power of saving and the magic of compounding.
April 2020 by Craig Israelsen
Teach someone else what you have learned about investing. Give them the gift of time to experience the power of saving and the magic of compounding.
How Schwab Invests, and His Views on the Broker Industry
March 2020 by Charles R. Schwab
Insights from the discount broker pioneer about what he invests in and where he sees his industry going.
March 2020 by Charles R. Schwab
Insights from the discount broker pioneer about what he invests in and where he sees his industry going.
The Individual Investor’s Guide to the Top Mutual Funds 2020
February 2020 by AAII Staff
Performance data is updated monthly and grades are now given for mutual funds, plus other enhancements to our annual guide.
February 2020 by AAII Staff
Performance data is updated monthly and grades are now given for mutual funds, plus other enhancements to our annual guide.
2019 Screening Strategy Review: Stocks End Decade on High Note
January 2020 by Wayne A. Thorp
Among the 60 stock screening strategies AAII tracks, all but four posted gains over the last 10 years.
January 2020 by Wayne A. Thorp
Among the 60 stock screening strategies AAII tracks, all but four posted gains over the last 10 years.
The Individual Investor’s Guide to Personal Tax Planning 2019
December 2019 by AAII Staff
This year’s changes to the tax rules are modest in scope.
December 2019 by AAII Staff
This year’s changes to the tax rules are modest in scope.
How Big of a Concern Is the Inverted Yield Curve and Negative Interest Rates?
November 2019 by Brian Haughey
Inverted yield curves can precede a recession, and negative interest rates remove a traditional income source for risk-averse investors. Find out if you need to take action.
November 2019 by Brian Haughey
Inverted yield curves can precede a recession, and negative interest rates remove a traditional income source for risk-averse investors. Find out if you need to take action.
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 Fresh Look at Defined-Maturity Bond Funds
September 2019 by Charles Rotblut
Defined-maturity funds seek to strike a middle ground between bonds and bond funds: They mature on a specified date and return capital to shareholders, but they are also professionally managed and benefit from economies of scale.
September 2019 by Charles Rotblut
Defined-maturity funds seek to strike a middle ground between bonds and bond funds: They mature on a specified date and return capital to shareholders, but they are also professionally managed and benefit from economies of scale.
The Individual Investor’s Guide to Exchange-Traded Funds 2019
August 2019 by AAII Staff
Our revamped guide to ETFs gives more direction on how to choose the right ETF for your situation by focusing on three types of investor personas.
August 2019 by AAII Staff
Our revamped guide to ETFs gives more direction on how to choose the right ETF for your situation by focusing on three types of investor personas.
Why Contrarian Investors Should Treat Falling Knives With Skepticism
July 2019 by John Stepek
There are two key traits that every contrarian needs: skepticism and patience. Here’s what to consider before you rush to invest in companies that have fallen from grace.
July 2019 by John Stepek
There are two key traits that every contrarian needs: skepticism and patience. Here’s what to consider before you rush to invest in companies that have fallen from grace.
Robo-Advisers Expand Services and Experience Some Growing Pains
June 2019 by Ken Schapiro
An update on the digital advice industry reveals growing popularity as services are added, along with a few regulatory challenges and other missteps that require investor diligence.
June 2019 by Ken Schapiro
An update on the digital advice industry reveals growing popularity as services are added, along with a few regulatory challenges and other missteps that require investor diligence.
Revisiting the Driehaus Momentum Approach
May 2019 by Wayne A. Thorp
Tweaking the original AAII Driehaus screening strategy by focusing more on recent earnings growth and loosening the momentum filter results in more passing companies and better performance.
May 2019 by Wayne A. Thorp
Tweaking the original AAII Driehaus screening strategy by focusing more on recent earnings growth and loosening the momentum filter results in more passing companies and better performance.
Health Insurance in Retirement: Medicare and Beyond
April 2019 by Steve Vernon
The risk of high medical bills during retirement calls for a well-thought-out plan, especially at age 65, when you’re eligible for universal medical coverage under Medicare. Many crucial aspects of health insurance have the potential to save you a lot of money—or cost a lot if you aren’t paying attention.
April 2019 by Steve Vernon
The risk of high medical bills during retirement calls for a well-thought-out plan, especially at age 65, when you’re eligible for universal medical coverage under Medicare. Many crucial aspects of health insurance have the potential to save you a lot of money—or cost a lot if you aren’t paying attention.
To Beat the Market, Invest Differently Than the Market
March 2019 by Charles Rotblut, James O'Shaughnessy
Decisions based on less than five years of performance returns are mostly based on noise. Many strategies look good over shorter periods, but fare much worse over longer periods.
March 2019 by Charles Rotblut, James O'Shaughnessy
Decisions based on less than five years of performance returns are mostly based on noise. Many strategies look good over shorter periods, but fare much worse over longer periods.
The Individual Investor’s Guide to the Top Mutual Funds 2019
February 2019 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on 727 funds.
February 2019 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on 727 funds.
The Position of the Individual Investor
January 2019 by James B. Cloonan
Looking back on the occasion of the AAII Journal's 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission.
January 2019 by James B. Cloonan
Looking back on the occasion of the AAII Journal's 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission.
The Individual Investor’s Guide to Personal Tax Planning 2018
December 2018 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year and next.
December 2018 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year and next.
Beyond the Index Card: Implementing the Advice of the Financial Experts
November 2018 by Charles Rotblut, Harold Pollack
The story behind Pollack’s index card, which contains the best financial advice individuals need, and the lesson’s he’s learned.
November 2018 by Charles Rotblut, Harold Pollack
The story behind Pollack’s index card, which contains the best financial advice individuals need, and the lesson’s he’s learned.
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.
Identifying and Screening for Vice and Virtue Stocks
September 2018 by Charles Rotblut
Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
September 2018 by Charles Rotblut
Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
The Individual Investor’s Guide to Exchange-Traded Funds 2018
August 2018 by Jaclyn N. McClellan
Our expanded guide covers 542 exchange-traded funds, providing detailed return information and data as well as an update on the ETF industry.
August 2018 by Jaclyn N. McClellan
Our expanded guide covers 542 exchange-traded funds, providing detailed return information and data as well as an update on the ETF industry.
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.
The Basics of Real Estate Investment Trusts (REITs)
May 2018 by Jaclyn N. McClellan
These investment trusts provide direct exposure to real estate and are required to distribute at least 90% of their taxable income.
May 2018 by Jaclyn N. McClellan
These investment trusts provide direct exposure to real estate and are required to distribute at least 90% of their taxable income.
Are You Spending Too Little in Retirement?
April 2018 by Meir Statman
While mental tools and self-control are useful when saving, in retirement, they can stop us from spending on ourselves and family.
April 2018 by Meir Statman
While mental tools and self-control are useful when saving, in retirement, they can stop us from spending on ourselves and family.
Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes
March 2018 by AAII Staff
A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.
March 2018 by AAII Staff
A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.
The Individual Investor’s Guide to the Top Mutual Funds 2018
February 2018 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on nearly 1,600 funds on AAII.com.
February 2018 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on nearly 1,600 funds on AAII.com.
Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017
January 2018 by Wayne A. Thorp
Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.
January 2018 by Wayne A. Thorp
Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.
The Individual Investor’s Guide to Personal Tax Planning 2017
December 2017 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2017 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
AAII Timeline: Approaching 40 Years of Investment Education for Individual Investors
November 2017 by AAII Staff
A look at the association’s milestones and other significant events in AAII’s history.
November 2017 by AAII Staff
A look at the association’s milestones and other significant events in AAII’s history.
Birth of an Idea: How AAII Got Started
November 2017 by John Bajkowski, Charles Rotblut, James B. Cloonan
James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio.
November 2017 by John Bajkowski, Charles Rotblut, James B. Cloonan
James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio.
Media Talk About James Cloonan and AAII
November 2017 by AAII Staff
A collection of articles, quotes and blurbs about AAII published in major media outlets over the years.
November 2017 by AAII Staff
A collection of articles, quotes and blurbs about AAII published in major media outlets over the years.
Reflections on the Past and Future for the Individual Investor
November 2017 by James B. Cloonan
The investment industry has evolved over the past 50 years, providing investors with lower costs, though the growing influence of index funds poses a potential threat.
November 2017 by James B. Cloonan
The investment industry has evolved over the past 50 years, providing investors with lower costs, though the growing influence of index funds poses a potential threat.
Stock Market Retreats and Recoveries
October 2017 by Sam Stovall
Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick.
October 2017 by Sam Stovall
Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick.
Technology Takes Over the Top-Performing ETF List
September 2017 by Jaclyn N. McClellan
Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence.
September 2017 by Jaclyn N. McClellan
Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence.
The Individual Investor’s Guide to Exchange-Traded Funds 2017
August 2017 by AAII Staff
Detailed return information and data on more than 2,000 exchange-traded products, including an overview of the ETF industry.
August 2017 by AAII Staff
Detailed return information and data on more than 2,000 exchange-traded products, including an overview of the ETF industry.
Solving the Problem of Retirement
July 2017 by Paul Merriman
Retirement places potentially unlimited demands on finite savings, but there are three actions investors can take to mitigate the problem.
July 2017 by Paul Merriman
Retirement places potentially unlimited demands on finite savings, but there are three actions investors can take to mitigate the problem.
Piotroski Price-to-Book Screen
June 2017 by John Bajkowski
The Piotroski financial scoring system has grown into a popular approach to identify companies that have solid and improving financials.
June 2017 by John Bajkowski
The Piotroski financial scoring system has grown into a popular approach to identify companies that have solid and improving financials.
When You Haven't Saved Enough for Retirement
May 2017 by Charles Rotblut
Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement.
May 2017 by Charles Rotblut
Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement.
Factors Allow Investors to Think Differently About Diversification
April 2017 by Larry Swedroe
Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk.
April 2017 by Larry Swedroe
Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk.
The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening
March 2017 by Jaclyn N. McClellan
Four of the 10-best performing funds are from the health care category, but this number is down from seven last year.
March 2017 by Jaclyn N. McClellan
Four of the 10-best performing funds are from the health care category, but this number is down from seven last year.
The Individual Investor’s Guide to
the Top Mutual Funds 2017
February 2017 by AAII Staff
The online version of our annual mutual fund guide has all new features, including reports for each fund.
February 2017 by AAII Staff
The online version of our annual mutual fund guide has all new features, including reports for each fund.
Downward Estimate Revisions Screen Tops Unconventional Year
January 2017 by Wayne A. Thorp
Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.
January 2017 by Wayne A. Thorp
Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.
The Individual Investor’s Guide to Personal Tax Planning 2016
December 2016 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2016 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Competition Has Made Indexing a Winner’s Game
November 2016 by Charles Rotblut, Charles D. Ellis
Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing.
November 2016 by Charles Rotblut, Charles D. Ellis
Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing.
What the Evolving Robo Advisory Industry Offers
October 2016 by Jaclyn N. McClellan
Acquisitions and new, large entrants have altered the competitive landscape, but robo-advisors continue to focus on providing low-cost portfolio management services.
October 2016 by Jaclyn N. McClellan
Acquisitions and new, large entrants have altered the competitive landscape, but robo-advisors continue to focus on providing low-cost portfolio management services.
The Top ETFs Over Five Years: Health Care Loses Some Ground
September 2016 by Jaclyn N. McClellan
Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list.
September 2016 by Jaclyn N. McClellan
Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list.
The Individual Investor’s Guide to Exchange-Traded Funds 2016
August 2016 by AAII Staff
Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.
August 2016 by AAII Staff
Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.
Using the Z-Score to Assess the Risk of Bankruptcy
July 2016 by Charles Rotblut, Edward Altman
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it.
July 2016 by Charles Rotblut, Edward Altman
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it.
The Weiss Approach to Value in Blue-Chip Stocks
June 2016 by Jaclyn N. McClellan
Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.
June 2016 by Jaclyn N. McClellan
Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.
Momentum’s Role as a Driver of Stock Prices
May 2016 by Charles Rotblut
Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover.
May 2016 by Charles Rotblut
Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover.
Strategies for Selling Stocks, Including Guidelines From Experts
April 2016 by Charles Rotblut
Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits.
April 2016 by Charles Rotblut
Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits.
The Top Mutual Funds Over Five Years: Health Care Remains on Top
March 2016 by Jaclyn N. McClellan
Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns.
March 2016 by Jaclyn N. McClellan
Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns.
The Individual Investor’s Guide to the Top Mutual Funds 2016
February 2016 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
February 2016 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year
January 2016 by Wayne A. Thorp
Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings.
January 2016 by Wayne A. Thorp
Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings.
The Individual Investor’s Guide to Personal Tax Planning 2015
December 2015 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2015 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Advantages of Simple Allocation Strategies
November 2015 by Wesley R. Gray
Complex strategies do not significantly outperform simpler ones, such as equal-weighting or a 60% stocks/40% bond mix.
November 2015 by Wesley R. Gray
Complex strategies do not significantly outperform simpler ones, such as equal-weighting or a 60% stocks/40% bond mix.
Understanding What Bond Market
Liquidity Means for Your Portfolio
October 2015 by Hildy Richelson, Stan Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction.
October 2015 by Hildy Richelson, Stan Richelson
The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction.
The Top ETFs Over Five Years: Health Care Remains on Top
September 2015 by Jaclyn N. McClellan
The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.
September 2015 by Jaclyn N. McClellan
The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.
The Individual Investor’s Guide to Exchange-Traded Funds 2015
August 2015 by AAII Staff
Detailed return information and data on 1,752 ETFs and ETNs, including an overview of the current trends in the ETF industry.
August 2015 by AAII Staff
Detailed return information and data on 1,752 ETFs and ETNs, including an overview of the current trends in the ETF industry.
Being a Contrarian Means Thinking Differently
July 2015 by Ken Fisher
Contrarians don’t take the opposite view of the consensus, but think differently, act independently and question assumptions.
July 2015 by Ken Fisher
Contrarians don’t take the opposite view of the consensus, but think differently, act independently and question assumptions.
Understanding Asset Bubbles and How to React to Them
June 2015 by Charles Rotblut, Robert Shiller
Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you.
June 2015 by Charles Rotblut, Robert Shiller
Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you.
The Sequence in Which Returns Occur Affects Your Wealth
May 2015 by Charles Rotblut
The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.
May 2015 by Charles Rotblut
The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.
The Importance of Diversification in Retirement Portfolios
April 2015 by Craig Israelsen
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
April 2015 by Craig Israelsen
Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good
March 2015 by Charles Rotblut, Jaclyn N. McClellan
Four health care funds topped the rankings, helping to make the category the best performer over the past five years.
March 2015 by Charles Rotblut, Jaclyn N. McClellan
Four health care funds topped the rankings, helping to make the category the best performer over the past five years.
The Individual Investor’s Guide to the Top Mutual Funds 2015
February 2015 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
February 2015 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
AAII Stock Screens 2014 Review: Active Strategies Lag
January 2015 by Wayne A. Thorp
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies.
January 2015 by Wayne A. Thorp
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies.
The Individual Investor’s Guide to Personal Tax Planning 2014
December 2014 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2014 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Investment Wisdom From Wall Street’s Legends
November 2014 by Frederik Vanhaverbeke
Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts.
November 2014 by Frederik Vanhaverbeke
Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts.
Choosing the Right Portfolio Allocation Approach for You
October 2014 by Charles Rotblut
This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio.
October 2014 by Charles Rotblut
This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio.
Allocate by Market Weight (And Adjust for Personal Circumstances)
September 2014 by Charles Rotblut, William Sharpe
Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor.
September 2014 by Charles Rotblut, William Sharpe
Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor.
The Individual Investor’s Guide to Exchange-Traded Funds 2014
August 2014 by AAII Staff
Detailed return information and data on 446 ETFs and ETNs, including an overview of the current trends in the ETF industry.
August 2014 by AAII Staff
Detailed return information and data on 446 ETFs and ETNs, including an overview of the current trends in the ETF industry.
“Market Wizards” Advice: Doing the Uncomfortable Thing
July 2014 by Jack Schwager
Basing trading decisions on what feels emotionally satisfying often leads to the worst portfolio performance.
July 2014 by Jack Schwager
Basing trading decisions on what feels emotionally satisfying often leads to the worst portfolio performance.
Common Investor Mistakes and Other Investing Insights
July 2014 by Charles Rotblut, John C. Bogle
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading.
July 2014 by Charles Rotblut, John C. Bogle
In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading.
The Tax Consequences of Stock Splits, Mergers and Spin-Offs
June 2014 by Claude Y. Paquin
Tracking cost basis becomes complicated when splits, mergers or spin-offs occur. A real-life example of how to do it.
June 2014 by Claude Y. Paquin
Tracking cost basis becomes complicated when splits, mergers or spin-offs occur. A real-life example of how to do it.
The Danger of Getting Out of Stocks During Bear Markets
May 2014 by Charles Rotblut
Panicking and pulling out of stocks during turbulent market conditions can have a significant and lasting negative impact on your wealth.
May 2014 by Charles Rotblut
Panicking and pulling out of stocks during turbulent market conditions can have a significant and lasting negative impact on your wealth.
Reduce Stock Exposure in Retirement, or Gradually Increase It?
April 2014 by Michael Kitces, Wade Pfau
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.
April 2014 by Michael Kitces, Wade Pfau
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.
The Top Mutual Funds Over Five Years: Credit the Bull and
the Calendar
March 2014 by Charles Rotblut
Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boosted their five-year returns.
March 2014 by Charles Rotblut
Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boosted their five-year returns.
The Individual Investor’s Guide to
the Top Mutual Funds 2014
February 2014 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 1,630 funds.
February 2014 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 1,630 funds.
AAII’s Best of the Net: 2013 Guide to the Top Investment Websites, 17th Edition
November 2013 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
November 2013 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
Using the Bucket Approach With Your Retirement Portfolio
October 2013 by Christine Benz
By segmenting their portfolios based on when they will need the money, retirees can fulfill both short-term cash and long-term growth requirements.
October 2013 by Christine Benz
By segmenting their portfolios based on when they will need the money, retirees can fulfill both short-term cash and long-term growth requirements.
The Individual Investor’s Guide to Exchange-Traded Funds 2013
August 2013 by AAII Staff
Detailed return information and data on ETFs and ETNs. New to this year’s guide is a listing of the 15 largest funds.
August 2013 by AAII Staff
Detailed return information and data on ETFs and ETNs. New to this year’s guide is a listing of the 15 largest funds.
Protect Your Capital: Never Chase High Yield
July 2013 by Donald Cassidy
Buying high-yielding investments is a bet the market is wrong about the underlying risks. Find out what traits to look for in an income-producing investment.
July 2013 by Donald Cassidy
Buying high-yielding investments is a bet the market is wrong about the underlying risks. Find out what traits to look for in an income-producing investment.
Using Seasonal and Cyclical Stock Market Patterns
June 2013 by Jeffrey Hirsch
Presidential terms, the calendar month and a basket of January indicators give insight into market direction.
June 2013 by Jeffrey Hirsch
Presidential terms, the calendar month and a basket of January indicators give insight into market direction.
Should You Maintain an Allocation to Bonds When Current Rates Are Low?
May 2013 by Craig Israelsen
Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.
May 2013 by Craig Israelsen
Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.
Why Buy Bonds If Interest Rates Will Rise?
May 2013 by Hildy Richelson, Stan Richelson
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest when interest rates are rising.
May 2013 by Hildy Richelson, Stan Richelson
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest when interest rates are rising.
Portfolio Rebalancing: Observations From 25 Years of Data
April 2013 by Charles Rotblut
Using a rebalancing strategy over the past 25 years would have boosted returns, lowered volatility and kept the balance in one asset class from being drained.
April 2013 by Charles Rotblut
Using a rebalancing strategy over the past 25 years would have boosted returns, lowered volatility and kept the balance in one asset class from being drained.
The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain
March 2013 by Charles Rotblut
The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.
March 2013 by Charles Rotblut
The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.
The Individual Investor's Guide to the Top Mutual Funds 2013
February 2013 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
February 2013 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
The Permanent Portfolio: Using Allocation to Build and Protect Wealth
December 2012 by Craig Rowland, J.M. Lawson
Based on Harry Browne’s methodology, this strategy holds four distinct asset classes to take advantage of varying economic states.
December 2012 by Craig Rowland, J.M. Lawson
Based on Harry Browne’s methodology, this strategy holds four distinct asset classes to take advantage of varying economic states.
AAII’s Best of the Net: 2012 Guide to the Top Investment Websites, 16th Edition
November 2012 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
November 2012 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
Target Date Funds: A Simple Premise, but Underlying Complexities
October 2012 by Charles Rotblut
Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.
October 2012 by Charles Rotblut
Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.
Charles Dow’s Theory Still Valid for the 21st Century
September 2012 by Jack Schannep
Dow Theory relies on both the Dow Jones industrial average and the Dow Jones transportation average to determine whether a true market trend exists.
September 2012 by Jack Schannep
Dow Theory relies on both the Dow Jones industrial average and the Dow Jones transportation average to determine whether a true market trend exists.
The Individual Investor’s Guide to Exchange-Traded Funds 2012
August 2012 by AAII Staff
Detailed return information and data on ETFs and ETNs. New to this year’s guide is market performance, which helps identify funds that have traded at a premium or discount to their net asset value.
August 2012 by AAII Staff
Detailed return information and data on ETFs and ETNs. New to this year’s guide is market performance, which helps identify funds that have traded at a premium or discount to their net asset value.
Finding the Right Withdrawal Rate: One Key to
Portfolio Sustainability
July 2012 by Maria Crawford Scott
A proper withdrawal approach ensures your retirement savings last, and allows you to separate your allocation decisions from your income needs.
July 2012 by Maria Crawford Scott
A proper withdrawal approach ensures your retirement savings last, and allows you to separate your allocation decisions from your income needs.
Notes on the Current State of the Muni Bond Market
May 2012 by Annette Thau
Muni bond yields are reasonably attractive relative to Treasury yields, and fears about a rise in defaults remain totally misplaced.
May 2012 by Annette Thau
Muni bond yields are reasonably attractive relative to Treasury yields, and fears about a rise in defaults remain totally misplaced.
The Diversity of Municipal Bonds and What You Need to Know
About Risks
May 2012 by Robert Doty
The bond market is split between traditional secure securities and those that are riskier, such as bonds tied to private profit-making or nonprofit borrowers.
May 2012 by Robert Doty
The bond market is split between traditional secure securities and those that are riskier, such as bonds tied to private profit-making or nonprofit borrowers.
Comparing a Bucket Strategy and a Systematic Withdrawal Strategy
April 2012 by Noelle E. Fox
Allocating a portfolio into three buckets for use in specific retirement time periods can help investors feel more confident that their savings will last.
April 2012 by Noelle E. Fox
Allocating a portfolio into three buckets for use in specific retirement time periods can help investors feel more confident that their savings will last.
The Top Funds Over Five Years: Bond Funds Take the Lead
March 2012 by Charles Rotblut
Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.
March 2012 by Charles Rotblut
Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.
The Individual Investor's Guide to The Top Mutual Funds 2012
February 2012 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 1520 funds.
February 2012 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 1520 funds.
2011 Year-End Screening Review: A Difficult Year for Stocks
and Strategies
January 2012 by Wayne A. Thorp
Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.
January 2012 by Wayne A. Thorp
Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.
The Individual Investor’s Guide to
Personal Tax Planning 2011
December 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
AAII's Best of the Net: 2011 Guide to the Top Investment Web Sites, 15th Edition
November 2011 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
November 2011 by AAII Staff
This annual guide highlights the best online resources for financial information and investment data.
Magic Numbers: Reduce the Math of Annuities to Simple Arithmetic
October 2011 by Robert Muksian
Magic numbers are used in shortcuts that help you calculate portfolio growth, how long your savings will last and how much you can withdraw.
October 2011 by Robert Muksian
Magic numbers are used in shortcuts that help you calculate portfolio growth, how long your savings will last and how much you can withdraw.
Retirement Spending on Planet Vulcan: Longevity Risk and
Withdrawal Rates
September 2011 by Moshe A. Milevsky, Huaxiong Huang
The optimal amount to withdraw depends on survival probabilities, pension income, legacy goals and the willingness to risk outliving one’s assets.
September 2011 by Moshe A. Milevsky, Huaxiong Huang
The optimal amount to withdraw depends on survival probabilities, pension income, legacy goals and the willingness to risk outliving one’s assets.
The Individual Investor’s Guide to Exchange-Traded Funds 2011
August 2011 by AAII Staff
This year’s expanded guide covers more than 400 ETFs, and now includes five-year annual return data.
August 2011 by AAII Staff
This year’s expanded guide covers more than 400 ETFs, and now includes five-year annual return data.
Adding Alternative Investments to a Stock/Bond Portfolio
July 2011 by Charles Rotblut, Phil DeMuth
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
July 2011 by Charles Rotblut, Phil DeMuth
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
Picking the Right Stocks Using Charts
June 2011 by Michael Kahn
Charts can help you quickly identify the sectors, and stocks, benefiting from high levels of relative strength.
June 2011 by Michael Kahn
Charts can help you quickly identify the sectors, and stocks, benefiting from high levels of relative strength.
How Your Buy and Sell Orders Get Filled
May 2011 by Charles Rotblut, Chris Nagy
The type, size and timing of an order to buy or sell a security impacts if, when and at what price your transaction gets filled.
May 2011 by Charles Rotblut, Chris Nagy
The type, size and timing of an order to buy or sell a security impacts if, when and at what price your transaction gets filled.
Four Fundamental Tests Every Stock Investor Should Use
April 2011 by Michael C. Thomsett
Four indicators are key to stock analysis and can help evaluate a company relative to both its past and its peers.
April 2011 by Michael C. Thomsett
Four indicators are key to stock analysis and can help evaluate a company relative to both its past and its peers.
Stock Price Movements Are Unpredictable
March 2011 by Charles Rotblut, Burton Malkiel
The author of "A Random Walk Down Wall Street" explains why investors should put at least the core of their portfolios in index funds.
March 2011 by Charles Rotblut, Burton Malkiel
The author of "A Random Walk Down Wall Street" explains why investors should put at least the core of their portfolios in index funds.
The Individual Investor's Guide to The Top Mutual Funds 2011
February 2011 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 700 funds.
