THE AAII JOURNAL AUGUST 2017 ISSUE

COVER ARTICLE

The Individual Investor’s Guide to Exchange-Traded Funds 2017

Detailed return information and data on more than 2,000 exchange-traded products, including an overview of the ETF industry.

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Features

in Computerized Investing

Maximizing Cash Returns With MaxMyInterest

By Michael Halloran

A website that automatically allocates your cash to locations with the most favorable interest rates.

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in Technical Analysis,Growth Investing

Better Sector Rotation Performance

By Scott Juds

The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.

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in AAII Model Portfolios

Model Fund Portfolio: Two ETFs Replaced With Lower-Cost Equivalents

By James B. Cloonan

The new mid-cap and small-cap ETFs have both lower expense ratios and lower trading costs than the funds they are replacing.

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in Exchange-Traded Funds,2021 Investor Conference 360

The Four Groups of ETFs

By Elisabeth Kashner

Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it easier to understand their strategies and how they differ.

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Notes & Opinions

in Editor's Note

Editor's Note

By Charles Rotblut

Price competition continues in this year’s guide to exchange-traded funds: The number of ETFs with expense ratios below 0.10% rose from 59 last year to 79 this year.

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in Dispatches

Analyst Target Prices Influence Merger Completion Rates

Mergers are more likely to be completed when the acquisition price is above analysts’ target prices.

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in Dispatches

Long-Term Benefits of HSAs Not Being Taken Advantage Of

Despite the tax advantages of health savings accounts, most people do not treat their HSAs as a tax-preferred investment account.

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in Dispatches

Low Cognitive Skills Alter Outlook for the Market

Rather than thinking about stock market returns as occurring mostly within a range of probable outcomes, those with low cognitive skills view stock market returns as being uncertain.

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in Dispatches

Tweeting Associated With a Slight Return Boost

Many publicly traded corporations are using Twitter to convey business and financial data due to its lack of cost and its speed of dissemination.

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in Letters to the Editor

Letters

By AAII Staff

Members comments and questions on measuring the market's valuation, the handling of multiple IRA beneficiaries, and saving for retirement and factoring RMDs into retirement spending.

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The AAII Journal, a leading investment publication, provides readers with a continuing stream of insights and ideas that focus on how you can improve your investment results. Unlike many investment magazines, ours is completely unbiased, educational and contains no advertising.

AAII has published this prestigious financial journal every month for more than 40 years. Members receive it for free and have access to thousands of evergreen articles online so they can reference information and strategies for previous market situations with a few clicks of the mouse.

Our stock journal helps individual investors manage their portfolios, build sound investment strategies and navigate all types of financial conditions. Articles range from optimizing target-date fund portfolios to retirement account withdrawal strategies and analysis on robo-advisor performance.

The magazine also has recurring features our members find invaluable. Every quarter, we dissect our model stock portfolio and provide updates to its holdings and performance. This analysis helps individual investors manage small-cap value investments.

We also offer an annual tax guide in our financial magazine. This detailed investment magazine issue covers many details that individual investors need to consider when filing their taxes. It keeps readers updated on any recent changes to tax laws and provisions and provides a handy guide to tax implications of personal investments to cut through any tax filing confusion.

Another annual feature covers ETFs (exchange-traded funds) and mutual funds. This edition helps individual investors understand what to look for when investing in funds. Online, we accompany those articles with sortable tables so that members have an interactive component to their investment research. This helps individual investors plan their portfolios and invest with confidence.

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