Letters to the Editor Articles

Letters

December 2016
Member feedback on index investing and the O'Neil CAN SLIM screen. Plus comments on writing an investment policy and training Social Security administrators. Read more »

Letters

November 2016
Readers comment on the scoring of active strategies and the taxing of charitable donations made from an IRA, plus critique the new Model Shadow Stock Portfolio momentum rule. Read more »

Letters

October 2016
An argument against efficient market theory, and comments on Warren Buffett's strategy for his heirs and William Bernstein's philosophy of avoiding bad consequences. Read more »

Letters

September 2016
Answering questions about Jim Cloonan's new Level3 Passive Portfolio, clarification on the IRA rollover rules, and a comment on corporate cash. Read more »

Letters

August 2016
Clarification on health savings accounts and IRA rollover rules. Plus comments on dealing with finances after losing a spouse and what you can gain by avoiding common investor mistakes. Read more »

Letters

July 2016
Members give new perspectives on Graham's deep value investing, Jane Bryant Quinn's advice, and a study that found those who work longer live longer. Read more »

Letters

June 2016
Members comment on retirement withdrawal options and getting families involved in personal finance. Read more »

Letters

May 2016
Members weigh in on retirement plan options and comment on recent articles on bond calls and stock sell rules. Read more »

Letters

April 2016
Comments and questions on John Bogle, downside protection, and rebalancing. Read more »

Letters

March 2016
A taxing issue and a question on the best time period for predicting future returns. Plus, a few updates and clarifications to past articles. Read more »

Letters

February 2016
Comments and questions on Jason Zweig, retirement math and when to claim Social Security. Read more »

Letters

January 2016
Tax guide clarifications and debates on an optimal glide path in retirement. Read more »

Letters

December 2015
Members voice their opinions on backtesting allocation strategies and the cut-off of longevity risk charts. Plus, questions are answered on what investment professional designations mean and whether trade execution differs between ETFs and stocks. Read more »

Letters

November 2015
Questions on stock screening and valuation, active ETFs, and allocation in retirement. Read more »

Letters

October 2015
Member questions and comments on allocation in retirement, elder finances, creating a financial plan and leveraged ETFs. Read more »

Letters

September 2015
A thoughtful discussion on whether actively managed mutual funds can outperform passive index funds over the long term. Read more »

Letters

August 2015
Members sound off against using a cap-weighted benchmark, following the crowd, and voting yes on proxies. Read more »

Letters

July 2015
Members speak out on how much stock to hold in retirement, using YOI to measure value, and the Shiller interview on market bubbles. Read more »

Letters

June 2015
Members sound off on surviving a market crisis in retirement, investing in dividend payers, and placing an accurate value on annuities. Read more »

Letters

May 2015
Members query authors on the specifics of withdrawals and rebalancing in retirement, plus a clarification on the Model Shadow Stock Portfolio rules. Read more »

Letters

April 2015
Members weigh in on the benefits of stock buybacks and converting to a Roth IRA to minimize RMDs. Read more »

Letters

March 2015
Members ask for clarification on AAII stock screen updates, investing in options, and using an online advisory service. Read more »

Letters

January 2015
Members write in for clarification on wash-sale rules and comments on when to take Social Security benefits. Read more »

Letters

December 2014
Questions from members on longevity annuity options and the millennial screen, plus comments on investing in active equity mutual funds. Read more »



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