February 2011 by AAII Staff
Our annual mutual fund guide provides information and performance statistics on more than 700 funds.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2010
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2010
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
January 2011 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
International Diversification: Why It Still Makes Sense
December 2010 by Bernard R. Horn
History shows that international stocks provide diversification benefits over the long term, even though correlations become close during times of crisis.
December 2010 by Bernard R. Horn
History shows that international stocks provide diversification benefits over the long term, even though correlations become close during times of crisis.
AAII's Guide to the Top Investment Web Sites, 14th Edition, 2010
November 2010 by AAII Staff
As the Internet continues to evolve, so does our annual Best of the Net Guide. The 14th edition highlights many of the websites that have won our praise for many years, as well as several newcomers.
November 2010 by AAII Staff
As the Internet continues to evolve, so does our annual Best of the Net Guide. The 14th edition highlights many of the websites that have won our praise for many years, as well as several newcomers.
Vehicles for Investing: Commodities or Commodity Companies?
September 2010 by John Stephenson
Commodities provide both opportunities for profit and a hedge against inflation. Find out how to invest in them.
September 2010 by John Stephenson
Commodities provide both opportunities for profit and a hedge against inflation. Find out how to invest in them.
Financial Metrics Shenanigans
August 2010 by Howard Schilit
Companies can use financial metrics to mislead investors. Being alert and paying attention to the definitions can expose such tricks.
August 2010 by Howard Schilit
Companies can use financial metrics to mislead investors. Being alert and paying attention to the definitions can expose such tricks.
How Much Should You Have in Equities Until Retirement?
July 2010 by Jerome Clark
A more conservative investment strategy might not do as well as a more aggressive strategy.
July 2010 by Jerome Clark
A more conservative investment strategy might not do as well as a more aggressive strategy.
Deficits, the Fed, and Rising Interest Rates: Implications for Bond Investors
June 2010 by Joseph H. Davis
Making your bond portfolio more, not less, diverse is the best strategy given the uncertain outlook for interest rates.
June 2010 by Joseph H. Davis
Making your bond portfolio more, not less, diverse is the best strategy given the uncertain outlook for interest rates.
Health Care Reform's Tax Implications
May 2010 by Mitchell Freedman
New taxes will be levied by the new law starting in 2013. Read about what those taxes are and what can cause someone to be exposed to them.
May 2010 by Mitchell Freedman
New taxes will be levied by the new law starting in 2013. Read about what those taxes are and what can cause someone to be exposed to them.
Investing in Health Care Reform
May 2010 by Charles Rotblut
Health care mutual fund managers reveal which industries could benefit and which could suffer from the new law.
May 2010 by Charles Rotblut
Health care mutual fund managers reveal which industries could benefit and which could suffer from the new law.
Why Technical Analysis Matters
April 2010 by Michael Kahn
Chart watching can help investors make better decisions. A five-step process can take a stock from an idea to a decision to buy or sell.
April 2010 by Michael Kahn
Chart watching can help investors make better decisions. A five-step process can take a stock from an idea to a decision to buy or sell.
Do's and Don'ts of IRA Investing
March 2010 by Robert Carlson
Complicated and restrictive rules can lead to unintended problems. Learn which assets and transactions are allowed and which are not in an IRA.
March 2010 by Robert Carlson
Complicated and restrictive rules can lead to unintended problems. Learn which assets and transactions are allowed and which are not in an IRA.
The Portfolio Review: Why It Is Important and How to Do It
January 2010 by Julie Jason
Since regular reviews are the foundation of successful investing, resolve to evaluate your portfolio. Julie Jason explains how.
January 2010 by Julie Jason
Since regular reviews are the foundation of successful investing, resolve to evaluate your portfolio. Julie Jason explains how.
The Individual Investor's Guide to Personal Tax Planning for Tax Year 2009
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
December 2009 by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Nine Timeless Rules for Investing in Mutual Funds (and ETFs)
November 2009 by John Markese
Articles that propose some arbitrary number of rules for doing something can be surprisingly seductive. This article focuses on the arbitrary number of 9--but the underlying rules themselves are critical if you invest in mutual funds or exchange-traded funds, or are contemplating investing in them.
November 2009 by John Markese
Articles that propose some arbitrary number of rules for doing something can be surprisingly seductive. This article focuses on the arbitrary number of 9--but the underlying rules themselves are critical if you invest in mutual funds or exchange-traded funds, or are contemplating investing in them.
The Individual Investor's Guide to Exchange-Traded Funds: 2009
October 2009 by Cara Scatizzi, Maria Crawford Scott
Our annual survey covers over 750 stock and bond exchange-traded funds, plus information on how they work and what you need to know about investing in them.
October 2009 by Cara Scatizzi, Maria Crawford Scott
Our annual survey covers over 750 stock and bond exchange-traded funds, plus information on how they work and what you need to know about investing in them.
AAII's Best of the Net: Our 2009 Guide to the Top Investment Web Sites
September 2009 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
September 2009 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
Surviving a Loss: Smart Steps for Coping With Widowhood
August 2009 by Karen C. Altfest
If you have recently lost your spouse, you are confronting many changes. Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready. Smart steps for widows to take when the time is right.
August 2009 by Karen C. Altfest
If you have recently lost your spouse, you are confronting many changes. Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready. Smart steps for widows to take when the time is right.
Bear Market Grads: What You Should Learn From the Financial Crisis
July 2009 by William Reichenstein, Larry Swedroe
Stock indexes remain substantially below their peaks, banks are in lousy shape, and governments around the world are running huge deficits. The market has been a brutal teacher, but there are important lessons to be learned from the crisis--and positive steps investors can take going forward.
July 2009 by William Reichenstein, Larry Swedroe
Stock indexes remain substantially below their peaks, banks are in lousy shape, and governments around the world are running huge deficits. The market has been a brutal teacher, but there are important lessons to be learned from the crisis--and positive steps investors can take going forward.
Lowering Your Costs: How to Take Advantage of Direct Purchase Plans
June 2009 by Maria Crawford Scott
A simple, low-cost and low-minimum way to start investing in individual stocks is to go straight to the company source. Direct purchase plans allow you to buy shares directly from the company without a broker. A look at how the plans work and how to find them.
June 2009 by Maria Crawford Scott
A simple, low-cost and low-minimum way to start investing in individual stocks is to go straight to the company source. Direct purchase plans allow you to buy shares directly from the company without a broker. A look at how the plans work and how to find them.
Member News: Our Annual Update on What's Going on at AAII
June 2009 by AAII Staff
An inside look at new developments at AAII over the last year and our upcoming Investor Conference.
June 2009 by AAII Staff
An inside look at new developments at AAII over the last year and our upcoming Investor Conference.
Taking Aim at Your Retirement: A Look at Target Date Mutual Funds
June 2009 by John Markese
There is an appealing simplicity in the concept of target date funds, but making the right choice among the many offerings and understanding how the funds work is not quite as simple as it appears at first glance.
June 2009 by John Markese
There is an appealing simplicity in the concept of target date funds, but making the right choice among the many offerings and understanding how the funds work is not quite as simple as it appears at first glance.
The Dividend Puzzle: The Relationship Between Payout Rates and Growth
May 2009 by Stanley Block
Do moderately high dividend payments increase or diminish stock values? The studies are mixed, but a look at the recent performance of stocks in the Dow indicates that firms with yields over 2% may indeed provide better capital appreciation.
May 2009 by Stanley Block
Do moderately high dividend payments increase or diminish stock values? The studies are mixed, but a look at the recent performance of stocks in the Dow indicates that firms with yields over 2% may indeed provide better capital appreciation.
The Top Funds Over 5 Years: Surviving the Claws of a Bear Market
April 2009 by John Markese
To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.
April 2009 by John Markese
To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.
Retirement Income: Repairing the Damage to Assure the Flow
February 2009 by Christine S. Fahlund
If you are living off your retirement savings and have suffered a severe portfolio loss, what is your best course of action to ensure your savings can be sustained? A new T. Rowe Price retirement income study compared various withdrawal strategies.
February 2009 by Christine S. Fahlund
If you are living off your retirement savings and have suffered a severe portfolio loss, what is your best course of action to ensure your savings can be sustained? A new T. Rowe Price retirement income study compared various withdrawal strategies.
Stocks for the Long Term: Why Prospects Are Rosy
January 2009 by William Reichenstein, Dale Domian
You already know the bad news concerning stocks. The good news is that based on today's depressed prices, long-term stock prospects appear above average. A look at some of the evidence that supports a rosy multi-year stock outlook, and a framework for applying these forecasts.
January 2009 by William Reichenstein, Dale Domian
You already know the bad news concerning stocks. The good news is that based on today's depressed prices, long-term stock prospects appear above average. A look at some of the evidence that supports a rosy multi-year stock outlook, and a framework for applying these forecasts.
Your Portfolio: Maintaining Perspective
November 2008 by John Markese, Maria Crawford Scott
Financial turmoil can prompt an emotional response that causes investors to flee stock holdings. But this can cause long-term harm to your portfolio. Instead, you need to put things in perspective and stick to the fundamental rules of investing.
November 2008 by John Markese, Maria Crawford Scott
Financial turmoil can prompt an emotional response that causes investors to flee stock holdings. But this can cause long-term harm to your portfolio. Instead, you need to put things in perspective and stick to the fundamental rules of investing.
The Individual Investor's 2008 Exchange-Traded Fund Guide
October 2008 by Cara Scatizzi
Our annual guide this year features over 700 exchange-traded funds. Included is a compete listing of all existing stock and fixed-income exchange-traded funds, plus information on how they work and what you need to know about investing in them.
October 2008 by Cara Scatizzi
Our annual guide this year features over 700 exchange-traded funds. Included is a compete listing of all existing stock and fixed-income exchange-traded funds, plus information on how they work and what you need to know about investing in them.
AAII's Best of the Net: 2008 Guide to the Top Investment Web Sites, 12th edition
September 2008 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
September 2008 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
The Warren Buffett Way of Finding Excellent Firms at Attractive Prices
September 2008 by Wayne A. Thorp
The legend of Warren Buffett and his investment prowess is well-documented. Buffett first seeks to identify an excellent business and then invests in it only if the price is right. A look at how to screen for firms using the Warren Buffett approach, based on the book “Buffettology” by Mary Buffett and David Clark.
September 2008 by Wayne A. Thorp
The legend of Warren Buffett and his investment prowess is well-documented. Buffett first seeks to identify an excellent business and then invests in it only if the price is right. A look at how to screen for firms using the Warren Buffett approach, based on the book “Buffettology” by Mary Buffett and David Clark.
Measuring Managers' Mettle: A Revealing Investment Gauge
August 2008 by Stephen T. McClellan
A critical part of the investment evaluation process is gauging management effectiveness, quality, and character. Surprisingly, this is often disregarded by Wall Street. What to look for to determine whether management can be trusted.
August 2008 by Stephen T. McClellan
A critical part of the investment evaluation process is gauging management effectiveness, quality, and character. Surprisingly, this is often disregarded by Wall Street. What to look for to determine whether management can be trusted.
Will Your Savings Last? What the Withdrawal Rate Studies Show
July 2008 by William Reichenstein
Determining a "safe" withdrawal rate for retirement savings is a tricky balancing act for retirees. If it is too large, they may run through assets too quickly, but if it is too little, their lifestyle will be below where it could be. Many studies have attempted to determine the "maximum" safe rate. Lessons from what the studies have found.
July 2008 by William Reichenstein
Determining a "safe" withdrawal rate for retirement savings is a tricky balancing act for retirees. If it is too large, they may run through assets too quickly, but if it is too little, their lifestyle will be below where it could be. Many studies have attempted to determine the "maximum" safe rate. Lessons from what the studies have found.
Buying Straight From the Source: AAII's 2008 Direct Purchase Plan Guide
June 2008 by Cara Scatizzi
Want a simple, low-cost way to invest in a firm? One approach is to go straight to the source, using direct purchase plans, which allow you to buy shares directly from the company without a broker. This year's annual guide lists over 430 plans.
June 2008 by Cara Scatizzi
Want a simple, low-cost way to invest in a firm? One approach is to go straight to the source, using direct purchase plans, which allow you to buy shares directly from the company without a broker. This year's annual guide lists over 430 plans.
Turmoil in the Marketplace: What's Going on With Municipals?
May 2008 by Annette Thau
Losses from the current credit market crisis have affected bond insurance firms--firms that guarantee municipal bonds--and placed the entire municipal bond market under a cloud. There has been little clarity about how the problems affect the bonds under guarantee. Shedding some light on what's going on in the muni markets.
May 2008 by Annette Thau
Losses from the current credit market crisis have affected bond insurance firms--firms that guarantee municipal bonds--and placed the entire municipal bond market under a cloud. There has been little clarity about how the problems affect the bonds under guarantee. Shedding some light on what's going on in the muni markets.
Peerless Performers: The Top Funds Over 5 Years
April 2008 by John Markese
To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers, and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.
April 2008 by John Markese
To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years. Who are the current top performers, and how did they outperform their peers? A look at the top funds and how they managed to distinguish themselves.
Master Strategists for 2007: AAII's Top Stock Screens
January 2008 by Wayne A. Thorp
The fiercest battle in 2007 was not among the strategists, but against the market itself. Nonetheless, the top strategist's win was decisive: The O'Shaughnessy Small Cap Growth and Value methodology closed the year up 43.9%.
January 2008 by Wayne A. Thorp
The fiercest battle in 2007 was not among the strategists, but against the market itself. Nonetheless, the top strategist's win was decisive: The O'Shaughnessy Small Cap Growth and Value methodology closed the year up 43.9%.
A Performance Tape Measure: How to Benchmark Your Portfolio
November 2007 by John Markese
Is your fund portfolio on the right track to achieve your goals? Benchmarking provides a performance tape measure to see how well your funds have done individually and as a whole.
November 2007 by John Markese
Is your fund portfolio on the right track to achieve your goals? Benchmarking provides a performance tape measure to see how well your funds have done individually and as a whole.
The Individual Investor's 2007 Guide to Exchange-Traded Funds
October 2007 by Cara Scatizzi
Our annual guide this year features over 500 exchange-traded funds. Included is a complete listing of all existing stock and fixed-income exchange-traded funds, plus articles on how they work and what you need to know about investing in them.
October 2007 by Cara Scatizzi
Our annual guide this year features over 500 exchange-traded funds. Included is a complete listing of all existing stock and fixed-income exchange-traded funds, plus articles on how they work and what you need to know about investing in them.
AAII's Best of the Net: 2007 Guide to the Top Investment Web Sites, 11th edition
September 2007 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
September 2007 by AAII Staff
Our Best of the Net ratings go to investment Web sites that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
Will the Real P/E Please Stand Up?
August 2007 by AAII Staff
There are many ways to calculate price-earnings ratios, and they provide a wealth of information about stock expectations.
August 2007 by AAII Staff
There are many ways to calculate price-earnings ratios, and they provide a wealth of information about stock expectations.
What's in a Yield?
July 2007 by AAII Staff
Understand the many meanings of yield for bond and fund investors.
July 2007 by AAII Staff
Understand the many meanings of yield for bond and fund investors.
Going Straight to the Source: AAII's 2007 Guide to Direct Purchase Plans
June 2007 by Cara Scatizzi
Direct purchase plans let you go straight to the source to buy company shares, which means you can buy stock with little or no commission. This year's annual guide lists over 430 plans.
June 2007 by Cara Scatizzi
Direct purchase plans let you go straight to the source to buy company shares, which means you can buy stock with little or no commission. This year's annual guide lists over 430 plans.
Driehaus' Growth & Momentum Investing: A Roller-Coaster Ride
May 2007 by Wayne A. Thorp
The Driehaus approach is based on the philosophy of Richard Driehaus, one of 25 money managers named to the Barron’s All-Century Team in 2000. The screen focuses on small and mid-cap companies with rapidly growing earnings--and stock prices to match.
May 2007 by Wayne A. Thorp
The Driehaus approach is based on the philosophy of Richard Driehaus, one of 25 money managers named to the Barron’s All-Century Team in 2000. The screen focuses on small and mid-cap companies with rapidly growing earnings--and stock prices to match.
Rodney Dangerfield Investing: Closed-End Opportunities
April 2007 by John Deysher
Exchange-traded funds (ETFs) are relative newcomers compared to closed-end funds, yet ETFs are mushrooming in popularity and press coverage. Like Rodney Dangerfield, closed-end funds still don't get the respect they deserve. But "no respect" can translate into opportunities.
April 2007 by John Deysher
Exchange-traded funds (ETFs) are relative newcomers compared to closed-end funds, yet ETFs are mushrooming in popularity and press coverage. Like Rodney Dangerfield, closed-end funds still don't get the respect they deserve. But "no respect" can translate into opportunities.
Discount Broker Guide 2007: How to Spot the Right Broker
February 2007 by Jean Henrich
AAII's annual survey can help you find the right broker on the crowded discount broker stage. This year's survey covers 56 firms that refer to themselves as discount, 47 of which offer on-line trading.
February 2007 by Jean Henrich
AAII's annual survey can help you find the right broker on the crowded discount broker stage. This year's survey covers 56 firms that refer to themselves as discount, 47 of which offer on-line trading.
A Roller-Coaster Ride to a Strong Finish in 2006
January 2007 by Wayne A. Thorp
It had its ups and downs, but the market had a thrilling end, as did most strategies during 2006. Of the 58 strategies tracked on AAII.com, only four failed to generate positive returns for the year. The value-oriented Enterprising Investor methodology of Benjamin Graham was the leading strategy for the year, while James O’Shaughnessy’s Tiny Titans growth and value strategy was the long-term winner.
January 2007 by Wayne A. Thorp
It had its ups and downs, but the market had a thrilling end, as did most strategies during 2006. Of the 58 strategies tracked on AAII.com, only four failed to generate positive returns for the year. The value-oriented Enterprising Investor methodology of Benjamin Graham was the leading strategy for the year, while James O’Shaughnessy’s Tiny Titans growth and value strategy was the long-term winner.
Withdrawal Strategies to Make Your Nest Egg Last Longer
November 2006 by William Reichenstein
Individuals who are withdrawing assets in their golden years face a relatively complex issue: Which accounts should they withdraw from first, taxable or tax-deferred? A look at alternative withdrawal strategies, and how they affect a portfolio's longevity.
November 2006 by William Reichenstein
Individuals who are withdrawing assets in their golden years face a relatively complex issue: Which accounts should they withdraw from first, taxable or tax-deferred? A look at alternative withdrawal strategies, and how they affect a portfolio's longevity.
The Individual Investor's Guide to Exchange-Traded Funds 2006
October 2006 by Maria Crawford Scott, Jean Henrich
Our annual guide this year features 293 exchange-traded funds—portfolio baskets of securities that look like mutual funds but trade like stocks.
October 2006 by Maria Crawford Scott, Jean Henrich
Our annual guide this year features 293 exchange-traded funds—portfolio baskets of securities that look like mutual funds but trade like stocks.
Recommended Reading: Four Books That Cover It All
July 2006 by William Reichenstein
Where can you get sound financial advice and avoid the costs of attaining it? Reading the right books is an obvious choice. A recommended list of easily readable books.
July 2006 by William Reichenstein
Where can you get sound financial advice and avoid the costs of attaining it? Reading the right books is an obvious choice. A recommended list of easily readable books.
Hedging Your Portfolio With Mutual Funds
June 2006 by John Markese
Hedge funds have an exotic allure, but also an unsettling side. Mutual funds, in contrast, have a more accessible structure for all investors. Are there any mutual funds that also have that siren song of hedge funds? It turns out some do, and mutual funds that have hedge fund traits may have a place in your portfolio.
June 2006 by John Markese
Hedge funds have an exotic allure, but also an unsettling side. Mutual funds, in contrast, have a more accessible structure for all investors. Are there any mutual funds that also have that siren song of hedge funds? It turns out some do, and mutual funds that have hedge fund traits may have a place in your portfolio.
AAII's Guide to the Top Investment Web Sites, 8th Edition, 2004
September 2004 by AAII Staff
Our picks for the top investment Web sites focus on those that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
September 2004 by AAII Staff
Our picks for the top investment Web sites focus on those that provide investment information or services that are useful, substantial and available for free or at a reasonable price.
Feature: Investor Sentiment as a Contrarian Indicator
September 2004 by Wayne A. Thorp
Using AAII's Investor Sentiment Survey to forecast the direction of the market.
September 2004 by Wayne A. Thorp
Using AAII's Investor Sentiment Survey to forecast the direction of the market.
An Interview With Scott L. Scher, Portfolio Manager, CRM Small Cap Value Fund
January 2002 by Maria Crawford Scott
Feature: A value approach to investing that seeks small-cap firms undergoing positive changes.
January 2002 by Maria Crawford Scott
Feature: A value approach to investing that seeks small-cap firms undergoing positive changes.
Analyzing Volume & Price Ranges Using Equivolume Charting
January 2002 by Wayne A. Thorp
Technical Analysis: While heavy volume on an upward price move is usually viewed as a positive sign, heavy trading volume at the end or top of the price move is ignored. An in-depth look at reading equivolume charts to understand volume and price ranges.
January 2002 by Wayne A. Thorp
Technical Analysis: While heavy volume on an upward price move is usually viewed as a positive sign, heavy trading volume at the end or top of the price move is ignored. An in-depth look at reading equivolume charts to understand volume and price ranges.
Bond Basics: An Investor's Guide to the Many Meanings of Yield
January 2002 by Annette Thau
Bond Basics: An Investor´s Guide to the Many Meanings of YieldBonds: The term "yield" can be confusing to investors because it has a number of different meanings. Even more confusing is the fact that these meanings are not directly comparable for individual bonds and for bond funds.
January 2002 by Annette Thau
Bond Basics: An Investor´s Guide to the Many Meanings of YieldBonds: The term "yield" can be confusing to investors because it has a number of different meanings. Even more confusing is the fact that these meanings are not directly comparable for individual bonds and for bond funds.
Discount Broker Survey 2002: A Guide to Commissions and Services
January 2002 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
January 2002 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
Stock Strategy Performance: The Winners and Losers in 2001
January 2002 by John Bajkowski
Stock Screening: The best-and worst-performing strategies of 2001 both showed strong reversals from their 2000 performance, highlighting the danger of blindly investing in the prior year's best performer.
January 2002 by John Bajkowski
Stock Screening: The best-and worst-performing strategies of 2001 both showed strong reversals from their 2000 performance, highlighting the danger of blindly investing in the prior year's best performer.
What to Look for in a Closed-End Municipal Bond Fund
January 2002 by Albert J. Fredman
Mutual Funds: A closed-end fund's stock price can rise above or fall below its net asset value, depending upon supply and demand. While bond fund markdowns don't get as deep as those on equity funds, you can still find opportunities.
January 2002 by Albert J. Fredman
Mutual Funds: A closed-end fund's stock price can rise above or fall below its net asset value, depending upon supply and demand. While bond fund markdowns don't get as deep as those on equity funds, you can still find opportunities.
An Interview With Mary Miller, Portfolio Manager, T. Rowe Price Tax-Free Income
October 2001 by Maria Crawford Scott
Feature: Attaining compelling aftertax returns in the high-grade municipal market.
October 2001 by Maria Crawford Scott
Feature: Attaining compelling aftertax returns in the high-grade municipal market.
Arms' Ease of Movement: Adding Volume to the Equation
October 2001 by Wayne A. Thorp
Technical Analysis: Equivolume is a method that places price activity and trading volume on an equal footing. Volume analysis is useful in identifying levels of support and resistance as well as points where these levels are broken.
October 2001 by Wayne A. Thorp
Technical Analysis: Equivolume is a method that places price activity and trading volume on an equal footing. Volume analysis is useful in identifying levels of support and resistance as well as points where these levels are broken.
International Investing: It Still Makes Sense to Diversify
October 2001 by Albert J. Fredman
Mutual Funds: Correlations among the world's major markets often converge during brief U.S. market shocks. The heavy selling typically produces a worldwide domino effect during severe global traumas.
October 2001 by Albert J. Fredman
Mutual Funds: Correlations among the world's major markets often converge during brief U.S. market shocks. The heavy selling typically produces a worldwide domino effect during severe global traumas.
Tax Relief and the Changes to the Estate and Gift Laws
October 2001 by Clark M. Blackman
Tax Strategies: The prospect of the eventual estate tax repeal in 2010 seems to contains the promise of simplified estate planning, but the promise may be more illusion than reality. For the rest of the decade, the estate tax will be in constant flux.
October 2001 by Clark M. Blackman
Tax Strategies: The prospect of the eventual estate tax repeal in 2010 seems to contains the promise of simplified estate planning, but the promise may be more illusion than reality. For the rest of the decade, the estate tax will be in constant flux.
The Investment Implications of Lower Stock Return Prospects
October 2001 by William Reichenstein
Portfolio Strategies: There is a strong consensus among academics and professionals that long-run U.S. stock prospects are below average. Market multiples, which even with the market decline are well above average, suggest below-average future prospects.
October 2001 by William Reichenstein
Portfolio Strategies: There is a strong consensus among academics and professionals that long-run U.S. stock prospects are below average. Market multiples, which even with the market decline are well above average, suggest below-average future prospects.
Using Price-to-Sales Ratios for Out-of-Favor Stocks
October 2001 by John Bajkowski
Stock Screening: Proponents of price-to-sales ratios argue that sales-based valuations are better than earnings-based ones because sales is subject to fewer assumptions, interpretations and manipulations.
October 2001 by John Bajkowski
Stock Screening: Proponents of price-to-sales ratios argue that sales-based valuations are better than earnings-based ones because sales is subject to fewer assumptions, interpretations and manipulations.
"Winning on Wall Street" Using the Martin Zweig Approach
September 2001 by Wayne A. Thorp
Stock Screening: Zweig's strategy seeks to identify companies with strong growth in earnings and sales, a reasonable price-earnings ratio given the company's growth rate, an absence of heavy insider selling, and relatively strong price action.
September 2001 by Wayne A. Thorp
Stock Screening: Zweig's strategy seeks to identify companies with strong growth in earnings and sales, a reasonable price-earnings ratio given the company's growth rate, an absence of heavy insider selling, and relatively strong price action.
AAII's Guide to the Top Investment Web Sites, 5th Edition
September 2001 by AAII Staff
Feature: AAII's annual survey of investment-related Internet sites reports on the top Web sites and what we liked about them.
September 2001 by AAII Staff
Feature: AAII's annual survey of investment-related Internet sites reports on the top Web sites and what we liked about them.
