AAII

AAII Sentiment Survey: Optimism Bounces Back
July 30 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members what their opinion is of new Federal Reserve chair Kevin Warsh.

AAII Sentiment Survey: Optimism Plunges
July 23 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how they think inflation in the second half of 2026 will compare to inflation in the first half of the year.

AAII Sentiment Survey: Optimism Spikes
July 16 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how, if at all, they’ve changed their approach to investing recently.

AAII Sentiment Survey: Pessimism Drops
July 09 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how the stock market’s year-to-date return compares to their expectations at the start of 2026.

AAII Sentiment Survey: Optimism Plummets
July 02 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members if their portfolios are "all American," or if they also diversify internationally [via stocks, exchange-traded funds (ETFs) and/or mutual funds]?

June AAII Asset Allocation Survey: Stock Allocations Continue to Climb
July 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June AAII Asset Allocation Survey.

AAII Sentiment Survey: Optimism Leaps
June 25 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how the memorandum of understanding between the U.S. and Iran has influenced their economic expectations.

AAII Sentiment Survey: Pessimism Draws Back
June 18 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which market-capitalization style of stocks they expect to outperform over the next six months.

AAII Sentiment Survey: Pessimism Surges
June 11 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if there is a bubble in stocks related to artificial intelligence (AI).

AAII Sentiment Survey: Pessimism Steps Down
June 04 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

May AAII Asset Allocation Survey: Stock Allocations Nudge Higher
June 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May AAII Asset Allocation Survey.

AAII Sentiment Survey: Optimism Reappears
May 28 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week's special question asked AAII members how they think the average consumer is faring relative to the start of the year.

AAII Sentiment Survey: Optimism Disappears
May 21 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the earnings guidance given by companies during first-quarter 2026 earnings season.

AAII Sentiment Survey: Neutral Sentiment Drops
May 14 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what type of stocks they are favoring right now.

AAII Sentiment Survey: Pessimism Eases
May 07 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they thought about the Federal Reserve's decision to keep interest rates unchanged.

April AAII Asset Allocation Survey: Cash Edges Higher
May 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the April AAII Asset Allocation Survey.

AAII Sentiment Survey: Optimism Recoils
April 30 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Optimism Roars
April 23 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they think other investors are too bullish or too bearish right now.

AAII Sentiment Survey: Neutral Sentiment Rises
April 16 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if their inflation expectations have changed since the end of February.

AAII Sentiment Survey: Pessimism Retreats
April 09 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what changes, if any, they’ve made to their portfolio since the start of the Iran war.

AAII Sentiment Survey: Neutral Sentiment Drops
April 02 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how oil prices are affecting their perception of the economy.

March AAII Asset Allocation Survey: Cash Allocations Rise
April 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the March AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Pulls Back
March 26 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Pessimism Leaps
March 19 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which market-capitalization style of stocks they expect to outperform over the next six months.

AAII Sentiment Survey: Pessimism Spikes
March 12 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what impact the military conflict with Iran is having on their short-term outlook for stocks.

AAII Sentiment Survey: Neutral Sentiment Leads
March 05 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what their perception of inflation is.

February AAII Asset Allocation Survey: Bond Allocations Rise
March 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Rises
February 26 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe earnings guidance given by companies during fourth-quarter 2025 earnings season.

AAII Sentiment Survey: Neutral Sentiment Leaps
February 19 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they prefer companies to return cash to shareholders.

AAII Sentiment Survey: Pessimism Rebounds
February 12 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how many quarter-point (0.25%) interest rate cuts they think the Federal Reserve will make this year.

AAII Sentiment Survey: Neutral Sentiment Jumps
February 05 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

January AAII Asset Allocation Survey: Bond Allocations Increase
February 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Tumbles
January 29 2026 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Optimism Retracts
January 22 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what their performance forecast for the S&P 500 index is in 2026.

AAII Sentiment Survey: Bullish Sentiment Jumps
January 15 2026 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how their portfolio performed in 2025 relative to their expectations.

AAII Sentiment Survey: Neutral Sentiment Dips
January 08 2026 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to cut interest rates by 0.25 percentage points.

December AAII Asset Allocation Survey: Stock Allocations Decrease
January 02 2026 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in the December AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Ticks Up
December 18 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how the rise of passive investing (index funds/ETFs) affected their investing strategy.

AAII Sentiment Survey: Bullish Sentiment Increases Modestly
December 11 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they think the average consumer is faring relative to one year ago.

AAII Sentiment Survey: Optimism Spikes
December 04 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what their favorite thing to eat on Thanksgiving is.

November AAII Asset Allocation Survey: Bond Allocations Decrease
December 01 2025 by AAII Staff
Individual investors’ allocations to bonds decreased while stock and cash allocations increased in the November AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Draws Back
November 20 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they view the current level of market concentration in mega-cap technology stocks.

AAII Sentiment Survey: Pessimism Takes Flight
November 13 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what impact they think the government shutdown is having on the economy.

AAII Sentiment Survey: Neutral Sentiment Jumps
November 06 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to cut rates by 0.25 percentage points.

October AAII Asset Allocation Survey: Stock Allocations Rise
November 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations and cash allocations decreased in the October AAII Asset Allocation Survey.

AAII Sentiment Survey: Optimism Rises
October 30 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they will be giving out to kids this Halloween.

AAII Sentiment Survey: Pessimism Dips
October 23 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members if they think other investors are too bullish or too bearish right now.

AAII Sentiment Survey: Optimism Sinks
October 16 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Optimism Persists
October 09 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which market-capitalization style of stocks they expect to outperform over the next six months.

AAII Sentiment Survey: Optimism Rises
October 02 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they hold gold or other precious metals in their portfolio, either directly or through an exchange-traded fund (ETF).

September AAII Asset Allocation Survey: Stock Allocations Increase
October 01 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations increased and cash allocations decreased in the September AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Hesitates
September 25 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to cut interest rates by 0.25 percentage points.

AAII Sentiment Survey: Optimism Skyrockets
September 18 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members where they would put the odds of a recession occurring before the end of this year.

AAII Sentiment Survey: Pessimism Pushes Higher
September 11 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what type of stocks they are favoring right now.

AAII Sentiment Survey: Pessimism Reverses
September 04 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current state of the economy.

August AAII Asset Allocation Survey: Stock Allocations Decrease
September 02 2025 by AAII Staff
Individual investors’ allocations to stocks decreased while bond and cash allocations increased in the August AAII Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Pulls Back
August 28 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how their sentiment toward the stock market has changed since the start of the year.

AAII Sentiment Survey: Pessimism Hesitates
August 21 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the updated earnings guidance given by companies during the second-quarter 2025 earnings season.

AAII Sentiment Survey: Optimism Slides
August 14 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what type of stocks they are favoring right now.

AAII Sentiment Survey: Pessimism Spikes
August 07 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to keep interest rates unchanged.

July AAII Asset Allocation Survey: Stock Allocations Rise
August 04 2025 by AAII Staff
Individual investors' allocations to stocks increased while bond and cash allocations decreased in the July AAII Asset Allocation Survey.

AAII Sentiment Survey: Bullish Sentiment Makes a Comeback
July 31 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Neutral Sentiment Returns
July 24 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they think tariffs will impact economic growth in the second half of 2025.

AAII Sentiment Survey: Pessimism Pushes Through
July 17 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how, if at all, they changed their approach to investing recently.

AAII Sentiment Survey: Optimism Pulls Back
July 10 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how the stock market’s year-to-date return compares to their expectations at the start of 2025.

AAII Sentiment Survey: Optimism Makes a Breakthrough
July 03 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members their opinion on the new tax legislation, the One Big Beautiful Bill Act, being debated in Congress.

June AAII Asset Allocation Survey: Stock Allocations Increase
July 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June Asset Allocation Survey.

AAII Sentiment Survey: Optimism Creeps Up
June 26 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Pessimism Falls
June 12 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how, if at all, they changed their approach to investing recently.

AAII Sentiment Survey: Neutral Sentiment Increases
June 05 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current state of the economy.

May AAII Asset Allocation Survey: Stock Allocations Increase
June 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Makes a Comeback
May 29 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Pessimism Dips
May 22 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the updated earnings guidance given by companies during the first-quarter 2025 earnings season.

AAII Sentiment Survey: Pessimism Drops
May 15 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Leaps
May 08 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what source most influences their stock market sentiment.

AAII Sentiment Survey: Pessimism Returns
May 01 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they expect market volatility to change over the next six months.

April AAII Asset Allocation Survey: Stock Allocations Decrease
May 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the April Asset Allocation Survey.

AAII Sentiment Survey: Neutral Sentiment Ticks Up
April 24 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how their sentiment toward the stock market has changed since the start of the year.

Asset Allocation Models to Maximize Your Returns
April 23 2025 by AAII Staff

AAII Sentiment Survey: Neutral Sentiment Grows
April 17 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what type of stocks they are favoring.

AAII Sentiment Survey: Optimism Bumps Up
April 10 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Pessimism Surges
April 03 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they hold gold or other precious metals in their portfolio, either directly or through an exchange-traded fund (ETF).

March AAII Asset Allocation Survey: Stock Allocations Fall
April 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the March Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Drops
March 27 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Creeps Up
March 20 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members where they put the odds of a recession occurring before the end of the year.

AAII Sentiment Survey: Pessimism Climbs
March 13 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they think other investors are too bullish or bearish right now.

AAII Sentiment Survey: Neutral Sentiment Increases
March 06 2025 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how, if at all, they changed their approach to investing recently.

February AAII Asset Allocation Survey: Stock Allocations Decline
March 04 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the February Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Launches
February 27 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current state of the economy.

AAII Sentiment Survey: Pessimism Retracts
February 20 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Optimism Falls
February 13 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks declined. This week’s special question asked AAII members how they think tariffs will impact the economy.

AAII Sentiment Survey: Pessimism Rises
February 06 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

January AAII Asset Allocation Survey: Cash Allocations Increase
February 03 2025 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the January Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Returns
January 30 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how realistic analyst expectations for earnings growth are this year.

AAII Sentiment Survey: Optimism Skyrockets
January 23 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members what, if any, changes they expect to make to their portfolios this year.

AAII Sentiment Survey: Optimism Drops
January 16 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what their performance forecast for the S&P 500 index in 2025 is.

AAII Sentiment Survey: Pessimism Expands
January 09 2025 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how their portfolio performed in 2024 relative to their expectations at the beginning of the year.

AAII Sentiment Survey: Optimism Contracts
January 02 2025 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members their opinion on the Federal Reserve’s decision to cut interest rates by 0.25 percentage points.

December AAII Asset Allocation Survey: Stock Allocations Increase
January 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while cash and bond allocations decreased.

AAII Sentiment Survey: Neutral Sentiment Rises
December 19 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members their opinion on bitcoin.

AAII Sentiment Survey: Optimism Pulls Back
December 12 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how they think the average consumer is faring relative to one year ago.

AAII Sentiment Survey: Optimism Leaps Back
December 05 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. Over the holiday week, we asked AAII members what their favorite thing was to eat on Thanksgiving.

November AAII Asset Allocation Survey: Bond Allocations Increase
December 02 2024 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the November Asset Allocation Survey.

AAII Sentiment Survey: Optimism Sinks
November 21 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to cut interest rates by 0.25 percentage points at the start of this month.

AAII Sentiment Survey: Neutral Sentiment Plunges
November 14 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how the outcome of U.S. elections is impacting their short-term outlook for stocks.

AAII Sentiment Survey: Bearish Sentiment Plummets
November 07 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members their perception on inflation.

October AAII Asset Allocation Survey: Cash Allocations Decrease
November 04 2024 by AAII Staff
Individual investors’ allocations to cash decreased while stock and bond allocations slightly rose in the October Asset Allocation Survey.

AAII Sentiment Survey: Neutral Sentiment Dips
October 31 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which asset class they think will realize the highest returns over the next five years.

AAII Sentiment Survey: Optimism Plummets
October 24 2024 by AAII Staff
Bullish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what information they are particularly paying attention to as companies are reporting earnings.

AAII Sentiment Survey: Pessimism Spikes
October 17 2024 by AAII Staff
Bearish sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Pessimism Drops
October 10 2024 by AAII Staff
Bearish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Optimism Falls
October 03 2024 by AAII Staff
Bullish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how the November elections are currently affecting their expectations for the stock market.

September AAII Asset Allocation Survey: Stock Allocations Decrease
October 01 2024 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations slightly rose in the September Asset Allocation Survey.

AAII Sentiment Survey: Neutral Sentiment Ticks Up
September 26 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members about their thoughts on the Federal Reserve’s decision to cut interest rates by 0.50 percentage points.

AAII Sentiment Survey: Optimism Leaps
September 19 2024 by AAII Staff
Bullish sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Pessimism Rises
September 12 2024 by AAII Staff
Bearish sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members about their perception of the current state of the housing market.

AAII Sentiment Survey: Neutral Sentiment Rises
September 05 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they are postponing any investment moves until after the November election.

August AAII Asset Allocation Survey: Cash Allocations Increase
September 03 2024 by AAII Staff
Individual investors’ allocations to cash rose while stock and bond allocations decreased in the August Asset Allocation Survey.

AAII Sentiment Survey: Pessimism Increases
August 29 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they believe gold’s recent record high prices are sustainable over the next year.

AAII Sentiment Survey: Optimism Skyrockets
August 22 2024 by AAII Staff
Bullish sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members about their perception of second-quarter 2024 earnings.

AAII Sentiment Survey: Pessimism Drops
August 15 2024 by AAII Staff
Bearish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the current state of the economy.

AAII Sentiment Survey: Bearish Sentiment Jumps
August 08 2024 by AAII Staff
Bearish sentiment among individual investors increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Pessimism Decreases
August 01 2024 by AAII Staff
Bearish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members if they think other investors are too bullish or bearish right now.

July AAII Asset Allocation Survey: Equity Allocations Remain at a 2.5-Year High
August 01 2024 by AAII Staff
Individual investors’ allocations to equities decreased slightly in the July Asset Allocation Survey.

AAII Sentiment Survey: Bullish Sentiment Decreases
July 25 2024 by AAII Staff
Bullish sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members if they think the Federal Reserve will lower interest rates before the end of the year.

AAII Sentiment Survey: Neutral Sentiment Decreases
July 18 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Optimism Increases
July 11 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members if they were concerned about the concentration—meaning the influence of a small number of stocks—in the S&P 500 index.

June AAII Asset Allocation Survey: Equity Allocations at a 2.5-Year High
July 02 2024 by AAII Staff
Individual investors’ allocations to equities and fixed income increased in the June Asset Allocation Survey.

AAII Sentiment Survey: Neutral Sentiment Decreases
June 27 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members what information they think is most important as companies report second-quarter 2024 earnings.

AAII Sentiment Survey: Neutral Sentiment Rises
June 20 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Pessimism Falls
June 13 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Pessimism Rises
June 06 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which investing products they are using the most to generate interest income.

May AAII Asset Allocation Survey: Equity Allocations Surpass Previous Two-Year High
June 04 2024 by AAII Staff
Individual investors’ allocations to equities increased in the May Asset Allocation Survey.

AAII Sentiment Survey: Optimism Falls
May 30 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks significantly decreased. This week’s special question asked AAII members how they think the meme stock comeback will affect investors’ asset allocation decisions.

AAII Sentiment Survey: Neutral Sentiment Falls
May 23 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks significantly decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members about their perception of first-quarter 2024 earnings.

