THE AAII JOURNAL APRIL 2020 ISSUE
COVER ARTICLE
Helping Kids and Grandkids Become Investors
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.
Features
in AAII Model Portfolios,Small Cap Value Investing
A Look at the Drawdowns and Rewards for Shadow Stocks
The Model Shadow Stock Portfolio has more frequent bear cycles than the S&P 500, but the down periods have generally been shorter in duration and the bull reversals stronger.
in Investing Gurus,First Cut Mutual Funds
Domestic Equity Funds With Low Minimum Investments
A simple screen targeting large diversified equity funds with low initial purchase minimums that may be of interest to investors who are just starting out.
in Value Investing,AAII How-To
Incorporating Momentum Into Your Stock Investing Strategy
Research confirms that momentum is as important a characteristic to seek in a stock as value, size or volatility.
in AAII Stock Ideas,Dividends
Lowell Miller’s Dividend Strength and Growth Strategy
AAII’s screen based on Miller’s Single Best Investment (SBI) approach seeks out high-quality stocks trading with high current dividend yields that offer high growth of the dividend.
in Mutual Funds
Making the Most of Target-Date Funds Before and During Retirement
Combining an equity fund with a target-date fund can help capitalize on low drawdown risk years.
in Investor Professor,Fraud,Advisers,Brokerages
Resources for Checking Out an Adviser or Broker
You can find out a lot from a Google search, but BrokerCheck and the SEC’s IAPD databases are treasure troves of disclosure information on investment advisers and brokerage firms.
in Investing Gurus,First Cut Stocks
Stock All-Stars Passing the Most Screens
AAII Stock Screens are examined to identify stocks that appear on multiple passing company lists.
in AAII InvestoGraphic
The Financial Literacy Quiz
Studies have found a link between higher scores on financial literacy quizzes and investment returns. Test yourself on five key financial concepts.
in Financial Planning
The Top SECURE Act Provisions Individual Investors Should Be Aware Of
Changes to retirement plan rules may impact your retirement and estate planning. Learn what you need to know.
in The Big Question
How AAII Members Help Kids and Grandkids Get Started With Investing
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.
Notes & Opinions
in Editor's Note
Take Time Now to Reassess Your Risk Tolerance
Write down your observations during the coronavirus bear market. Knowing how you react in the face of adversity will help you determine how much downside volatility you can withstand.
in Dispatches,Asset Allocation
AAII Members Found to Have Better Allocation Skills
AAII members as individual investors tend to slightly increase and decrease the stock allocation of their portfolios in reaction to the performance of the market, according to a third-party study of responses to AAII’s monthly Asset Allocation survey.
in Dispatches,Brokerages
Proprietary Broker Strategies Underperform
A study looked at the allocation ability of fund investors, as well as the differences in allocation ability between brokers encouraged to suggest their firm’s products (proprietary) and independent brokers (non-proprietary).
in Dispatches
Ex-Spouse’s Retirement Funds May Not Receive Bankruptcy Protection
While the IRS allows distributions from a former spouse’s retirement account to be rolled over into a traditional IRA, two conditions apply.
in Dispatches
MetLife Compares Employers' and Employees' Opinions on Retirement
Attitudes toward retiring and benefits in retirement differ depending on whether you are an employer or an employee, according to two surveys.
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.
Other regular features in the AAII Journal include financial planning, stock ideas and investor professor. Financial planning articles walk investors through the process and difficulties of crafting strategies for creating wealth regardless of age. They also cover difficult situations, such as estate planning, and helpful advice for getting kids and grandchildren interested in investing.
Stock ideas, as the name implies, give readers a peek at new screens and the stocks that pass them. This part of our investing magazine helps readers identify new opportunities in the markets, flagged by a mix of quantitative and qualitative analysis. Because we all, as investors, need ideas, this remains one of the most popular categories.
Investor professor helps readers invest with knowledge and confidence. It deals with contingencies, such as “What happens to your investment if a company goes bankrupt?” and gives actionable advice on what resources you should use when considering a new broker. Our readers enjoy this section because of its practicality and enduring tips.
Frequent internal contributors include president John Bajkowski; AAII Journal editor and vice president Charles Rotblut; Stock Superstars Report lead analyst Wayne A. Thorp; and Dividend Investing editor Derek Hageman. Together, these internal contributors have nearly a century of market wisdom and research, which they share with clear and concise prose to help individual investors improve their knowledge and portfolios.
The AAII Journal also includes frequent guest contributions from the financial and economic space. Articles from outside industry experts differentiate our financial magazine from others and provide additional points of view for our readers. Previous guest authors have included John C. Bogle, founder of Vanguard; Jay Clayton, chairman of the U.S. Securities and Exchange Commission; Charles Schwab; and Nobel laureate and Yale professor Robert Shiller.
We hope you’ll enjoy our articles and, if you’re not a member, consider joining the Association so you can get our prestigious magazine sent to your door every month.
My Library
No Articles Saved.
Latest Articles
No recent articles.
Recent Journal Issues
Browse by Issue
Browse by Year
Browse by Topic
Investor Guides
AAII's Tax Guide
Best of the Web Guide
Guide to the Top Mutual Funds
Guide to the Top ETFs
Online Broker Guide
Lifetime Investment Strategy
Guide to Direct Purchase and Dividend Reinvestment Plans