An Interview With George W. Brumley III and David R. Carr Jr., Portfolio Managers, Oak Value Fund
September 2001 by Maria Crawford Scott
Feature: Following a Benjamin Graham/Warren Buffett value approach to find good businesses selling at attractive prices.
September 2001 by Maria Crawford Scott
Feature: Following a Benjamin Graham/Warren Buffett value approach to find good businesses selling at attractive prices.
Discount Broker Shopping Guide: Mutual Fund Supermarkets
September 2001 by John Markese
Mutual Funds: As of 2001, 30 discount brokers offer selected mutual funds with no transaction fees attached. That means you can buy or sell funds from different families through one broker, saving time and paperwork, and with minimal fees.
September 2001 by John Markese
Mutual Funds: As of 2001, 30 discount brokers offer selected mutual funds with no transaction fees attached. That means you can buy or sell funds from different families through one broker, saving time and paperwork, and with minimal fees.
Outrageous Advertising: A Survival Guide for Investors
September 2001 by Mark Hulbert
Most individuals wouldn’t give the time of day to a used car salesman who claimed that an old car had only been driven to church on Sundays. Yet many investors not only gave the time of day, but actually paid good money to an investment newsletter that claimed that in 13 years’ time it had turned $10,000 into more than $40 million.
September 2001 by Mark Hulbert
Most individuals wouldn’t give the time of day to a used car salesman who claimed that an old car had only been driven to church on Sundays. Yet many investors not only gave the time of day, but actually paid good money to an investment newsletter that claimed that in 13 years’ time it had turned $10,000 into more than $40 million.
Surviving Market Volatility: Investing in Extraordinary Times
September 2001 by Michael. Kassen
Market Structure: In mid-2001, volatility as measured by standard deviation of monthly returns for the S&P 500 is only a hair above average, and not as high as during the bear market of the mid-1970s or the crash of 1987.
September 2001 by Michael. Kassen
Market Structure: In mid-2001, volatility as measured by standard deviation of monthly returns for the S&P 500 is only a hair above average, and not as high as during the bear market of the mid-1970s or the crash of 1987.
An Interview With Charles McQuaid, Portfolio Manager, Liberty Acorn Fund
August 2001 by Maria Crawford Scott
Feature: Investing in small-cap stocks--leading the pack by not following it.
August 2001 by Maria Crawford Scott
Feature: Investing in small-cap stocks--leading the pack by not following it.
Do Dividends Still Matter? Yes—And Here's Why
August 2001 by Donald Cassidy
Stock Selection Strategies: Even in the extraordinary market climate of the past several years, dividend actions have been strong predictors of stock-price action. Dividend yields also provide a cushion under prices when stocks go through sinking spells.
August 2001 by Donald Cassidy
Stock Selection Strategies: Even in the extraordinary market climate of the past several years, dividend actions have been strong predictors of stock-price action. Dividend yields also provide a cushion under prices when stocks go through sinking spells.
Financial Check-Up: Figuring Out Your Mutual Fund Portfolio
August 2001 by John Markese
Mutual Funds: A simple worksheet for your mutual fund portfolio allows you to see what it may generate over time in terms of income, return, and risk. It also allows you to see the trade-offs that can occur with different allocations.
August 2001 by John Markese
Mutual Funds: A simple worksheet for your mutual fund portfolio allows you to see what it may generate over time in terms of income, return, and risk. It also allows you to see the trade-offs that can occur with different allocations.
Finding the Winners Among Low Price-to-Book-Value Stocks
August 2001 by John Bajkowski
Stock Screening: Simple value screens that look only for low prices relative to value tend to produce lists that include a few winners among many losers. One promising new system seeks low-valued stocks that also have solid financials.
August 2001 by John Bajkowski
Stock Screening: Simple value screens that look only for low prices relative to value tend to produce lists that include a few winners among many losers. One promising new system seeks low-valued stocks that also have solid financials.
Predicting Short-Term Trends: The Cup-With-Handle Pattern
August 2001 by Wayne A. Thorp
Technical Analysis: The cup-with-handle is a bullish continuation pattern that is formed by a corrective movement in price--the handle--which follows an upward trend in prices.
August 2001 by Wayne A. Thorp
Technical Analysis: The cup-with-handle is a bullish continuation pattern that is formed by a corrective movement in price--the handle--which follows an upward trend in prices.
Tax Relief: The New Act and What It Means for Individuals
August 2001 by Clark M. Blackman
Tax Strategies: In addition to adopting the largest of the president's 2001 tax cut proposals, Congress included a substantial number of reforms that provide significant increases to the maximum contributions allowed for retirement savings vehicles.
August 2001 by Clark M. Blackman
Tax Strategies: In addition to adopting the largest of the president's 2001 tax cut proposals, Congress included a substantial number of reforms that provide significant increases to the maximum contributions allowed for retirement savings vehicles.
The AAII Beginner's Portfolio: An Annual Performance Review 2001
August 2001 by James B. Cloonan
Feature: While new Nasdaq rules and the switch to decimal pricing have reduced the bid-ask spread, the spread continues to be signficant for smaller-cap stocks, particularly those that have low volume.
August 2001 by James B. Cloonan
Feature: While new Nasdaq rules and the switch to decimal pricing have reduced the bid-ask spread, the spread continues to be signficant for smaller-cap stocks, particularly those that have low volume.
A Basic Value Rule of Thumb for Screening Stocks
July 2001 by John Bajkowski
Stock Screening: Every value investor should seek high growth and high dividends at a bargain price, but trade-offs are necessary. A fundamental value rule of thumb combines earnings yield, earnings retention, and dividend yield.
July 2001 by John Bajkowski
Stock Screening: Every value investor should seek high growth and high dividends at a bargain price, but trade-offs are necessary. A fundamental value rule of thumb combines earnings yield, earnings retention, and dividend yield.
An Interview With Jerome Heppelmann, Portfolio Manager, PBHG Mid-Cap Value Fund
July 2001 by Maria Crawford Scott
Feature: Balancing the trade-offs: A search for valuations and growth.
July 2001 by Maria Crawford Scott
Feature: Balancing the trade-offs: A search for valuations and growth.
Misleading Promises: Beware of Agents Bearing Guarantees
July 2001 by Peter Katt
Insurance Products: The new sales gimmick in life insurance is the exaggerated secondary guarantee. These guarantees are not benign if they are the reason a particular insurance policy is purchased, while more important criteria are ignored.
July 2001 by Peter Katt
Insurance Products: The new sales gimmick in life insurance is the exaggerated secondary guarantee. These guarantees are not benign if they are the reason a particular insurance policy is purchased, while more important criteria are ignored.
Sizing Up Mutual Fund Relatives: Low-Cost Alternative Investing
July 2001 by Albert J. Fredman
Mutual Funds: ETFs, closed-end funds, HOLDRS, and folios require greater investment sophistication, but may offer unique advantages for savvy investors. Costs, investment control and tax efficiency play a major role in evaluating the alternatives.
July 2001 by Albert J. Fredman
Mutual Funds: ETFs, closed-end funds, HOLDRS, and folios require greater investment sophistication, but may offer unique advantages for savvy investors. Costs, investment control and tax efficiency play a major role in evaluating the alternatives.
The Stock Market Today: Not Your Father's Correction
July 2001 by Marcus W Robins
Stock Selection Strategies: Although there are some interesting parallels, things are considerably different today compared to what they were in the early 1970s.
July 2001 by Marcus W Robins
Stock Selection Strategies: Although there are some interesting parallels, things are considerably different today compared to what they were in the early 1970s.
Using ROE to Analyze Stocks: What You Need to Know About
July 2001 by Ellis Traub
Stock Fundamentals: For evaluating management's skill at making use of a company's equity, ROE is the preferred metric. However, it must mean precisely the same thing to everyone who uses it.
July 2001 by Ellis Traub
Stock Fundamentals: For evaluating management's skill at making use of a company's equity, ROE is the preferred metric. However, it must mean precisely the same thing to everyone who uses it.
When Companies Combine, and Other Accounting Confusions
July 2001 by Haruki Toyama
Stock Fundamentals: Plans are in the works to change the way companies account for mergers and acquisitions. Understanding the method used is vital for investors when determining the value of any business.
July 2001 by Haruki Toyama
Stock Fundamentals: Plans are in the works to change the way companies account for mergers and acquisitions. Understanding the method used is vital for investors when determining the value of any business.
An Interview With Robert D'Alelio, Portfolio Manager, Neuberger Berman Genesis Fund
June 2001 by Maria Crawford Scott
Seeking good businesses at good values among the small caps.
June 2001 by Maria Crawford Scott
Seeking good businesses at good values among the small caps.
Beneficiary Designations and IRA Distributions: The New Rules
June 2001 by Clark M. Blackman
Retirement Plans: Starting in 2001, minimum IRA distribution rules have been simplified, with many traps eliminated. A look at the impact of the new proposed rules on distributions after the owner's death.
June 2001 by Clark M. Blackman
Retirement Plans: Starting in 2001, minimum IRA distribution rules have been simplified, with many traps eliminated. A look at the impact of the new proposed rules on distributions after the owner's death.
Bond Basics for Individuals: A Guide to Buying and Selling
June 2001 by Annette Thau
In the bond markets, individual investors--even the wealthy--are all little guys. To protect your own interests, if you want to buy individual bonds you need to become an informed investor.
June 2001 by Annette Thau
In the bond markets, individual investors--even the wealthy--are all little guys. To protect your own interests, if you want to buy individual bonds you need to become an informed investor.
DRP Stock Characteristics and a High-Yield Contrarian Screen
June 2001 by Kenneth J. Michal
Stock Screening: Companies that offer dividend reinvestment plans tend to be larger and more mature firms, with a heavy concentration of cyclicals. Investing only in DRP companies would exclude firms in smaller, high-growth industries.
June 2001 by Kenneth J. Michal
Stock Screening: Companies that offer dividend reinvestment plans tend to be larger and more mature firms, with a heavy concentration of cyclicals. Investing only in DRP companies would exclude firms in smaller, high-growth industries.
Going Global: A Single Fund With a World to Choose From
June 2001 by John Markese
Mutual Funds: International diversification does not have the pronounced benefits it once had. But while world stock markets occasionally all do the same short-term dance, they still do not move in unison over the long term.
June 2001 by John Markese
Mutual Funds: International diversification does not have the pronounced benefits it once had. But while world stock markets occasionally all do the same short-term dance, they still do not move in unison over the long term.
How to Know When to Let Go When Your Advisor Starts to Lag
June 2001 by Mark Hulbert
Investment Newsletters: Most investors have no contingency plan for how to react if their chosen advisor doesn't perform as hoped. It's difficult to analyze your portfolio dispassionately and objectively once you have lost a lot of money.
June 2001 by Mark Hulbert
Investment Newsletters: Most investors have no contingency plan for how to react if their chosen advisor doesn't perform as hoped. It's difficult to analyze your portfolio dispassionately and objectively once you have lost a lot of money.
The Individual Investor's Guide to Dividend Reinvestment Plans, 9th Edition
June 2001 by AAII Staff
Feature: The major attraction of a dividend reinvestment plan is the opportunity to buy shares with little or no commissions levied. And this year, over a third of the DRP companies will sell the initial shares directly to the public.
June 2001 by AAII Staff
Feature: The major attraction of a dividend reinvestment plan is the opportunity to buy shares with little or no commissions levied. And this year, over a third of the DRP companies will sell the initial shares directly to the public.
An Interview with Edwin Walczak, Portfolio Manager, Vontobel U.S. Value Fund
May 2001 by Maria Crawford Scott
Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.
May 2001 by Maria Crawford Scott
Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.
An Investor's Guide to Analyzing Exchange-Traded Funds
May 2001 by Albert J. Fredman
Mutual Funds: Tradable funds require greater investor sophistication than ordinary mutual funds because they trade like a stock. The stock dimension may also ignite latent speculative tendencies that might otherwise lie dormant.
May 2001 by Albert J. Fredman
Mutual Funds: Tradable funds require greater investor sophistication than ordinary mutual funds because they trade like a stock. The stock dimension may also ignite latent speculative tendencies that might otherwise lie dormant.
IRA Conversions: Older Taxpayers Need to Consider Special Factors
May 2001 by Paul Erickson
Retirement Plans: Several factors are frequently ignored when individuals try to decide whether to convert a traditional IRA into a Roth IRA, in particular the estate tax consequences.
May 2001 by Paul Erickson
Retirement Plans: Several factors are frequently ignored when individuals try to decide whether to convert a traditional IRA into a Roth IRA, in particular the estate tax consequences.
Monitoring the Smart Money by Using On-Balance Volume
May 2001 by Wayne A. Thorp
Technical Analysis: The OBV tracks the activity of smart money--large traders and investors who have inside details regarding the company's fundamentals--so you can benefit from their information without actually knowing it.
May 2001 by Wayne A. Thorp
Technical Analysis: The OBV tracks the activity of smart money--large traders and investors who have inside details regarding the company's fundamentals--so you can benefit from their information without actually knowing it.
Screening for Stocks Using the John Templeton Value Approach
May 2001 by Kenneth J. Michal
Stock Screening: Templeton was the constant comparison shopper--whether it was clothes, furniture, a home, or stocks, he always looked for the best-priced bargains.
May 2001 by Kenneth J. Michal
Stock Screening: Templeton was the constant comparison shopper--whether it was clothes, furniture, a home, or stocks, he always looked for the best-priced bargains.
When to Sell a Stock: Practical and Profitable Rules
May 2001 by Donald Cassidy
Many investors feel the odds are against them if they sell. Reinforcing that perception is the mutual funds industry, which constantly drums the “buy and hold” refrain, often translated into “buy and never sell.” That is ironic because growth funds have holding periods of slightly under a year.
May 2001 by Donald Cassidy
Many investors feel the odds are against them if they sell. Reinforcing that perception is the mutual funds industry, which constantly drums the “buy and hold” refrain, often translated into “buy and never sell.” That is ironic because growth funds have holding periods of slightly under a year.
An Interview With Ronald Muhlenkamp, Portfolio Manager, Muhlenkamp Fund
April 2001 by Maria Crawford Scott
Feature: Searching for ROEs at a reasonable price: A top-down bottom-up approach.
April 2001 by Maria Crawford Scott
Feature: Searching for ROEs at a reasonable price: A top-down bottom-up approach.
Introducing Netfolio: A Powerful New Program for AAII Members
April 2001 by John Markese
Stock Selection Strategies: Netfolio is a powerful new program that can help you create and manage your own investment portfolio. As part of your AAII membership, you are eligible to receive Netfolio's suite of investor-friendly tools at no cost.
April 2001 by John Markese
Stock Selection Strategies: Netfolio is a powerful new program that can help you create and manage your own investment portfolio. As part of your AAII membership, you are eligible to receive Netfolio's suite of investor-friendly tools at no cost.
Lessons From the Past: Opportunities in Small-Cap Stocks
April 2001 by Marcus W Robins
Stock Selection Strategies: The experience endured during the year 2000 is no different than that endured by the railroads over 150 years ago, or the automobile industry about 100 years ago. The difference is that this economic tragedy happened to us.
April 2001 by Marcus W Robins
Stock Selection Strategies: The experience endured during the year 2000 is no different than that endured by the railroads over 150 years ago, or the automobile industry about 100 years ago. The difference is that this economic tragedy happened to us.
Picking Stocks the Buffett Way: Understanding Return on Equity
April 2001 by Timothy Vick
Stock Selection Strategies: "The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed ..." [From the 1979 Berkshire Hathaway annual report].
April 2001 by Timothy Vick
Stock Selection Strategies: "The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed ..." [From the 1979 Berkshire Hathaway annual report].
Points to Ponder in Selling and Investing in Insurance Policies
April 2001 by Peter Katt
Insurance Products: Most people who wish to sell their insurance policy want to relieve themselves of having to pay the premiums for coverage that is no longer necessary. But eliminating future premiums can be done in many ways without selling a policy.
April 2001 by Peter Katt
Insurance Products: Most people who wish to sell their insurance policy want to relieve themselves of having to pay the premiums for coverage that is no longer necessary. But eliminating future premiums can be done in many ways without selling a policy.
Screening for Stock Using the Lakonishok Approach
April 2001 by Wayne A. Thorp
Stock Screening: Josef Lakonishok carries the Benjamin Graham torch based on his academic research and success in investment management. His basic philosophy is to buy out-of-favor companies that are beginning to show signs of awakening.
April 2001 by Wayne A. Thorp
Stock Screening: Josef Lakonishok carries the Benjamin Graham torch based on his academic research and success in investment management. His basic philosophy is to buy out-of-favor companies that are beginning to show signs of awakening.
The New Improved Rules for Minimum Plan Distributions
April 2001 by Clark M. Blackman
Retirement Plans: The new 2001 proposed regulations make major simplifications to the earlier rules, and as a result it will be easier to understand and apply the minimum distribution and beneficiary designation rules.
April 2001 by Clark M. Blackman
Retirement Plans: The new 2001 proposed regulations make major simplifications to the earlier rules, and as a result it will be easier to understand and apply the minimum distribution and beneficiary designation rules.
The Value of Value Funds: Why You Should Always Hold Them
April 2001 by John Markese
Mutual Funds: Over long-term periods, value and growth stocks run nearly neck-to-neck in terms of performance, but the returns from value stocks are more stable, and they tend to perform better than growth during down markets.
April 2001 by John Markese
Mutual Funds: Over long-term periods, value and growth stocks run nearly neck-to-neck in terms of performance, but the returns from value stocks are more stable, and they tend to perform better than growth during down markets.
An Interview With Robert N. Streed, Portfolio Manager, Northern Select Equity Fund
February 2001 by Maria Crawford Scott
Feature: Fund investing using a quality and growth focus in a volatile market environment.
February 2001 by Maria Crawford Scott
Feature: Fund investing using a quality and growth focus in a volatile market environment.
Investing in Bonds: How to Read the Price Tables
February 2001 by
Bonds: With millions of bonds outstanding, newspaper listings don't cover every single issue. But only a small fraction of outstanding bonds trade on any day, so listings of representative prices provides investors with sufficient benchmark information.
February 2001 by
Bonds: With millions of bonds outstanding, newspaper listings don't cover every single issue. But only a small fraction of outstanding bonds trade on any day, so listings of representative prices provides investors with sufficient benchmark information.
Mutual Fund Analysis On-Line: Key Questions, Quick Answers
February 2001 by John Markese
Mutual Funds: Independent mutual fund Web sites storehouse and update information for all funds, making comparisons quick and comprehensive. What should you be looking for? Data checkpoints for on-line evaluations.
February 2001 by John Markese
Mutual Funds: Independent mutual fund Web sites storehouse and update information for all funds, making comparisons quick and comprehensive. What should you be looking for? Data checkpoints for on-line evaluations.
Shadow Stock Rookies: Newcomers to the 2001 Listing
February 2001 by Kenneth J. Michal
Stock Screening: Sales growth rate is often used to confirm the strength of growth in earnings per share. The median sales growth rate for the Shadow Stock Rookies is noticeably above the median for the complete Shadow Stock group.
February 2001 by Kenneth J. Michal
Stock Screening: Sales growth rate is often used to confirm the strength of growth in earnings per share. The median sales growth rate for the Shadow Stock Rookies is noticeably above the median for the complete Shadow Stock group.
Shadow Stocks 2001: Out of Wall Street's Glare
February 2001 by Kenneth J. Michal
Stock Screening: A total of 209 stocks passed the Shadow Stock screens in 2001. An Excel spreadsheet with detailed financials for all of these stocks is at AAII.com (go to the Files from AAII in the Download Library).
February 2001 by Kenneth J. Michal
Stock Screening: A total of 209 stocks passed the Shadow Stock screens in 2001. An Excel spreadsheet with detailed financials for all of these stocks is at AAII.com (go to the Files from AAII in the Download Library).
The Key Points to Look for in a Corporate Proxy Statement
February 2001 by Tom Burnett
Stock Selection Strategies: All publicly traded companies must file a proxy statement once a year in advance of their annual meeting. These statements can contain a wealth of critical data about a firm's financial health if you know where to look.
February 2001 by Tom Burnett
Stock Selection Strategies: All publicly traded companies must file a proxy statement once a year in advance of their annual meeting. These statements can contain a wealth of critical data about a firm's financial health if you know where to look.
Trading Versus Holding in a Roller-Coaster Stock Market
February 2001 by Mark Hulbert
Investment Newsletters: An examination of trading performance indicates that you can better capture the value of an investment newsletter's advice by ignoring its shorter-term trades and treating its current recommendations as longer-term advice.
February 2001 by Mark Hulbert
Investment Newsletters: An examination of trading performance indicates that you can better capture the value of an investment newsletter's advice by ignoring its shorter-term trades and treating its current recommendations as longer-term advice.
An Interview With Nicholas D. Gerber, Portfolio Manager, Ameristock Mutual Fund
January 2001 by Maria Crawford Scott
Feature: A passively active combination using a fundamental value approach.
January 2001 by Maria Crawford Scott
Feature: A passively active combination using a fundamental value approach.
Discount Broker Survey 2001: A Guide to Commissions and Services
January 2001 by Jean Henrich
AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
January 2001 by Jean Henrich
AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
Due Diligence Research: How to Check Out Your Broker
January 2001 by Tracy Pride Stoneman
Broker Issues: Through the NASD disclosure program, you can get background information on a broker or brokerage firm. How to use the NASD Regulation's Web site.
January 2001 by Tracy Pride Stoneman
Broker Issues: Through the NASD disclosure program, you can get background information on a broker or brokerage firm. How to use the NASD Regulation's Web site.
How to Test and Interpret Trading System Performance
January 2001 by Wayne A. Thorp
Technical Analysis: Many forces are at work when you trade a system—commissions, slippage, protective stops, idle interest, margin, and short trading can all influence a trading system's performance results.
January 2001 by Wayne A. Thorp
Technical Analysis: Many forces are at work when you trade a system—commissions, slippage, protective stops, idle interest, margin, and short trading can all influence a trading system's performance results.
Keeping Costs Low: Intelligent Indexing With Bonds
January 2001 by Albert J. Fredman
Mutual Funds: Indexing makes sense for bonds: Ultra-low costs are crucial with bonds, and there's less opportunity for managers to add value with bonds than stocks.
January 2001 by Albert J. Fredman
Mutual Funds: Indexing makes sense for bonds: Ultra-low costs are crucial with bonds, and there's less opportunity for managers to add value with bonds than stocks.
Performance Review 2000: Which Strategies did Best
January 2001 by John Bajkowski
Stock Screening: The Graham Defensive Investor (Utility Sector) Screen was the best-performing strategy last year, while the Michael Murphy Technology screen lost the most. The results were almost a mirror image of 1999.
January 2001 by John Bajkowski
Stock Screening: The Graham Defensive Investor (Utility Sector) Screen was the best-performing strategy last year, while the Michael Murphy Technology screen lost the most. The results were almost a mirror image of 1999.
A Guide to Investing in Real Estate Investment Trusts
November 2000 by Michael Grupe
Stock Selection Strategies: Improving stability in the real estate market, compelling market values, and the search for less volatile investments in a turbulent market environment all prompt investors to give REITs a second look.
November 2000 by Michael Grupe
Stock Selection Strategies: Improving stability in the real estate market, compelling market values, and the search for less volatile investments in a turbulent market environment all prompt investors to give REITs a second look.
An Interview With Larry Puglia, Portfolio Manager, T. Rowe Price Blue Chip Growth Fund
November 2000 by Maria Crawford Scott
Feature: How one portfolio manager searches for durable, sustainable earnings growth in a stock to prospect for blue chips.
November 2000 by Maria Crawford Scott
Feature: How one portfolio manager searches for durable, sustainable earnings growth in a stock to prospect for blue chips.
Cyber-Investing: Rationality Hits the Internet Stock Market
November 2000 by Kenneth J. Michal
Stock Screening: What a difference a year makes for Internet stocks: The same characteristics the were ignored in the spring of 2000 became closely scrutinized by the fall. A look at the performance of Internet stocks as of October 2000.
November 2000 by Kenneth J. Michal
Stock Screening: What a difference a year makes for Internet stocks: The same characteristics the were ignored in the spring of 2000 became closely scrutinized by the fall. A look at the performance of Internet stocks as of October 2000.
Disguised Tax-Avoidance and Other Insurance-Related Issues
November 2000 by Peter Katt
Insurance Products: The false promise of the sellers of certain retirement/insurance plans is a pairing of tax-deductible contributions and tax-free benefits--a combination that simply isn't possible in the real world.
November 2000 by Peter Katt
Insurance Products: The false promise of the sellers of certain retirement/insurance plans is a pairing of tax-deductible contributions and tax-free benefits--a combination that simply isn't possible in the real world.
International Investing: A Focus on European Funds
November 2000 by John Markese
Mutual Funds: The European indexes are mostly up year-to-date, yet most European funds are down. Why? The Eruo has been down hard against the dollar this year, and currency weakness has wiped out most of the stock gains.
November 2000 by John Markese
Mutual Funds: The European indexes are mostly up year-to-date, yet most European funds are down. Why? The Eruo has been down hard against the dollar this year, and currency weakness has wiped out most of the stock gains.
Point & Figure Charts Revisited
November 2000 by Wayne A. Thorp
Technical Analysis: Point & figure charts can be tricky to construct. A step-by-step example shows how to plot the X's and O's for one stock over a two-week period.
November 2000 by Wayne A. Thorp
Technical Analysis: Point & figure charts can be tricky to construct. A step-by-step example shows how to plot the X's and O's for one stock over a two-week period.
Shedding the Light on Value in Forgotten and Ignored Places
November 2000 by Donald Cassidy
Stock Selection Strategies: Two areas of value in the market are virtually ignored by brokerage firms' research departments and rarely traded by institutional investors: Closed-end funds and recently issued preferred stocks.
November 2000 by Donald Cassidy
Stock Selection Strategies: Two areas of value in the market are virtually ignored by brokerage firms' research departments and rarely traded by institutional investors: Closed-end funds and recently issued preferred stocks.
A Look at HOLDRS: Stock Bundles Offering Unique Characteristics
October 2000 by Albert J. Fredman
Mutual Funds: Currently, most HOLDRS represent an individual's undivided beneficial ownership in a basket of 20 of the largest, most liquid companies in an industry. Unlike mutual funds, you have more control because you actually own each stock.