AAII Sentiment Survey: Pessimism Falls Slightly
May 16 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. This week’s special question asked AAII members about their perception of inflation.

AAII Sentiment Survey: Pessimism Falls Below Average
May 09 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks fell in the latest AAII Sentiment Survey. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Rises Above Average
May 02 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks rose in the latest AAII Sentiment Survey. This week’s special question asked AAII members if they believe gold’s recent record high prices are sustainable over the next year.

April AAII Asset Allocation Survey: Equity Allocations Remain at a Two-Year High
May 01 2024 by AAII Staff
Individual investors’ allocations to equities slightly increased. Results were largely in line with the previous month.

AAII Sentiment Survey: Neutral Sentiment Rises Above Average
April 25 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks surged. This week’s special question asked AAII members about their perception of the current state of the housing market.

AAII Sentiment Survey: Pessimism Jumps to Highest Level Since November
April 18 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks surged. This week’s special question asked AAII members if they think other investors are too bullish or bearish right now.

AAII Sentiment Survey: Optimism Decreases for Second Consecutive Week
April 11 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what impact the S&P 500 index’s 10.2% rise in the first quarter of 2024 had on them.

AAII Sentiment Survey: Neutral Sentiment Rises
April 04 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how they would describe the current valuation of stocks.

March AAII Asset Allocation Survey: Equity Allocations at a Two-Year High
April 01 2024 by AAII Staff
Individual investors’ allocations to equities increased to a two-year high.

AAII Sentiment Survey: Optimism Rises
March 28 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks significantly increased. This week’s special question asked AAII members how they would describe the current state of the economy.

AAII Sentiment Survey: Pessimism Rises
March 21 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks significantly increased. This week’s special question asked AAII members about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Falls but Remains Above Average
March 14 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members about their perception of fourth-quarter 2023 earnings.

AAII Sentiment Survey: Optimism Rises to Unusually High Level
March 07 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members how, if at all, they have changed their approach to investing recently.

February AAII Asset Allocation Survey: Equity Allocations Remain Above Average
March 04 2024 by AAII Staff
Individual investors' allocations to equities slightly increased and are above average for the 45th consecutive month.

AAII Sentiment Survey: Pessimism Decreases
February 29 2024 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members how the November elections are affecting their expectations for the stock market.

AAII Sentiment Survey: Optimism Increases
February 22 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members which factor is most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Optimism Falls
February 15 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members about their perception of inflation.

AAII Sentiment Survey: Neutral Sentiment Increases
February 08 2024 by AAII Staff
Neutral sentiment among individual investors about the short-term outlook for stocks increased. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Skyrockets While Neutral Sentiment Decreases
February 01 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks skyrocketed. This week’s special question asked AAII members what impact the record high of the S&P 500 index had on their short-term outlook for stocks.

January AAII Asset Allocation Survey: Stock Allocations Remain Above Average
February 01 2024 by AAII Staff
Individual investors’ allocation to equities slightly increased. Bond and bond fund allocations are above average for the third consecutive month.

AAII Sentiment Survey: Neutral Sentiment Rises Again
January 25 2024 by AAII Staff
Neutral sentiment increased among individual investors. This week’s special question asked AAII members what information they are particularly paying attention to as companies are reporting fourth-quarter 2023 earnings.

AAII Sentiment Survey: Optimism Falls While Neutral Sentiment Rises
January 18 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks fell, while neutral sentiment rose above its historical average. This week’s special question asked AAII members which fixed-income instrument they are overweighting in their portfolios.

AAII Sentiment Survey: Optimism Stays Flat
January 11 2024 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks was flat. This week’s special question asked AAII members which asset class will realize the highest returns over the next five years.

AAII Sentiment Survey: Optimism Continues Its Climb
January 04 2024 by AAII Staff
Optimism increased while pessimism decreased. This week’s special question asked AAII members what they think about the rebound in bitcoin and other cryptocurrencies.

December AAII Asset Allocation Survey: Stock Allocations Above Average
January 02 2024 by AAII Staff
Individual investors’ allocation to equities increased and remained above average for the 43rd consecutive month.

AAII Sentiment Survey: 1,900th Reporting Week; Optimism Pulls Back
December 28 2023 by AAII Staff
In the AAII Sentiment Survey’s 1,900th reporting week, optimism and pessimism moved back into their respective typical ranges. This week’s special question asked AAII members how their portfolios performed this year relative to their expectations at the start of the year.

AAII Sentiment Survey: Optimism Rises to Highest Level in Over Two and a Half Years
December 21 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks rose to its highest level in over two and a half years. This week’s special question asked AAII members what they think about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Rises to Highest Level in Five Months; Pessimism Falls to Lowest Level in Six Years
December 14 2023 by AAII Staff
Optimism rose to its highest level in nearly five months and pessimism fell to its lowest level in almost six years. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Optimism Dips and Pessimism Surges, Returning to Typical Ranges
December 07 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks fell for the first time in five weeks. This week’s special question asked AAII members if they think other investors are too bullish or bearish right now.

November AAII Asset Allocation Survey: Bond Allocations Above Average
December 04 2023 by AAII Staff
Individual investors’ allocation to fixed income increased and equities remained relatively flat.

AAII Sentiment Survey: Optimism Continues to Rise; Pessimism Reaches Lowest Level Since 2018
November 30 2023 by AAII Staff
Pessimism decreased to its lowest level in almost six years while optimism continued its rise. In addition to AAII members’ favorite Thanksgiving foods, this week’s special question asked how they think the average consumer is faring relative to one year ago.

AAII Sentiment Survey: Optimism Continues to Rise
November 16 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks continued to rise. This week’s special question asked AAII members what their perception was of third-quarter earnings.

AAII Sentiment Survey: Optimism Surges
November 09 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks soared. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism Continues to Be Unusually Low
November 02 2023 by AAII Staff
Optimism continued its decline and remains unusually low for the second consecutive week. This week’s special question asked AAII members what their six-month outlook is for bond yields.

October AAII Asset Allocation Survey: Equity Allocations Slightly Decrease
November 01 2023 by AAII Staff
Individual investors’ allocation to equities fell for the second consecutive month. Fixed-income exposure and cash allocations both rose slightly.

AAII Sentiment Survey: Optimism Continues Its Descent
October 26 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks continued its decline. This week’s special question asked AAII members which asset class they think is the best long-term investment.

AAII Sentiment Survey: Optimism Decreases
October 19 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks decreased. This week’s special question asked AAII members what information they are particularly paying attention to as companies are reporting third-quarter earnings.

AAII Sentiment Survey: Optimism Rises
October 12 2023 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks rose to its highest level in five weeks. This week’s special question asked AAII members what impact the rise in bond yields has had on their shorter-term outlook for stocks.

AAII Sentiment Survey: Five-Month High for Bearish Sentiment
October 05 2023 by AAII Staff
Pessimism among individual investors about the short-term outlook for stocks rose for the third consecutive week. This week’s special question asked AAII members how, if at all, they have changed their approach to investing recently.

September AAII Asset Allocation Survey: Cash Allocations Slightly Increase
October 03 2023 by AAII Staff
Individual investors’ allocation to equities fell slightly in September. Fixed-income exposure remained flat and cash allocations rose slightly.

AAII Sentiment Survey: Highest Pessimism Since Mid-May
September 28 2023 by AAII Staff
Pessimism rose to its highest level since mid-May. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to keep interest rates unchanged.

AAII Sentiment Survey: Optimism on Stocks at a 16-Week Low
September 21 2023 by AAII Staff
The percentage of individual investors describing their short-term outlook for stocks as bullish is at a 16-week low. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Neutral Sentiment at Highest Level Since May
September 14 2023 by AAII Staff
Bullish sentiment is below average for the fourth time in five weeks. This week’s special question asked AAII members about their perception of inflation.

AAII Sentiment Survey: Bullish Sentiment Above Average for First Time in Four Weeks
September 07 2023 by AAII Staff
Bullish sentiment is above average for the first time in four weeks. This week’s special question asked AAII members about their perception of inflation.

August AAII Asset Allocation Survey: 15-Month High for Equity Allocations
September 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 15-month high in August. Bond allocations are above average for the 30th consecutive month.

AAII Sentiment Survey: Neutral Sentiment Rises
August 31 2023 by AAII Staff
Bullish sentiment increased but is below average for the third consecutive week. This week’s special question asked AAII members which security they use the most to generate interest income.

AAII Sentiment Survey: Bearish Sentiment Above Average for First Time in 12 Weeks
August 24 2023 by AAII Staff
Bullish sentiment decreased and is below average for the second consecutive week. This week’s special question asked AAII members how they would describe the current economy.

AAII Sentiment Survey: Bullish Sentiment Below Average for First Time in 11 Weeks
August 17 2023 by AAII Staff
Bullish sentiment decreased, ending its 10-week streak of above-average readings. This week’s special question asked AAII members how they would describe the current economy.

AAII Sentiment Survey: Optimism Above Average for 10th Consecutive Week
August 10 2023 by AAII Staff
Optimism decreased but remains above average for the 10th consecutive week. This week’s special questions asked AAII members if they thought other investors were too bullish or bearish right now.

AAII Sentiment Survey: Optimism Above Average for Ninth Consecutive Week
August 03 2023 by AAII Staff
Optimism increased and remained above average for the ninth consecutive week. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to raise interest rates by 0.25%.

July AAII Asset Allocation Survey: 14-Month High for Equity Allocations
August 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 14-month high last month, while cash allocations fell to their lowest level since April 2022.

AAII Sentiment Survey: Optimism Above Average for Eighth Consecutive Week
July 27 2023 by AAII Staff
Optimism decreased but remains above average. This week’s special question asked AAII members to share which factors are most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Optimism Above Average for Seventh Consecutive Week
July 20 2023 by AAII Staff
Optimism increased and reached an unusually high level. This week’s special question asked AAII members about their thoughts on small-cap stocks still being in a bear market.

AAII Sentiment Survey: Optimism Above Average for Sixth Consecutive Week
July 13 2023 by AAII Staff
Optimism decreased but remains above average for the sixth consecutive week. This week's special question asked AAII members which asset class will realize the highest returns over the second half of the year.

AAII Sentiment Survey: Optimism Above Average for Fifth Consecutive Week
July 06 2023 by AAII Staff
Optimism increased and remains above average for the fifth consecutive week. This week’s special question asked AAII members how their portfolio performed during the first half of 2023 relative to what they expected at the start of the year.

June AAII Asset Allocation Survey: 13-Month High for Equity Allocations
July 05 2023 by AAII Staff
Individual investors’ equity allocation reached a 13-month high in June and is above its historical average for the 37th consecutive month.

AAII Sentiment Survey: Optimism Above Average for Fourth Consecutive Week
June 29 2023 by AAII Staff
Optimism decreased but remains above average for the fourth consecutive week. This week’s special question asked AAII members how they would describe the current valuation of stocks.

AAII Sentiment Survey: Optimism Above Average for Third Consecutive Week
June 22 2023 by AAII Staff
Optimism slightly decreased but remains above average for the third consecutive week. This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to pause interest rate hikes.

AAII Sentiment Survey: Optimism Above Average for Two Consecutive Weeks
June 15 2023 by AAII Staff
Bearish sentiment fell to its lowest level since July 2021, while bullish sentiment is above its historical average on consecutive weeks for the first time since November 2021.

AAII Sentiment Survey: Optimism Above Average for First Time Since February
June 08 2023 by AAII Staff
Optimism is above average for the first time since February 2023. This week’s special question asked AAII members what their perception is of the current state of the housing market.

AAII Sentiment Survey: Pessimism Above Average for 15th Consecutive Week
June 01 2023 by AAII Staff
Pessimism decreased but continued its streak of above-average readings. This week’s special question asked AAII members how they would describe the current state of the economy.

May AAII Asset Allocation Survey: Pullback in Fixed-Income Exposure
June 01 2023 by AAII Staff
Individual investors’ exposure to fixed income pulled back in May, retreating from its 26-month high set in April.

AAII Sentiment Survey: Pessimism Above Average for 14th Consecutive Week
May 25 2023 by AAII Staff
Pessimism remains unchanged in the latest AAII Sentiment Survey, continuing an above-average streak. This week’s special question asked AAII members about their perception of first-quarter earnings.

AAII Sentiment Survey: Optimism Below Average for 14th Consecutive Week
May 18 2023 by AAII Staff
Optimism decreased and is at a seven-week low. This week’s special question asked AAII members what impact the current standoff over raising the debt ceiling has on their sentiment toward stocks.

AAII Sentiment Survey: Pessimism Is Above Average for 12th Consecutive Week
May 11 2023 by AAII Staff
Pessimism among individual investors stayed above average for the 12th consecutive week. This week’s special question asked AAII members what the Federal Reserve should do about interest rates at its next meeting in June.

AAII Sentiment Survey: Pessimism Remains Above Average for 11th Consecutive Week
May 04 2023 by AAII Staff
Pessimism stayed above average for the 11th consecutive week. This week’s special question asked AAII members which asset class they think will provide the highest return over the next six months.

April AAII Asset Allocation Survey: Another High for Fixed-Income Exposure
May 01 2023 by AAII Staff
Exposure to fixed income rose to a 26-month high in April but remained below the historical average.

AAII Sentiment Survey: Pessimism Remains Above Average for 10th Consecutive Week
April 27 2023 by AAII Staff
Neutral sentiment extended its streak of above-average readings, while optimism stayed at an unusually low level.

AAII Sentiment Survey: Pessimism Stays Above Average for Ninth Consecutive Week
April 20 2023 by AAII Staff
Pessimism among individual investors remains above average for the ninth consecutive week in the latest AAII Sentiment Survey. Optimism remains at an unusually low level.

AAII Sentiment Survey: Pessimism Stays Above Average for Eighth Consecutive Week
April 13 2023 by AAII Staff
Pessimism slightly decreased but remains above average for the eighth consecutive week in the latest AAII Sentiment Survey. This week’s special question asked AAII members how they would describe the current state of the economy.

AAII Sentiment Survey: Pessimism Stays Above Average for Seventh Consecutive Week
April 06 2023 by AAII Staff
Bullish sentiment rose to a seven-week high, while pessimism pulled back to a seven-week low. The bull-bear spread—the difference between bullish and bearish sentiment—remains negative, however.

March AAII Asset Allocation Survey: 17-Month High for Fixed-Income Exposure
April 03 2023 by AAII Staff
Individual investors’ exposure to fixed income rose to a 17-month high last month, while allocations to stocks remained above the historical average for the 34th consecutive month.

AAII Sentiment Survey: Pessimism Above Average for Sixth Consecutive Week
March 30 2023 by AAII Staff
Pessimism among individual investors decreased but remains above average for the sixth consecutive week in the latest AAII Sentiment Survey. This week’s special question asked AAII members if they agree with the Federal Reserve’s decision to raise interest rates by just a quarter point.

AAII Sentiment Survey: Pessimism Moves Closer to 50%
March 23 2023 by AAII Staff
Pessimism is unusually high for the fourth consecutive week, while bullish sentiment remains unusually low for the fifth consecutive week.

AAII Sentiment Survey: Optimism Drops to a Six-Month Low
March 16 2023 by AAII Staff
Bullish sentiment fell to its 34th lowest level since the Sentiment Survey started in July 1987. Plus, this week’s special question asked AAII members how they would describe the current valuations of stocks.

