AAII InvestoGraphic Articles
How to Catch Up on Retirement Savings at 50
January 2022 by Charles Rotblut
Once you turn age 50, the tax code provides help in saving for retirement through catch-up contributions.
January 2022 by Charles Rotblut
Once you turn age 50, the tax code provides help in saving for retirement through catch-up contributions.
The Bond Market's Expectations for Inflation
July 2021 by Charles Rotblut
The breakeven rate reflects the bond market’s expectation for future inflation. While breakeven rates cannot accurately predict what will occur in the future, they can provide insights.
July 2021 by Charles Rotblut
The breakeven rate reflects the bond market’s expectation for future inflation. While breakeven rates cannot accurately predict what will occur in the future, they can provide insights.
Tracking Your Investment Expenses
December 2020 by Charles Rotblut
Find out how much of your portfolio value you are paying out in expenses, commissions, fees and other costs with this simple worksheet.
December 2020 by Charles Rotblut
Find out how much of your portfolio value you are paying out in expenses, commissions, fees and other costs with this simple worksheet.
Creating an Inventory of Your Investment Accounts
November 2020 by Charles Rotblut
Learn to create an inventory of your savings and investment accounts to help you evaluate the costs and fees you are paying and to aid in your allocation and risk assessment when doing portfolio reviews.
November 2020 by Charles Rotblut
Learn to create an inventory of your savings and investment accounts to help you evaluate the costs and fees you are paying and to aid in your allocation and risk assessment when doing portfolio reviews.
Determining Your Portfolio Management Preferences
October 2020 by Charles Rotblut
Thinking about how your allocation will be implemented and who is going to manage your portfolio will help you to develop management rules for your portfolio.
October 2020 by Charles Rotblut
Thinking about how your allocation will be implemented and who is going to manage your portfolio will help you to develop management rules for your portfolio.
The Changes Made to AAII's Asset Allocation Models
September 2020 by Charles Rotblut
The AAII Asset Allocation Models serve as guidelines individual investors can use to construct appropriate portfolios. We updated two of the models.
September 2020 by Charles Rotblut
The AAII Asset Allocation Models serve as guidelines individual investors can use to construct appropriate portfolios. We updated two of the models.
Determining the Appropriate Level of Risk for You
August 2020 by Charles Rotblut
To help you identify your tolerance for risk, we’ve developed this worksheet as part of The AAII Way, a process for creating a comprehensive plan that can be your investing guide.
August 2020 by Charles Rotblut
To help you identify your tolerance for risk, we’ve developed this worksheet as part of The AAII Way, a process for creating a comprehensive plan that can be your investing guide.
Defining Your Investing Goals
July 2020 by Charles Rotblut
The first step to creating a comprehensive investing plan is to define your goals and cash flow needs. We’ve created a simple worksheet to help you organize your thoughts.
July 2020 by Charles Rotblut
The first step to creating a comprehensive investing plan is to define your goals and cash flow needs. We’ve created a simple worksheet to help you organize your thoughts.
A Process for Creating Your Own Investing Plan
June 2020 by Charles Rotblut
Our goal is to give you a framework to think through the various aspects of investing—from your goals to monitoring and reviewing your portfolio and investment profile. Introducing AAII’s new project.
June 2020 by Charles Rotblut
Our goal is to give you a framework to think through the various aspects of investing—from your goals to monitoring and reviewing your portfolio and investment profile. Introducing AAII’s new project.
A Big Penalty for Being Out of Stocks at the Wrong Time
May 2020 by Charles Rotblut
Even missing just a few key days can cause investors to forfeit a considerable amount of wealth.
May 2020 by Charles Rotblut
Even missing just a few key days can cause investors to forfeit a considerable amount of wealth.
The Financial Literacy Quiz
April 2020 by AAII Staff
Studies have found a link between higher scores on financial literacy quizzes and investment returns. Test yourself on five key financial concepts.
April 2020 by AAII Staff
Studies have found a link between higher scores on financial literacy quizzes and investment returns. Test yourself on five key financial concepts.
A Simple Method for Comparing Mutual Funds
February 2020 by AAII Staff
Rather than looking at returns for the most recent year, consider a variety of factors when attempting to choose between two or more funds. This kind of comparison can simplify your choice.
February 2020 by AAII Staff
Rather than looking at returns for the most recent year, consider a variety of factors when attempting to choose between two or more funds. This kind of comparison can simplify your choice.
Roth Versus Traditional IRA
December 2019 by AAII Staff
This decision tree walks you through the key questions to answer when choosing whether to keep your retirement assets in a traditional IRA or convert to a Roth IRA.
December 2019 by AAII Staff
This decision tree walks you through the key questions to answer when choosing whether to keep your retirement assets in a traditional IRA or convert to a Roth IRA.
The Power of Compounding
April 2019 by AAII Staff
An illustration of one of the most important concepts in finance: compounding. See an easily scalable table to use for estimating future wealth.
April 2019 by AAII Staff
An illustration of one of the most important concepts in finance: compounding. See an easily scalable table to use for estimating future wealth.
Stock Order Types
October 2018 by AAII Staff
A key to understanding the options to choose from when placing an order to buy or sell a stock or an ETF.
October 2018 by AAII Staff
A key to understanding the options to choose from when placing an order to buy or sell a stock or an ETF.
How ETF Shares Are Created, Redeemed and Traded
September 2018 by AAII Staff
Unlike with mutual funds, which interact directly with investors, dollars flow from and to ETFs through intermediaries instead of investors.
September 2018 by AAII Staff
Unlike with mutual funds, which interact directly with investors, dollars flow from and to ETFs through intermediaries instead of investors.
Following the Model Shadow Stock Portfolio
July 2018 by AAII Staff
Instructions on how to use the Shadow Stock strategy in your own portfolio.
July 2018 by AAII Staff
Instructions on how to use the Shadow Stock strategy in your own portfolio.
Adjusting Overweight Positions
June 2018 by Charles Rotblut
Guidance on how to pare down a position in a stock whose gains have caused it to have an outsized weighting relative to the other portfolio positions.
June 2018 by Charles Rotblut
Guidance on how to pare down a position in a stock whose gains have caused it to have an outsized weighting relative to the other portfolio positions.
Micro-Cap Stocks Outperform, Often in Consecutive Years
May 2018 by AAII Staff
Micro-cap stock returns tend to be streaky, often showing outperformance for two or more years at a time.
May 2018 by AAII Staff
Micro-cap stock returns tend to be streaky, often showing outperformance for two or more years at a time.
The Cost of Panicking
March 2018 by AAII Staff
Getting out of the market due to fear over falling prices has a lasting, negative impact on your wealth.
March 2018 by AAII Staff
Getting out of the market due to fear over falling prices has a lasting, negative impact on your wealth.
Shadow Stocks
November 2017 by AAII Staff
How the parameters as to what qualifies as a small-company and low price-to-book stock has evolved over the years.
November 2017 by AAII Staff
How the parameters as to what qualifies as a small-company and low price-to-book stock has evolved over the years.
Stock Market Volatility
October 2017 by AAII Staff
Large-company stocks can experience big price swings on a 12-month basis, but become less risky when looked at over longer periods.
October 2017 by AAII Staff
Large-company stocks can experience big price swings on a 12-month basis, but become less risky when looked at over longer periods.