October 2000 by Albert J. Fredman
Mutual Funds: Currently, most HOLDRS represent an individual's undivided beneficial ownership in a basket of 20 of the largest, most liquid companies in an industry. Unlike mutual funds, you have more control because you actually own each stock.
An Interview With G. Kenneth Heebner, Portfolio Manager, CGM Realty Fund
October 2000 by Maria Crawford Scott
Feature: Investing in long-term growth through equity REITs.
October 2000 by Maria Crawford Scott
Feature: Investing in long-term growth through equity REITs.
Early Plan Distributions: How to Avoid the 10% Penalty
October 2000 by Clark M. Blackman
Tax Strategies: You can withdraw money from your retirement plans before age 59 1/2 without incurring the 10% penalty for early distributions, but it requires careful planning. The IRS-approved methods for determining equal payments.
October 2000 by Clark M. Blackman
Tax Strategies: You can withdraw money from your retirement plans before age 59 1/2 without incurring the 10% penalty for early distributions, but it requires careful planning. The IRS-approved methods for determining equal payments.
Evaluating Valuations Using Price-Earnings Relatives
October 2000 by John Bajkowski
Stock Screening: Price-earnings relatives can establish benchmark comparisons to help identify firms that have deviated from their normal valuation levels, assuming nothing has fundamentally changed in the company, industry or market.
October 2000 by John Bajkowski
Stock Screening: Price-earnings relatives can establish benchmark comparisons to help identify firms that have deviated from their normal valuation levels, assuming nothing has fundamentally changed in the company, industry or market.
How to Be Your Own Personal Fund Manager
October 2000 by James O'Shaughnessy
Portfolio Strategies: Until recently, high minimum commissions and limited access to information were high hurdles for small investors who wanted to build diversified stock portfolios. The Internet has changed that.
October 2000 by James O'Shaughnessy
Portfolio Strategies: Until recently, high minimum commissions and limited access to information were high hurdles for small investors who wanted to build diversified stock portfolios. The Internet has changed that.
ID'ing When to Buy and Sell Using the Stochastic Oscillator
October 2000 by Wayne A. Thorp
Technical Analysis: Stochastics work best with those securities that are currently rading within a particular range and may prove useful in identifying buying and selling points.
October 2000 by Wayne A. Thorp
Technical Analysis: Stochastics work best with those securities that are currently rading within a particular range and may prove useful in identifying buying and selling points.
The Idiot Factor: Who's Minding the Corporate Store?
October 2000 by Marcus W Robins
Stock Selection Strategies: Is it possible the CEO of your favorite investment is a dolt and blissfully unaware of it? A look at how it can happen, and how to evaluate the competence of corporate managers.
October 2000 by Marcus W Robins
Stock Selection Strategies: Is it possible the CEO of your favorite investment is a dolt and blissfully unaware of it? A look at how it can happen, and how to evaluate the competence of corporate managers.
An Interview With Bernard Myszkowski, Portfolio Manager, Alleghany/Chicago Trust Growth & Income
September 2000 by Maria Crawford Scott
Feature: A structured approach to investing in large-cap growth stocks.
September 2000 by Maria Crawford Scott
Feature: A structured approach to investing in large-cap growth stocks.
Discount Broker Guide: The Mutual Fund Supermarket
September 2000 by John Markese
Mutual Funds: This year, 26 discount brokers offer selected mutual funds with no transaction fees attached. That means you can buy or sell from different fund families all through one broker, saving time and paperwork.
September 2000 by John Markese
Mutual Funds: This year, 26 discount brokers offer selected mutual funds with no transaction fees attached. That means you can buy or sell from different fund families all through one broker, saving time and paperwork.
Handling IRA Proceeds: What Beneficiaries Should Know
September 2000 by
Retirement Plans: Each primary beneficiary you have named for your IRA can decide independently how to handle his or her share of the IRA proceeds--but they need to understand all the options.
September 2000 by
Retirement Plans: Each primary beneficiary you have named for your IRA can decide independently how to handle his or her share of the IRA proceeds--but they need to understand all the options.
Investment Newsletters On-Line: No Real Performance Edge
September 2000 by Mark Hulbert
Investment Newsletters: Data and screening tools offered at newsletter Web sites empower the individual investor. But faster communications hasn't translated into a better performance by their stock-picking advice.
September 2000 by Mark Hulbert
Investment Newsletters: Data and screening tools offered at newsletter Web sites empower the individual investor. But faster communications hasn't translated into a better performance by their stock-picking advice.
Screening for the Smart Money: What the Insiders Are Doing
September 2000 by Wayne A. Thorp
Stock Screening: Insiders have front-line knowledge of what is taking place at a company and, therefore, are the most informed about those things that will impact the cost of the company's stock.
September 2000 by Wayne A. Thorp
Stock Screening: Insiders have front-line knowledge of what is taking place at a company and, therefore, are the most informed about those things that will impact the cost of the company's stock.
The Individual Investor's Guide to Investment Web Sites, 4th Edition
September 2000 by Jean Henrich
Feature: AAII's annual survey of investment-related Internet sites includes the top Web sites by category and a complete directory of addresses.
September 2000 by Jean Henrich
Feature: AAII's annual survey of investment-related Internet sites includes the top Web sites by category and a complete directory of addresses.
An Interview With Benjamin Segal, Portfolio Manager, Neuberger Berman International Fund
August 2000 by Maria Crawford Scott
Feature: A bottom-up search for growth in the international markets.
August 2000 by Maria Crawford Scott
Feature: A bottom-up search for growth in the international markets.
Analyzing Supply and Demand Using Point and Figure Charts
August 2000 by Wayne A. Thorp
Technical Analysis: The usefulness of point and figure charts lies in their ability to filter out short-term price fluctuations that occur during longer, more established trends.
August 2000 by Wayne A. Thorp
Technical Analysis: The usefulness of point and figure charts lies in their ability to filter out short-term price fluctuations that occur during longer, more established trends.
Bad News and Price Disasters: Avoiding, Responding, Coping
August 2000 by Donald Cassidy
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
August 2000 by Donald Cassidy
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
Kids and Mutual Funds: Educating and Investing
August 2000 by John Markese
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
August 2000 by John Markese
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
Lump-Sum Distributions From Employer Retirement Plans
August 2000 by Clark M. Blackman
Tax Strategies: When your plan is invested in employer stock, special tax rules and planning opportunities arise that should be considered before you decide whether or not to roll over the distributiion.
August 2000 by Clark M. Blackman
Tax Strategies: When your plan is invested in employer stock, special tax rules and planning opportunities arise that should be considered before you decide whether or not to roll over the distributiion.
Screening for Stocks Using the Dividend-Adjusted PEG Ratio
August 2000 by Kenneth J. Michal
Stock Screening: When investors begin to question the fundamentals of growth stocks, the principles of value investing are embraced. A look at the investment approach of value investor and noted contrarian, John Neff.
August 2000 by Kenneth J. Michal
Stock Screening: When investors begin to question the fundamentals of growth stocks, the principles of value investing are embraced. A look at the investment approach of value investor and noted contrarian, John Neff.
Social Security Benefits at 65: Delay, or Take the Money & Run?
August 2000 by Robert Muksian
Portfolio Strategies: Those who are about to collect Social Security need to analyze whether they are better off receiving the lower amount of benefits now, or delaying and receiving the higher amount of benefits later. How to determine the breakeven age.
August 2000 by Robert Muksian
Portfolio Strategies: Those who are about to collect Social Security need to analyze whether they are better off receiving the lower amount of benefits now, or delaying and receiving the higher amount of benefits later. How to determine the breakeven age.
A Look at Different Measures of Short-Term Influences on Prices
July 2000 by John Bajkowski
Stock Fundamentals: While the long-term investor with an open position can treat short-term supply and demand disruptions as market noise, the profitability of a given trade can be strongly influenced by short-term supply and demand imbalances.
July 2000 by John Bajkowski
Stock Fundamentals: While the long-term investor with an open position can treat short-term supply and demand disruptions as market noise, the profitability of a given trade can be strongly influenced by short-term supply and demand imbalances.
An Interview With Mason Hawkins, Portfolio Manager, Longleaf Partners Fund
July 2000 by Maria Crawford Scott
Feature: A search for undervalued firms in a strong growth market.
July 2000 by Maria Crawford Scott
Feature: A search for undervalued firms in a strong growth market.
Are U.S. Treasuries Headed for the Endangered Species List?
July 2000 by Ronald E. Desautels
Portfolio Strategies: Burgeoning federal budget surpluses are prompting the Treasury Department to reduce the supply of Treasury bonds, which has caused a general rally in long-term bonds and, more importantly, produced an inverted yield curve.
July 2000 by Ronald E. Desautels
Portfolio Strategies: Burgeoning federal budget surpluses are prompting the Treasury Department to reduce the supply of Treasury bonds, which has caused a general rally in long-term bonds and, more importantly, produced an inverted yield curve.
Exchange-Traded Funds: A New Twist on Index Investing
July 2000 by Albert J. Fredman
Mutual Funds: Exchange-traded funds work like index funds yet trade throughout the day like stocks. They are also more economical to operate than traditional index funds.
July 2000 by Albert J. Fredman
Mutual Funds: Exchange-traded funds work like index funds yet trade throughout the day like stocks. They are also more economical to operate than traditional index funds.
Fundamental Analysis: A Closer Look at Gross Margins
July 2000 by Marcus W Robins
Amid all the detailed numbers on the income statement, gross margin is one figure that may be worth obsessing over, because it sits at the middle of several of the key accounting formulas that determine business success.
July 2000 by Marcus W Robins
Amid all the detailed numbers on the income statement, gross margin is one figure that may be worth obsessing over, because it sits at the middle of several of the key accounting formulas that determine business success.
The AAII Beginner's Portfolio--2000 Review
July 2000 by James B. Cloonan
Feature: An annual update of our experimental portfolio of small stocks reviews the performance over the past seven years.
July 2000 by James B. Cloonan
Feature: An annual update of our experimental portfolio of small stocks reviews the performance over the past seven years.
Using Variable Life Insurance as an Investment Alternative
July 2000 by Peter Katt
Insurance Products: Variable life's advantage for the dual purposes of family protection life insurance and investing depends on several factors. However, the wealth-transfer advantages of variable life appear to exist under many different scenarios.
July 2000 by Peter Katt
Insurance Products: Variable life's advantage for the dual purposes of family protection life insurance and investing depends on several factors. However, the wealth-transfer advantages of variable life appear to exist under many different scenarios.
An Interview With Ken Gregory, Portfolio Manager, Masters' Select Equity Fund
June 2000 by Maria Crawford Scott
Feature: Combining diversification with a concentrated stock-picking approach in a unique fund concept.
June 2000 by Maria Crawford Scott
Feature: Combining diversification with a concentrated stock-picking approach in a unique fund concept.
Earnings Expectations: How Important Are the Whispers?
June 2000 by Mark Bagnoli
Stock Selection Strategies: "Whisper" forecasts are unofficial earnings estimates that circulate among traders and investors. One study indicates that whisper forecasts are increasingly becoming the true market expectation of earnings.
June 2000 by Mark Bagnoli
Stock Selection Strategies: "Whisper" forecasts are unofficial earnings estimates that circulate among traders and investors. One study indicates that whisper forecasts are increasingly becoming the true market expectation of earnings.
How Newsletters Stacked Up Over the Last 20 Years
June 2000 by Mark Hulbert
Investment Newsletters: There is one characteristic that distinguishes the top performers: Discipline. They were willing to stick to their strategies during the discouraging interludes in which they were lagging the market or even losing money.
June 2000 by Mark Hulbert
Investment Newsletters: There is one characteristic that distinguishes the top performers: Discipline. They were willing to stick to their strategies during the discouraging interludes in which they were lagging the market or even losing money.
Passively Aggressive: Index Funds and Tech Exposure
June 2000 by John Markese
Mutual Funds: Before you turbo-charge your portfolio with more tech stocks or run for cover and dump your tech holdings, first determine what your overall portfolio exposure to technology really is and see how it compares to the overall market averages.
June 2000 by John Markese
Mutual Funds: Before you turbo-charge your portfolio with more tech stocks or run for cover and dump your tech holdings, first determine what your overall portfolio exposure to technology really is and see how it compares to the overall market averages.
Screening for Firms Offering Dividend Reinvestment Plans
June 2000 by Kenneth J. Michal
Stock Screening: Firms with dividend reinvestment plans offer investors advantages. But make sure you are optimistic about the stock's performance, not just enticed by the dividend reinvestment plan.
June 2000 by Kenneth J. Michal
Stock Screening: Firms with dividend reinvestment plans offer investors advantages. But make sure you are optimistic about the stock's performance, not just enticed by the dividend reinvestment plan.
The Individual Investor's Guide to Dividend Reinvestment Plans, 8th Edition
June 2000 by AAII Staff
Feature: The major trend in dividend reinvestment plans is the increase in the number of companies that will sell the initial shares directly to the public. Details on the 974 firms that offer dividend reinvestment plans.
June 2000 by AAII Staff
Feature: The major trend in dividend reinvestment plans is the increase in the number of companies that will sell the initial shares directly to the public. Details on the 974 firms that offer dividend reinvestment plans.
The Real Role of Foreign Stocks in an Investor's Portfolio
June 2000 by Meir Statman
Portfolio Strategies: Investors like the theory behind diversification looking forward. But when looking at the past, investors only want to have been in the best-performing asset class. Keeping your focus on your portfolio as a whole is key.
June 2000 by Meir Statman
Portfolio Strategies: Investors like the theory behind diversification looking forward. But when looking at the past, investors only want to have been in the best-performing asset class. Keeping your focus on your portfolio as a whole is key.
What You Need to Know About Taking Distributions From IRAs
June 2000 by Clark M. Blackman
Tax Strategies: The rules regarding distributions vary based on the type of IRA you have chosen. In addition, the terms of your IRA account may limit distribution options. The tax law is much more flexible than many IRA agreements.
June 2000 by Clark M. Blackman
Tax Strategies: The rules regarding distributions vary based on the type of IRA you have chosen. In addition, the terms of your IRA account may limit distribution options. The tax law is much more flexible than many IRA agreements.
A Look at Roth IRA Conversions and Other Taxing Issues
May 2000 by William Reichenstein
Portfolio Strategies: Which type of plan offers the best tax benefits for retirement savings: the deductible IRA, the Roth IRA or a 401(k) with matching contributions? Some simple math models to shed light on these complex issues.
May 2000 by William Reichenstein
Portfolio Strategies: Which type of plan offers the best tax benefits for retirement savings: the deductible IRA, the Roth IRA or a 401(k) with matching contributions? Some simple math models to shed light on these complex issues.
An Interview With David Brady, Portfolio Manager, Stein Roe Young Investor Fund
May 2000 by Maria Crawford Scott
Feature: Lessons from a professional using an educational approach to invest in growth companies.
May 2000 by Maria Crawford Scott
Feature: Lessons from a professional using an educational approach to invest in growth companies.
Analyzing Internet Stocks: Cash Flow and the Burn Rate
May 2000 by John Bajkowski
Stock Screening: The analysis of a company's cash position and its free cash flow helps to reveal whether it is self-sustaining and provides an indication of the need for future financing. As an investor, be careful around a firm with a high burn rate.
May 2000 by John Bajkowski
Stock Screening: The analysis of a company's cash position and its free cash flow helps to reveal whether it is self-sustaining and provides an indication of the need for future financing. As an investor, be careful around a firm with a high burn rate.
Measuring Internal Strength: Wilder's RSI Indicator
May 2000 by Wayne A. Thorp
Technical Analysis: Wilder's relative strength index measures a stock's price relative to itself over time. Its popularity lies in its versatility in identifying market extremes and illustrating points of divergence that may signal a reversal of trend.
May 2000 by Wayne A. Thorp
Technical Analysis: Wilder's relative strength index measures a stock's price relative to itself over time. Its popularity lies in its versatility in identifying market extremes and illustrating points of divergence that may signal a reversal of trend.
Speculating vs. Investing in the Current Market Environment
May 2000 by Donald Cassidy
Stock Selection Strategies: It takes discipline to leave the game while it's still so much fun. But if you are able to do so, you can find a surprising array of growth opportunities while assuming greatly reduced risk.
May 2000 by Donald Cassidy
Stock Selection Strategies: It takes discipline to leave the game while it's still so much fun. But if you are able to do so, you can find a surprising array of growth opportunities while assuming greatly reduced risk.
The Internet and Its Impact on Investing in Collectibles
May 2000 by James B. Cloonan
Opinion: Investors face high transaction costs to invest in art and other collectibles. The Internet, however, has introduced the possibility of reducing these costs for many collectibles, and this change may migrate even to very expensive areas.
May 2000 by James B. Cloonan
Opinion: Investors face high transaction costs to invest in art and other collectibles. The Internet, however, has introduced the possibility of reducing these costs for many collectibles, and this change may migrate even to very expensive areas.
What You Need to Know About Closed-End Taxable Bond Funds
May 2000 by Albert J. Fredman
Mutual Funds: Closed-end bond funds have a stock dimension in addition to their income attributes--their stock prices fluctuate with changes in sentiment. Astute investors profit from this while collecting income.
May 2000 by Albert J. Fredman
Mutual Funds: Closed-end bond funds have a stock dimension in addition to their income attributes--their stock prices fluctuate with changes in sentiment. Astute investors profit from this while collecting income.
Investing in Gray Matter: Evaluating a Firm's Human Assets
April 2000 by Marcus W Robins
Stock Selection: If you want to buy shares in a company that depends primarily on brainpower, you need to make sure that those brains are going to stick around.
April 2000 by Marcus W Robins
Stock Selection: If you want to buy shares in a company that depends primarily on brainpower, you need to make sure that those brains are going to stick around.
A Concession on 'Small Caps' as Micro Caps Stage a Comeback
February 2000 by James B. Cloonan
Opinion: Through much of 1999, it looked as if large-cap stocks would outperform, but the micro-cap stocks came back and beat the S&P 500. Over the long term, micro-cap stocks continue to outperform large-cap stocks by 2% a year.
February 2000 by James B. Cloonan
Opinion: Through much of 1999, it looked as if large-cap stocks would outperform, but the micro-cap stocks came back and beat the S&P 500. Over the long term, micro-cap stocks continue to outperform large-cap stocks by 2% a year.
An Interview With W. George Greig, Portfolio Manager, William Blair International Growth
February 2000 by Maria Crawford Scott
Feature: A search for real growth in the international markets.
February 2000 by Maria Crawford Scott
Feature: A search for real growth in the international markets.
College Savings Plans: A Guide to How They Work
February 2000 by Julie Vore
Financial Planning: Savings placed in a section 529 account grow tax-deferred until the designated beneficiary withdraws funds to pay for college, at which time accumulated earnings are taxed to the beneficiary at the beneficiary's tax rate.
February 2000 by Julie Vore
Financial Planning: Savings placed in a section 529 account grow tax-deferred until the designated beneficiary withdraws funds to pay for college, at which time accumulated earnings are taxed to the beneficiary at the beneficiary's tax rate.
Investment Strategy Claims: Don't Fall Into the Data Mine
February 2000 by Grant McQueen
Stock Selection Strategies: Data mining is the practice of finding forecasting models by searching through databases for correlations, patterns, or trading rules. But does it offer true predictive abilities?
February 2000 by Grant McQueen
Stock Selection Strategies: Data mining is the practice of finding forecasting models by searching through databases for correlations, patterns, or trading rules. But does it offer true predictive abilities?
Out of Wall Street's Spotlight: Shadow Stocks 2000
February 2000 by Kenneth J. Michal
Stock Screening: A total of 257 stocks passed the Shadow Stock screens in 2000; however, these screens are only a starting point. AAII continuously presents articles illustrating how to analyze the prospects of specific stocks using secondary screens.
February 2000 by Kenneth J. Michal
Stock Screening: A total of 257 stocks passed the Shadow Stock screens in 2000; however, these screens are only a starting point. AAII continuously presents articles illustrating how to analyze the prospects of specific stocks using secondary screens.
Performance Components: Investment Policy Is Key
February 2000 by Mark Hulbert
Investment Newsletters: A portfolio's performance is a function of three factors: investment policy, market timing, and security selection. A study of newsletters indicates which factor contributes the most to a portfolio's bottom line.
February 2000 by Mark Hulbert
Investment Newsletters: A portfolio's performance is a function of three factors: investment policy, market timing, and security selection. A study of newsletters indicates which factor contributes the most to a portfolio's bottom line.
Shadow Stocks 2000: Characteristics of the Rookies
February 2000 by Kenneth J. Michal
Stock Screening: Earnings per share growth is one of the main benchmarks used for measuring company performance. But look at year-to-year trends as wells as overall growth to uncover variability and risk.
February 2000 by Kenneth J. Michal
Stock Screening: Earnings per share growth is one of the main benchmarks used for measuring company performance. But look at year-to-year trends as wells as overall growth to uncover variability and risk.
What Every Investor Should Know About Mutual Funds
February 2000 by John Markese
Mutual Funds: Stock funds at the top of the performance lists may continue outperforming in the next period. But what is more telling is that bad funds tend to continue to be bad. Mutual fund pearls of wisdom.
February 2000 by John Markese
Mutual Funds: Stock funds at the top of the performance lists may continue outperforming in the next period. But what is more telling is that bad funds tend to continue to be bad. Mutual fund pearls of wisdom.
An Interview With William J. Nasgovitz, Portfolio Manager, Heartland Value Fund
January 2000 by Maria Crawford Scott
Feature: Stocking with small-cap value in a large-cap growth bull market.
January 2000 by Maria Crawford Scott
Feature: Stocking with small-cap value in a large-cap growth bull market.
Discount Broker Survey 2000: A Guide to Commissions and Services
January 2000 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
January 2000 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of commissions, fees, and services.
Setting Up a Living Trust: How to Find the Right Attorney
January 2000 by Jim Schumacher
It is very important that your living trust is set up properly or it will not function as intended. Trust documents are usually prepared from standardized trust forms. This may sound simple, and it is—as long as you use an estate planning attorney who is experienced doing living trusts and can make the necessary modifications.
January 2000 by Jim Schumacher
It is very important that your living trust is set up properly or it will not function as intended. Trust documents are usually prepared from standardized trust forms. This may sound simple, and it is—as long as you use an estate planning attorney who is experienced doing living trusts and can make the necessary modifications.
Successful Stock Strategies: What Worked Best on Wall Street
January 2000 by John Bajkowski
Stock Screening: Large cap, growth, and technology were the strong segments in 1999. The performance of these segments is reflected in the performance of the stock screens we have been tracking, which include well-known and successful investment pros.
January 2000 by John Bajkowski
Stock Screening: Large cap, growth, and technology were the strong segments in 1999. The performance of these segments is reflected in the performance of the stock screens we have been tracking, which include well-known and successful investment pros.
The Election Cycle and Next Year's Stock Market
January 2000 by James B. Cloonan
Opinion: Is the election-year cycle theory meaningful or just a statistical game? You can make a reasonable argument for it, but specific events during a given year will have a much greater market impact.
January 2000 by James B. Cloonan
Opinion: Is the election-year cycle theory meaningful or just a statistical game? You can make a reasonable argument for it, but specific events during a given year will have a much greater market impact.
What You Need to Know About Investing in Closed-End Funds
January 2000 by Albert J. Fredman
Mutual Funds: Because of their quirks, closed-end funds turn off many individuals, but they also offer many opportunities for disciplined investors who understand what they are buying.
January 2000 by Albert J. Fredman
Mutual Funds: Because of their quirks, closed-end funds turn off many individuals, but they also offer many opportunities for disciplined investors who understand what they are buying.
An Interview With Kevin Landis, Portfolio Manager, Firsthand Technology Value Fund
November 1999 by Maria Crawford Scott
Feature: A search for reasonable value among stocks in the technology sector.
November 1999 by Maria Crawford Scott
Feature: A search for reasonable value among stocks in the technology sector.
Compensatory Stock Options: When to Hold and When to Fold
November 1999 by Scott A. Leonard
Portfolio Strategies: The use of options for compensation has substantially increased. But the positive press generated by the "dot com" stock craze, compounded with record-setting large-cap stock returns, has created a false sense of security.
November 1999 by Scott A. Leonard
Portfolio Strategies: The use of options for compensation has substantially increased. But the positive press generated by the "dot com" stock craze, compounded with record-setting large-cap stock returns, has created a false sense of security.
Corporate Announcements: What the 'Insiders' Are Signalling
November 1999 by R. Douglas Van Eaton
Announcement Effects: Researchers have found that many announcements act as signals from company insiders concerning what they think about the firm's earnings prospects. These include: changes to stock dividends, stock splits, and share repurchases.
November 1999 by R. Douglas Van Eaton
Announcement Effects: Researchers have found that many announcements act as signals from company insiders concerning what they think about the firm's earnings prospects. These include: changes to stock dividends, stock splits, and share repurchases.
Cyber-Investing: An Intro to Internet Stocks as an Investment
November 1999 by Kenneth J. Michal
Stock Screening: Internet stocks are much more volatile than the market as a whole, and this is directly associated with the substantial degree of valuation risk associated with many of the stocks of the industry.
November 1999 by Kenneth J. Michal
Stock Screening: Internet stocks are much more volatile than the market as a whole, and this is directly associated with the substantial degree of valuation risk associated with many of the stocks of the industry.
Smart Investing in REITs: Avoiding the High-Yield Trap
November 1999 by Donald Cassidy
Dividend Stocks: One out-of-favor group that represents value and provides an attractive cash flow is REITs. However, REITs come in several varieties with differing risks and attractions.
November 1999 by Donald Cassidy
Dividend Stocks: One out-of-favor group that represents value and provides an attractive cash flow is REITs. However, REITs come in several varieties with differing risks and attractions.
Why Last Year's Winners Falter: A Behavioral Explanation
November 1999 by Mark Hulbert
Investment Newsletters: When investors start outperforming most competitors, it's all too easy to become overly confident in our abilities, with a subsequent tendency to trade more frequently and incur greater risk.
November 1999 by Mark Hulbert
Investment Newsletters: When investors start outperforming most competitors, it's all too easy to become overly confident in our abilities, with a subsequent tendency to trade more frequently and incur greater risk.
An Interview With Robert E. Turner, Portfolio Manager, Turner Growth Equity Fund
October 1999 by Maria Crawford Scott
Feature: A sector-nautral approach to picking large-cap growth stocks.