AAII Sentiment Survey: Neutral Sentiment Above Average for 10th Consecutive Week
March 09 2023 by AAII Staff
Neutral sentiment is above average for the 10th consecutive week, the longest such streak since a 22-week stretch between August 2019 and January 2020. Plus, this week’s special question asked AAII members how they perceived fourth-quarter earnings.

AAII Sentiment Survey: Neutral Sentiment Above Average for Ninth Consecutive Week
March 02 2023 by AAII Staff
Bearish sentiment is unusually high for the first time since January, while bullish sentiment is unusually low for the second consecutive week. Additionally, we brought back the special question. This week, we asked AAII members which factors are most influencing their six-month outlook for stocks.

February AAII Asset Allocation Survey: Equity Exposure Rises for Fourth Consecutive Month
March 01 2023 by AAII Staff
AAII members’ exposure to equities increased for the fourth consecutive month in February, while cash allocations continued to pull back.

AAII Sentiment Survey: Neutral Sentiment Above Average for Eighth Consecutive Week
February 23 2023 by AAII Staff
Bullish sentiment fell back to an unusually low level for the first time in six weeks, while neutral sentiment rose to an 11-month high.

AAII Sentiment Survey: Neutral Sentiment Stays Above Average for Seventh Week
February 16 2023 by AAII Staff
Neutral sentiment is above average for the seventh consecutive week, while pessimism is below average on consecutive weeks for the first time since November 2021.

AAII Sentiment Survey: Bullish Sentiment Jumps to a 58-Week High
February 09 2023 by AAII Staff
Bullish sentiment rose to a 58-week high, while bearish sentiment is below its historical average for the first time since March 2022.

AAII Sentiment Survey: Bearish Sentiment Falls
February 02 2023 by AAII Staff
Neutral sentiment is above its historical average for the fifth consecutive week. This is the longest such streak in approximately 10 months.

January AAII Asset Allocation Survey: Equity Exposures Reach 8-Month High
February 01 2023 by AAII Staff
AAII members’ exposure to equities reached an eight-month high in January, while cash allocations stayed above 20.0% for the eighth consecutive month.

AAII Sentiment Survey: Neutral Sentiment Remains Above Average
January 26 2023 by AAII Staff
Neutral sentiment is above its historical average for the fourth consecutive week. This is the longest such streak since April 2022.

AAII Sentiment Survey: Optimism Jumps to a Nine-Week High
January 19 2023 by AAII Staff
Bullish sentiment rose to a 10-week high, while pessimism fell to an 11-week low. Bearish sentiment is also below 40% on consecutive weeks for the first time since August 2022.

AAII Sentiment Survey: Pessimism Falls to a 10-Week Low
January 12 2023 by AAII Staff
Pessimism fell to a 10-week low. Bullish sentiment rose but remains at an unusually low level.

AAII Sentiment Survey: Neutral Sentiment Jumps
January 05 2023 by AAII Staff
Neutral sentiment jumped to a 40-week high, while bullish sentiment is back near record-low levels.

December AAII Asset Allocation Survey: Cash Allocations Fall
January 03 2023 by AAII Staff
Cash allocations continued to pull back from their 2.5-year high in December, while both equity and fixed-income allocations increased.

AAII Sentiment Survey: Bullish Sentiment Rises to Five-Week High
December 29 2022 by AAII Staff
Optimism rose to a five-week high but remains unusually low for the fifth consecutive week.

AAII Sentiment Survey: Bearish Sentiment Jumps to Nine-Week High
December 22 2022 by AAII Staff
Pessimism rose to a nine-week high, while optimism fell to its 52nd-lowest reading in the survey’s history.

AAII Sentiment Survey: Bearish Sentiment Continues to Rise
December 15 2022 by AAII Staff
Pessimism rose to a five-week high, and optimism fell to a two-month low. Bearish sentiment remains unusually high, while bullish sentiment remains unusually low.

AAII Sentiment Survey: Bearish Sentiment on the Rise
December 08 2022 by AAII Staff
Pessimism about the short-term direction of the stock market rose to a four-week high and is now back at an unusually high level.

AAII Sentiment Survey: Bullish Sentiment Takes a Dive
December 01 2022 by AAII Staff
Bullish sentiment fell to a six-week low, and neutral sentiment jumped for the second consecutive week.

November AAII Asset Allocation Survey: Cash Allocations Remain High
December 01 2022 by AAII Staff
Cash as a percentage of individual investors’ portfolios pulled back from a 2.5-year high last month but remains above average for the second consecutive month.

AAII Sentiment Survey: A New 2022 High for Bullish Sentiment
November 17 2022 by AAII Staff
Bullish sentiment jumped to its highest level of 2022, and bearish sentiment pulled back following last week’s big rise.

AAII Sentiment Survey: Pessimism Rebounds Strongly
November 10 2022 by AAII Staff
Pessimism rebounded after falling to a seven-month low last week, while optimism pulled back to an unusually low level.

AAII Sentiment Survey: Pessimism Plunges to Lowest Level Since March
November 03 2022 by AAII Staff
Bearish sentiment plunged to its lowest level since March. All three sentiment indicators and the bull-bear spread are within their typical historical ranges.

October AAII Asset Allocation Survey: Cash Allocations Jump to 2.5-Year High
November 01 2022 by AAII Staff
Cash as a percentage of AAII members’ portfolios rose to its highest level in over two and a half years last month.

AAII Sentiment Survey: Optimism Jumps to a Nine-Week High
October 27 2022 by AAII Staff
Bullish sentiment rose to a nine-week high but remains at an unusually low level for the ninth consecutive week and the 32nd time in 43 weeks.

AAII Sentiment Survey: Both Optimism and Pessimism Rise
October 20 2022 by AAII Staff
All three readings—bullish, neutral and bearish sentiment—are at unusual levels, as is the bull-bear spread.

AAII Sentiment Survey: Optimism Pulls Back Closer to Historical Lows
October 13 2022 by AAII Staff
Sentiment remains at unusual levels. This week’s bullish sentiment reading is among the 60 lowest readings in the survey’s history, while this week’s bearish sentiment ranks among the 35 lowest.

AAII Sentiment Survey: Pessimism Pulls Back From Near-Record Levels
October 06 2022 by AAII Staff
Pessimism pulled back after being above 60% on consecutive weeks but remains unusually high for the 30th time out of the last 38 weeks.

September AAII Asset Allocation Survey: Equity Exposure Modestly Declines
October 03 2022 by AAII Staff
AAII members largely kept their allocations unchanged despite unusually low levels of optimism about the stock market and rising bond yields.

AAII Sentiment Survey: Pessimism Stays Above 60%
September 29 2022 by AAII Staff
Bearish sentiment is above 60% on consecutive weeks for the first time in the survey’s history. Plus, this week’s bullish sentiment reading ranks among the 50 lowest in the survey’s history.

AAII Sentiment Survey: Highest Level of Pessimism Since March 2009
September 22 2022 by AAII Staff
Bearish sentiment rose to a level not seen since 2009 and is currently among the five highest readings in the survey’s history. Bullish sentiment, meanwhile, plunged to one of the 20 lowest readings in the survey’s history.

AAII Sentiment Survey: Pessimism Pulls Back While Optimism Rebounds
September 15 2022 by AAII Staff
In a large reversal from last week, bullish sentiment rebounded but still remains below its historical average.

AAII Sentiment Survey: Optimism Drops Below 20%
September 08 2022 by AAII Staff
Bullish sentiment declined to its lowest level since April. This week’s bullish reading is the 25th lowest in the survey’s 35-year history.

August AAII Asset Allocation Survey: Investors Prefer Equities and Funds Over Cash
September 01 2022 by AAII Staff
Both equity and fixed-income allocations rose last month. Equity allocations remain above their historical average for the 27th consecutive month.

AAII Sentiment Survey: Optimism Drops as Pessimism Jumps to an Eight-Week High
September 01 2022 by AAII Staff
Bullish sentiment fell back to an unusually low level as pessimism rose above 50% for the first time in eight weeks.

AAII Sentiment Survey: Optimism Falls as Pessimism Rises
August 25 2022 by AAII Staff

AAII Sentiment Survey: Optimism Jumps to a New 2022 High
August 18 2022 by AAII Staff
Bullish sentiment is at its highest level of the year but remains below its historical average for the 39th consecutive week.

AAII Sentiment Survey: Highest Optimism and Lowest Pessimism Since March
August 11 2022 by AAII Staff
Pessimism fell to its lowest level, while optimism rose to its highest level, since late March.

AAII Sentiment Survey: Pessimism Falls for Fourth Straight Week
August 04 2022 by AAII Staff
Pessimism declined for the fourth consecutive week and is now at its lowest level in more than two months.

July AAII Asset Allocation Survey: Equity Allocation Continues to Fall as Cash Allocation Rises
August 01 2022 by AAII Staff
Equity allocations fell to their lowest level in almost two years, while cash allocations continued to rise to their highest level in more than two years.

AAII Sentiment Survey: Pessimism Falls to an Eight-Week Low
July 28 2022 by AAII Staff
Neutral sentiment rose to its highest level since April while bearish sentiment pulled back to within its typical range.

AAII Sentiment Survey: Pessimism Continues to Fall as Optimism Rises
July 21 2022 by AAII Staff
Pessimism fell to a seven-week low but remains unusually high. Optimism rebounded to a seven-week high and is back in within its typical range for the first time since early June.

AAII Sentiment Survey: Optimism Rebounds to a Six-Week High
July 14 2022 by AAII Staff
Optimism rebounded to a six-week high but remains at an unusually low level for the 23rd time in 27 weeks.

AAII Sentiment Survey: Pessimism Rises Back Above 50%
July 07 2022 by AAII Staff
Pessimism is above 50% for the seventh time in 11 weeks, while optimism is below 20% for the third time in four weeks.

June AAII Asset Allocation Survey: Highest Level of Cash Since April 2020
July 01 2022 by AAII Staff
Cash allocations rose to their highest level in more than two years, while equity allocations fell for the sixth time in seven months.

AAII Sentiment Survey: Pessimism Plunges, but Stays Unusually High
June 30 2022 by AAII Staff
Bullish sentiment rose to a four-week high and bearish sentiment fell to a four-week low. Nonetheless, optimism continues to be unusually low, and pessimism continues to be unusually high.

AAII Sentiment Survey: Optimism Falls and Pessimism Rises to Near Historic Levels
June 23 2022 by AAII Staff
Optimism this week is the 25th lowest it has been in the survey’s history. Pessimism is the sixth highest ever recorded. The weekly AAII Sentiment Survey started in July 1987.

AAII Sentiment Survey: Pessimism Jumps Back Above 50%
June 16 2022 by AAII Staff
Pessimism about the short-term direction of stock prices jumped back above 50%; this is the fifth time in eight weeks bearish sentiment has been at this level.

AAII Sentiment Survey: Optimism Pulls Back While Pessimism Rebounds
June 09 2022 by AAII Staff
In a reversal of last week’s results, bullish sentiment plunged back into unusually low territory while bearish sentiment rebounded back into unusually high territory this week.

AAII Sentiment Survey: Optimism Jumps and Pessimism Plunges
June 02 2022 by AAII Staff
Optimism rose to its highest level and pessimism fell to its lowest level since March 2022. Both bullish and bearish sentiment are now back within their typical historical ranges.

May AAII Asset Allocation Survey: Lowest Equity Exposure Since 2020
June 01 2022 by AAII Staff
Equity exposure fell to its lowest level since November 2020 in May, while cash levels rose to their highest level since July 2020.

AAII Sentiment Survey: Optimism Below 20% for Fourth Time in Seven Weeks
May 26 2022 by AAII Staff
Optimism is below 20% for the fourth time in seven weeks while pessimism is above 50% for the fourth time in five weeks. Historically, the S&P 500 index has realized above-average and above-median returns following periods of unusually low optimism.

AAII Sentiment Survey: Bullish and Bearish Sentiment Both Rise
May 19 2022 by AAII Staff
Pessimism is above 50% for the third time in four weeks. Bearish sentiment continues to be unusually high, while both bullish sentiment and the bull-bear spread remain unusually low.

AAII Sentiment Survey: Neutral Sentiment Rebounds
May 12 2022 by AAII Staff
Both bullish sentiment and the bull-bear spread (bullish sentiment minus bearish sentiment) continue to be unusually low, while bearish sentiment remains unusually high. Plus, this week’s special question asked AAII members how the Federal Reserve’s 50-basis-point interest rate hike and the likelihood of further rate hikes is impacting their sentiment toward stocks.

AAII Sentiment Survey: Neutral Sentiment Falls to 18-Month Low
May 05 2022 by AAII Staff
In a rare event, bullish sentiment, neutral sentiment and the bull-bear spread (bullish minus bearish sentiment) are all unusually low, while bearish sentiment is unusually high. Plus, this week’s special question asked AAII members whether they think other investors are currently too bullish or too bearish.

April AAII Asset Allocation Survey: Fixed-Income Allocations Fall to a 14-Year Low
May 03 2022 by AAII Staff
Fixed-income allocations fell to 14-year low, while equity allocations are back at an unusually high level.

AAII Sentiment Survey: Highest Level of Pessimism Since March 2009
April 28 2022 by AAII Staff
Pessimism is at its highest level since March 2009. This week’s bearish sentiment reading also ranks among the 10 highest in the survey’s history. Plus, this week’s special question asked AAII members to share their thoughts on the ongoing volatility in the Nasdaq composite this year.

AAII Sentiment Survey: Bullish Sentiment Stays Below 20% for a Second Week
April 21 2022 by AAII Staff
Optimism is below 20% on consecutive weeks for the first time since May 2016.Plus, this week’s special question asked AAII members to share which industries or sectors they think are attractive buying opportunities in the current market environment.

AAII Sentiment Survey: Lowest Optimism in Nearly 30 Years
April 14 2022 by AAII Staff
Bullish sentiment fell to its lowest level since September 1992. This week’s bullish sentiment ranks among the 10 lowest in the survey’s history. Plus, this week’s special question asked AAII members whatportfolio changes, if any, they have made in response to rising interest rates and bond yields.

AAII Sentiment Survey: Optimism and Pessimism Revert to Unusual Levels
April 07 2022 by AAII Staff
Optimism reverted back to an unusually low level while pessimism reverted back to an unusually high level. Plus, this week’s special question asked AAII members which factors are most influencing their six-month outlook for stocks.

March AAII Asset Allocation Survey: Investors Favor Equities and Cash Over Funds
April 01 2022 by AAII Staff
Last month, bond and bond fund allocations declined to their lowest level since October 2018. Stock and stock fund allocations, meanwhile, remained near the upper end of their typical range.

AAII Sentiment Survey: Neutral Sentiment at Highest Level Since January 2020
March 31 2022 by AAII Staff
Pessimism plunged in the latest survey, ending an 18-week streak of above-average readings. Neutral sentiment, meanwhile, surged to its highest level since January 2020. Plus, this week’s special question asked AAII members for their opinion on the current valuation of stocks.

AAII Sentiment Survey: Highest Optimism and Lowest Pessimism Since January
March 24 2022 by AAII Staff
Bullish sentiment rose to its highest level and bearish sentiment fell to its lowest level since the first week of January 2022. Both are now back within their typical historical ranges. Plus, this week’s special question asked AAII members to share their thoughts on the Federal Reserve’s first interest rate hike since 2018.

AAII Sentiment Survey: Bullish and Bearish Sentiment Remain at Unusual Levels
March 17 2022 by AAII Staff
Bullish sentiment remains unusually low and bearish sentiment remains unusually high for the ninth time in 10 weeks. Plus, this week’s special question asked AAII members for thoughts about fourth-quarter earnings.

