The Big Question Articles
The Role Cash Plays in Individual Investors’ Portfolios
May 2025 by Charles Rotblut, Jean Henrich, Meagan Kaloostian
Insights into what investors do with their liquid investments and why.
May 2025 by Charles Rotblut, Jean Henrich, Meagan Kaloostian
Insights into what investors do with their liquid investments and why.
AAII Members Seek Dividend-Paying Stocks With Growth Prospects
May 2024 by Charles Rotblut, Anine Sus, Meagan Kaloostian
Growth, inexpensive valuation and an appealing dividend were cited by survey respondents as desirable traits in stocks.
May 2024 by Charles Rotblut, Anine Sus, Meagan Kaloostian
Growth, inexpensive valuation and an appealing dividend were cited by survey respondents as desirable traits in stocks.
How AAII Members Have Responded to Interest Rate Hikes
August 2023 by Charles Rotblut, Anine Sus, Grace Malone, Lili DeFilippis, Andrew Gomes
A comparison of popular sources for portfolio income now compared to August 2020, before rates began to rise.
August 2023 by Charles Rotblut, Anine Sus, Grace Malone, Lili DeFilippis, Andrew Gomes
A comparison of popular sources for portfolio income now compared to August 2020, before rates began to rise.
A Glimpse Into How AAII Members Built Their Savings
April 2023 by Charles Rotblut, Anine Sus, Eunice Kim, Cynthia McLaughlin, Lili DeFilippis
Tapping into the experience of other investors yields a fountain of wisdom on how to accumulate a nest egg.
April 2023 by Charles Rotblut, Anine Sus, Eunice Kim, Cynthia McLaughlin, Lili DeFilippis
Tapping into the experience of other investors yields a fountain of wisdom on how to accumulate a nest egg.
How Individual Investors Use Mutual Funds and ETFs
August 2022 by Charles Rotblut, Jean Henrich, Anine Sus, Issac Deleon
Insights from experienced AAII members on what kinds of funds they choose and why. Plus, lessons they’ve learned along the way.
August 2022 by Charles Rotblut, Jean Henrich, Anine Sus, Issac Deleon
Insights from experienced AAII members on what kinds of funds they choose and why. Plus, lessons they’ve learned along the way.
What Traits Do Individual Investors Consider When Buying Stocks?
April 2022 by Charles Rotblut, Jean Henrich, Dylan Dease, Anine Sus
To gain insight into the stock approaches that AAII members use, we surveyed them on how they find ideas, the characteristics they focus on and their preferred data sources.
April 2022 by Charles Rotblut, Jean Henrich, Dylan Dease, Anine Sus
To gain insight into the stock approaches that AAII members use, we surveyed them on how they find ideas, the characteristics they focus on and their preferred data sources.
Investors' Biggest Mistakes Often Involve Selling
May 2021 by Charles Rotblut, Matthew Bajkowski, Lucy Manning, Anthony Guerrero
Reflecting on their errors, members stressed the importance of doing your own research.
May 2021 by Charles Rotblut, Matthew Bajkowski, Lucy Manning, Anthony Guerrero
Reflecting on their errors, members stressed the importance of doing your own research.
Many Retirees Limit Withdrawals to the RMD Amount
November 2020 by Charles Rotblut, Ryan Reeh, Lucy Manning
Our Big Question survey gives insights into what types of accounts are favored by AAII retirees, and how they make withdrawal decisions.
November 2020 by Charles Rotblut, Ryan Reeh, Lucy Manning
Our Big Question survey gives insights into what types of accounts are favored by AAII retirees, and how they make withdrawal decisions.
Many Individual Investors Are Relying on Equities for Portfolio Income
September 2020 by Charles Rotblut, Ryan Reeh, Will Pfeffer
A look at attitudes of AAII members to the historic low interest rates and the Federal Reserve’s intention to keep rates low.
September 2020 by Charles Rotblut, Ryan Reeh, Will Pfeffer
A look at attitudes of AAII members to the historic low interest rates and the Federal Reserve’s intention to keep rates low.
How Individual Investors Are Responding to the Market's Coronavirus Volatility
May 2020 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
Though many AAII members bought or sold securities and funds in reaction to the coronavirus-related volatility, 70% say they are continuing to stick to their portfolio strategy.
May 2020 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
Though many AAII members bought or sold securities and funds in reaction to the coronavirus-related volatility, 70% say they are continuing to stick to their portfolio strategy.
How AAII Members Help Kids and Grandkids Get Started With Investing
April 2020 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
While many AAII members answering our survey caught the investing bugs through their own efforts, they are now motivated to do what they can to pique the interest of the younger generations.
April 2020 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
While many AAII members answering our survey caught the investing bugs through their own efforts, they are now motivated to do what they can to pique the interest of the younger generations.
Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations
November 2019 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
A survey of AAII members brought out a range of opinions on where rates are headed and insights into what they are specifically doing about it.
November 2019 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
A survey of AAII members brought out a range of opinions on where rates are headed and insights into what they are specifically doing about it.
How the Financial Crisis Has Affected Individual Investors 10 Years Later
April 2019 by Charles Rotblut, Robert Baran, Ryan Reeh
Nearly half of our survey respondents changed their investment strategy or portfolio allocation due to the 2007–2009 financial crisis, and 12% said they still have not fully gotten back into stocks.
April 2019 by Charles Rotblut, Robert Baran, Ryan Reeh
Nearly half of our survey respondents changed their investment strategy or portfolio allocation due to the 2007–2009 financial crisis, and 12% said they still have not fully gotten back into stocks.