October 1999 by Maria Crawford Scott
Feature: A sector-nautral approach to picking large-cap growth stocks.
Asset Allocation and Retirement: Do You Need to Make a Change?
October 1999 by Iris Mack Dayoub
Portfolio Strategies: The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
October 1999 by Iris Mack Dayoub
Portfolio Strategies: The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
Frequently Asked Questions About Financial Statements
October 1999 by John Bajkowski
Fundamentals: Additional member questions and answers and the complete financial statement analysis series can be found on the AAII Web site in the section titled "Focus on Financial Statements" in the Stocks Education area.
October 1999 by John Bajkowski
Fundamentals: Additional member questions and answers and the complete financial statement analysis series can be found on the AAII Web site in the section titled "Focus on Financial Statements" in the Stocks Education area.
Loan-Participation Funds: Broadening Your Bond Portfolio
October 1999 by Albert J. Fredman
Mutual Funds: These closed-end funds package participations in senior, secured floating-rate bank loans, and as ultra-short-term bond portfolios, they have virtually no interest-rate risk.
October 1999 by Albert J. Fredman
Mutual Funds: These closed-end funds package participations in senior, secured floating-rate bank loans, and as ultra-short-term bond portfolios, they have virtually no interest-rate risk.
More Tax Considerations for Maximizing Investment Returns
October 1999 by Clark M. Blackman
Tax Strategies: Understanding the tax consequences of selling your investment holdings is a necessary first step in making wise investment decisions and requires a clear idea of what you'll end up with when you walk away from the table.
October 1999 by Clark M. Blackman
Tax Strategies: Understanding the tax consequences of selling your investment holdings is a necessary first step in making wise investment decisions and requires a clear idea of what you'll end up with when you walk away from the table.
Roth IRA Distributions: A Review of the Rules
October 1999 by Gary Trock
Roth IRAs: Taking money out of your Roth IRA for various reasons and at various times can make a difference as to whether or not you become subject to taxes or penalties. The basic guidelines.
October 1999 by Gary Trock
Roth IRAs: Taking money out of your Roth IRA for various reasons and at various times can make a difference as to whether or not you become subject to taxes or penalties. The basic guidelines.
There's Gold in Those Hills for Investors Who Are Patient
October 1999 by Marcus W Robins
Small Stocks: For investors in small- and micro-cap stocks, impatience and a day-trader's mentality are the two greatest sins. If you have an itchy trading finger, you can jettison a very successful company out of your portfolio much too early.
October 1999 by Marcus W Robins
Small Stocks: For investors in small- and micro-cap stocks, impatience and a day-trader's mentality are the two greatest sins. If you have an itchy trading finger, you can jettison a very successful company out of your portfolio much too early.
Using Moving Averages in a Systematic Trading Strategy
October 1999 by Wayne A. Thorp
The advantage to using moving averages in a trading system is that you will tend to be on the "right" side of the market. However, you will always be entering or exiting positions after the trend has reversed itself.
October 1999 by Wayne A. Thorp
The advantage to using moving averages in a trading system is that you will tend to be on the "right" side of the market. However, you will always be entering or exiting positions after the trend has reversed itself.
A Guide to Discounters Offering One-Stop Mutual Fund Shopping
September 1999 by John Markese
Mutual Funds: If you find all the mutual funds you are interested in under one discount brokerage roof and they are no-transaction-fee funds, the service is hard to beat.
September 1999 by John Markese
Mutual Funds: If you find all the mutual funds you are interested in under one discount brokerage roof and they are no-transaction-fee funds, the service is hard to beat.
An Interview With William R. Keithler, Portfolio Manager, INVESCO Strategic Portfolios--Technology
September 1999 by Maria Crawford Scott
Feature: Searching for market leaders in a broad range of technology sectors.
September 1999 by Maria Crawford Scott
Feature: Searching for market leaders in a broad range of technology sectors.
Retirement Withdrawals: A Real-World Case Study
September 1999 by J. David Lewis
A financial planner chronicles some of the personal and practical issues involved with using one's portfolio to in retirement based on his own experience managing his mother's retirement savings.
September 1999 by J. David Lewis
A financial planner chronicles some of the personal and practical issues involved with using one's portfolio to in retirement based on his own experience managing his mother's retirement savings.
Screening for Growth Abroad: ADRs at a Reasonable Price
September 1999 by Kenneth J. Michal
Stock Screening: An ADR is a negotiable certificate issued by a U.S. commercial bank, priced in U.S. dollars, representing shares of a non-U.S. publicly traded company. They make investing abroad both simpler and less costly for the investor.
September 1999 by Kenneth J. Michal
Stock Screening: An ADR is a negotiable certificate issued by a U.S. commercial bank, priced in U.S. dollars, representing shares of a non-U.S. publicly traded company. They make investing abroad both simpler and less costly for the investor.
Sell Rules to Build Your Stock Investing Performance
September 1999 by William J. O'Neil
For many investors, selling is their greatest weakness. Spend time learning from your mistakes, and consistently use sell rules that keep the emotion and ego out of investing.
September 1999 by William J. O'Neil
For many investors, selling is their greatest weakness. Spend time learning from your mistakes, and consistently use sell rules that keep the emotion and ego out of investing.
The Folly of Picking Advisors Based on Short-Term Returns
September 1999 by Mark Hulbert
Investment Newsletters: Investors who are obsessed by the short term can't leave their portfolios alone. They invariably become more active traders, to the detriment of the performance of their portfolios.
September 1999 by Mark Hulbert
Investment Newsletters: Investors who are obsessed by the short term can't leave their portfolios alone. They invariably become more active traders, to the detriment of the performance of their portfolios.
The Individual Investor's Guide to Investment Web Sites, 3rd Edition
September 1999 by Jean Henrich
Feature: AAII's annual survey of investment-related Internet sites includes the top Web sites by category and a complete directory of addresses.
September 1999 by Jean Henrich
Feature: AAII's annual survey of investment-related Internet sites includes the top Web sites by category and a complete directory of addresses.
An Interview With Stephen Bauer, Portfolio Manager, SAFECO Municipal Bond Fund
August 1999 by Maria Crawford Scott
Feature: A total return focus in the tax-exempt bond market.
August 1999 by Maria Crawford Scott
Feature: A total return focus in the tax-exempt bond market.
An Intro to Moving Averages: Popular Technical Indicators
August 1999 by Wayne A. Thorp
In essence, moving averages are “bending trendlines.” They are popular because of their relative simplicity and their ability to confirm a trend or announce the reversal of a trend.
August 1999 by Wayne A. Thorp
In essence, moving averages are “bending trendlines.” They are popular because of their relative simplicity and their ability to confirm a trend or announce the reversal of a trend.
Discount and Premium Bonds: Dealing With the Tax Issues
August 1999 by Clark M. Blackman
Tax Strategies: The task of understanding the tax rules concerning bond discounts and premiums is not easy given the wide variety of debt instruments and the complexity of the regulations issued.
August 1999 by Clark M. Blackman
Tax Strategies: The task of understanding the tax rules concerning bond discounts and premiums is not easy given the wide variety of debt instruments and the complexity of the regulations issued.
Financial Ratio Analysis: Putting the Numbers to Work
August 1999 by John Bajkowski
Fundamentals: Financial ratio analysis uses historical financial statements to quantify data that will help give investors a feel for a firm´s attractiveness based on factors such as its competitive position, financial strength and profitability.
August 1999 by John Bajkowski
Fundamentals: Financial ratio analysis uses historical financial statements to quantify data that will help give investors a feel for a firm´s attractiveness based on factors such as its competitive position, financial strength and profitability.
Inflation-Protected Bonds: A Look at the New I Bond Series
August 1999 by Paul F. Jessup
Savings Bonds: The new I series of savings bonds promises a fixed rate of return for many years, semiannual adjustments that protect investors from inflation, plus certain tax advantages--and all backed by the full faith and credit of the U.S. government
August 1999 by Paul F. Jessup
Savings Bonds: The new I series of savings bonds promises a fixed rate of return for many years, semiannual adjustments that protect investors from inflation, plus certain tax advantages--and all backed by the full faith and credit of the U.S. government
Investing in Utility Stocks: It's a Brave New World
August 1999 by Donald Cassidy
Dividend Stocks: Competition in electric, gas, and telephone service means that a utility company providing an essential service is not guaranteed to do so profitiably enough to pay assured dividends.
August 1999 by Donald Cassidy
Dividend Stocks: Competition in electric, gas, and telephone service means that a utility company providing an essential service is not guaranteed to do so profitiably enough to pay assured dividends.
Municipal Bond Funds: Packaged Tax-Exempt Income
August 1999 by John Markese
Mutual Funds: Tax-exempt bond funds have decidedly different strategies, but the end game is always the same--to minimize taxes.
August 1999 by John Markese
Mutual Funds: Tax-exempt bond funds have decidedly different strategies, but the end game is always the same--to minimize taxes.
Payout Options: An Overview of Immediate Annuities
August 1999 by Michael E. Leonetti
Portfolio Strategies: Many individuals would prefer to know that they have a fixed guaranteed monthly amount coming to them versus the risk of investing a lump sum themselves. In this case, the annuitization of a lump sum may prove beneficial.
August 1999 by Michael E. Leonetti
Portfolio Strategies: Many individuals would prefer to know that they have a fixed guaranteed monthly amount coming to them versus the risk of investing a lump sum themselves. In this case, the annuitization of a lump sum may prove beneficial.
401(k) Plans & Company Stock: How Much Should You Retain?
July 1999 by Albert J. Zdenek
Portfolio Strategies: Even if your company's stock is hot, you can have too much of a good thing if you overweight your investment portfolio so that the employer's stock is your largest holding.
July 1999 by Albert J. Zdenek
Portfolio Strategies: Even if your company's stock is hot, you can have too much of a good thing if you overweight your investment portfolio so that the employer's stock is your largest holding.
An Interview With Brian C. Rogers, Portfolio Manager, T. Rowe Price Value Fund
July 1999 by Maria Crawford Scott
Feature: A search for out-of favor stocks among the large- and mid-cap markets.
July 1999 by Maria Crawford Scott
Feature: A search for out-of favor stocks among the large- and mid-cap markets.
Characteristics of Stocks with Dividend Reinvestment Plans
July 1999 by Kenneth J. Michal
Stock Screening: Firms with dividend reinvestment plans offer investors advantages. But make sure you are optimistic about the stock's performance, not just enticed by the dividend reinvestment plan.
July 1999 by Kenneth J. Michal
Stock Screening: Firms with dividend reinvestment plans offer investors advantages. But make sure you are optimistic about the stock's performance, not just enticed by the dividend reinvestment plan.
Investing in High-Tech Stocks: The Semiconductor Industry
July 1999 by Michael Murphy
Stock Selection Strategies: Chip makers increase the value of their products by lowering the cost of calculating or storing information, and this reliable deflation creates its own demand for new products.
July 1999 by Michael Murphy
Stock Selection Strategies: Chip makers increase the value of their products by lowering the cost of calculating or storing information, and this reliable deflation creates its own demand for new products.
Small Stocks vs. Large: It's How Long You Hold That Counts
July 1999 by Sherman Hanna
Market Segments: Based on the historical record, small stocks have not been inferior to large stocks for holding periods of 15 years or more. But for holding periods less than 15 years, there is a trade-off between risk and return.
July 1999 by Sherman Hanna
Market Segments: Based on the historical record, small stocks have not been inferior to large stocks for holding periods of 15 years or more. But for holding periods less than 15 years, there is a trade-off between risk and return.
The AAII Beginner's Portfolio--1999 Review
July 1999 by James B. Cloonan
Feature: An annual update of our experimental portfolio of small stocks reviews the performance over the past six years.
July 1999 by James B. Cloonan
Feature: An annual update of our experimental portfolio of small stocks reviews the performance over the past six years.
The Do's and Don'ts of Buying Variable Life Insurance Policies
July 1999 by Peter Katt
Insurance Products: Volatile equity performance can have an adverse affect on variable life insurance, but there are steps you can take to manage and minimize potential problems.
July 1999 by Peter Katt
Insurance Products: Volatile equity performance can have an adverse affect on variable life insurance, but there are steps you can take to manage and minimize potential problems.
Using Index Funds as a Part of Your Asset Allocation Strategy
July 1999 by Albert J. Fredman
Mutual Funds: Consistency of style, low costs, the assurance of besting most active managers, and tax efficiency are compelling reasons to give index funds a high priority in your asset allocation strategy.
July 1999 by Albert J. Fredman
Mutual Funds: Consistency of style, low costs, the assurance of besting most active managers, and tax efficiency are compelling reasons to give index funds a high priority in your asset allocation strategy.
Watch What Newsletters Do, Not What They Say They'll Do
July 1999 by Mark Hulbert
Investment Newsletters: Although many newsletters say they are value-oriented, the data indicates they are more growth-oriented, probably because their editors, like us, find it easier to buy stocks that are currently in fashion.
July 1999 by Mark Hulbert
Investment Newsletters: Although many newsletters say they are value-oriented, the data indicates they are more growth-oriented, probably because their editors, like us, find it easier to buy stocks that are currently in fashion.
A Look at the Corporate Cash Flow Statement
June 1999 by John Bajkowski
Fundamentals: The cash flow statement can give valuable insight into how well a company is managing its growth. Ultimately, firms have to produce cash to do well in the long run.
June 1999 by John Bajkowski
Fundamentals: The cash flow statement can give valuable insight into how well a company is managing its growth. Ultimately, firms have to produce cash to do well in the long run.
An Interview With Peter Mitchelson, Portfolio Manager, Sit Large Cap Growth Fund
June 1999 by Maria Crawford Scott
Feature: Searching for earnings growth using a top-down, bottom-up blended approach to stock-picking.
June 1999 by Maria Crawford Scott
Feature: Searching for earnings growth using a top-down, bottom-up blended approach to stock-picking.
Maximizing Returns, Part 2: Tax Considerations for Investing
June 1999 by Clark M. Blackman
Tax Strategies: Intelligent investing requires some knowledge of those tax rules that will have an impact on your returns. Part 2 in a series on fundamental tax rules.
June 1999 by Clark M. Blackman
Tax Strategies: Intelligent investing requires some knowledge of those tax rules that will have an impact on your returns. Part 2 in a series on fundamental tax rules.
Mutual Fund Classifications: How Do Your Funds Fit in?
June 1999 by John Markese
Mutual Funds: With the explosion of new funds, each jockeying to stand out from the crowd, fitting funds into neat classifications has become increasingly challenging, even for those in the mutual fund business.
June 1999 by John Markese
Mutual Funds: With the explosion of new funds, each jockeying to stand out from the crowd, fitting funds into neat classifications has become increasingly challenging, even for those in the mutual fund business.
Pension Distributions: What's the Right Option for You?
June 1999 by Stephen Craffen
Portfolio Strategies: If you are about to retire from a company with a traditional pension plan, you face one of the most important decisions you will ever make--deciding what form of payment you want to receive your benefits in.
June 1999 by Stephen Craffen
Portfolio Strategies: If you are about to retire from a company with a traditional pension plan, you face one of the most important decisions you will ever make--deciding what form of payment you want to receive your benefits in.
The Five Warning Flags for Investors in Small-Cap Stocks
June 1999 by Marcus W Robins
Small Stocks: The five warning flags alert investors to potential problem areas in small-cap stocks. They also signal which stocks offer the best chance for smooth sailing.
June 1999 by Marcus W Robins
Small Stocks: The five warning flags alert investors to potential problem areas in small-cap stocks. They also signal which stocks offer the best chance for smooth sailing.
The Individual Investor's Guide to Dividend Reinvestment Plans, 7th Edition
June 1999 by AAII Staff
Feature: The major trend in dividend reinvestment plans is the increase in the number of companies that will sell the initial shares directly to the public. Details on the 882 firms that offer dividend reinvestment plans.
June 1999 by AAII Staff
Feature: The major trend in dividend reinvestment plans is the increase in the number of companies that will sell the initial shares directly to the public. Details on the 882 firms that offer dividend reinvestment plans.
An Interview With Frederick Reynolds, Portfolio Manager, Reynolds Blue Chip Growth
May 1999 by Maria Crawford Scott
Feature: A search for growth among the world's leading companies.
May 1999 by Maria Crawford Scott
Feature: A search for growth among the world's leading companies.
Analyzing the Brokerage Firms: A Look at On-Line Discounters
May 1999 by Kenneth J. Michal
Stock Analysis: Internet stocks are red-hot, and one group tied directly to the Internet is the on-line discount brokerage industry. How to analyze these firms as possible investment opportunities.
May 1999 by Kenneth J. Michal
Stock Analysis: Internet stocks are red-hot, and one group tied directly to the Internet is the on-line discount brokerage industry. How to analyze these firms as possible investment opportunities.
Equity-Income Investing: Beware of Yield Overreaching
May 1999 by Donald Cassidy
Income Stocks: An income-oriented equity paying a no-growth dividend carries the downside of a bond without a bond's income or principal guarantees. A steady dividend rate is not good enough; steady dividend growth should be your standard.
May 1999 by Donald Cassidy
Income Stocks: An income-oriented equity paying a no-growth dividend carries the downside of a bond without a bond's income or principal guarantees. A steady dividend rate is not good enough; steady dividend growth should be your standard.
International Diversification: Are the Benefits Dwindling?
May 1999 by Stephen E. Wilcox
International Investing: In order for diversification to work, securities that make up a portfolio must have low correlations. Over time, the correlation between the S&P 500 and the dollar-based EAFE index has increased substantially.
May 1999 by Stephen E. Wilcox
International Investing: In order for diversification to work, securities that make up a portfolio must have low correlations. Over time, the correlation between the S&P 500 and the dollar-based EAFE index has increased substantially.
Living Off Your Savings: Healthcare Issues in Retirement
May 1999 by Deborah Frazier
Portfolio Strategies: While no one can insure for all situations, retired couples can put together a cost-efficient package based on government and private programs to cover the most common healthcare scenaries.
May 1999 by Deborah Frazier
Portfolio Strategies: While no one can insure for all situations, retired couples can put together a cost-efficient package based on government and private programs to cover the most common healthcare scenaries.
The Index Fund Advantage: Low-Cost Passive Investing
May 1999 by Albert J. Fredman
Mutual Funds: Index funds are a plain-vanilla investment that offer disciplined individuals rock-bottom costs, tax efficiency, style consistency, and a chance to beat the majority of actively managed funds over the long haul.
May 1999 by Albert J. Fredman
Mutual Funds: Index funds are a plain-vanilla investment that offer disciplined individuals rock-bottom costs, tax efficiency, style consistency, and a chance to beat the majority of actively managed funds over the long haul.
Using Triangle Patterns to Determine Price Movement
May 1999 by Wayne A. Thorp
Technical Analysis: Over time, peaks and troughs on a price chart may narrow, forming a triangle pattern of two converging trendlines. How to read triangle patterns for possible clues to future price trends.
May 1999 by Wayne A. Thorp
Technical Analysis: Over time, peaks and troughs on a price chart may narrow, forming a triangle pattern of two converging trendlines. How to read triangle patterns for possible clues to future price trends.
An Interview With John Bender, Portfolio Manager, Strong Corporate Bond Fund
April 1999 by Maria Crawford Scott
Feature: Finding value in corporate bonds: A focus on medium-quality credits.
April 1999 by Maria Crawford Scott
Feature: Finding value in corporate bonds: A focus on medium-quality credits.
Can Investment Newsletters Successfully Time the Market?
April 1999 by Mark Hulbert
Investment Newsletters: Most market timers do reduce stock market risk, although often the expense is lower returns. A smaller, but not insignificant, number of market timers beat the market on a risk-adjusted basis over the long term.
April 1999 by Mark Hulbert
Investment Newsletters: Most market timers do reduce stock market risk, although often the expense is lower returns. A smaller, but not insignificant, number of market timers beat the market on a risk-adjusted basis over the long term.
Coordinating IRA Distributions With Social Security Income
April 1999 by Thomas W. Batterman
Portfolio Strategies: Selecting an improper IRA distribution strategy for individuals eligible for Social Security benefits can dramatically increase tax liabilities. How to manage IRA distributions to minimize Social Security taxes.
April 1999 by Thomas W. Batterman
Portfolio Strategies: Selecting an improper IRA distribution strategy for individuals eligible for Social Security benefits can dramatically increase tax liabilities. How to manage IRA distributions to minimize Social Security taxes.
Financial Statement Analysis: A Look at the Income Sheet
April 1999 by John Bajkowski
Fundamentals: The goal of the income statement is to determine revenue for the period covered and then match the corresponding expenses to the revenue. It presents a picture of a company's profitability over the entire period of time covered.
April 1999 by John Bajkowski
Fundamentals: The goal of the income statement is to determine revenue for the period covered and then match the corresponding expenses to the revenue. It presents a picture of a company's profitability over the entire period of time covered.
Growth Stock Selection: Covering All the Analysis Bases
April 1999 by William J. O'Neil
Stock Strategies: The key to successful investing is a methodical, comprehensive process that used both fundamental and technical analysis to their full advantage. A look at common traits of the biggest stock market winners.
April 1999 by William J. O'Neil
Stock Strategies: The key to successful investing is a methodical, comprehensive process that used both fundamental and technical analysis to their full advantage. A look at common traits of the biggest stock market winners.
Maximizing Your 1999 Returns: Tax Considerations for Investing
April 1999 by Clark M. Blackman
Tax Strategies: Tax considerations should not drive investment decisions, but they certainly should not be ignored. Fundamental tax rules every investor should know.
April 1999 by Clark M. Blackman
Tax Strategies: Tax considerations should not drive investment decisions, but they certainly should not be ignored. Fundamental tax rules every investor should know.
What the Indexes Reveal About the Characteristics of Style
April 1999 by Jennifer Openshaw
Market Indexes: Portfolios that follow a particular style tend to favor certain industries and do better during certain economic environments. An examination of the characteristics of growth and value style indexes.
April 1999 by Jennifer Openshaw
Market Indexes: Portfolios that follow a particular style tend to favor certain industries and do better during certain economic environments. An examination of the characteristics of growth and value style indexes.
An Interview With Kenneth E. Willmann, Portfolio Manager, USAA GNMA Trust
February 1999 by Maria Crawford Scott
Feature: How one professional follows the rate trend while avoiding risk when investing in Ginnie Mae securities.
February 1999 by Maria Crawford Scott
Feature: How one professional follows the rate trend while avoiding risk when investing in Ginnie Mae securities.
Analyzing Stock Investments: The Concept of Relative Value
February 1999 by Marcus W Robins
Stock Strategies: All the valuation yardsticks on the relative value curve represent valid investment approaches. However, each technique as you progress along the curve tends to pose a greater degree of risk, as measured by price volatility.
February 1999 by Marcus W Robins
Stock Strategies: All the valuation yardsticks on the relative value curve represent valid investment approaches. However, each technique as you progress along the curve tends to pose a greater degree of risk, as measured by price volatility.
How Much Are You Really Paying for Your Mutual Funds?
February 1999 by John Markese
Mutual Funds: Fund loads and expenses decrease your investment return dollar-for-dollar. Looking forward, the costs are predictable, while returns are not. It pays to pay attention to how much you pay.
February 1999 by John Markese
Mutual Funds: Fund loads and expenses decrease your investment return dollar-for-dollar. Looking forward, the costs are predictable, while returns are not. It pays to pay attention to how much you pay.
Investing for Income in a Low Interest Rate Environment
February 1999 by Robert D. Siefert
Portfolio Strategies: The dilemma for retirees: How do you invest for a desired rate of return in excess of that which is attainable from interest and dividends?
February 1999 by Robert D. Siefert
Portfolio Strategies: The dilemma for retirees: How do you invest for a desired rate of return in excess of that which is attainable from interest and dividends?
Out of the Wall Street Spotlight: The 1999 Shadow Stocks
February 1999 by Kenneth J. Michal
Stock Screening: A total of 276 stocks passed the 1999 Shadow Stock screens for small companies that are not followed closely by analylsts.
February 1999 by Kenneth J. Michal
Stock Screening: A total of 276 stocks passed the 1999 Shadow Stock screens for small companies that are not followed closely by analylsts.
The 1999 Shadow Stock Rookies: Companies New to the List
February 1999 by Kenneth J. Michal
Stock Screening: AAII´s annual screening for small companies resulted in 65 firms that are new to the Shadow Stock list, and their financial profiles indicate a diverse group of companies.
February 1999 by Kenneth J. Michal
Stock Screening: AAII´s annual screening for small companies resulted in 65 firms that are new to the Shadow Stock list, and their financial profiles indicate a diverse group of companies.
The High Price of Tax-Deferral: A Look at Deferred Annuities
February 1999 by Peter Katt
Insurance Column: Deferred annuities are popular because returns are tax-deferred, but if the full cycle of accumulations and distributions are considered, most purchasers would make a different choice.
February 1999 by Peter Katt
Insurance Column: Deferred annuities are popular because returns are tax-deferred, but if the full cycle of accumulations and distributions are considered, most purchasers would make a different choice.
A Close-Up on Semiconductor Equipment Manufacturers
January 1999 by Michael Murphy
Stock Selection Strategies: While the semiconductor industry has the smarts to design great new chips, none of those designs would see the light of day without continuous advances in the semiconductor equipment industry.
January 1999 by Michael Murphy
Stock Selection Strategies: While the semiconductor industry has the smarts to design great new chips, none of those designs would see the light of day without continuous advances in the semiconductor equipment industry.
An Interview With L. Roy Papp, Portfolio Manager, Papp America-Abroad Fund
January 1999 by Maria Crawford Scott
Feature: A different approach to the international route focuses on investing at home through U.S. multinational companies.
January 1999 by Maria Crawford Scott
Feature: A different approach to the international route focuses on investing at home through U.S. multinational companies.
Beneficiary Designations: What to Do With a Spouse's IRA
January 1999 by David J. Drucker
Portfolio Strategies: The IRA distribution decision often creeps up suddenly when minimum disbnributions are required to begin. However, if your spouse has an IRA, you may get a second chance.
January 1999 by David J. Drucker
Portfolio Strategies: The IRA distribution decision often creeps up suddenly when minimum disbnributions are required to begin. However, if your spouse has an IRA, you may get a second chance.