The AAII Investor Sentiment Survey
March 14 2022 by AAII Staff
Since 1987, the AAII has measured market sentiment by asking individuals to vote in a weekly survey that helps in determining the overall mood and tone through investor sentiment analysis also known as AAII Sentiment.

AAII Sentiment Survey: Optimism and Pessimism Back at Unusual Levels
March 10 2022 by AAII Staff
Bullish sentiment fell back to an unusually low level and bearish sentiment rebounded back to an unusually high level.

AAII Sentiment Survey: Optimism Nears 2022 High, but Still Below Average
March 03 2022 by AAII Staff
Bullish sentiment rose to its second-highest level of the year but still remains below average. Plus, this week’s special question asked AAII members how oil prices are impacting their outlook for stocks.

February AAII Asset Allocation Survey: Equity Allocations Fall to a 12-Month Low
March 01 2022 by AAII Staff
Equity allocations among individual investors fell to their lowest level in a year. The decline moved them from being unusually high to being at the upper end of their typical historical range.

AAII Sentiment Survey: Bearish Sentiment Close to a 9-Year High
February 24 2022 by AAII Staff
Bearish sentiment jumped to its highest level in nearly nine years while bullish sentiment remains at an unusually low level for the seventh consecutive week. Plus, this week’s special question—which was asked before today’s military attack on Ukraine—polled AAII members on how the situation with Russia and Ukraine is impacting their short-term outlook on stocks.

AAII Sentiment Survey: Optimism Nears Record Lows
February 17 2022 by AAII Staff
This week’s bullish sentiment reading was the 29th lowest level since the survey started in 1987. Historically, unusually low levels of bullish sentiment have been followed by above-average and above-median six- and 12-month returns for the S&P 500 index. Plus, this week’s special question asked AAII members to share their thoughts about how supply chain issues are impacting their investing decisions.

AAII Sentiment Survey: Neutral Sentiment Jumps to a Two-Year High
February 10 2022 by AAII Staff
Neutral sentiment rose above 40% for the first time since January 2020. Plus, this week’s special question asked AAII members what impact the prospect of interest rate hikes is having on their portfolio allocation decisions.

AAII Sentiment Survey: Bearish Sentiment Maintains High, Bullish Stays Unusually Low
February 03 2022 by AAII Staff
Optimism is at an unusually low level for the fourth consecutive week. The last time a similar streak occurred was from June 17 to July 8, 2020.

January AAII Asset Allocation Survey: Cash Allocations Rise to a 12-Month High
February 01 2022 by AAII Staff
Cash allocations reached their highest level since February 2021.

AAII Sentiment Survey: Bearish Sentiment Reaches Eight-Year High, Bullish Sentiment Remains Low
January 27 2022 by AAII Staff
Bearish sentiment rose to its highest level since 2013. Plus, this week’s special question asked AAII members to share their thoughts about the drop the Nasdaq composite has experienced over the past several weeks.

AAII Sentiment Survey: Bullish and Bearish Sentiment Reach Levels Not Seen Since 2020
January 20 2022 by AAII Staff
The bull-bear spread (the difference between bullish and bearish sentiment) is now at –26, the most negative it has been since mid-2020. Plus, this week’s special question asked AAII members which factors are most influencing their six-month outlook for stocks.

AAII Sentiment Survey: Bullish Sentiment Falls to a Four-Month Low
January 13 2022 by AAII Staff
Bullish sentiment is at an unusually low level for the third time in the past seven weeks. Plus, this week’s special question asked AAII members what portfolio changes they intend to make this year.

AAII Sentiment Survey: Neutral and Bearish Sentiment Rebound
January 06 2022 by AAII Staff
Both neutral and bearish sentiment extended their streaks of at/above-average readings. Plus, this week’s special question asked AAII members how they think the S&P 500 index will perform this year.

December AAII Asset Allocation Survey: Investors Moved Slightly From Stock Funds to Cash
January 04 2022 by AAII Staff
Equity allocations remained at or above 70% for the 10th consecutive month despite declining last month.

AAII Sentiment Survey: Optimism Ends 2021 on a Six-Week High
December 30 2021 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market rebounded during the final week of 2021.

AAII Sentiment Survey: Bullish Sentiment Rises, Neutral and Bearish Are Above Historical Averages
December 23 2021 by AAII Staff
Optimism rebounded into its typical historical range this week after falling to an unusually low level last week. The latest AAII Sentiment Survey also shows a decrease in the number of investors who describe their outlook for stocks as “bearish.”

AAII Sentiment Survey: Bullish Sentiment Falls to a Three-Month Low
December 16 2021 by AAII Staff
Optimism fell to a three-month low and is now back at an unusually low level. Plus, this week’s special question asked AAII members for their thoughts about the recent volatility in small-cap stocks.

AAII Sentiment Survey: Highest Neutral Sentiment in Almost Two Years
December 09 2021 by AAII Staff
Neutral sentiment jumped to its highest level in nearly two years. Plus, this week’s special question asked AAII members how the coronavirus pandemic, including the new omicron variant, is impacting their outlook for stocks.

AAII Sentiment Survey: Market Pessimism Unusually High, Optimism Lower Than Normal
December 02 2021 by AAII Staff
Bearish sentiment is now at an unusually high level and bullish sentiment is at an unusually low level. Plus, this week’s special question asked AAII members how they thought the average consumer was faring relative to a year ago.

November AAII Asset Allocation Survey: Largest Equity Allocations Since 2017
December 01 2021 by AAII Staff
Equity allocations rose to a four-year high of 71.4% in November. Our asset allocation survey is conducted over the period of a full calendar month, whereas our sentiment survey is conducted weekly.

AAII Sentiment Survey
November 24 2021 by AAII Staff
Due to the timing of today’s holiday, I wrote this week’s commentary in advance and before the latest numbers were known.

AAII Sentiment Survey: Bullish Sentiment Pulls Back
November 18 2021 by AAII Staff
Neutral sentiment rose to a six-week high, while optimism extended its streak of above-average readings. Plus, this week’s special question asked AAII members if they thought the recent new record highs set by the major indexes are warranted.

AAII Sentiment Survey: Optimism at the High End of Its Typical Range
November 11 2021 by AAII Staff
Bullish sentiment is now at the top of its typical historical range. The breakpoint between typical and unusually high readings is 48.1%. Plus, this week’s special question asked AAII members what they think about the Federal Reserve’s intention to start tapering its bond purchases.

AAII Sentiment Survey: Bullish Remains Above Historical Average
November 04 2021 by AAII Staff
Bullish sentiment continued its trend from last week, rising further above its historical average.

October AAII Asset Allocation Survey: Cash Allocations Reach Five-Month High
November 01 2021 by AAII Staff
Cash allocations reached a five-month high in October, offset by a corresponding decline in bond and bond fund allocations.

AAII Sentiment Survey: Optimism Pulls Back, but Stays Above Average
October 28 2021 by AAII Staff
Optimism pulled back closer to its historical average following last week’s big gain. Plus, this week’s special question asked AAII members which sectors and industries they are favoring right now.

AAII Sentiment Survey: Bullish Sentiment Exceeds Historical Average
October 21 2021 by AAII Staff
Bullish sentiment is at its highest level in nearly four months, having jumped by more than 21 percentage points during the past two weeks. Plus, this week’s special question asked AAII members which factors are influencing their outlook on stocks.

AAII Sentiment Survey: Bullish Sentiment Sees a Surge, Neutral Sentiment Drops
October 14 2021 by AAII Staff
Bullish sentiment rebounded strongly but remains below its historical average (though just barely so). Plus, this week’s special question asked AAII members for their opinion about the current state of the economy.

NEW Benefit for AAII Members: Exclusive Access to a “Collective Investor Brain”
October 13 2021 by Charles Rotblut
When developing the PRISM Wealth-Building Process, we wanted to remove the opacity of investing, simplify the process and give our members a unique investing plan to succeed.

AAII Sentiment Survey: Neutral Sentiment Jumps as Optimism Falls to an Unusually Low Level
October 07 2021 by AAII Staff
Optimism fell back to an unusually low level. At the same time, pessimism pulled back to within its typical historical range after having been unusually high last week. Plus, this week’s special question asked AAII members whether the recent back-and-forth about raising the debt ceiling has impacted their short-term outlook on stocks.

September AAII Asset Allocation Survey: Stock Allocations Pull Back From Recent High
October 04 2021 by AAII Staff
September marked the seventh consecutive month that equity allocations were at or above 70%.

AAII Sentiment Survey: Bearish Sentiment Reaches One-Year High
September 30 2021 by AAII Staff
Bearish sentiment rose to its highest level in a year. Plus, this week’s special question asked AAII members if they thought the Federal Reserve should start tapering its bond purchases in November.

AAII Sentiment Survey: Bullish Sentiment Rebounds
September 23 2021 by AAII Staff
Bearish sentiment remained near the top of its typical historical range for the second consecutive week even as optimism rebounded.

AAII Sentiment Survey: Bullish Sentiment Plummets to One-Year Low, Bearish Sentiment Rises
September 16 2021 by AAII Staff
Bullish sentiment fell to a one-year low. Plus, this week’s special question asked AAII members to share their thoughts about the impact that supply shortages are having on their outlook for stocks.

AAII Sentiment Survey: Neutral Sentiment Surges to a Six-Week High
September 09 2021 by AAII Staff
Neutral sentiment rose to its highest level in six weeks. Plus, this week’s special question asked AAII members to share their thoughts about the level of optimism being reflected in the stock market.

AAII Sentiment Survey: Bullish Sentiment Rises to a Two-Month High
September 02 2021 by AAII Staff
Neutral sentiment is now at the bottom of its typical historical range. Plus, this week’s special question asked AAII members to share their thoughts about second-quarter earnings.

August AAII Asset Allocation Survey: Stock Allocations Remain High
September 01 2021 by AAII Staff
Equity allocations stayed at or above 70% for the sixth consecutive month and remain unusually high.

AAII Sentiment Survey: Bullish Sentiment Rebounds, Neutral Sentiment Loses Steam
August 26 2021 by AAII Staff
Bullish sentiment rose above its historical average for the first time in seven weeks. Plus, this week’s special question asked AAII members how inflation is impacting their investment decisions.

AAII Sentiment Survey: Pessimism Reaches Highest Level in Six Months
August 19 2021 by AAII Staff
Bearish sentiment rose to its highest level in more than six months. Plus, this week’s special question asked AAII members how they perceived the housing market.

Webinar Wednesdays: Dividend Screener Wrap-Up
August 12 2021 by AAII Staff
Introducing a new dividend screening tool for income-minded investors looking for attractive dividend-paying stocks.

AAII Sentiment Survey: Bullish Sentiment Rises, Approaching Historical Average
August 12 2021 by AAII Staff
Bullish sentiment rose modestly but enough to reach its highest level in five weeks. Plus, this week’s special question asked AAII members how oil prices were impacting their outlook for stocks.

AAII Sentiment Survey: Neutral Sentiment Drops
August 05 2021 by AAII Staff
Pessimism is at its highest level since February. Plus, this week’s special question asked AAII members to share their thoughts on whether they felt the Federal Reserve should start tapering its bond purchases in the fall.

Webinar Wednesdays: Vice Stocks Wrap-Up
August 05 2021 by AAII Staff
In the first segment of this episode of the Individual Investor Show, we look at growth stocks in so-called “vice” industries, such as alcohol and defense.

July AAII Asset Allocation Survey: Allocations Remain Relatively Unchanged and Cash Continues to Decline
August 02 2021 by AAII Staff
Asset allocations among individual investors moved minimally last month. Cash allocations are at their lowest level since January 2020.

AAII Sentiment Survey: Bullish Sentiment Bounces Back, Bearish Sentiment Tumbles
July 29 2021 by AAII Staff
Neutral sentiment rose to its highest level since January 2020 and is now at the upper end of its typical historical range. Plus, this week’s special questions asked AAII members if they think the coronavirus delta variant is a risk to the economy.

AAII Sentiment Survey: Bearish Sentiment Above Historical Average, Bullish Continues to Fall
July 22 2021 by AAII Staff
Bearish sentiment is above its historical average for the first time since September, while bullish sentiment fell to a 10-month low. Plus, this week’s special question asked AAII members which factors are most influencing their six-month outlook for stocks.

Webinar Wednesdays: Deep Value Wrap-Up
July 22 2021 by AAII Staff
How do you separate the winners from the losers among deep-value stocks?

AAII Sentiment Survey: Bullish Sentiment Dips Below Average, Neutral Continues Uptrend
July 15 2021 by AAII Staff
Bullish sentiment fell to its lowest level since last October, but is just 1.8 percentage points below its historical average. Plus, this week’s special question asked AAII members to share their thoughts about the pullback on bond yields.

AAII Sentiment Survey: Bullish Sentiment Plunges, Neutral Sentiment Bounces Back
July 08 2021 by AAII Staff
Optimism plunged following last week’s big rise but continues to stay above its historical average. Plus, this week’s special question asked AAII members how their portfolios performed during the first half of the year.

Webinar Wednesdays: Cryptocurrency Wrap-Up
July 08 2021 by AAII Staff
What are investors’ options for investing in cryptocurrency?

AAII Sentiment Survey: Optimism Back at an Unusually High Level
July 01 2021 by AAII Staff
Optimism is back at an unusually high level for the first time since April. Plus, this week’s special question asked AAII members which industries or sectors they think are attractive buying opportunities in the current market environment.

June AAII Asset Allocation Survey: Equity Allocations Continue to Rise
July 01 2021 by AAII Staff
Allocations did not change significantly, but equity exposure rose just enough to put it at its highest level since December 2017.

AAII Sentiment Survey: Neutral Sentiment Rises as Bearish Sentiment Declines
June 24 2021 by AAII Staff
Neutral sentiment is above its historical average for the ninth consecutive week. Plus, this week’s special question asks AAII members about the Federal Reserve’s delay on raising interest rates.

Webinar Wednesdays: Picking Right Investments Wrap-Up
June 24 2021 by AAII Staff
Which investments should you select for your portfolio?

AAII Sentiment Survey: Neutral Sentiment Drops to 6-Week Low
June 17 2021 by AAII Staff
Neutral sentiment rescinded from its recent highs, while bearish sentiment rebounded back into its typical range. Plus, this week’s special question asked AAII members how the passage of an infrastructure bill would impact their outlook for the stock market.

Webinar Wednesdays: Creating Your PRISM Wealth Plan Wrap-Up
June 17 2021 by AAII Staff
The PRISM Wealth-Building Process will help you create a comprehensive and personalized investing plan and have the confidence to follow it.

Webinar Wednesdays: Stock Splits Wrap-Up
June 10 2021 by AAII Staff
What is a stock split and how do you account for it in your portfolio?

AAII Sentiment Survey: Neutral Sentiment Nears 40%
June 10 2021 by AAII Staff
Neutral sentiment neared 40%, a level it has not reached in 18 months. Plus, this week’s special question asked AAII members to share their thoughts about the so-called “meme stocks.”

AAII Sentiment Survey: Lowest Pessimism Since January 2018
June 03 2021 by AAII Staff
Bearish sentiment fell to its lowest level in more than three years. Plus, this week’s special question asked AAII members how this spring’s volatility in the Nasdaq composite has affected their outlooks for the stock market.

Webinar Wednesdays: SSR Open House Wrap-Up
June 03 2021 by AAII Staff
Throughout history, there have been superstar investment “gurus” who have been able to outperform the market over long periods of time.

May AAII Asset Allocation Survey: Bond Fund Allocations Fall to 30-Month Low
June 01 2021 by AAII Staff
Equity allocations remained above 70% for the third consecutive month while fixed-income allocations fell to their lowest level since October 2018.

AAII Sentiment Survey: Bullish Sentiment Falls to a 7-Month Low
May 27 2021 by AAII Staff
Bullish sentiment declined to a seven-month low. In addition, this week’s special question asked AAII members to share their thoughts about first-quarter earnings.

Webinar Wednesdays: Leisure Stocks Wrap-Up
May 27 2021 by AAII Staff
Is it time to take a look at travel and leisure stocks?

AAII Sentiment Survey: Neutral Sentiment at Highest Level Since January 2020
May 20 2021 by AAII Staff
Neutral sentiment increased slightly and is above its historical average for the fourth consecutive week. Plus, this week’s special question asked AAII members how inflation is influencing their sentiment about the stock market.

Webinar Wednesdays: AAII Model Portfolios Wrap-Up
May 20 2021 by AAII Staff
AAII's model portfolios give individual investors more directed ideas and education through AAII newsletters run by our expert financial analysts.

AAII Sentiment Survey: Lowest Level of Optimism Since October 2020
May 13 2021 by AAII Staff
Bullish sentiment fell to its lowest level since October 2020, while neutral sentiment is at its highest level since January 2020. Plus, this week’s special question asked AAII members to share their opinions of the current valuation of stocks.

Webinar Wednesdays: How Famous Investors Think Wrap-Up
May 13 2021 by AAII Staff
We get insights into how the world's greatest investors think with William Green.

AAII Sentiment Survey: Neutral Sentiment Rises to a Nine-Week High
May 06 2021 by AAII Staff
Neutral sentiment rose to its highest level in nine weeks. Plus, this week’s special question asked AAII members to share their thoughts about the Fed’s willingness to let inflation run moderately above 2% for a period of time.

April AAII Asset Allocation Survey: Equity Exposure Reaches New 3-Year High
May 03 2021 by AAII Staff

AAII Sentiment Survey: Pessimism Rises to 11-Week High
April 29 2021 by AAII Staff
Optimism pulled back to within its typical historical range but remains above its historical average for the 12th consecutive week. Plus, this week’s special question asked AAII members which factors are most influencing their six-month outlook for stocks.

Webinar Wednesdays: New Ways to View Performance Wrap-Up
April 29 2021 by AAII Staff
Is there more to portfolio returns than just the numbers?

AAII Sentiment Survey: Optimism Extends Streak of Staying Above 50%
April 22 2021 by AAII Staff
Bullish sentiment is above 50% for the fourth time in five weeks. Bearish sentiment is in a range of 20.4% to 20.6% for the third time in five weeks. Plus, this week’s special question asked AAII members to describe the current state of?the housing market.

Webinar Wednesdays: Analyzing Funds Wrap-Up
April 22 2021 by AAII Staff
If you invest in mutual funds and exchange-traded funds (ETFs), you may be looking for the next great fund.

AAII Sentiment Survey: Neutral Falls to a Five-Month Low
April 15 2021 by AAII Staff
Optimism is above 50% for the third time in four weeks. Plus, this week’s special question asked AAII members how they would describe the current state of the economy.

Webinar Wednesdays: Investing in the Young Wrap-Up
April 15 2021 by AAII Staff
The first segment of this episode of The Individual Investor Show reveals a First Cut list of promising stocks that incorporate environmental, social and governance (ESG) characteristics.

AAII Sentiment Survey: Optimism Jumps to a Three-Year High
April 08 2021 by AAII Staff
The spread between bullish and bearish sentiment rose to its highest level in more than three years as optimism jumped and bearish sentiment fell.

Webinar Wednesdays: Maximizing Your AAII Benefits Wrap-Up
April 08 2021 by AAII Staff
AAII president John Bajkowski illustrates how to best use the educational resources provided by AAII to enhance your investing knowledge and get answers your investing questions.

Webinar Wednesdays: Financial Capability Wrap-Up
April 01 2021 by AAII Staff

March AAII Asset Allocation Survey: 37-Month High for Equity Exposure
April 01 2021 by AAII Staff
Equity exposure rose to its highest level in more than three years and is now at an unusually high level.

AAII Sentiment Survey: Optimism Pulls Back
April 01 2021 by AAII Staff
Both bullish and bearish sentiment are back within their typical ranges after having been unusually high and unusually low, respectively, last week. Plus, this week’s special question asked AAII members which sectors and industries they like right now.

AAII Sentiment Survey: Optimism Jumps to a New 2021 High
March 25 2021 by AAII Staff
Bullish sentiment is at an unusually high level for the third consecutive week, while bearish sentiment is at an unusually low level for the first time since December 2019.

Webinar Wednesdays: Economic Trends Wrap-Up
March 25 2021 by AAII Staff
Join Schwab strategist Liz Ann Sonders as she discusses the latest economic trends and market developments in a fireside chat with her Charles Schwab colleague Randy Frederick.

AAII Sentiment Survey: Unusually High Optimism for Second Week
March 18 2021 by AAII Staff
Bullish sentiment remained at an unusually high level for a second consecutive week. Plus, this week’s special question asked AAII members how the Nasdaq composite’s recent volatility is affecting their shorter-term outlook for stocks.

Webinar Wednesdays: First Cuts and Allocation Wrap-Up
March 18 2021 by AAII Staff
The first segment of this episode of The Individual Investor Show winnows down the Aristocrat list of dividend-growing S&P 500 index stocks to the ones with the longest streak of dividend increases.

AAII Sentiment Survey: Optimism Rises to a 16-Week High
March 11 2021 by AAII Staff
Bullish sentiment rose to an unusually high level for the first time since last December. Plus, this week’s special question asked AAII members for their thoughts about fourth-quarter earnings.

Webinar Wednesdays: My Portfolio Wrap-Up
March 11 2021 by AAII Staff
Wayne Thorp demonstrates how you can use My Portfolio to track your portfolio holdings, measure their performance, figure out if your holdings meet your diversification needs and get insights into your portfolio with the assistance of AAII’s A+ Stock Grading system.

Webinar Wednesdays: Dividend Aristocrats Wrap-Up
March 04 2021 by AAII Staff
This episode of The Individual Investor Show begins by looking at this list of select dividend-paying S&P 500 stocks and discussing how to determine which ones provide the safest dividends.

AAII Sentiment Survey: Neutral Rises to a Nine-Week High
March 04 2021 by AAII Staff
Neutral sentiment is above its historical average for just the fourth time in the past 14 months. Plus, this week’s special question asked AAII members to share their thoughts about GameStop and the stock’s big moves attributed to Reddit’s WallStreetBets discussion board.

February AAII Asset Allocation Survey: 22-Month High for Equity Exposure
March 01 2021 by AAII Staff
Equity allocations may have only risen slightly, but the increase was large enough to push them to their highest level in 22 months.

AAII Sentiment Survey: Neutral Sentiment Rises to an Eight-Week High
February 25 2021 by AAII Staff
Neutral sentiment rose to an eight-week high but remains below its historical average for the 55th time out of the past 58 weeks. Plus, this week’s special question asked AAII members how the size of the next stimulus package would impact their outlook for stocks.

Webinar Wednesdays: Stock Screens Wrap-Up
February 25 2021 by AAII Staff
AAII’s John Bajkowski shows you how to utilize AAII stock screens and how you could research companies passing these screens to see if they work for your own portfolio.

AAII Sentiment Survey: Optimism Rises to a Nine-Week High
February 18 2021 by AAII Staff
Optimism is now near the upper end of its typical range after rising to a nine-week high. Plus, this week’s special question asked AAII members how big of a concern the possibility of inflation growing stronger in the future is.

Webinar Wednesdays: Shadow Stocks Wrap-Up
February 18 2021 by AAII Staff
This episode of The Individual Investor Show looks at small-cap stocks from the perspective of the AAII Model Shadow Stock Portfolio using 2020 data.

AAII Sentiment Survey: Pessimism Falls to a Six-Week Low
February 11 2021 by AAII Staff
Optimism rebounded to its highest level since late December, but still remains within its typical historical range. Plus, this week’s special question asked AAII members to share their thoughts about the level of optimism being reflected in the stock market.

Webinar Wednesdays: Value, Momentum and Quality Wrap-Up
February 11 2021 by AAII Staff
Watch AAII’s Charles Rotblut discuss value, momentum and quality.

AAII Sentiment Survey: Optimism Falls to a 13-Week Low
February 04 2021 by AAII Staff
Optimism about the short-term direction of stocks fell to a 13-week low, though it’s still close to its long-term average. Plus, this week’s special question asked AAII members what they thought about the Federal Reserve maintaining its current fiscal policy.

Webinar Wednesdays: Mutual Funds & ETFs Wrap-Up
February 04 2021 by AAII Staff
This episode of The Individual Investor Show discusses current trends in funds by previewing AAII’s annual mutual fund and ETF guides and giving tips on how to pick a fund.

January AAII Asset Allocation Survey: Equity Exposure Pulls Back
February 01 2021 by AAII Staff
Individual investors’ exposure to equities pulled back slightly in January according to the latest AAII Asset Allocation Survey. Allocations to cash increased while fixed income remained flat.

AAII Sentiment Survey: Pessimism Rises to a 15-Week High
January 28 2021 by AAII Staff
Pessimism rose to its highest level since early October but remains within its typical historical range. Plus, this week’s special question asked AAII members which factors are most influencing their short-term outlook for stocks.

AAII Sentiment Survey: Pessimism Rises to an 11-Week High
January 21 2021 by Charles Rotblut
Pessimism bounced back to an 11-week high and is now slightly above its historical average. Plus, this week’s special question asked members what they thought about the rally in the price of bitcoin.

Webinar Wednesdays: Top Stock Screens Wrap-Up
January 20 2021 by AAII Staff
This episode of The Individual Investor Show gives tips on how to keep your asset allocation matching your goals and also explores the common characteristics of the top-performing AAII stock screens from the last year.

AAII Sentiment Survey: No Results for Week Ending January 13, 2021
January 14 2021 by AAII Staff
Due to a software error, the results for the survey period ending on January 13, 2021, cannot be tabulated. The issue is being resolved and we expect to post updated survey results next Thursday. Results below are through January 4.

Members Tell Us How They Like Their Broker
January 14 2021 by AAII Staff
In conjunction with our recent article comparing discount brokers and their apps, we surveyed a segment of AAII members on what broker they use and how satisfied they are with the service.

Webinar Wednesdays: AAII Founder James Cloonan Tribute Wrap-Up
January 07 2021 by AAII Staff
Watch AAII’s tribute to founder James Cloonan.

AAII Sentiment Survey: Fewer Than 1 Out of 5 Investors Have a “Neutral” Outlook
January 07 2021 by AAII Staff
Pessimism about the short-term direction of the stock markets rose to a 10-week high, though optimism continued to stay above its historical average.

December AAII Asset Allocation Survey: 20-Month High for Equity Exposure
January 04 2021 by AAII Staff
Individual investors’ exposure to equities reached a 20-month high in December according to the latest AAII Asset Allocation Survey. Cash allocations, meanwhile, declined to a 10-month low.

AAII Sentiment Survey: Neutral Sentiment Rises to a 6-Week High
December 17 2020 by AAII Staff
Neutral sentiment rose to a six-week high, while optimism pulled back into its typical range. Plus, this week’s special question asked AAII members what they thought about the recent Airbnb and DoorDash initial public offerings (IPOs).

Webinar Wednesdays: Year-End Financial Planning Wrap-Up
December 17 2020 by AAII Staff
Charles Rotblut discussed year-end financial planning steps to take.

AAII Sentiment Survey: Optimism Declines but Remains Unusually High
December 10 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market declined but remained unusually high.

Thirty-Seven Percent of Investors Unfazed by the Dow Reaching 30,000
December 10 2020 by AAII Staff

Webinar Wednesdays: Taxing Issues Wrap-Up
December 10 2020 by AAII Staff
Charles Rotblut discusses the 2020 tax guide.

AAII Sentiment Survey: Pessimism Falls to an 11-Month Low
December 03 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook as “bearish” is at an 11-month low.

More Than Half of Investors Say Average Consumer Is Faring Worse Than Last Year
December 03 2020 by AAII Staff
For this week’s Sentiment Survey special question, we asked AAII members how they think the average consumer is faring relative to a year ago.

November AAII Asset Allocation Survey: Equity Exposure Pulls Back
December 01 2020 by AAII Staff
Individual investors’ exposure to equities hit a four-month low in November.

Asset Allocation for Half of Investors Unaffected by Economic Data
December 01 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members how the prevailing economic data is affecting their asset allocation decisions.

AAII Sentiment Survey: Optimism Pulls Back After Big Rise
November 19 2020 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks pulled back following last week’s big increase.

Pfizer Vaccine News Improving Market Outlook for Half of Investors
November 19 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members how the news about Pfizer’s coronavirus vaccine has impacted their outlook for stocks.

Retirement Savings Worksheet
November 19 2020 by Charles Rotblut
The retirement savings worksheet calculates the many ways you could save for retirement.

Webinar Wednesdays: Dividend Grader Wrap-Up
November 12 2020 by AAII Staff
Watch AAII’s Derek Hageman discuss the new Dividend Grader tool.

AAII Sentiment Survey: Highest Optimism Since January 2018
November 12 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market rose to its highest level in nearly three years.

Webinar Wednesdays: Making the Grade Wrap-Up
November 05 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss enhancements to A+ Investor.

AAII Sentiment Survey: Optimism Ends Streak of Below-Average Readings
November 05 2020 by AAII Staff
Individual investor optimism about the short-term direction of the stock market is at its average level, ending a long streak of below-average readings.

Nearly One-Third of Investors Believe Economy Is Uneven
November 05 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how they would describe the economy.

An Overview of Your Wealth-Building Process
November 05 2020 by Charles Rotblut
The goal of the Individual Investor Wealth-Building Process is to create a comprehensive plan for how to invest.

October AAII Asset Allocation Survey: Fixed-Income Allocations Decline to a 21-Month Low
November 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 21 months.

Investors’ Cash Allocations Determined by Anticipated Expenses and Investment Opportunities
November 03 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members which factors primarily determine how much of an allocation to cash they maintain.

AAII Sentiment Survey: Optimism Pulls Back as Pessimism Rises
October 29 2020 by AAII Staff
Optimism among individual investors about the short-term outlook for stocks declined modestly as pessimism rebounded.

Stimulus Debate Is Not Affecting Stock Outlook for 40% of Investors
October 29 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how the back-and-forth over new coronavirus-related stimulus has impacted their outlook for stocks.

Webinar Wednesdays: Investing Preferences Wrap-Up
October 29 2020 by AAII Staff
Watch AAII’s Charles Rotblut discuss establishing your portfolio rules.

AAII Sentiment Survey: Optimism Rises to a Seven-Month High
October 22 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market is at its highest level in nearly seven months.

One-Quarter of Investors More Cautious About Market as Coronavirus Cases Increase
October 22 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members how the recent increase in coronavirus cases is impacting their outlook for stocks.

Webinar Wednesdays: Balanced Portfolios for Lifetime Investing Success Wrap-Up
October 22 2020 by AAII Staff
Watch Chris Pedersen discuss simple portfolios with massive diversification.