Can Less Really Be More? Concentrating on Favorites
January 1999 by Albert J. Fredman
Mutual Funds: Does a hot stockpicker who focuses on a few dozen favorite companies have a better chance of beating the market? A look at focused funds and the double-edged sword of concentration.
January 1999 by Albert J. Fredman
Mutual Funds: Does a hot stockpicker who focuses on a few dozen favorite companies have a better chance of beating the market? A look at focused funds and the double-edged sword of concentration.
Financial Statement Analysis: A Look at the Balance Sheet
January 1999 by John Bajkowski
Fundamentals: The items in financial statements help measure the performance of a company and its management as well as help investors gauge the worth of the stock price. A look at balance sheet items.
January 1999 by John Bajkowski
Fundamentals: The items in financial statements help measure the performance of a company and its management as well as help investors gauge the worth of the stock price. A look at balance sheet items.
Recognizing Chart Patterns: A Guide to Spotting Price Trends
January 1999 by Wayne A. Thorp
Technical Analysis: The main purpose of using stock charts is to identify trends, and trendlines are one of the simplest tools. How to spot patterns in price charts.
January 1999 by Wayne A. Thorp
Technical Analysis: The main purpose of using stock charts is to identify trends, and trendlines are one of the simplest tools. How to spot patterns in price charts.
The 1999 Discount Broker Survey: A Guide to Commissions and Services
January 1999 by Marie Swick
Feature: Annual survey of discounters provides a comparison of commissions charged for a range of trades, as well as services offered by the firms.
January 1999 by Marie Swick
Feature: Annual survey of discounters provides a comparison of commissions charged for a range of trades, as well as services offered by the firms.
Are International Stocks Still Useful in Your Portfolio?
November 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: A long-term look at the performance record indicates that the benefits of international diversification are still evident. In the long run, a country's performance will be based on its economic growth and productivity.
November 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: A long-term look at the performance record indicates that the benefits of international diversification are still evident. In the long run, a country's performance will be based on its economic growth and productivity.
Health and Technology: High-Powered Sector Funds
November 1998 by John Markese
Mutual Funds Workshop: Given the complexities of companies in the health and technology fields, funds focusing on these sectors provide specialized management and diversification for investors interested in commitments in these areas.
November 1998 by John Markese
Mutual Funds Workshop: Given the complexities of companies in the health and technology fields, funds focusing on these sectors provide specialized management and diversification for investors interested in commitments in these areas.
How and When to Purchase Low-Cost Term Life Insurance
November 1998 by Peter Katt
Insurance Products Column: Buying low-cost level term insurance directly from companies that advertise directly to consumers is an easy and economical way to purchase term life insurance.
November 1998 by Peter Katt
Insurance Products Column: Buying low-cost level term insurance directly from companies that advertise directly to consumers is an easy and economical way to purchase term life insurance.
Increasing Chance of Success Based on Election-Year Cycle
November 1998 by James B. Cloonan
Opinion: Historical returns indicate you can increase the chance of investment success if you follow a strategy in which you purchase stocks during the third year of the election cycle if the market is below its high.
November 1998 by James B. Cloonan
Opinion: Historical returns indicate you can increase the chance of investment success if you follow a strategy in which you purchase stocks during the third year of the election cycle if the market is below its high.
Investment Approaches: Picking a Value-Oriented Adviser
November 1998 by Mark Hulbert
Investment Newsletters Column: Value stocks have outperformed growth stocks over the long term, but putting the value approach theory into practice is easier said than done. How to choose a value adviser.
November 1998 by Mark Hulbert
Investment Newsletters Column: Value stocks have outperformed growth stocks over the long term, but putting the value approach theory into practice is easier said than done. How to choose a value adviser.
The Common Traits of Successful Investment Strategies
November 1998 by Maria Crawford Scott
Stock Analysis Workshop: Although there are many investment approaches, they share common traits--in particular seeking quality companies with good growth prospects that can be purchased at a reasonable price.
November 1998 by Maria Crawford Scott
Stock Analysis Workshop: Although there are many investment approaches, they share common traits--in particular seeking quality companies with good growth prospects that can be purchased at a reasonable price.
Valuing Growth Stocks: Revisiting the Nifty Fifty
October 1998 by Jeremy Siegel
The lofty levels reached by the Nifty Fifty in the early ’70s is often held up as an example of unwarranted speculation. But a glance in the rearview mirror indicates investors were right to predict that the growth of these firms would eventually justify their prices.
October 1998 by Jeremy Siegel
The lofty levels reached by the Nifty Fifty in the early ’70s is often held up as an example of unwarranted speculation. But a glance in the rearview mirror indicates investors were right to predict that the growth of these firms would eventually justify their prices.
Achieving Financial Security by Conquering Personal Debt
September 1998 by Michael E. Leonetti
Financial Planning Column: Overloading on debt is expensive and removes a cushion of security in the event of a crisis. How to get a handle on your personal debt.
September 1998 by Michael E. Leonetti
Financial Planning Column: Overloading on debt is expensive and removes a cushion of security in the event of a crisis. How to get a handle on your personal debt.
An IMO on the Internet: A Few Nuggets, But Lots of Trash
September 1998 by James B. Cloonan
Opinion: A perusal of Internet message boards on stock investing reveals that only a small percentage contain postings with sophisticated insights into companies.
September 1998 by James B. Cloonan
Opinion: A perusal of Internet message boards on stock investing reveals that only a small percentage contain postings with sophisticated insights into companies.
An Interview With G. Paul Matthews, Portfolio Manager, Matthews Pacific Tiger & Asian Convertibles
September 1998 by Maria Crawford Scott
Feature: International investing: A view from the Asain market trenches. Seeking long-term growth in a volatile region.
September 1998 by Maria Crawford Scott
Feature: International investing: A view from the Asain market trenches. Seeking long-term growth in a volatile region.
Cash Benefits: A Dual-Purpose Asset Class
September 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: Cash may seem boring to investors concentrating on long-term return attributes, but it plays two important roles in any investment portfolio--providing liquidity and tempering downside risk.
September 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: Cash may seem boring to investors concentrating on long-term return attributes, but it plays two important roles in any investment portfolio--providing liquidity and tempering downside risk.
Investment Characteristics of Stock Screening Strategies
September 1998 by Maria Crawford Scott
Stock Analysis Workshop: AAII has developed stock screens based on the investment approaches of several well-known, successful investment professionals. Comparing the strategies and tracking their performance.
September 1998 by Maria Crawford Scott
Stock Analysis Workshop: AAII has developed stock screens based on the investment approaches of several well-known, successful investment professionals. Comparing the strategies and tracking their performance.
Mutual Fund Supermarkets: One-Stop Shopping at Low Cost
September 1998 by John Markese
Mutual Funds Workshop: AAII's annual survey of mutual fund supermarkets reports on 26 discount brokers that offer hundreds of no-load funds from different families with no brokerage fees for buying and selling.
September 1998 by John Markese
Mutual Funds Workshop: AAII's annual survey of mutual fund supermarkets reports on 26 discount brokers that offer hundreds of no-load funds from different families with no brokerage fees for buying and selling.
Newsletters vs. Funds: Which are the Better Performers?
September 1998 by Mark Hulbert
Investment Newsletters Column: Newsletter performance: How winners and losers in the newsletter arena stock up against those of the mutual fund industry.
September 1998 by Mark Hulbert
Investment Newsletters Column: Newsletter performance: How winners and losers in the newsletter arena stock up against those of the mutual fund industry.
The Individual Investor's Guide to Investment Web Sites, 2nd Edition
September 1998 by Jean Henrich
Feature: AAII's annual update of investment-related Web sites lists over 360 sites and what they offer individual investors.
September 1998 by Jean Henrich
Feature: AAII's annual update of investment-related Web sites lists over 360 sites and what they offer individual investors.
AAII's Industry Watch
August 1998 by AAII Staff
Quarterly data on the major industry groups as of June 30, 1998.
August 1998 by AAII Staff
Quarterly data on the major industry groups as of June 30, 1998.
An Interview With Steven A. Chamberlain, Portfolio Manager, INVESCO European Fund
August 1998 by Maria Crawford Scott
Feature: A bottom-up search for growth stocks in the European marketplace.
August 1998 by Maria Crawford Scott
Feature: A bottom-up search for growth stocks in the European marketplace.
Characteristics of the Dogs of the Dow Stocks
August 1998 by John Bajkowski
Stock Analysis Workshop: The Dogs of the Dow approach takes advantage of the long-term positive returns associated with the market, and adds a contrarian bonus by focusing on only the highest-yielding stocks.
August 1998 by John Bajkowski
Stock Analysis Workshop: The Dogs of the Dow approach takes advantage of the long-term positive returns associated with the market, and adds a contrarian bonus by focusing on only the highest-yielding stocks.
Do Value-Added Programs Add Value for Shareholders?
August 1998 by Stanley Block
Feature: One method firms use to focus on shareholder interests is through EVA programs--measuring economic value added. What these programs are and how much they actually impact shareholder value.
August 1998 by Stanley Block
Feature: One method firms use to focus on shareholder interests is through EVA programs--measuring economic value added. What these programs are and how much they actually impact shareholder value.
European Stock Funds: Sending Your Money Abroad
August 1998 by John Markese
Mutual Funds Workshop: With the economic union near and restructuring and privatizations in progress, Europe seems alluring. But European stock funds differ, and the actively managed funds have placed both stock and country bets.
August 1998 by John Markese
Mutual Funds Workshop: With the economic union near and restructuring and privatizations in progress, Europe seems alluring. But European stock funds differ, and the actively managed funds have placed both stock and country bets.
Finding Universal Life Policies That Will Remain Competitive
August 1998 by Peter Katt
Insurance Products Column: Many universal life insurance policies appear to be overpriced relative to current pricing conditions. Why this is and how to find competitive pricing.
August 1998 by Peter Katt
Insurance Products Column: Many universal life insurance policies appear to be overpriced relative to current pricing conditions. Why this is and how to find competitive pricing.
How Much Diversification Does Your Portfolio Need?
August 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: Precious metals, real estate and commodities are sometimes suggested as useful additions to your portfolio. Do they bring more diversification? And how practical is investment in them?
August 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: Precious metals, real estate and commodities are sometimes suggested as useful additions to your portfolio. Do they bring more diversification? And how practical is investment in them?
Part 3: Minimum Distributions and Beneficiary Designations
August 1998 by Clark M. Blackman
Retirement Plans Column: Minimizing distributions from retirement plans involves complex rules, especially those relating to whether and when to elect to recalculate life expectancy. A guide to the choices.
August 1998 by Clark M. Blackman
Retirement Plans Column: Minimizing distributions from retirement plans involves complex rules, especially those relating to whether and when to elect to recalculate life expectancy. A guide to the choices.
An Interview With Edward Keely, Portfolio Manager, Founders Growth Fund
July 1998 by Maria Crawford Scott
Feature: A discussion with one fund manager who searches for growth among the large- and mid-caps stocks.
July 1998 by Maria Crawford Scott
Feature: A discussion with one fund manager who searches for growth among the large- and mid-caps stocks.
Blue-Chip Value Investing: The Dogs of the Dow
July 1998 by Maria Crawford Scott
Stock Analysis Workshop: The purely mechanical nature of the Dow Dogs approach forces strict investor discipline and requires no investment decision-making expertise.
July 1998 by Maria Crawford Scott
Stock Analysis Workshop: The purely mechanical nature of the Dow Dogs approach forces strict investor discipline and requires no investment decision-making expertise.
Building Up your Savings by Controlling the Spending Habit
July 1998 by Michael E. Leonetti
Financial Planning Column: Saving even a small amount today can have a big impact on future savings because of compounding. But it isn´t retroactive--you must save now to enjoy the benefits in the future.
July 1998 by Michael E. Leonetti
Financial Planning Column: Saving even a small amount today can have a big impact on future savings because of compounding. But it isn´t retroactive--you must save now to enjoy the benefits in the future.
Open- and Closed-End Convertible Funds
July 1998 by Albert J. Fredman
Mutual Funds Workshop: Mutual funds that invest in convertibles are similar to balanced funds, but they tend to hold securities of smaller firms.
July 1998 by Albert J. Fredman
Mutual Funds Workshop: Mutual funds that invest in convertibles are similar to balanced funds, but they tend to hold securities of smaller firms.
Retirement Spending Rules: What Can Go Wrong?
July 1998 by Maria Crawford Scott
There are a number of approaches to determining how much savings a retiree can spend each year, but each has pitfalls. Recognizing the risks of your spending plan.
July 1998 by Maria Crawford Scott
There are a number of approaches to determining how much savings a retiree can spend each year, but each has pitfalls. Recognizing the risks of your spending plan.
Some Words of Caution for Investors in High-Tech Speculative Stocks
July 1998 by James B. Cloonan
Opinion: A lack of funding prompts some developmental-stage companies to turn to variable convertible preferred stock issues, with a negative impact beyond what many investors would normally expect.
July 1998 by James B. Cloonan
Opinion: A lack of funding prompts some developmental-stage companies to turn to variable convertible preferred stock issues, with a negative impact beyond what many investors would normally expect.
Unusual Investments: A Look at Viatical Settlements
July 1998 by James H. Gilkeson
Feature: Viatical settlements--investments in the life insurance policies of the terminally ill--have received considerable publicity because of high potential returns, but they are complex and difficult to analyze.
July 1998 by James H. Gilkeson
Feature: Viatical settlements--investments in the life insurance policies of the terminally ill--have received considerable publicity because of high potential returns, but they are complex and difficult to analyze.
An Interview With William J. Stromberg, Portfolio Manager, T. Rowe Price Dividend Growth
June 1998 by Maria Crawford Scott
Feature: A focus on growing dividends at reasonable valuations.
June 1998 by Maria Crawford Scott
Feature: A focus on growing dividends at reasonable valuations.
Characteristics of Firms with Dividend Reinvestment Plans
June 1998 by John Bajkowski
Stock Analysis Workshop: Common traits of firms in the 1998 dividend reinvestment guide, and how to build a screen based on DRPs.
June 1998 by John Bajkowski
Stock Analysis Workshop: Common traits of firms in the 1998 dividend reinvestment guide, and how to build a screen based on DRPs.
Part 2: Beneficiary Designations and Required Minimum Distributions
June 1998 by Clark M. Blackman
Retirement Plans Column: To properly plan for your retirement distributions, you need to take into consideration estate planning. A focus on the IRS rules for payments after your death.
June 1998 by Clark M. Blackman
Retirement Plans Column: To properly plan for your retirement distributions, you need to take into consideration estate planning. A focus on the IRS rules for payments after your death.
Record Low Dividend Yields: Is It a Bane or a Blessing?
June 1998 by H. Bradlee Perry
Feature: Skyrocketing stock valuations and declining payout ratios have resulted in the lowest dividend yields in decades. The news for investors--mostly good.
June 1998 by H. Bradlee Perry
Feature: Skyrocketing stock valuations and declining payout ratios have resulted in the lowest dividend yields in decades. The news for investors--mostly good.
Scary Scenarios: Can You Survive a Meltdown?
June 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: No matter what the environment, someone is always predicting disaster. The question to address is: What´s the real risk I´m facing, and what´s the best way to reduce it?
June 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: No matter what the environment, someone is always predicting disaster. The question to address is: What´s the real risk I´m facing, and what´s the best way to reduce it?
The Individual Investor's Guide to Dividend Reinvestment Plans
June 1998 by AAII Staff
Feature: AAII´s 6th annual listing of companies with dividend reinvestment plans describes DRP plan mechanics and provides details on the plans for 877 firms, 182 of which allow investors to buy their initial shares directly from the company.
June 1998 by AAII Staff
Feature: AAII´s 6th annual listing of companies with dividend reinvestment plans describes DRP plan mechanics and provides details on the plans for 877 firms, 182 of which allow investors to buy their initial shares directly from the company.
What to Look for in the New Mutual Fund Profile
June 1998 by John Markese
Mutual Funds Workshop: Starting June 1998, mutual funds will be allowed to offer prospective investors a new source of information--the fund profile. A look at the points covered and what the profile can and can´t tell you.
June 1998 by John Markese
Mutual Funds Workshop: Starting June 1998, mutual funds will be allowed to offer prospective investors a new source of information--the fund profile. A look at the points covered and what the profile can and can´t tell you.
When You're Hot, Your're Hot! Or Are You Not?
June 1998 by Mark Hulbert
Investment Newsletters Column: Testing the
June 1998 by Mark Hulbert
Investment Newsletters Column: Testing the
A Closer Look at Funds That Focus on the Dow
May 1998 by Albert J. Fredman
Mutual Funds Workshop: The Dow Jones industrial average is the most widely followed market indicator, and now investement products that feature Dow stocks are starting to attract attention.
May 1998 by Albert J. Fredman
Mutual Funds Workshop: The Dow Jones industrial average is the most widely followed market indicator, and now investement products that feature Dow stocks are starting to attract attention.
A Look at the Patterns for 1997's Winners and Losers
May 1998 by Richard L. Evans
Technical Analysis Column: The gains from the top 1997 stock were extraordinary, but the price patterns were generic, showing a long-term decline followed by accumulation.
May 1998 by Richard L. Evans
Technical Analysis Column: The gains from the top 1997 stock were extraordinary, but the price patterns were generic, showing a long-term decline followed by accumulation.
An Interview With Howard Ward, Portfolio Manager, Gabelli Growth Fund
May 1998 by Maria Crawford Scott
Feature: An inside look at a mutual fund that focuses on long-term growth from firms with a competitive advantage.
May 1998 by Maria Crawford Scott
Feature: An inside look at a mutual fund that focuses on long-term growth from firms with a competitive advantage.
Controlling Your Finances With Cash Flow Management
May 1998 by Michael E. Leonetti
Financial Planning Column: Every successful business relies on a cash management system to carefully control income and expenses, and that system can easily be applied to personal finances.
May 1998 by Michael E. Leonetti
Financial Planning Column: Every successful business relies on a cash management system to carefully control income and expenses, and that system can easily be applied to personal finances.
Investing in Technology: The Michael Murphy Approach
May 1998 by Maria Crawford Scott
Stock Analysis Workshop: Regarding technology as the growth driver of the U.S. economy, Murphy seeks to identify firms that are most likely to be the future leaders and buys when they are undervalued relative to their growth potential.
May 1998 by Maria Crawford Scott
Stock Analysis Workshop: Regarding technology as the growth driver of the U.S. economy, Murphy seeks to identify firms that are most likely to be the future leaders and buys when they are undervalued relative to their growth potential.
Re-Examining Risk Tolerance Using Worst-Case Scenarios
May 1998 by Maria Crawford Scott
Portfolio Strategies workshop: Major bull markets can cause asset allocation strategies to stray and investors to become overly complacent. Seeing how your portfolio would fare in the worst bear market.
May 1998 by Maria Crawford Scott
Portfolio Strategies workshop: Major bull markets can cause asset allocation strategies to stray and investors to become overly complacent. Seeing how your portfolio would fare in the worst bear market.
The AAII Beginner's Portfolio
May 1998 by James B. Cloonan
Feature: Stocks bought and sold over five years in an experimental portfolio built on small-cap stocks with low price-to-book ratios.
May 1998 by James B. Cloonan
Feature: Stocks bought and sold over five years in an experimental portfolio built on small-cap stocks with low price-to-book ratios.
What to Look for in a Stock Repurchase Program
May 1998 by David R. Fried
Feature: Stock buybacks can be extremely beneficial to shareholders, but they have their subtleties: Companies don´t always follow through on announcements, and firms have different motivations for repurchasing shares.
May 1998 by David R. Fried
Feature: Stock buybacks can be extremely beneficial to shareholders, but they have their subtleties: Companies don´t always follow through on announcements, and firms have different motivations for repurchasing shares.
A Combination Approach: Screens for Value on the Move
April 1998 by John Bajkowski
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
April 1998 by John Bajkowski
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
An Interview With Wallace R. Weitz, Portfolio Manager, Weitz Series Value Fund
April 1998 by Maria Crawford Scott
Feature: Searching for sustainable growth at a discount using a businessman´s view of company value.
April 1998 by Maria Crawford Scott
Feature: Searching for sustainable growth at a discount using a businessman´s view of company value.
Beneficiary Designations and Required Minimum Distributions
April 1998 by Clark M. Blackman
Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.
April 1998 by Clark M. Blackman
Retirement Plans Column: To properly plan for retirement distributions, you need to navigate around complex IRS rules on required minimum distributions and designated beneficiaries. Guidelines to help avoid costly mistakes.
Beyond the Numbers: Getting to Know a Manager
April 1998 by Maria Crawford Scott
Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.
April 1998 by Maria Crawford Scott
Mutual Funds Workshop: At some point you have to look beyond the performance statistics to see who made them happen, so you can form some kind of judgment about future performance.
How to Calculate the Return on Your Portfolio
April 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.
April 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: For portfolios with significant additions or withdrawals, determining the return can be complex, and the approach used depends in part on what you are trying to measure.
Inflation-Indexed Treasuries: How Good Are They?
April 1998 by Robert J. Angell
Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.
April 1998 by Robert J. Angell
Feature: Inflation-indexed Treasuries were designed to protect fixed-income investors from inflation, but the way in which they are taxed decreases the protection, and investors need to be aware of the limitations.
Just How Important Are Newsletters' Telephone Hotlines?
April 1998 by Mark Hulbert
Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.
April 1998 by Mark Hulbert
Investment Newsletters Column: Investors seem to prefer newsletters that have hotlines. But do newsletters with hotlines perform any better than those without? A look at the numbers.
Life Insurance Issues and The Proposed Tax Law Changes
April 1998 by Peter Katt
Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.
April 1998 by Peter Katt
Insurance Products Column: The usefulness of some life insurance products may be affected by tax law changes that may or may not be passed. What to do in the face of uncertainty.
Retirement Savings: Choosing a Withdrawal Rate That Is Sustainable
February 1998 by Carl M. Hubbard
What's a reasonable withdrawal rate when living off savings? A look at how various withdrawal rates would have fared based on past market returns provides a useful guide.
February 1998 by Carl M. Hubbard
What's a reasonable withdrawal rate when living off savings? A look at how various withdrawal rates would have fared based on past market returns provides a useful guide.
An Interview With David Lindsay, Portfolio Manager, Galaxy II U.S. Treasury Index Fund
January 1998 by Maria Crawford Scott
Feature: Tracking the government: A low-cost approach to investing in Treasuries.
January 1998 by Maria Crawford Scott
Feature: Tracking the government: A low-cost approach to investing in Treasuries.
Establishing a Spending Account to Manage Income During Retirement
January 1998 by Maria Crawford Scott
The retirement spending account: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset classes.
January 1998 by Maria Crawford Scott
The retirement spending account: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset classes.
Just Another Commodity: Reasons for Including Gold in a Portfolio Fade
January 1998 by James B. Cloonan
Opinion: Gold no longer offers much of a financial benefit to individual investors other than price speculation, the same as any other commodity.
January 1998 by James B. Cloonan
Opinion: Gold no longer offers much of a financial benefit to individual investors other than price speculation, the same as any other commodity.
Letters to the Editor
January 1998 by AAII Staff
Member questions and comments on recent AAII Journal articles.
January 1998 by AAII Staff
Member questions and comments on recent AAII Journal articles.
Separating the Wheat From the Chaff Using Relative Strength
January 1998 by Richard L. Evans
Technical Analysis Column: Keeping at least a partial watch on how a stock is acting, regardless of fundamentals, can save investors headaches.
January 1998 by Richard L. Evans
Technical Analysis Column: Keeping at least a partial watch on how a stock is acting, regardless of fundamentals, can save investors headaches.
The 1998 Discount Broker Survey: A Guide to Commissions and Services
January 1998 by Marie Swick
Feature: Annual survey of discounters provides a comparison of commissions charged for a range of trades, as well as services offered by the firms.
January 1998 by Marie Swick
Feature: Annual survey of discounters provides a comparison of commissions charged for a range of trades, as well as services offered by the firms.
The Warren Buffett Way: Investing From a Business Perspective
January 1998 by Maria Crawford Scott
Stock Analysis Workshop: How Warren Buffett looks at industry prospects and management ability to identify stock prospects.
January 1998 by Maria Crawford Scott
Stock Analysis Workshop: How Warren Buffett looks at industry prospects and management ability to identify stock prospects.
Treasury Bond Funds: A Risky Riskless Investment?
January 1998 by John Markese
Mutual Funds Workshop: Risk factors to consider before investing in riskless Treasury bond funds.
January 1998 by John Markese
Mutual Funds Workshop: Risk factors to consider before investing in riskless Treasury bond funds.
What to Look for When Selecting a Trustee for Your Estate Plan
January 1998 by Michael E. Leonetti
Financial Planning Column: The decision to name a trustee is a complex process that includes weighing and balancing the various factors according to personal preferences and circumstances.
January 1998 by Michael E. Leonetti
Financial Planning Column: The decision to name a trustee is a complex process that includes weighing and balancing the various factors according to personal preferences and circumstances.
A Reality Check: Do You Need to Buy Long-Term Care Insurance?
November 1997 by Peter Katt
Insurance Products Column: With little track record on which to base decisions, potential purchasers need to thoroughly examine their needs, as well as the claims and provisions of competing policies.
November 1997 by Peter Katt
Insurance Products Column: With little track record on which to base decisions, potential purchasers need to thoroughly examine their needs, as well as the claims and provisions of competing policies.
An Interview With Susan Byrne, Portfolio Manager, Westwood Equity Fund
November 1997 by Maria Crawford Scott
Feature: A search for unexpected growth focuses on analysts' expectations to exploit Wall Street's mistakes.
November 1997 by Maria Crawford Scott
Feature: A search for unexpected growth focuses on analysts' expectations to exploit Wall Street's mistakes.
Diversifying Among Investing Styles: The James O'Shaughnessy Approach
November 1997 by Maria Crawford Scott
Stock Analysis Workshop: Combining growth and value strategies in a portfolio: O'Shaughnessy's What Works approach to stock investing.
November 1997 by Maria Crawford Scott
Stock Analysis Workshop: Combining growth and value strategies in a portfolio: O'Shaughnessy's What Works approach to stock investing.
Industry Watch
November 1997 by AAII Staff
Quarterly data on the major industry groups as of September 30, 1997.
November 1997 by AAII Staff
Quarterly data on the major industry groups as of September 30, 1997.
Planning Assumptions: Will the Real Long-Term Return Please Stand Up?