Portfolio Review Checklist
October 22 2020 by Charles Rotblut
How you review your portfolio has a significant impact on whether you achieve your goals.

Webinar Wednesdays: A Tale of Two Tails Wrap-Up
October 15 2020 by AAII Staff
Watch Meb Faber discuss the current market environment.

AAII Sentiment Survey: Pessimism Falls to an Eight-Month Low
October 15 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook as “bearish” is at an eight-month low.

Investors Currently Favor Technology, Health Care and Financials
October 15 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members what industries or sectors they think are attractive buying opportunities in the current market environment.

Life Stage Changes Checklist
October 15 2020 by Charles Rotblut
A key part of the portfolio review process is to consider whether your goals and/or tolerance for risk has changed.

Key Estate Planning Information Worksheet
October 15 2020 by Charles Rotblut
Estate planning is commonly thought of in terms of wills, powers of attorney and trusts.

Craig Israelsen Answers Member Questions From Webinar Rebroadcast on 10/7
October 11 2020 by AAII Staff
The rebroadcast of “Retirement Portfolio Analysis: A Multi-Decade Review” elicited member interest and questions, which are answered here.

AAII Sentiment Survey: Optimism Rises to a Six-Month High
October 08 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market is at its highest level in six months.

One-Third of Investors Anticipated September’s Pullback
October 08 2020 by AAII Staff
For this week’s Sentiment Survey special question, we asked AAII members their thoughts about September’s pullback in stock prices.

AAII Sentiment Survey: Neutral Sentiment Rises to a 9-Week High
October 01 2020 by AAII Staff
The percentage of individual investors describing their six-month outlook for stocks as “neutral” is at a nine-week high.

Webinar Wednesdays: The AAII Way Q&A Wrap-Up
October 01 2020 by AAII Staff
Watch Charles Rotblut answer questions about The AAII Way.

September AAII Asset Allocation Survey: Fixed-Income Exposure Reverts Back to July Low
October 01 2020 by AAII Staff
According to the latest AAII Asset Allocation Survey, individual investors’ exposure to fixed-income assets reverted to back the 15-month low recorded in July.

Market Flirts With a Correction: What Should You Do?
September 28 2020 by Wayne A. Thorp

Webinar Wednesdays: Best Fund Strategy Wrap-Up
September 24 2020 by AAII Staff
Watch Paul Merriman discuss which is the best fund strategy.

AAII Sentiment Survey: Biggest Weekly Drop in Optimism Since June
September 24 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market experienced its biggest weekly percentage-point decline since June 2020.

Forty Percent of Investors Believe Low Rates Will Prevent Downturn
September 24 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members for their thoughts on the Federal Reserve’s intent to keep interest rates at current levels until inflation “is on track to moderately exceed 2% for some time.”

Retirement Withdrawal Planning Worksheet
September 24 2020 by Charles Rotblut
Retirees using the 4% rule or the AAII Level3 withdrawal approach have a few considerations to take into account.

AAII Sentiment Survey: Pessimism Falls but Remains High
September 17 2020 by AAII Staff
Pessimism among individual investors about the short-term direction of the stock market declined but continues its streak of staying above 40%.

Over 40% of Investors’ Market Outlook Influenced by Upcoming Election
September 17 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members which factors are most influencing their six-month outlook for stocks.

Webinar Wednesdays: Superstar Growth Investing Wrap-Up
September 17 2020 by AAII Staff
Watch Wayne Thorp discuss the Stock Superstars Report.

AAII Sentiment Survey: Five-Week Low for Optimism
September 10 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for stocks as “bullish” is at its lowest level in five weeks.

Two out of Five Investors Believe S&P 500 Is in Bubble That Will Burst
September 10 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members to share their thoughts about the S&P 500 index’s gains this year being driven by a relatively small number of stocks.

Webinar Wednesdays: Quantitative Momentum Wrap-Up
September 10 2020 by AAII Staff
Watch Jack Vogel discuss quantitative momentum.

Webinar Wednesdays: Investment Performance Wrap-Up
September 03 2020 by AAII Staff
Watch Larry Swedroe discuss what to do when an investment strategy performs poorly.

AAII Sentiment Survey: Pessimism Rebounds Above 40%
September 03 2020 by AAII Staff
Pessimism among individual investors about the short-term direction of the stock market rebounded, continuing its streak of staying above 40%.

One-Third of Investors Pleasantly Surprised by Second-Quarter Earnings
September 03 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members to share their thoughts about second-quarter earnings.

Live Webinar September 9 on Quantitative Momentum
September 02 2020 by AAII Staff
Watch Jack Vogel discuss quantitative momentum, a systematic process to identifying high momentum stocks.

August AAII Asset Allocation Survey: Six-Month High for Equity Exposure
September 02 2020 by AAII Staff
The latest AAII Asset Allocation Survey shows individual investors’ exposure to equities reaching a six-month high in August.

Investors’ Allocation Decisions Influenced by Age, Market Uncertainty and Long-Term Growth
September 02 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members which factors most influence their allocation decisions.

Webinar Wednesdays: AAII Way Wrap-Up
August 27 2020 by AAII Staff
Watch AAII’s Charles Rotblut discuss The AAII Way.

AAII Sentiment Survey: Pessimism Falls Below 40%
August 27 2020 by AAII Staff
For the first time in 11 weeks, pessimism among individual investors about the short-term direction of the stock market is no longer unusually high.

Half of Investors Believe Housing Market Currently Is Strong
August 27 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members what their perception is of the current state of the housing market.

Live Webinar September 2 on What to Do When an Investment Strategy Performs Poorly
August 26 2020 by AAII Staff
Watch Larry Swedroe discuss diversification and how to combat poor investment strategy performance.

AAII Sentiment Survey: Pessimism Extends Streak of Staying Above 40%
August 20 2020 by AAII Staff
Pessimism among individual investors about the short-term direction of the stock market extended its streak of staying above 40%.

One-Third of Investors Have Not Changed Their Market Outlook Over Relief Bill Impasse
August 20 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members what impact the impasse over a new coronavirus relief bill is having on their outlook for stocks.

Webinar Wednesdays: AAII Platinum Wrap-Up
August 20 2020 by AAII Staff
Watch AAII’s top investment minds unveil AAII Platinum.

Live Webinar August 26 on The AAII Way
August 20 2020 by AAII Staff
Watch AAII’s Charles Rotblut continue to reveal AAII’s process for creating a wealth plan.

Portfolio Composition and Notes Worksheet
August 20 2020 by Charles Rotblut
It is helpful for investors to keep track of why they are holding certain investments and how they will be monitored. Writing down the specific reasons provides clarity. It also reduces the influence emotions have on the decision-making process about whether to hold or sell.

Webinar Wednesdays: Superstar Investing Wrap-Up
August 13 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss the John Neff contrarian value strategy.

AAII Sentiment Survey: Optimism Jumps
August 13 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market experienced its biggest weekly percentage-point move since March 2020.

Two-Thirds of Investors Believe Stocks are Currently Overvalued
August 13 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members for their opinion about the current valuation of stocks.

Live Webinar August 19 on AAII Platinum
August 13 2020 by
Watch AAII’s top investment minds reveal AAII Platinum.

Webinar Wednesdays: AIE Panel Wrap-Up
August 06 2020 by AAII Staff
Watch AAII and the Alliance for Investor Education discuss what to do in a time of upheaval.

Live Webinar August 12 on Superstar Investing: Fundamental Growth
August 06 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss the next installment of Investing Like a Stock Superstar.

AAII Sentiment Survey: Optimism Rebounds but Remains Low
August 06 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market rebounded but remains unusually low.

Thirty Percent of Investors Concerned About Rising National Debt
August 06 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members what their opinion is of the current monetary actions being taken by the Federal Reserve.

Investment Expense Tracking Worksheet
August 06 2020 by Charles Rotblut

Educated Investor: August AAII Journal Highlights
August 04 2020 by AAII Staff
This week’s Educated Investor gives you a taste of the just released August issue of the AAII Journal. Get first look at articles on the pros and cons of virtual shareholder meetings and what you should know about leveraged ETFs. In addition to our annual Guide to ETFs, this issue contains a simple worksheet for determining your optimal risk level and a list of promising stocks based on a combination of favorable factors. Finally, sign up for our Wednesday Webinar this week—a panel of financial experts talk about what to do during this unprecedented time.

July AAII Asset Allocation Survey: Fixed-Income Allocations Decline to a 15-Month Low
August 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 15 months.

Nearly a Quarter of Investors Have Higher Cash Allocation Than They Expected
August 03 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members how their current asset allocation compares to what they thought it would be at the start of the year.

AAII Sentiment Survey: Optimism Falls to an Extraordinarily Low Level
July 30 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market is at its lowest level in over four years.

Thirty Percent of Investors See Nasdaq’s New Record Highs as a Rising Bubble
July 30 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members to share their thoughts about the new record highs set by the Nasdaq composite.

Webinar Wednesdays: Dividend Investing Wrap-Up
July 30 2020 by AAII Staff
Watch AAII’s Derek Hagemen discuss Dividend Investing.

Live Webinar August 5 on Staying the Course
July 30 2020 by AAII Staff
The Alliance for Investor Education (AIE) joins the American Association of Individual Investors (AAII) to present a free webinar on critical investment strategies while coming out of the coronavirus pandemic.

A Worksheet for Listing All of Your Investment Accounts
July 30 2020 by Charles Rotblut

Educated Investor: Finding Dividend Stock Opportunities
July 28 2020 by AAII Staff
This week’s Educated Investor highlights exchange-traded funds (ETFs) that may be overlooked due to their small size and brings you up-to-date on the rules for inherited IRAs. Dovetailing with the subject of our webinar this week on AAII’s Dividend Investing newsletter, we bring you a First Cut article on dividend-paying stocks with a history of growing their dividend and two archive articles that provide further understanding on high-quality stocks and hckow to analyze them.

Webinar Wednesdays: AAII Shadow Stock Portfolio Wrap-Up
July 23 2020 by AAII Staff
Watch AAII’s John Bajkowski discuss the AAII Model Shadow Stock Portfolio.

Live Webinar July 29 on Dividend Investing
July 23 2020 by AAII Staff
AAII’s Derek Hageman hosts a Dividend Investing open house.

AAII Sentiment Survey: Optimism Pulls Back
July 23 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market pulled back to an unusually low level.

Investors Split on How Average Consumer Is Faring
July 23 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how they think the average consumer is faring.

A Worksheet for Determining How Your Portfolio Is Managed
July 23 2020 by Charles Rotblut

Educated Investor: Measuring Bankruptcy Risk and Analyzing a Firm Post-Bankruptcy
July 21 2020 by AAII Staff
This week’s Educated Investor brings you the latest on AAII’s model portfolio of small-cap value stocks and an invitation to join us for a webinar this Wednesday to find out more about it. We also feature a timely article on what happens to your stock when a firm files for bankruptcy. Carrying through on the bankruptcy theme, our archive articles this week include a discussion about a measure of bankruptcy risk, a guide when you are looking to invest in companies coming out of financial distress, and a primer on the basic ratios that illuminate a firm’s strengths and weaknesses.

Webinar Wednesdays: Superstar Value Investing Wrap-Up
July 16 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss value investing with a twist.

Live Webinar July 22 on AAII Shadow Stock Portfolio
July 16 2020 by AAII Staff
Watch AAII’s John Bajkowski discuss the AAII Model Shadow Stock Portfolio.

AAII Sentiment Survey: Neutral Sentiment Falls to a 10-Week Low
July 16 2020 by AAII Staff
The percentage of individual investors describing their six-month outlook for stocks as “neutral” is at a 10-week low.

Investors Favoring Technology and Health Care Stocks
July 16 2020 by AAII Staff
In this week’s Sentiment Survey special?question,?we?asked AAII members?which?industries or sectors?they?think are attractive buying opportunities in the current market environment.

Educated Investor: Focus on Taxes as Delayed Filing Deadline Approaches
July 14 2020 by AAII Staff
This week’s Educated Investor discusses the positive effect of inflation stability on investors and offers you a simple worksheet for defining your investing goals. Our archive articles focus on taxes, with an update to our annual tax guide, a look at how allocation can minimize taxes and an explanation of the wash-sale rules. Finally, see what our upcoming Wednesday Webinar is all about and register to watch.

AAII Sentiment Survey: Optimism Rebounds but Remains Unusually Low
July 09 2020 by AAII Staff
Optimism among individual investors continues to be unusually low despite rising to a four-week high.

Investors Looking for Earnings Guidance in Second-Quarter Reports
July 09 2020 by AAII Staff
For this week’s Sentiment Survey special question, we asked AAII members what information they will be looking for companies to give when they report second-quarter earnings.

Webinar Wednesdays: Value, Momentum and Quality Wrap-Up
July 09 2020 by AAII Staff
Watch AAII’s Charles Rotblut discuss value, momentum and quality.

Live Webinar July 15 on Superstar Value Investing
July 09 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss value investing with a twist.

Educated Investor: Insights Into Mutual Funds
July 07 2020 by AAII Staff
This week’s Educated Investor highlights promising small funds and safe practices when online. Our archive articles delve deeper into the topic of mutual funds, with discussions on keeping fund outperformance in perspective, distinguishing between active and passive managers and how to identify the above-average active approaches.

AAII Sentiment Survey: Optimism Falls to a Nine-Month Low
July 02 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market is at a nine-month low.

Over Half of Investors’ Portfolios Underperformed in First Half of 2020
July 02 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members how their portfolio has performed during the first half of 2020 relative to their expectations at the start of the year.

Live Webinar July 8 on Value, Momentum and Quality
July 02 2020 by AAII Staff
Find out about the VMQ Stocks active investing approach from AAII’s Charles Rotblut.

Webinar Wednesdays: The AAII Way Wrap-Up
July 02 2020 by AAII Staff
Watch AAII’s Charles Rotblut discuss The AAII Way.

June AAII Asset Allocation Survey: Highest Equity Allocations Since February
July 01 2020 by AAII Staff
Individual investors’ exposure to equities reached a four-month high in June.

Half of Investors Interested in Allocating More to Stocks or Stock Funds
July 01 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members which asset class they would allocate to if they could add new money to their investment accounts.

Educated Investor: Highlights From the July AAII Journal
June 30 2020 by AAII Staff
This week’s Educated Investor gives you a taste of the just released July issue of the AAII Journal. Get first look at articles discussing dividends as a hedge against inflation and how to avoid owning poor-quality stocks. Plus, read about new changes to the Model Shadow Stock Portfolio, best practices for staying safe online and how the rules for inherited IRAs have changed. Finally, see what our upcoming Webinar is all about and register to watch.

AAII Sentiment Survey: Six-Week Low for Optimism
June 25 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for stocks as “bullish” is at its lowest level in six weeks.

Investors Split on How Latest Coronavirus News Impacts Their Market Outlook
June 25 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how the current headlines and statistics about the coronavirus pandemic are impacting their sentiment toward the stock market.

Live Webinar July 1 on The AAII Way
June 25 2020 by AAII Staff
Find out about The AAII Way as Charles Rotblut explains the project and shares with you what we’ve created so far.

Webinar Wednesdays: Factor Investing With A+ Investor Wrap-Up
June 25 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss factor investing with A+ Investor, AAII’s new suite of investment tools.

Educated Investor: Incorporating Your Values Into Your Investing
June 24 2020 by AAII Staff
This week’s Educated Investor highlights a stock screen that measures how fast companies are burning through their cash. The feature article is the June AAII Journal Editor’s Note, which explains the impetus behind AAII’s newest project to help you build a wealth plan. Our archive articles this week focus on ESG matters: stocks and funds that allow investors to incorporate their personal values into their stock and fund investing decisions.

RMDs Taken in January Can Now Be Rolled Over Until August 31
June 24 2020 by Charles Rotblut
IRS extends the deadline for rolling over a required minimum distribution (RMD) to August 31, 2020. Also, RMDs taken in January can be rolled over.

Charles Rotblut on the VanEck Podcast “Trends With Benefits”
June 24 2020 by AAII Staff
Listen to Charles Rotblut’s conversation with Ed Lopez of fund manager VanEck.

Live Webinar June 24 on Factor Investing With A+ Investor
June 18 2020 by AAII Staff
Find out about factor investing with AAII’s A+ Investor Stock Grades.

Webinar Wednesdays: Retirement Portfolio Analysis Wrap-Up
June 18 2020 by AAII Staff
Watch Craig Israelsen discuss key variables that impact retirement portfolio survival.

AAII Sentiment Survey: Optimism Drops Back to an Unusually Low Level
June 18 2020 by AAII Staff
Optimism about the short-term direction of the stock market plunged.

Investor Opinion Split on Holding Interest Rates at Current Level Until 2022
June 18 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members for their thoughts about the Federal Reserve potentially keeping interest rates at their current level until 2022.

Educated Investor: Delving Into Factor Investing
June 16 2020 by AAII Staff
This week’s Educated Investor highlights excerpts from our recent webinar with the head of the SEC and a new project AAII is launching to help members develop a workable and holistic wealth plan. Our archive articles this week delve into factor investing and specifically the price-to-book factor, which is currently favoring AAII’s Model Shadow Stock Portfolio approach.

AAII Sentiment Survey: Neutral Sentiment at Highest Level Since February
June 11 2020 by AAII Staff
The percentage of individual investors describing their outlook for stocks as “neutral” is at its highest level since February.

Two out of Five Investors Suspicious of Current Market Optimism
June 11 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members to share their thoughts about the level of optimism being reflected in the stock market.

Live Webinar June 17 on Retirement Portfolio Analysis
June 11 2020 by AAII Staff
Find out key variables that impact retirement portfolio survival.

Webinar Wednesdays: Investing Like a Stock Superstar Wrap-Up
June 11 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss how to invest like a stock superstar.

Our Revised Risk Tolerance Worksheet
June 11 2020 by Charles Rotblut
We attempted to address these in our first risk tolerance worksheet. After members shared their thoughts and observations with us, we revised the worksheet and its grid for assessing risk tolerance.

Educated Investor: Ways to Improve Your Outcomes
June 09 2020 by AAII Staff
This week’s Educated Investor brings you two new articles from the June issue of the AAII Journal, one on when to start Social Security benefits and one giving a simple format for comparing two funds head-to-head. Our archive articles this week focus on improving your returns through momentum investing, reining in your behavioral biases and holding yourself accountable to your decisions.

AAII Sentiment Survey: Pessimism Falls to Nearly a Four-Month Low
June 04 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for the stock market as “bearish” is at its lowest level in nearly four months.

Forty Percent of Investors Say Their Outlook Influenced Most by Pandemic and Reopening
June 04 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members which factors are most influencing their six-month outlook for stocks.

Live Webinar June 10 on Investing Like a Stock Superstar
June 04 2020 by AAII Staff
Find out how to invest like a stock superstar.

Webinar Wednesdays: The Future of Emerging Markets Wrap-Up
June 04 2020 by AAII Staff
Watch Kevin Carter discuss the future of emerging markets and the digital revolution.

Assessing Your Risk Tolerance
June 04 2020 by Charles Rotblut
An AAII worksheet designed to help you assess your risk tolerance.

Educated Investor: Highlights From the June 2020 AAII Journal
June 02 2020 by AAII Staff
This week’s Educated Investor offers the newly posted June issue of the AAII Journal. Get first look at essential articles on long-term care insurance, the state of the robo-advisory industry and investor tips from the SEC. Plus, read about a new AAII project to give you the tools you need to easily create your investing plan, and a First Cut on stocks with a fast cash burn rate. Finally, see what our upcoming Webinar is all about and register to watch.

May AAII Asset Allocation Survey: Equity Allocations Rebound
June 01 2020 by AAII Staff
Exposure to equities among individual investors continued to rebound last month.

Two out of Five Investors Allocate More Conservatively Based on Economic Data
June 01 2020 by AAII Staff
This month’s Asset Allocation Survey special question asked AAII members how the prevailing economic data has affected their asset allocation decisions.

Our Five Step-Process for Creating a Personalized Investing Plan
May 28 2020 by Charles Rotblut
An overview of AAII’s new process for helping you build and maintain wealth.

Live Webinar June 3 on the Future of Emerging Markets
May 28 2020 by AAII Staff
Find out the future of emerging markets and how they contribute to the digital revolution.

AAII Sentiment Survey: Pessimism Falls to a 12-Week Low
May 28 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook as “bearish” is at a 12-week low in the latest AAII Sentiment Survey.

Majority of Investors Not Surprised by First-Quarter Earnings
May 28 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members to share their thoughts about first-quarter earnings reports.

Identifying and Prioritizing Your Financial Goals Worksheet
May 28 2020 by Charles Rotblut
An AAII Worksheet designed to help you organize your thoughts about what your financial goals are and the priority each should be assigned.

Webinar Wednesdays: Alliance for Investor Education Panel Wrap-Up
May 28 2020 by AAII Staff
Watch panelists from AAII, AIE, AARP, the CFA Institute, the PIABA Foundation and the Investment Company Institute (ICI) discuss investing mistakes to avoid in the next six to 12 months.

Educated Investor: Getting Started With Dividend Investing
May 26 2020 by AAII Staff
This week's Educated Investor focuses on dividend investing. We highlight a promising dividend stock screen and compare dividend ETFs. Offerings from our archives tackle using dividends for stock valuation, understanding dividend payment dates and getting started with your own total-return strategy for dividend investing.

AAII Sentiment Survey: Optimism Rebounds
May 21 2020 by AAII Staff
Optimism among individual investors about the six-month outlook for stocks rebounded but remains below 30%.

Majority of Investors Believe Stocks Are Currently Overvalued
May 21 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members for their opinion of the current valuation of stocks.

Educated Investor: Tips for Investing in Bonds
May 21 2020 by AAII Staff
This week’s Educated Investor features two articles from the new May issue of the AAII Journal, one to help you with the current bond market and one on AAII’s popular Model Shadow Stock Portfolio. Our three archive articles this week focus on essential tips for investing in bonds.

Webinar Wednesdays: The Power of Dividends Wrap-Up
May 21 2020 by AAII Staff
Watch AAII’s Derek Hageman discuss the power of dividends.

Live Webinar May 27 on Investment Mistakes to Avoid
May 21 2020 by AAII Staff
Find out how to avoid investment mistakes in these uncertain times.

AAII Sentiment Survey: Pessimism Remains Above 50%
May 14 2020 by AAII Staff
Slightly more than half of all individual investors described their six-month outlook for the stock market as “bearish.”

Half of Investors Believe Market Rebound Will Be Short-Lived
May 14 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members to share their thoughts about the stock market’s rebound from its March lows.

Live Webinar May 20 on Discovering the Power of Dividends
May 14 2020 by AAII Staff
Find out how to discover the power of dividends.

Webinar Wednesdays: Tax Rules Wrap-Up
May 14 2020 by AAII Staff
Watch AAII’s Charles Rotblut discuss the new tax rules.

Educated Investor: Past Retreats and Recoveries Give Perspective
May 13 2020 by AAII Staff
This week’s Educated Investor reports on the dismal first-quarter performance for funds and ETFs, but an article examining the length of past retreats and recoveries helps keep the numbers in perspective. In addition, read more about choosing the best ETFs and mutual funds for you.

Webinar Wednesdays: A+ Investor Wrap-Up
May 08 2020 by AAII Staff
Watch AAII’s Wayne Thorp discuss A+ Investor, AAII’s new investment discovery, analysis and tracking service.

AAII Sentiment Survey: Pessimism Jumps to a Seven-Year High
May 07 2020 by AAII Staff
The level of pessimism among individual investors about the short-term direction of the stock market is at its highest level in more than seven years.

Small Business Relief Has Mixed Effect on Investors’ Outlook
May 07 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how the small business Paycheck Protection Program (PPP) is impacting their economic outlook.

Live Webinar May 13 on What the New Tax Rules Mean for You
May 07 2020 by AAII Staff
Find out what the new tax rules related to the CARES Act and the SECURE Act mean for you.

Educated Investor: New Tax Rules You Need to Know
May 06 2020 by AAII Staff
This week’s Educated Investor helps you master these challenging times with guidance on the recent tax changes and tips for finding stocks with strong cash reserves. Plus, get insights from our discussion with Charles Schwab and read up on Graham-style investing approaches.

AAII Survey: How AAII Members Are Spending Their Stimulus Money
May 05 2020 by AAII Staff
As federal stimulus payments are sent out, AAII members discuss whether they have received it yet and how they plan to spend it.

April AAII Asset Allocation Survey: 7-Year High for Fixed Income Exposure
May 01 2020 by AAII Staff
AAII members’ exposure to fixed income rose to its highest level in seven years last month.

Majority of Investors Comfortable With Allocation Strategy in Current Market
May 01 2020 by AAII Staff
Last month’s Asset Allocation Survey special question asked AAII members to describe their comfort level with their portfolio’s allocation strategy given this year’s coronavirus pandemic-related volatility.

Live Webinar May 6 on New Investing Tools at AAII.com
May 01 2020 by AAII Staff
Find out about AAII’s new investment discovery, analysis and tracking service: A+ Investor.

AAII Sentiment Survey: Neutral Sentiment Continues to Rebound
April 30 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for stocks as neutral climbed for the sixth consecutive week.

Over 40% of Investors More Bearish Due to Oil Market Volatility
April 30 2020 by AAII Staff
In this week’s Sentiment Survey special question, we asked AAII members how oil prices are affecting their outlook.

Putting Target-Date Funds to the Best Use
April 29 2020 by AAII Staff
Target-date funds are a popular investment option in workplace retirement plans. But do you understand how they work and how you might use them? This week’s digest gives answers in two articles that cover what you need to know about target-date funds and strategies you might consider.

Investor Support From the Alliance for Investor Education
April 28 2020 by AAII Staff
The nonprofit Alliance for Investor Education (AIE) has put together resources for individual investors during the coronavirus pandemic.

SEC Town Hall Wrap-Up
April 28 2020 by AAII Staff
Hear SEC chairman Jay Clayton address AAII member concerns in this AAII Town Hall webinar.

Webinar Wednesdays: Dividend Safety & Aristocrats Wrap-Up
April 24 2020 by AAII Staff
Watch AAII’s Derek Hageman discuss how to judge the safety of a stock’s dividend and answer members concerns about dividend stocks during the coronavirus.

AAII Sentiment Survey: Less Than a Quarter of Individual Investors Bullish
April 23 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market plunged to a six-month low.

Dividend Cuts Prompt Investors to Reexamine Stock
April 23 2020 by AAII Staff
For this week’s Sentiment Survey special question, we asked AAII members how the decision by some companies to cut or suspend their dividends is impacting their investment decisions.

How to Find a Financial Adviser or Broker You Can Trust
April 22 2020 by AAII Staff
Great financial advisers and brokers can not only help you make money on your investments but will also help you reach your goals, avoid undue investment risks and save money on insurance and other major decisions throughout your lifetime. While everyone wants a great financial adviser, the process of finding one can be more difficult than it appears. In this week’s digest, AAII staff cover two articles that highlight important resources and advice that investors can use when searching for a prospective adviser or broker.

AAII Live Town Hall Event With the SEC
April 21 2020 by AAII Staff
Hear the SEC chairman answer member questions in AAII’s second Town Hall live video event on Monday, April 27, at 1:00 p.m. CDT.

AAII Survey: How the CARES Act Is Affecting Members’ Withdrawal Strategies
April 21 2020 by AAII Staff
AAII members discuss how the CARES Act is impacting their withdrawal strategy and what subsequent changes they are making.

Retirees, the IRS May Need Your Bank Info for the Stimulus Check
April 21 2020 by Charles Rotblut
The IRS may claim it doesn’t have the bank information to directly deposit stimulus checks for those who pay estimated taxes. Here’s how to resolve the issue.

AAII Sentiment Survey: Neutral Sentiment Rises Above 20%
April 16 2020 by AAII Staff
The percentage of individual investors describing their six-month outlook for stocks as “neutral” is above 20% for the first time since early March.

Members Looking for Clarity in First-Quarter Earnings Reports
April 16 2020 by AAII Staff
As earnings season kicks off, this week’s Sentiment Survey special question asked AAII members what information they will be looking for companies to provide when they report first-quarter earnings.

Retirement and Estate Planning Issues to Consider in Light of the SECURE Act
April 16 2020 by AAII Staff
The SECURE Act changed a variety of rules that can impact your retirement and estate planning. This week’s digest brings you up to speed on the aspects of the new SECURE Act that could affect you and proposes considering a beneficiary-directed trust for your heirs.

AAII Next Live Webinar Event: April 22
April 16 2020 by AAII Staff

On Wednesday, April 22, AAII hosts another webinar for members. AAII’s Derek Hageman discusses how to judge the safety of a stock’s dividend and answers your concerns about dividend stocks during the coronavirus.

Webinar Wednesdays: Sam Stovall Presentation Wrap-Up
April 16 2020 by AAII Staff
AAII Webinar Wednesdays kicked off with an insightful presentation by Sam Stovall of CFRA Research.

Capitalizing on Earnings Estimate Revisions
April 12 2020 by AAII Staff
Both positive and negative earnings surprises have lingering long-term effects, so tracking these revisions is a rewarding investment strategy.

Visit a Local Chapter From Your Home
April 10 2020 by AAII Staff
Attend a webinar hosted by a local chapter.

AAII Sentiment Survey: Optimism Rises to a 5-Week High
April 09 2020 by AAII Staff
Optimism among individual investors rose to its highest level in five weeks, though pessimism remains at an unusually high level.

AAII Next Live Webinar Event: April 15
April 09 2020 by AAII Staff
On Wednesday, April 15, AAII hosts another webinar for members. Sam Stovall of CFRA Research addresses the question of whether we'll see a post-pandemic pop in the market this year and which sectors, sizes and strategies may lead the way.

Take Advantage of School Closures to Teach Your Family About Investing
April 08 2020 by AAII Staff
The unexpected coronavirus isolation period is sending chills down the spine of many parents dealing with bored children and college students at home. We’re here to help. April happens to be Financial Literacy Month and the April issue of the AAII Journal has several articles on the topic. Now is the perfect time to introduce children and young adults to skills, such as investing, that aren’t often covered in class. This week’s digest highlights two new articles that focus on what you can do to get your family members started.

AAII Town Hall Wrap-Up
April 08 2020 by AAII Staff
If you missed our first-ever live Town Hall video event Tuesday night, you can watch it here.

AAII Survey: What Members Think About the Fed's Coronavirus Response
April 07 2020 by AAII Staff
AAII members give their opinions regarding the Federal Reserve’s response to the coronavirus pandemic, explaining which actions they most agree or disagree with and why.