November 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Long-term return assumptions are key to any financial plan. But long-term returns vary substantially. Which one should you use?
November 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Long-term return assumptions are key to any financial plan. But long-term returns vary substantially. Which one should you use?
Should You Convert to a Roth IRA? It Depends on Your Circumstances
November 1997 by Peter James Lingane
Feature: Delaying your decision to late in 1998 is probably prudent. But preliminary planning now could increase your options next year.
November 1997 by Peter James Lingane
Feature: Delaying your decision to late in 1998 is probably prudent. But preliminary planning now could increase your options next year.
Tie-Breakers: Key Points to Consider When It's a Close Call Between Funds
November 1997 by John Markese
Mutual Funds Workshop: Factors to consider that can help break a tie when choosing between similar funds.
November 1997 by John Markese
Mutual Funds Workshop: Factors to consider that can help break a tie when choosing between similar funds.
What Portfolio Size Is the Best Fit for Following an Investment Newsletter?
November 1997 by Mark Hulbert
Investment Newsletters Column: Some newsletters have large model portfolios, trade frequently, and are appropriate only for large investor portfolios. Others work quite well for small portfolios.
November 1997 by Mark Hulbert
Investment Newsletters Column: Some newsletters have large model portfolios, trade frequently, and are appropriate only for large investor portfolios. Others work quite well for small portfolios.
A Look at the Patterns Helps to Differentiate Stock Winners and Losers
October 1997 by Richard L. Evans
Technical Analysis Column: Fundamental factors ultimately determine the fate of a stock, but technical analysis can help identify those that are in the process of becoming winners or losers,
October 1997 by Richard L. Evans
Technical Analysis Column: Fundamental factors ultimately determine the fate of a stock, but technical analysis can help identify those that are in the process of becoming winners or losers,
An Interview With David Peebles and Albert Sebastian, Portfolio Managers, The USAA International Fund
October 1997 by Maria Crawford Scott
Feature: An eclectic approach to investing in the full spectrum of foreign stocks.
October 1997 by Maria Crawford Scott
Feature: An eclectic approach to investing in the full spectrum of foreign stocks.
Behavioral Idiosyncrasies and How They May Affect Investment Decisions
October 1997 by Frank Campanale
Feature: Simple human nature sometimes causes investors to veer from rational decisions that would best serve long-term financial goals. Understanding these behavioral quirks can help you take the emotion out of the analysis when making decisions.
October 1997 by Frank Campanale
Feature: Simple human nature sometimes causes investors to veer from rational decisions that would best serve long-term financial goals. Understanding these behavioral quirks can help you take the emotion out of the analysis when making decisions.
Dealing With Success: Adjusting Rules to Deal With a Larger Portfolio
October 1997 by James B. Cloonan
A Matter of Opinion: The growth in value of the Beginner's Portfolio prompts some revisions of the original rules regarding company size, number of stocks held, and reasons for selling.
October 1997 by James B. Cloonan
A Matter of Opinion: The growth in value of the Beginner's Portfolio prompts some revisions of the original rules regarding company size, number of stocks held, and reasons for selling.
Retirement Plan Rules, IRA Options Proliferate Under Tax Law Changes
October 1997 by Clark M. Blackman
Retirement Plans Column: Tax law changes increase applicability of traditional IRAs and add two new IRAs, expanding investor options but also adding complexity to the decision-making process.
October 1997 by Clark M. Blackman
Retirement Plans Column: Tax law changes increase applicability of traditional IRAs and add two new IRAs, expanding investor options but also adding complexity to the decision-making process.
Screening for Stocks Using the Contrarian Investment Strategy
October 1997 by John Bajkowski
Stock Analysis Workshop: Applying the David Dreman approach using the Stock Investor screening program.
October 1997 by John Bajkowski
Stock Analysis Workshop: Applying the David Dreman approach using the Stock Investor screening program.
Tailoring an International Investment Portfolio Using Closed-End Country Funds
October 1997 by Albert J. Fredman
Mutual Funds Column: Closed-end funds are more complicated than their open-end siblings, but they also offer special attractions, such as the ability to purchase them at double-digit discounts.
October 1997 by Albert J. Fredman
Mutual Funds Column: Closed-end funds are more complicated than their open-end siblings, but they also offer special attractions, such as the ability to purchase them at double-digit discounts.
What Assets "Count" as Part of Your Total Investment Portfolio?
October 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Sorting out which assets to include and exclude when defining your investment portfolio: A case study.
October 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Sorting out which assets to include and exclude when defining your investment portfolio: A case study.
An Aggressive Growth Approach to Investing in Expanding Businesses
September 1997 by Maria Crawford Scott
Stock Analysis Workshop: A look at David Alger's approach to stock selection explains where he finds growth stocks and how he places a value on them.
September 1997 by Maria Crawford Scott
Stock Analysis Workshop: A look at David Alger's approach to stock selection explains where he finds growth stocks and how he places a value on them.
An Interview With Robert E. Torray, Portfolio Manager, The Torray Fund
September 1997 by Maria Crawford Scott
Feature: A search for quality companies among firms that are out-of-favor
September 1997 by Maria Crawford Scott
Feature: A search for quality companies among firms that are out-of-favor
Investment Advisers and Mutual Fund Managers: Questions to Ask
September 1997 by Michael E. Leonetti
Financial Planning Column: To select the right investment adviser, you may need to go beyond examining performance statistics and track records.
September 1997 by Michael E. Leonetti
Financial Planning Column: To select the right investment adviser, you may need to go beyond examining performance statistics and track records.
Stocks With Gains But No Potential: Sell Now, or Hold for Your Heirs?
September 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: If you have big gains, should you sell now and pay taxes, or hold to pass to heirs tax-free? A look at the considerations.
September 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: If you have big gains, should you sell now and pay taxes, or hold to pass to heirs tax-free? A look at the considerations.
The Individual Investor's Guide to Investment Web Sites
September 1997 by Jean Henrich
Feature: The results of AAII´s investigation into the Internet: A listing of over 250 investment-related Web sites and what they offer individual investors.
September 1997 by Jean Henrich
Feature: The results of AAII´s investigation into the Internet: A listing of over 250 investment-related Web sites and what they offer individual investors.
The Individual Investor's Guide to Mutual Fund Supermarkets
September 1997 by John Markese
Mutual Funds Workshop: Discount brokers that offer no-transaction-fee mutual funds are proliferating and rapidly expanding the universe of their offerings.
September 1997 by John Markese
Mutual Funds Workshop: Discount brokers that offer no-transaction-fee mutual funds are proliferating and rapidly expanding the universe of their offerings.
What the Gold Market Reveals: The Anatomy of a Bear Market
September 1997 by Mark Hulbert
Investment Newsletters Column: Can you keep your buy-and-hold convictions during a bear market? If you can't, it's better to know sooner--while we re still in a bull market--rather than later.
September 1997 by Mark Hulbert
Investment Newsletters Column: Can you keep your buy-and-hold convictions during a bear market? If you can't, it's better to know sooner--while we re still in a bull market--rather than later.
An Interview with Donovan J. Paul, Portfolio Manager, INVESCO High Yield Fund
August 1997 by Maria Crawford Scott
Feature: On the prowl for value issues in the high-yield corporate bond market.
August 1997 by Maria Crawford Scott
Feature: On the prowl for value issues in the high-yield corporate bond market.
Evaluating the Level of the Market by Examining the Expected Growth Rate
August 1997 by Robert J. Angell
Feature: Current price-earnings ratios can be evaluated by calculating the growth rate in earnings and dividends implied by the market data.
August 1997 by Robert J. Angell
Feature: Current price-earnings ratios can be evaluated by calculating the growth rate in earnings and dividends implied by the market data.
High-Yield Bond Funds: Plenty of Income, But How Much Added Risk?
August 1997 by John Markese
Mutual Funds Workshop: A look at high-yield bond funds--their recent success and the accompanying risks.
August 1997 by John Markese
Mutual Funds Workshop: A look at high-yield bond funds--their recent success and the accompanying risks.
Industry Watch
August 1997 by AAII Staff
Quarterly data on the major industry groups as of June 30, 1997.
August 1997 by AAII Staff
Quarterly data on the major industry groups as of June 30, 1997.
Portfolio Rebalancing and the "Problem" With Bull Markets
August 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: How to keep your portfolio allocations balanced throughout a strong bull market.
August 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: How to keep your portfolio allocations balanced throughout a strong bull market.
Seeking Stocks With Momentum: A Look at Relative Strength Measures
August 1997 by John Bajkowski
Stock Analysis Workshop: Where to find a stock's relative strength and how this momentum indicator is calculated.
August 1997 by John Bajkowski
Stock Analysis Workshop: Where to find a stock's relative strength and how this momentum indicator is calculated.
Social Investing Resources
August 1997 by Jean Henrich
Reference: Organizations, advisory letters, and Web sites that distribute information on social responsibility concerns in investing.
August 1997 by Jean Henrich
Reference: Organizations, advisory letters, and Web sites that distribute information on social responsibility concerns in investing.
Strategies to Consider for Securities With Large Capital Gains
August 1997 by Clark M. Blackman
Retirement Plans: Regardless of what Congress passes in terms of tax relief, investors will face the dilemma of whether to sell and realize a gain or hold onto a stock they no longer like.
August 1997 by Clark M. Blackman
Retirement Plans: Regardless of what Congress passes in terms of tax relief, investors will face the dilemma of whether to sell and realize a gain or hold onto a stock they no longer like.
The Excess Distributions Penalty: Is Moratorium a Bonanza--or Trap?
August 1997 by Myron Blatt
Feature: While Congress has put a temporary suspension on the so-called "success" excise tax, there is no simple answer as to who it would most benefit.
August 1997 by Myron Blatt
Feature: While Congress has put a temporary suspension on the so-called "success" excise tax, there is no simple answer as to who it would most benefit.
The Role of Insurance in Buy-Sell Planning for Businesses: Part 2
August 1997 by Peter Katt
Insurance Products: Although circumstances may vary, the focus should be on the primacy of creative business continuation planning, not on life insurance products.
August 1997 by Peter Katt
Insurance Products: Although circumstances may vary, the focus should be on the primacy of creative business continuation planning, not on life insurance products.
An Interview with Robert E. Kern, Portfolio Manager, Fremont U.S. Micro-Cap Fund
July 1997 by Maria Crawford Scott
Feature: A search for growth and innovation in the micro-cap stock market.
July 1997 by Maria Crawford Scott
Feature: A search for growth and innovation in the micro-cap stock market.
Composition Changes Prompt Another Look at the DJ Utilities Average
July 1997 by Richard L. Evans
Technical Analysis Column: While not a perfect indicator, the Dow Jones Utilities average has moved lower prior to major market drops. When the utilities are in a sell mode, keep your cards close to your vest.
July 1997 by Richard L. Evans
Technical Analysis Column: While not a perfect indicator, the Dow Jones Utilities average has moved lower prior to major market drops. When the utilities are in a sell mode, keep your cards close to your vest.
Finding Mutual Fund Winners
July 1997 by Maria Crawford Scott
Research: A 1996 study on the historical performance of mutual funds shows that you shouldn't use past returns as the only basis for a decision.
July 1997 by Maria Crawford Scott
Research: A 1996 study on the historical performance of mutual funds shows that you shouldn't use past returns as the only basis for a decision.
Going Against the Crowd: A Look at the Contrarian Investment Strategy
July 1997 by Maria Crawford Scott
Stock Analysis Workshop: David Dreman's contrarian approach capitalizes on investor biases to find overlooked stocks.
July 1997 by Maria Crawford Scott
Stock Analysis Workshop: David Dreman's contrarian approach capitalizes on investor biases to find overlooked stocks.
Hybrid Securities: A Basic Look at Monthly Income Preferred Stock
July 1997 by Robert T. Kleiman
Feature: MIPS offer attractive yields relative to corporate bonds and conventional preferreds, but that needs to be balanced against interest rate risk, redemption features, and tax status.
July 1997 by Robert T. Kleiman
Feature: MIPS offer attractive yields relative to corporate bonds and conventional preferreds, but that needs to be balanced against interest rate risk, redemption features, and tax status.
Resources on Wills and Living Trusts
July 1997 by Jean Henrich
Reference: Reading resources on wills and living trusts that can be found in books, AAII Journal articles and on-line.
July 1997 by Jean Henrich
Reference: Reading resources on wills and living trusts that can be found in books, AAII Journal articles and on-line.
The "Conservative" Approach to Determining Your Spending Rate
July 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Designing a spending plan for retirement using conservative assumptions.
July 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Designing a spending plan for retirement using conservative assumptions.
The Smallest of the Small: Funds That Focus on Micro-Cap Companies
July 1997 by Albert J. Fredman
Mutual Funds Column: Micro-cap funds have grown in popularity because they zero in on the most inefficient part of the stock market, but they aren't for everybody--particularly the faint of heart.
July 1997 by Albert J. Fredman
Mutual Funds Column: Micro-cap funds have grown in popularity because they zero in on the most inefficient part of the stock market, but they aren't for everybody--particularly the faint of heart.
Why Investors Tend to Trade Too Much--And What to Do About It
July 1997 by James B. Cloonan
A Matter of Opinion: A new study supports the notion that individual investors tend to sell winners and hang on to losers. Understanding the underlying psychology can help you fight it.
July 1997 by James B. Cloonan
A Matter of Opinion: A new study supports the notion that individual investors tend to sell winners and hang on to losers. Understanding the underlying psychology can help you fight it.
A Parent's Guide: How to Introduce Kids to the World of Investing
June 1997 by Paula Hogan
Feature: Try to avoid an investing experience for your child that consists of only winning or only losing, since the education comes as much from the one as from the other.
June 1997 by Paula Hogan
Feature: Try to avoid an investing experience for your child that consists of only winning or only losing, since the education comes as much from the one as from the other.
A Performance Review and Rules Recap for the Beginner's Portfolio
June 1997 by James B. Cloonan
A Matter of Opinion: A strategy based on criteria that have been successful over the long term and that is followed religiously should lead to above-average results.
June 1997 by James B. Cloonan
A Matter of Opinion: A strategy based on criteria that have been successful over the long term and that is followed religiously should lead to above-average results.
An Interview with Edward Mitchell, Portfolio Manager, INVESCO Total Return Fund
June 1997 by Maria Crawford Scott
Feature: A conservative stock/bond balance using an asset allocation approach.
June 1997 by Maria Crawford Scott
Feature: A conservative stock/bond balance using an asset allocation approach.
Assessing the Characteristics of Asset Allocation Mutual Funds
June 1997 by John Markese
Mutual Funds Workshop: Asset allocation funds--a look at their similarities and differences.
June 1997 by John Markese
Mutual Funds Workshop: Asset allocation funds--a look at their similarities and differences.
Asset Allocation Strategies for Retirees Who Don't Need Income
June 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Asset allocation strategies for retirees who don't need much income from savings.
June 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Asset allocation strategies for retirees who don't need much income from savings.
DRP Newsletters and Stock Purchasing Services
June 1997 by Jean Henrich
Reference: Newsletters, directories, and Web sites that list companies with dividend reinvestment plans and services that help investors buy their first share directly.
June 1997 by Jean Henrich
Reference: Newsletters, directories, and Web sites that list companies with dividend reinvestment plans and services that help investors buy their first share directly.
FAQs on Distributing and Investing Assets During Your Retirement Years
June 1997 by Clark M. Blackman
Retirement Plans Column: Caring for your portfolio during retirement is a higher maintenance activity than before retirement, and it requires a commonsense approach.
June 1997 by Clark M. Blackman
Retirement Plans Column: Caring for your portfolio during retirement is a higher maintenance activity than before retirement, and it requires a commonsense approach.
No-Load International Stock Investing: Direct Purchase of ADRs
June 1997 by Marie Swick
Feature: Two banks allow investors to buy their first shares of a number of foreign stocks that trade on U.S. exchanges in American depositary receipts.
June 1997 by Marie Swick
Feature: Two banks allow investors to buy their first shares of a number of foreign stocks that trade on U.S. exchanges in American depositary receipts.
The Individual Investor's Guide to Dividend Reinvestment Plans, 5th Edition
June 1997 by AAII Staff
AAII's 5th annual listing of companies with dividend reinvestment plans can be found in the middle of this issue.
June 1997 by AAII Staff
AAII's 5th annual listing of companies with dividend reinvestment plans can be found in the middle of this issue.
The Past 17 Years and What They May Reveal About the Future
June 1997 by Mark Hulbert
Investment Newsletters Column: The two newsletters that beat the market over the last 17 years on a risk-adjusted basis are cautious on the market.
June 1997 by Mark Hulbert
Investment Newsletters Column: The two newsletters that beat the market over the last 17 years on a risk-adjusted basis are cautious on the market.
AAII's Industry Watch
May 1997 by AAII Staff
Quarterly data on the major industry groups as of March 31, 1997.
May 1997 by AAII Staff
Quarterly data on the major industry groups as of March 31, 1997.
An Interview With Ian MacKinnon, Portfolio Manager, Vanguard Municipal Bond Portfolios
May 1997 by Maria Crawford Scott
Feature: A top-down approach to investing in the municipal bond markets
May 1997 by Maria Crawford Scott
Feature: A top-down approach to investing in the municipal bond markets
Cleaning House: Portfolio Reorganizing When You Have Too Many Mutual Funds
May 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: How to trim down an overgrown mutual fund portfolio.
May 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: How to trim down an overgrown mutual fund portfolio.
Closed-End Municipal Bond Fund Resources
May 1997 by Jean Henrich
Reference: Resources for finding research reports on closed-end municipal bond funds.
May 1997 by Jean Henrich
Reference: Resources for finding research reports on closed-end municipal bond funds.
Coming, Ready or Not: Reform for Medicare and Social Security
May 1997 by Michael E. Leonetti
Financial Planning Column: Social Security and medicare--a look ahead to the possible reforms.
May 1997 by Michael E. Leonetti
Financial Planning Column: Social Security and medicare--a look ahead to the possible reforms.
Fixed-Income Investing: Analyzing Closed-End Municipal Bond Funds
May 1997 by Albert J. Fredman
Mutual Funds Column: Closed-end municipal bond funds--how to analyze a complex segment of the closed-end fund universe.
May 1997 by Albert J. Fredman
Mutual Funds Column: Closed-end municipal bond funds--how to analyze a complex segment of the closed-end fund universe.
The Advantages of the Do-It-Yourself Approach to Investing in Stocks
May 1997 by James B. Cloonan
A review of the approaches and their strengths that can be used to manage your own stock fund.
May 1997 by James B. Cloonan
A review of the approaches and their strengths that can be used to manage your own stock fund.
The Importance of Gaps: It's Where They Fall within a Trend That Counts
May 1997 by Richard L. Evans
Technical Analysis Column: The science of gaps--interpreting the significance of price ranges where no transactions take place.
May 1997 by Richard L. Evans
Technical Analysis Column: The science of gaps--interpreting the significance of price ranges where no transactions take place.
The Ralph Wanger Approach: Growth at a Reasonable Price
May 1997 by Maria Crawford Scott
Stock Analysis Workshop: Finding growth opportunities in the small-cap arena--Ralph Wanger's Approach.
May 1997 by Maria Crawford Scott
Stock Analysis Workshop: Finding growth opportunities in the small-cap arena--Ralph Wanger's Approach.
A Fresh Look at Some Old Anomalies: Are They Still Successful?
April 1997 by Mark Hulbert
Investment Newsletters Column: Is it time for investors to rethink their commitment to the better-known anomalies?
April 1997 by Mark Hulbert
Investment Newsletters Column: Is it time for investors to rethink their commitment to the better-known anomalies?
An Interview With George A. Mairs III, Portfolio Manager, Mairs & Power Growth Fund
April 1997 by Maria Crawford Scott
Feature: Seeking growth companies at a good value, with a Midwest slant.
April 1997 by Maria Crawford Scott
Feature: Seeking growth companies at a good value, with a Midwest slant.
Contingency Plans: Helping a Spouse Cope Financially After Your Death
April 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
April 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
How Many Mutual Funds Should You Have in Your Investment Portfolio?
April 1997 by John Markese
Mutual Funds Workshop: How many funds do you need in your investment portfolio?
April 1997 by John Markese
Mutual Funds Workshop: How many funds do you need in your investment portfolio?
Neglected Stocks and Small Caps Still Make Sense for Individuals
April 1997 by James B. Cloonan
A Matter of Opinion: Recent articles and books have questioned whether the concepts underlying Shadow Stocks remain valid. A close look at the statistics indicate that they do.
April 1997 by James B. Cloonan
A Matter of Opinion: Recent articles and books have questioned whether the concepts underlying Shadow Stocks remain valid. A close look at the statistics indicate that they do.
Revisiting the Rules for IRA Distributions and Naming Beneficiaries
April 1997 by Clark M. Blackman
Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.
April 1997 by Clark M. Blackman
Retirement Plans Column: Revisiting the rules for IRA distributions and naming beneficiaries.
Screening for Growth and Value Based on "What Works on Wall Street"
April 1997 by John Bajkowski
Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.
April 1997 by John Bajkowski
Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.
The Investment Implications of Tax-Deferred vs. Taxable Accounts
April 1997 by William Reichenstein
Feature: Allocating a given mix among accounts with different tax structures can be a taxing question. A look at the investment implications.
April 1997 by William Reichenstein
Feature: Allocating a given mix among accounts with different tax structures can be a taxing question. A look at the investment implications.
The Role of Insurance in Continuation Planning of Closely-Held Businesses
April 1997 by Peter Katt
Insurance Products Column: The role of insurance in business buy-sell planning for closely-held businesses.
April 1997 by Peter Katt
Insurance Products Column: The role of insurance in business buy-sell planning for closely-held businesses.
A Closer Look at Money Market Funds: Bank CD Alternatives
February 1997 by Albert J. Fredman
Mutual Funds Column: Beyond the bank account--managing your cash reserves with money market mutual funds.
February 1997 by Albert J. Fredman
Mutual Funds Column: Beyond the bank account--managing your cash reserves with money market mutual funds.
A Review of the Qualitative Approaches to Stock Management
February 1997 by James B. Cloonan
A Matter of Opinion: Qualitative approaches require investor judgment, and to make excess returns, your judgment needs to be more correct than that of the overall market.
February 1997 by James B. Cloonan
A Matter of Opinion: Qualitative approaches require investor judgment, and to make excess returns, your judgment needs to be more correct than that of the overall market.
AAII's Industry Watch
February 1997 by AAII Staff
Quarterly data on the major industry groups as of December 31, 1997.
February 1997 by AAII Staff
Quarterly data on the major industry groups as of December 31, 1997.
An Interview With Gerald J. Moran, Portfolio Manager, Scudder Global Discovery Fund
February 1997 by Maria Crawford Scott
Feature: Seeking growth opportunities among the small caps worldwide.
February 1997 by Maria Crawford Scott
Feature: Seeking growth opportunities among the small caps worldwide.
Experimental MSAs Offer Useful Approach for the Self-Employed
February 1997 by Peter Katt
Insurance Products Column: A Medical insurance alternative for the self-employed--how the experimental medical savings accounts work.
February 1997 by Peter Katt
Insurance Products Column: A Medical insurance alternative for the self-employed--how the experimental medical savings accounts work.
Rebalancing Your Portfolio When Making Periodic Withdrawals
February 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Keeping your investment portfolio in balance when making periodic withdrawals.
February 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Keeping your investment portfolio in balance when making periodic withdrawals.
Research Reports: Buyer Beware
February 1997 by Maria Crawford Scott
Research: As the study's headline translates-- buyer beware! Some analyst reports may provide useful insights, but further research from other sources is always warranted.
February 1997 by Maria Crawford Scott
Research: As the study's headline translates-- buyer beware! Some analyst reports may provide useful insights, but further research from other sources is always warranted.
The Bear Look
February 1997 by Maria Crawford Scott
Research: The timing of bear attacks remains elusive, and recoveries are often swift. You can best withstand a bear attack if you know in advance what to expect and are still around (invested in stocks) for recovery.
February 1997 by Maria Crawford Scott
Research: The timing of bear attacks remains elusive, and recoveries are often swift. You can best withstand a bear attack if you know in advance what to expect and are still around (invested in stocks) for recovery.
A Time-Honored Approach to Charting: Point & Figure Analysis
January 1997 by Richard L. Evans
Technical Analysis Column: Using simple rows of Xs and Os to analyze stock price movement--the basics of point-and-figure charting.
January 1997 by Richard L. Evans
Technical Analysis Column: Using simple rows of Xs and Os to analyze stock price movement--the basics of point-and-figure charting.
An Interview With David O. Nicholas, Portfolio Manager, Nicholas Limited Edition Fund
January 1997 by Maria Crawford Scott
Feature: Searching the small-cap market for growth at a reasonable price.
January 1997 by Maria Crawford Scott
Feature: Searching the small-cap market for growth at a reasonable price.
Index Stocks: An Introduction to SPDRs--S&P 500 Depositary Receipts
January 1997 by Robert T. Kleiman
Feature: Looking for an index fund that trades like a stock? The S&P 500 Depositary Receipt is an exchange-traded product that contains features of both. An introduction to SPDRs.
January 1997 by Robert T. Kleiman
Feature: Looking for an index fund that trades like a stock? The S&P 500 Depositary Receipt is an exchange-traded product that contains features of both. An introduction to SPDRs.
Insurance Covering Long-Term Care: Even More Important Now
January 1997 by Michael E. Leonetti
Financial Planning Column: Changes made by the new Health Insurance Act affect the way individuals can plan for long-term healthcare. A look at the key provisions.
January 1997 by Michael E. Leonetti
Financial Planning Column: Changes made by the new Health Insurance Act affect the way individuals can plan for long-term healthcare. A look at the key provisions.
Mutual Fund Selection: How to Use AAII's Low-Load Guide Effectively
January 1997 by John Markese
Mutual Funds Workshop: Evaluating mutual funds without an approach can be overwhelming. A guided tour through AAII's 1997 Low-Load Fund Guide data page.
January 1997 by John Markese
Mutual Funds Workshop: Evaluating mutual funds without an approach can be overwhelming. A guided tour through AAII's 1997 Low-Load Fund Guide data page.
Re-Examining Your Asset Allocation in Light of Vested Pension Payments
January 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Expanding the definition of a portfolio to include a vested pension can dramatically change one's asset allocation. A case study on how to approach an expanded portfolio.
January 1997 by Maria Crawford Scott
Portfolio Strategies Workshop: Expanding the definition of a portfolio to include a vested pension can dramatically change one's asset allocation. A case study on how to approach an expanded portfolio.
The 1997 Discount Broker Survey: A Guide to Commissions and Services
January 1997 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of brokers' commissions, fees, and services.
January 1997 by Jean Henrich
Feature: AAII's annual guide looks at the current trends in discount brokers and provides a comparison of brokers' commissions, fees, and services.
The Peter Lynch Approach to Investing in "Understandable" Stocks
January 1997 by Maria Crawford Scott
Stock Analysis Workshop: A bottom-up approach to stock selection--examining the Peter Lynch style of investing.
January 1997 by Maria Crawford Scott
Stock Analysis Workshop: A bottom-up approach to stock selection--examining the Peter Lynch style of investing.
401(k) Plans
November 1996 by Jean Henrich
Reference: Understanding your options and how the plan operates is essential to getting the most out of your 401(k) plan.
November 1996 by Jean Henrich
Reference: Understanding your options and how the plan operates is essential to getting the most out of your 401(k) plan.
A Blue-Chip Value Investor: Seeking High-Quality, Out-of-Favor Stocks
November 1996 by Maria Crawford Scott
Stock Analysis Workshop: Dividends matter: A look at Geraldine Weiss' value approach to investing in the blue chips.
November 1996 by Maria Crawford Scott
Stock Analysis Workshop: Dividends matter: A look at Geraldine Weiss' value approach to investing in the blue chips.
An Interview With E. John deBeer, Portfolio Manager, Loomis Sayles Global Bond Fund
November 1996 by Maria Crawford Scott
Feature: International fixed-income investing: A worldwide search for high yields.
November 1996 by Maria Crawford Scott
Feature: International fixed-income investing: A worldwide search for high yields.
An Investor's Guide to Deducting Investment-Related Expenses
November 1996 by Julian Block
Feature: What investment expenses are allowable deductions? A look at the IRS rulings and court decisions to clarify what can and can't be deducted.
November 1996 by Julian Block
Feature: What investment expenses are allowable deductions? A look at the IRS rulings and court decisions to clarify what can and can't be deducted.
Funds That Focus on the Mid-Caps: A Happy Medium Between Big & Small
November 1996 by John Markese
Mutual Funds Workshop: Funds that focus on medium-capitalization stocks are coming in vogue, but without a consensus as to what constitutes mid-size. A look at mid-cap funds.
November 1996 by John Markese
Mutual Funds Workshop: Funds that focus on medium-capitalization stocks are coming in vogue, but without a consensus as to what constitutes mid-size. A look at mid-cap funds.
Getting Started: Developing an Investment Plan From Ground Level
November 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Younger investors building an investment portfolio from scratch face the limitations of their meager savings. A case study gives one example of where to begin.
November 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Younger investors building an investment portfolio from scratch face the limitations of their meager savings. A case study gives one example of where to begin.
Indexed Annuities: Too High a Price for Market 'Protection'
November 1996 by Peter Katt
Insurance Products Column: The new indexed fixed deferred annuities offer protection from market downswings, but at what price? Understanding the indexed annuity.
November 1996 by Peter Katt
Insurance Products Column: The new indexed fixed deferred annuities offer protection from market downswings, but at what price? Understanding the indexed annuity.
Quantitative Measures and What Really Works Within a Stock Portfolio
November 1996 by James B. Cloonan
A Matter of Opinion: The good news is that a disciplined investor can use a combination of criteria to beat 'the market.' The bad news is, the outperformance is not going to be dramatic.
November 1996 by James B. Cloonan
A Matter of Opinion: The good news is that a disciplined investor can use a combination of criteria to beat 'the market.' The bad news is, the outperformance is not going to be dramatic.
Timing and Selection Within the Bond Market: A Look at the Record
November 1996 by Mark Hulbert
Investment Newsletters Column: How have bond fund advisers performed? An analysis of market timing and mutual fund selection among bond fund newsletters.
November 1996 by Mark Hulbert
Investment Newsletters Column: How have bond fund advisers performed? An analysis of market timing and mutual fund selection among bond fund newsletters.
A Look at Style: The Characteristics of Quantitative Approaches
October 1996 by James B. Cloonan
A Matter of Opinion: The rules under a quantitative approach should be specific enough that they could be programmed into a computer, although complete automation is impractical.
October 1996 by James B. Cloonan
A Matter of Opinion: The rules under a quantitative approach should be specific enough that they could be programmed into a computer, although complete automation is impractical.
A New Route Overseas: Country Indexing With WEBS & CountryBaskets
October 1996 by Albert J. Fredman
Mutual Funds Column: New index products give investors another route to investing in individual countries: CountryBaskets and WEBS.
October 1996 by Albert J. Fredman
Mutual Funds Column: New index products give investors another route to investing in individual countries: CountryBaskets and WEBS.
An Interview With Donald Yacktman, President and Portfolio Manager, Yacktman Fund
October 1996 by Maria Crawford Scott
Feature: A search for profitable businesses with shares selling at a discount.
October 1996 by Maria Crawford Scott
Feature: A search for profitable businesses with shares selling at a discount.
Analyst Earnings Estimates
October 1996 by Jean Henrich
Reference: Finding earnings forecasts at your library, brokerage firm, or on-line.
October 1996 by Jean Henrich
Reference: Finding earnings forecasts at your library, brokerage firm, or on-line.
Basic Truths About Asset Allocation: A Consensus View Among the Experts
October 1996 by William Reichenstein
Feature: The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.
October 1996 by William Reichenstein
Feature: The widespread consensus among investment professionals reveals basic truths concerning the appropriate asset mix for the typical investor.
How Are You Doing? Measuring and Monitoring an Investment Portfolio
October 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Evaluating your investment portfolio periodically involves measuring the components and the whole, as well as checking the allocation for rebalancing needs. A case study shows how to carry out these steps.
October 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Evaluating your investment portfolio periodically involves measuring the components and the whole, as well as checking the allocation for rebalancing needs. A case study shows how to carry out these steps.
Tax Law Changes and How They May Affect Your Retirement Plans
October 1996 by Clark M. Blackman
Retirement Plans Column: Two bills recently passed by Congress address retirement plans: Understanding how the new tax laws may affect your retirement planning.
October 1996 by Clark M. Blackman
Retirement Plans Column: Two bills recently passed by Congress address retirement plans: Understanding how the new tax laws may affect your retirement planning.
Taxable vs. Tax-Deferred Accounts
October 1996 by Maria Crawford Scott
Investment Research: The advantages of tax-deferral are strong & when compounded over long periods, they may overwhelm higher tax rates. When deciding on mutual fund allocation, put the highest pretax-returning fund in the tax-deferred account.
October 1996 by Maria Crawford Scott
Investment Research: The advantages of tax-deferral are strong & when compounded over long periods, they may overwhelm higher tax rates. When deciding on mutual fund allocation, put the highest pretax-returning fund in the tax-deferred account.
Using Price-to-Sales Ratios to Screen for Out-of-Favor Stocks
October 1996 by John Bajkowski
Stock Analysis Workshop: Research suggests that the price-to-sales ratio may be a better determinant of undervalued stocks than price-earnings ratio. Building a screen based on the price-to-sales ratio.
October 1996 by John Bajkowski
Stock Analysis Workshop: Research suggests that the price-to-sales ratio may be a better determinant of undervalued stocks than price-earnings ratio. Building a screen based on the price-to-sales ratio.
A Question of Style: Categorizing the Various Investment Approaches
September 1996 by James B. Cloonan
A Matter of Opinion: Investment style has been defined in many ways, but however you describe it, most successful investors have one that they consistently apply.
September 1996 by James B. Cloonan
A Matter of Opinion: Investment style has been defined in many ways, but however you describe it, most successful investors have one that they consistently apply.
An Interview With Thomas Hazuka, Portfolio Manager, Vanguard Asset Allocation
September 1996 by Maria Crawford Scott
Feature: An approach to adding value by allocating among asset classes.
September 1996 by Maria Crawford Scott
Feature: An approach to adding value by allocating among asset classes.
Approaching Retirement: The Transition From One Mix to Another
September 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.
September 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: How do you move from one asset mix to another? A case study on making the transition as you approach retirement.
It's Quality That Counts: The Fisher Approach to Stock Investing
September 1996 by Maria Crawford Scott
Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.
September 1996 by Maria Crawford Scott
Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.
Newsletters That Focus on Mutual Funds: How Do They Stack Up?
September 1996 by Mark Hulbert
Investment Newsletters Column: Should you use an advisory newsletter to guide your mutual fund decisions? A look at the performance of mutual fund newsletters.
September 1996 by Mark Hulbert
Investment Newsletters Column: Should you use an advisory newsletter to guide your mutual fund decisions? A look at the performance of mutual fund newsletters.
Rollover Options When Receiving Distributions From Employer Plans
September 1996 by Michael E. Leonetti
Financial Planning Column: Many workers will receive lump-sum retirement distributions that they may wish to roll into an IRA. Understanding the intricacies of IRA rollovers.
September 1996 by Michael E. Leonetti
Financial Planning Column: Many workers will receive lump-sum retirement distributions that they may wish to roll into an IRA. Understanding the intricacies of IRA rollovers.
Selecting the Mortgage Term: How to Compare the Alternatives
September 1996 by Clarence C. Rose
Feature: The selection of the term of the mortgage is an important consideration for real estate buyers. A comparison of the 15-year versus the 30-year term mortgage.
September 1996 by Clarence C. Rose
Feature: The selection of the term of the mortgage is an important consideration for real estate buyers. A comparison of the 15-year versus the 30-year term mortgage.
The Individual Investor's Guide to No-Transaction-Fee Discount Brokers
September 1996 by John Markese
Mutual Funds Workshop: Using a discount broker to trade mutual funds has many advantages, as well as some limitations. A guide to no-transaction-fee discount brokers.
September 1996 by John Markese
Mutual Funds Workshop: Using a discount broker to trade mutual funds has many advantages, as well as some limitations. A guide to no-transaction-fee discount brokers.
The Same Patterns Remain Even When the Market Index Changes
September 1996 by Richard L. Evans
Technical Analysis Column: Speed resistance lines can help identify expected market support and resistance levels. Applying Dow Theory's 1/3-2/3 concept to the Nasdaq composite.
September 1996 by Richard L. Evans
Technical Analysis Column: Speed resistance lines can help identify expected market support and resistance levels. Applying Dow Theory's 1/3-2/3 concept to the Nasdaq composite.
A Guide to Municipal Bond Funds: Differences Behind the Similarities
August 1996 by John Markese
Mutual Funds Workshop: All tax-exempt funds are not alike. A look at the differences among municipal bond mutual funds.
August 1996 by John Markese
Mutual Funds Workshop: All tax-exempt funds are not alike. A look at the differences among municipal bond mutual funds.
America's Capital Productivity
August 1996 by Maria Crawford Scott
Investment Research: The study is of more interest to economists & individual corporations, but investors in U.S. companies right now are getting the best return on investment dollars. Continued demand for good performance adds to bottom lines worldwide.
August 1996 by Maria Crawford Scott
Investment Research: The study is of more interest to economists & individual corporations, but investors in U.S. companies right now are getting the best return on investment dollars. Continued demand for good performance adds to bottom lines worldwide.
An Individual Investor's Guide to Managing Your Own 'Mutual Fund'
August 1996 by James B. Cloonan
A Matter of Opinion: There are many different approaches to managing your own portfolio of stocks, and the Beginner's Portfolio is a good example of one of the simplest methods.
August 1996 by James B. Cloonan
A Matter of Opinion: There are many different approaches to managing your own portfolio of stocks, and the Beginner's Portfolio is a good example of one of the simplest methods.
An Interview With Philip G. Condon, Portfolio Manager, Scudder High Yield Tax Free Fund
August 1996 by Maria Crawford Scott
Feature: A search for value and higher yields in the municipal bond market.
August 1996 by Maria Crawford Scott
Feature: A search for value and higher yields in the municipal bond market.
Living off Retirement Savings in a World of Uncertain Return Patterns
August 1996 by Maria Crawford Scott
Uncertain returns year-to-year forces retirees to act conservatively. But there is more than one way of being conservative with your retirement portfolio.
August 1996 by Maria Crawford Scott
Uncertain returns year-to-year forces retirees to act conservatively. But there is more than one way of being conservative with your retirement portfolio.
Passing on Your Wealth: Gift Planning and the Use of Life Insurance
August 1996 by Peter Katt
Insurance Products Column: Gifting is often used to transfer wealth to your heirs while minimizing taxes. Employing life insurance products in gifting strategies.
August 1996 by Peter Katt
Insurance Products Column: Gifting is often used to transfer wealth to your heirs while minimizing taxes. Employing life insurance products in gifting strategies.
Saving and Investing to Meet the Expenses of Your Child's Education
August 1996 by Maria Crawford Scott
How do you start saving and investing for your child's college education? Examining a case study provides some guidance.
August 1996 by Maria Crawford Scott
How do you start saving and investing for your child's college education? Examining a case study provides some guidance.
Stock Return Probabilities
August 1996 by Maria Crawford Scott
Investment Research: The probability tables in the article present another way of looking at the risk/return equation for common stock investment. And once again, the study offers proof that stocks do indeed provide an inflation hedge over time.
August 1996 by Maria Crawford Scott
Investment Research: The probability tables in the article present another way of looking at the risk/return equation for common stock investment. And once again, the study offers proof that stocks do indeed provide an inflation hedge over time.
Straightforward Answers to Common Questions on Retirement Plan Rules
August 1996 by Clark M. Blackman
Retirement Plans Column: Studying the rules for IRAs and employer-sponsored plans can raise more questions than it answers. Answers to the most common questions.
August 1996 by Clark M. Blackman
Retirement Plans Column: Studying the rules for IRAs and employer-sponsored plans can raise more questions than it answers. Answers to the most common questions.
The Basics of Cash Flow Analysis in the Stock Selection Process
August 1996 by John Bajkowski
Stock Analysis Workshop: Studying the cash flow of companies reveals the effectiveness of their managment. The basics of cash flow and applying a cash flow screen.
August 1996 by John Bajkowski
Stock Analysis Workshop: Studying the cash flow of companies reveals the effectiveness of their managment. The basics of cash flow and applying a cash flow screen.
An Expanded Portfolio View Includes Real Estate and Human Capital
July 1996 by Charles Delaney
Feature: When should your asset allocation differ from the "norm"? An expanded portfolio view can help provide the answer.
July 1996 by Charles Delaney
Feature: When should your asset allocation differ from the "norm"? An expanded portfolio view can help provide the answer.
An Interview With Harold J. Levy, Portfolio Manager, First Eagle Fund of America
July 1996 by Maria Crawford Scott
Feature: A value approach that analyzes stock as if buying the business.
July 1996 by Maria Crawford Scott
Feature: A value approach that analyzes stock as if buying the business.
Bad Timing and Long-Term Investing
July 1996 by Maria Crawford Scott
Investment Research: Good returns can still come out of bad timing decisions if an investor sticks to a long-term buy-and-hold investment program. The earlier an investor is in the market, the better.
July 1996 by Maria Crawford Scott
Investment Research: Good returns can still come out of bad timing decisions if an investor sticks to a long-term buy-and-hold investment program. The earlier an investor is in the market, the better.
CAN SLIM: A Growth Approach Using Technical and Fundamental Data
July 1996 by Maria Crawford Scott
Stock Analysis Workshop: William O'Neil's CAN SILM approach to stock selection combines fundamental and technical factors in a search for growth.
July 1996 by Maria Crawford Scott
Stock Analysis Workshop: William O'Neil's CAN SILM approach to stock selection combines fundamental and technical factors in a search for growth.
Fixed-income Investing: An Objective Look at High-Yield Bond Funds
July 1996 by Albert J. Fredman
Mutual Funds Column: Understanding the factors that affect high-yield bond funds can help you decide if these volatile funds belong in your investment portfolio.
July 1996 by Albert J. Fredman
Mutual Funds Column: Understanding the factors that affect high-yield bond funds can help you decide if these volatile funds belong in your investment portfolio.
For Chronic Fundaholics: Becoming Your Own Stock Portfolio Manager
July 1996 by James B. Cloonan
A Matter of Opinion: There are numerous individuals who could earn for themselves that 1% to 2% advisory fee they are paying to someone else in a mutual fund.
July 1996 by James B. Cloonan
A Matter of Opinion: There are numerous individuals who could earn for themselves that 1% to 2% advisory fee they are paying to someone else in a mutual fund.
Lifestyle Changes: Myths and Misconceptions About Life in Retirement
July 1996 by Michael E. Leonetti
Financial Planning Column: Knowing what to expect and what not to expect as you enter retirement can ease this major lifestyle transition. Debunking the myths of retirement.
July 1996 by Michael E. Leonetti
Financial Planning Column: Knowing what to expect and what not to expect as you enter retirement can ease this major lifestyle transition. Debunking the myths of retirement.
Pattern Analysis: Using Triangles to Spot Trends in Low-Priced Stocks
July 1996 by Richard L. Evans
Technical Analysis Column: Analyzing patterns in stock price movement can reveal potential buying and selling opportunities. Using triangles to judge patterns in low-priced stocks.
July 1996 by Richard L. Evans
Technical Analysis Column: Analyzing patterns in stock price movement can reveal potential buying and selling opportunities. Using triangles to judge patterns in low-priced stocks.
Small Company Stocks
July 1996 by Jean Henrich
Reference: Where to look for financial information regarding small company stocks.
July 1996 by Jean Henrich
Reference: Where to look for financial information regarding small company stocks.
Young Couples: Developing a Coordinated Approach to Savings
July 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Conflicts can arise when a couple realizes their separate retirement plans won't lead to a coherent strategy at retirement. Meshing plans into one approach.
July 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Conflicts can arise when a couple realizes their separate retirement plans won't lead to a coherent strategy at retirement. Meshing plans into one approach.
Allocating Investments: Coordinating Retirement Plans and Taxable Savings
June 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Coordinating your retirement plans with taxable savings: A case study of how to allocate the investments for tax efficiency.
June 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Coordinating your retirement plans with taxable savings: A case study of how to allocate the investments for tax efficiency.
An Interview With Seung K. Kwak, Portfolio Manager, Japan Fund
June 1996 by Maria Crawford Scott
Feature: A focus on finding opportunities in a recovering Japanese economy.
June 1996 by Maria Crawford Scott
Feature: A focus on finding opportunities in a recovering Japanese economy.
Assessing Gold Funds: It's the Mettle That Makes the Most Difference
June 1996 by John Markese
Mutual Funds Workshop: All gold funds are not alike: Varying emphasis on the industry segment and the producer countries results in a wide range of returns. A comparison of gold funds.
June 1996 by John Markese
Mutual Funds Workshop: All gold funds are not alike: Varying emphasis on the industry segment and the producer countries results in a wide range of returns. A comparison of gold funds.
Avoiding Multi-State Death Taxes: Steps to Establishing Your Domicile
June 1996 by David M. Daly
Feature: Establishing your state of domicile is crucial to ensuring that more than one state doesn't levy death taxes on your estate. A list of actions you can take.
June 1996 by David M. Daly
Feature: Establishing your state of domicile is crucial to ensuring that more than one state doesn't levy death taxes on your estate. A list of actions you can take.
Gold Loses Its Luster for Newsletters That Seek to Time the Market
June 1996 by Mark Hulbert
Investment Newsletters Column: A look at the performance of newsletters that time the gold market indicates that asset allocation, rather than timing, offers more promise for gold investors.
June 1996 by Mark Hulbert
Investment Newsletters Column: A look at the performance of newsletters that time the gold market indicates that asset allocation, rather than timing, offers more promise for gold investors.
Investment Characteristics of Firms With Dividend Reinvestment Plans
June 1996 by John Bajkowski
Stock Analysis Workshop: A look at the investment characteristics of companies that offer dividend reinvestment plans.
June 1996 by John Bajkowski
Stock Analysis Workshop: A look at the investment characteristics of companies that offer dividend reinvestment plans.
Minimum Distributions & Beneficiary Designations: Planning Opportunities
June 1996 by Clark M. Blackman
Retirement Plans Column: Careful planning of minimum distributions and beneficiary designations can help minimize income and estate taxes on your IRAs.
June 1996 by Clark M. Blackman
Retirement Plans Column: Careful planning of minimum distributions and beneficiary designations can help minimize income and estate taxes on your IRAs.
Tax Planning Considerations for the Sale of Your Home
June 1996 by Clarence C. Rose
Feature: Tax strategies that can help you defer, reduce, and possibly eliminate taxes on the profit realized from the sale of your primary residence.
June 1996 by Clarence C. Rose
Feature: Tax strategies that can help you defer, reduce, and possibly eliminate taxes on the profit realized from the sale of your primary residence.
The Chance to Beat the Market Comes During Good Times, Not Bad
June 1996 by James B. Cloonan
A Matter of Opinion: You can't beat the market without taking on more risk, so if that is your goal, you must give more attention to return than to risk.
June 1996 by James B. Cloonan
A Matter of Opinion: You can't beat the market without taking on more risk, so if that is your goal, you must give more attention to return than to risk.
The Individual Investor's Guide to Dividend Reinvestment Plans, 4th Edition
June 1996 by AAII Staff
AAII's 4th annual listing of companies with dividend reinvestment plans can be found in the middle of this issue.
June 1996 by AAII Staff
AAII's 4th annual listing of companies with dividend reinvestment plans can be found in the middle of this issue.
The World Markets as a Hedge
June 1996 by Maria Crawford Scott
Investment Research: The research supports the notion that "When the U.S. stock market sneezes, the rest of the world catches a cold."
June 1996 by Maria Crawford Scott
Investment Research: The research supports the notion that "When the U.S. stock market sneezes, the rest of the world catches a cold."
Underwriters and Analyst Recommendations
June 1996 by Maria Crawford Scott
Investment Research: If your broker recommends an initial public offering, find out who the underwriters are; if your broker's firm is an underwriter, you should probably view the recommendation with a healthy dose of skepticism.
June 1996 by Maria Crawford Scott
Investment Research: If your broker recommends an initial public offering, find out who the underwriters are; if your broker's firm is an underwriter, you should probably view the recommendation with a healthy dose of skepticism.
Understanding 401(k) Mechanics: A Look at How the Plans Operate
May 1996 by Albert J. Golly
Feature: Understanding the rules governing your 401(k) plan can help you keep tabs on your account. A look at how the plans are administered.
May 1996 by Albert J. Golly
Feature: Understanding the rules governing your 401(k) plan can help you keep tabs on your account. A look at how the plans are administered.
Introducing the Internet: A Tour of Useful Sites for Individual Investors
April 1996 by Michael S. Gutierrez
The Internet offers a wealth of financial information for investors, but finding the useful sites among the vast web of pages can be difficult.
April 1996 by Michael S. Gutierrez
The Internet offers a wealth of financial information for investors, but finding the useful sites among the vast web of pages can be difficult.
Stock Market Valuations and Inflation: Adjusting to Reality
February 1996 by John B. Lounsbury
Feature: Using a dividend yield that is adjusted for inflation to value the market puts a different light on the market's relative valuation.
February 1996 by John B. Lounsbury
Feature: Using a dividend yield that is adjusted for inflation to value the market puts a different light on the market's relative valuation.
Stock Dividend Information
January 1996 by Jean Henrich
The resources listed here report on dividends paid by common stocks.
January 1996 by Jean Henrich
The resources listed here report on dividends paid by common stocks.
When Less Is More: How to Increase Aftertax Returns by Doing Less
January 1996 by Rex Macey
How to improve the bottom-line return in your stock portfolio by minimizing the turnover.
January 1996 by Rex Macey
How to improve the bottom-line return in your stock portfolio by minimizing the turnover.
Fall Declines Offer Investors Low-Priced Stock Opportunities
September 1995 by Richard L. Evans
Labor Day traditionally signals the end of summer. On Main Street vacations end, the swimming pools close, and kids go back to school. On Wall Street, analysts return to their desks.
September 1995 by Richard L. Evans
Labor Day traditionally signals the end of summer. On Main Street vacations end, the swimming pools close, and kids go back to school. On Wall Street, analysts return to their desks.
Following the Tracks of the Dow Transports May Give Clues to the Market
July 1995 by Richard L. Evans
Who cares about the transports? That was the question I was asked in a radio interview on May 17. The producer of the program asked me what topic I would like to discuss, and when I said the Dow Jones transports, the young man was puzzled I chose a topic on which there was so very little interest. The radio producer, needless to say, is not the only observer who has so little regard for the transports.
July 1995 by Richard L. Evans
Who cares about the transports? That was the question I was asked in a radio interview on May 17. The producer of the program asked me what topic I would like to discuss, and when I said the Dow Jones transports, the young man was puzzled I chose a topic on which there was so very little interest. The radio producer, needless to say, is not the only observer who has so little regard for the transports.
Dollar Cost Averaging vs. Lump-Sum Investing
June 1993 by Richard E. Williams, Peter W. Bacon
Should you invest a lump sum gradually, or all at once? The historical record suggests that investing it all at once may provide higher returns, if you are investing over long time periods—and are willing to accept the risk.
June 1993 by Richard E. Williams, Peter W. Bacon
Should you invest a lump sum gradually, or all at once? The historical record suggests that investing it all at once may provide higher returns, if you are investing over long time periods—and are willing to accept the risk.
Equity vs. Fixed-Income: Return Patterns Since 1802
June 1992 by Jeremy Siegel
HIstorical return data since 1926 indicate that stocks produce higher returns than bonds even after adjusting for risk. But does the pattern hold for longer time periods? Stock and bond returns since 1802.
June 1992 by Jeremy Siegel
HIstorical return data since 1926 indicate that stocks produce higher returns than bonds even after adjusting for risk. But does the pattern hold for longer time periods? Stock and bond returns since 1802.
Investment Characteristics of Stock Market Winners
September 1989 by Marc Reinganum
What investment attributes characterize successful stocks? A study of 222 stock market "winners" turns up some surprising results.
September 1989 by Marc Reinganum
What investment attributes characterize successful stocks? A study of 222 stock market "winners" turns up some surprising results.
(con't) The Individual Investor’s Guide to Personal Tax Planning 2014
by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
by AAII Staff
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.