Navigating Volatility: Investing in Cash Rich Firms
April 06 2020 by AAII Staff
Companies with solid cash positions provide a strong foundation during these turbulent times.

March AAII Asset Allocation Survey: Lowest Equity Exposure Since 2011
April 02 2020 by AAII Staff
Individual investors’ exposure to equities plunged to the lowest level since late 2011.

Majority of Investors Not Changing Allocation Due to Treasury Yield Decline
April 02 2020 by AAII Staff
March’s Asset Allocation Survey special question asked AAII members what impact February’s decline in treasury yields had on their allocation decisions.

AAII Sentiment Survey: Pessimism Drops Below 50%, Neutral Stays Low
April 02 2020 by AAII Staff
Pessimism among individual investors about the short-term direction of the stock market is below 50% for the first time in four weeks.

18 All-Star Stocks You Should Look At
April 02 2020 by AAII Staff
A look at the current stocks that pass four or more of our stock screens.

CARES Act Improving Short-Term Outlook for Two out of Five Investors
April 02 2020 by AAII Staff
This week’s Sentiment Survey special question asked AAII members how the coronavirus aid legislation (the CARES Act) is impacting their economic expectations.

Maintaining Perspective During Market Volatility
April 01 2020 by AAII Staff
For many Americans, the stomach-churning market drops, and growing recession talk, triggered by the global spread of the coronavirus are reviving memories of the 2008 financial crisis and Great Recession. In this week’s digest, we revisit articles written during that last market meltdown that carry advice just as relevant today: the importance of keeping perspective and focusing on what you can control.

Live Town Hall Webinar!
March 31 2020 by AAII Staff
AAII’s hosts its very first live video event for members, where a panel of our financial analysts will give their tips for navigating the current market and answer member questions.

Get Your “Value on the Move” Stocks
March 30 2020 by AAII Staff
Combining value with price and earnings momentum screens should help to identify reasonably priced stocks on the move.

Beaten-Down Value Stocks From AAII’s Lakonishok Screen
March 28 2020 by AAII Staff
The tenets of value investing first laid out by Benjamin Graham have been successfully been carried out by others through the years. Josef Lakonishok made a name for himself as a value investor, and AAII’s screen built on his philosophy has shown impressive long-term performance.

AAII Sentiment Survey: Pessimism Above 50% for Third Consecutive Week
March 26 2020 by AAII Staff
Neutral sentiment continues to be at an extraordinarily low level, while bearish sentiment remains above 50%.

Investors Currently Seeking Technology and Health Care Stocks
March 26 2020 by AAII Staff
This week’s special question asked AAII members where they are finding stock bargains.

Three Key Aspects of the Coronavirus Stimulus Investors Should Be Aware Of
March 26 2020 by Charles Rotblut
The CARES Act is intended to provide a large amount of fiscal stimulus in response to the coronavirus pandemic. This stimulus includes a rebate for individual taxpayers, temporary changes to the rules regarding retirement savings withdrawals and a greater ability to deduct charitable donations. AAII Journal Editor Charles Rotblut explains what individual investors need to know about all three.

Spring Cleaning for Your Personal Finances
March 25 2020 by AAII Staff
With millions of people staying home during the coronavirus pandemic, home projects like organizing have suddenly risen to the top of to-do lists. In this week’s digest, AAII staff cover tips to help make personal finance spring cleaning during the coronavirus restrictions less painful and more productive.

How Buffett Does It: Current Ideas From Our Buffett Hagstrom Screen
March 25 2020 by AAII Staff
Robert Hagstrom argues that it is possible to duplicate Buffett’s approach within your personal area of expertise. We built a screen based on Hagstrom's principles.

Local Chapter Webinars Coming to Your Screen
March 24 2020 by AAII Staff

AAII Survey: What Issues Are Most Important to Voters in 2020
March 24 2020 by AAII Staff
AAII members tell us what issues are uppermost in their minds going into the 2020 presidential election this fall.

Where Past Bear Markets Have Bottomed
March 23 2020 by Charles Rotblut
With the S&P 500 down from its record high, many individual investors are worried about the severity of the bear market and where the bottom might be. AAII Journal editor Charles Rotblut looks at historical bear markets to gauge the kind of decline that can be expected in a bear market.

Bargain Stocks From Our Graham Screens
March 21 2020 by AAII Staff
Learn about the stock-picking strategy of Benjamin Graham, father of value investing, and see a list of stocks that currently pass our Graham screen.

AAII Sentiment Survey: 25th Lowest Neutral Sentiment Reading
March 19 2020 by AAII Staff
The percentage of individual investors describing their six-month outlook for the stock market as "neutral" sentiment is at its 25th lowest level in the 33-year history of the AAII Sentiment Survey.

Close to 40% of Investors Using Market Downturn to Look for Buys
March 19 2020 by AAII Staff

Harvest Season for Tax Losses
March 18 2020 by AAII Staff
As a tumultuous 2020 first quarter draws to a close and the tax filing deadline approaches, this week’s digest covers various strategies for tax-loss harvesting and explains the wash-sale rules.

AAII Sentiment Survey: Pessimism Soars to a 7-Year High
March 12 2020 by AAII Staff
The percentage of individual investors expecting stocks to fall over the short term is at its highest level in seven years.

Half of Investors Believe Fed’s Interest Rate Cut Was a Mistake
March 12 2020 by AAII Staff
This week’s special question asked AAII members what they thought about the Federal Reserve’s decision to cut interest rates by 50 basis points (0.50%).

Steps to Secure Your Portfolio in Uncertain Times
March 11 2020 by AAII Staff
As this week brings more market volatility, due to Saudi Arabia lowering oil prices and the continuing coronavirus outbreak, how should you react? In this new video, AAII Journal editor Charles Rotblut gives concrete tips for staying calm in the face of market adversity and sticking to your long-term investing plan. This week’s articles build on Rotblut’s advice by going in-depth on two of his suggestions: having a written investing plan and considering whether you need to rebalance your portfolio.

AAII Survey: Investors’ Thoughts on the Biggest Bank Merger Since the Financial Crisis
March 10 2020 by AAII Staff
AAII members tell us what they think about “big bank” acquisitions in the wake of Dodd-Frank regulation rollbacks.

Strategies to Counteract the Current Market Madness
March 09 2020 by Charles Rotblut
Investors woke up this week to markets fluctuating on news of the continuing COVID-19 (coronavirus) outbreak and Saudi Arabia lowering oil prices. How should the individual investor react? AAII Journal editor Charles Rotblut discusses staying calm in the face of market adversity and sticking to your long-term investing plan.

AAII Sentiment Survey: Neutral Sentiment Falls to Lowest Level Since 2018
March 05 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for stocks as “neutral” is at its lowest level in more than 14 months.

Over 40% of Investors Looking for Buys During Market Volatility
March 05 2020 by AAII Staff
Nearly 41% of respondents say they are looking for more buying opportunities as the market dips.

An Investor’s View on Fed Policy Moves and Yield Curve Inversions
March 04 2020 by AAII Staff
This morning (Tuesday), the Federal Open Market Committee announced a surprise 50-basis-point (0.5%) interest rate cut. In their statement, the committee cited the “evolving risks to economic activity” posed by the coronavirus outbreak. This week’s digest offers insights on monetary policy and the yield curve.

Given the recent volatility in the market, you may also find this video and the latest AAII Investor Update to be helpful. Both discuss the coronavirus outbreak and offer suggestions for how investors should react.

February AAII Asset Allocation Survey: Fixed-Income Exposure Rises to a Six-Month High
March 02 2020 by AAII Staff
Individual investors’ exposure to fixed income was at a six-month high last month according to the February Asset Allocation Survey.

Majority of Investors Don’t Expect to Change Their Allocation This Year
March 02 2020 by AAII Staff
February’s Asset Allocation Survey special question asked AAII members what allocation changes they expect to make by the end of the year.

AAII Sentiment Survey: Pessimism Jumps to a 4-Month High
February 27 2020 by AAII Staff
Pessimism jumped to its highest level in more than four months in reaction to the market’s drop earlier this week on coronavirus news.

More Than Two out of Five Investors’ Outlook Influenced by Coronavirus
February 27 2020 by AAII Staff
The coronavirus was cited by many AAII members in response to this week’s special question.

Revisiting Your Portfolio Strategies
February 26 2020 by AAII Staff
The market’s reaction to news about new coronavirus outbreaks has resulted in two sizeable daily declines in the major stock indexes. While such downward moves can be unsettling, market drops tend to be short in length with rebounds happening quicker than many anticipate. As CFRA Research’s chief investment strategist Sam Stovall explained in the AAII Journal, pullbacks (drops of 5.0% to 9.9%) last just three months including recovery on average. Since stocks can often recover faster than your emotions, ignoring the headlines and staying focused on your long-term strategy is most often the best move.

For those of you who view the recent declines as a potential opportunity to go bargain-hunting, this week’s digest features strategies for incorporating stock screens into a portfolio and setting price targets for stocks.

How Individual Investors Should React to Coronavirus News
February 26 2020 by AAII Staff
With the markets reacting to ongoing news about the COVID-19 (coronavirus) outbreak, what should the individual investor do with their assets? AAII Journal editor Charles Rotblut talks through weathering these kinds of global events and the importance of staying focused on your long-term investment goals.

AAII Survey: Top Financial Resolutions for 2020/2021
February 25 2020 by AAII Staff
AAII members share their finance-related resolutions for the year, including how they plan to reach their goals.

New Site Section Dedicated to Mutual Funds
February 24 2020 by AAII Staff
The Funds section at AAII.com presents the essential data you need, including our A-F fund grades, on 25,000 mutual funds in a new easy-to-use and understand format.

AAII Sentiment Survey: Optimism Stays Above 40%
February 20 2020 by AAII Staff
Optimism is above 40% on back-to-back weeks for the fourth time in 16 weeks.

Over 40% of Investors See Market Pulling Back From Recent Highs
February 20 2020 by AAII Staff
This week’s special question asked AAII members to share their thoughts about the S&P 500 setting further record highs this year.

Which Social Security Claiming Strategy Is Right for You?
February 19 2020 by AAII Staff
Much has been said about delaying Social Security benefits. Should you delay or opt to claim benefits immediately? As in most financial planning, it depends. This week’s digest highlights articles that explain the trade-offs of claiming Social Security benefits under different scenarios.

AAII Sentiment Survey: Neutral Sentiment Rises to a Five-Week High
February 13 2020 by AAII Staff
Neutral sentiment rose to a five-week high, while bearish sentiment fell.

Three-Quarters of Investors Concerned With Current Stock Valuations
February 13 2020 by AAII Staff
This week’s special question asked AAII members to elaborate on their comfort level with the current valuations of stocks.

Accounting for Accruals When Looking at Stocks
February 12 2020 by AAII Staff
U.S. accounting laws require all public companies to use the accrual accounting method, which has an impact on a company’s financial statements. In this week’s digest, AAII staff highlight what accrual data can reveal about a stock when making investing decisions.

AAII Survey: What Investing Profiles AAII Members Follow
February 11 2020 by AAII Staff
Get a glimpse into AAII members’ investing profiles past and present.

Fund Evaluation Made Easy
February 10 2020 by AAII Staff
Chief among the wealth of new data and resources at AAII.com for members who are mutual fund investors is the new Fund Evaluator.

AAII Sentiment Survey: Optimism Rebounds Modestly
February 06 2020 by AAII Staff
Optimism among individual investors about the short-term direction of the stock market rebounded modestly. The latest AAII Sentiment Survey also shows small drops in neutral and bearish sentiment.

Almost Half of Investors Say Coronavirus Is Impacting Their Market Outlook
February 06 2020 by AAII Staff

Should You Buy Individual Bonds or Bond Funds?
February 05 2020 by AAII Staff
There is a plethora of options available when it comes to fixed-income investments, and knowing how the options differ is the first step in finding the right fit for you. In this week’s digest, we highlight some key differences between individual bonds and bond funds.

January AAII Asset Allocation Survey: Two-Year Low for Cash Exposure
February 03 2020 by AAII Staff
Cash allocations among individual investors fell to a two-year low last month. The January AAII Asset Allocation Survey also shows greater exposure to equities and stable fixed-income allocations.

AAII Sentiment Survey: Pessimism Jumps as Optimism Plunges
January 30 2020 by AAII Staff
Pessimism surged to its highest level in more than three months, while optimism plunged.

Over Half of Investors Believe Low Market Volatility Is Unsustainable
January 30 2020 by AAII Staff
This week’s special question asked AAII members to share their thoughts about the S&P 500 index’s low volatility

What’s the Right Level of Conservatism for Retirees?
January 29 2020 by AAII Staff
Although a conservative approach has been the traditional route that most retired investors take, many wonder what level of conservatism is appropriate. This week’s digest covers why an overly conservative portfolio in retirement may not be the best fit for everyone.

AAII Survey: How Members Evaluate Economic Risks
January 28 2020 by AAII Staff
With the abundance of economic indicators available we aimed to see what metrics, if any, AAII members follow to monitor the health of the economy.

Balancing the Desire for High Dividend Yield and Security
January 24 2020 by AAII Staff
Finding healthy dividend companies whose stock is bargain priced can provide above-average rates of return on your investment. This week’s digest covers a screen used to find undervalued dividend-paying stocks and what signs you can look for that indicate the safety of a company’s dividend payment.

AAII Sentiment Survey: Highest Optimism Since 2018
January 23 2020 by AAII Staff

Majority of Investors Believe U.S.-China Trade Agreement Will Have Short-Term Positive Impact
January 23 2020 by AAII Staff

AAII Sentiment Survey: Neutral Sentiment Falls to a Five-Month Low
January 16 2020 by AAII Staff
Neutral sentiment fell to a five-month low, dipping below its historical average for the first time since August.

Oil Prices Not Impacting Majority of Investors’ Market Outlook
January 16 2020 by AAII Staff
This week’s special question asked AAII members how oil prices are impacting their market outlook.

Leave Your Behavioral Biases Behind and Make Rational Investment Decisions
January 15 2020 by AAII Staff
With something as important as your financial security, investing myths and biases can pose a serious threat to your future wealth. This week’s digest highlights common biases and misconceptions that can lead you to make irrational investing decisions and how you can avoid them.

AAII Survey: Member Reaction to Retirement Changes in the SECURE Act
January 14 2020 by AAII Staff
What AAII members think about the changes being made with the passing of the SECURE Act.

Take a Tour of AAII’s New Website Features
January 13 2020 by AAII Staff
See our new home page look, plus walk through the new tools and information we’ve just released for all AAII members.

AAII Sentiment Survey: Pessimism Jumps to a 6-Week High
January 09 2020 by AAII Staff
Pessimism jumped to a six-week high but remains below average.

What Investors Believe Will Influence Stock Prices in 2020
January 09 2020 by AAII Staff
This week’s special question asked AAII members what will most influence the direction of stock prices this year.

AAII Sentiment Survey: Neutral Sentiment at an Unusually High Level
January 03 2020 by AAII Staff
The percentage of individual investors describing their short-term outlook for the stock market as “neutral” is at its highest level in more than eight months. The latest AAII Sentiment Survey also shows a drop in optimism and slightly higher pessimism.

More Than Three out of Five Investors Have Positive Market Expectations for 2020
January 02 2020 by AAII Staff

December AAII Asset Allocation Survey: Cash Exposure Rebounds
January 02 2020 by AAII Staff

How Investors’ Current Allocations Compare to Expectations at Beginning of 2019
January 02 2020 by AAII Staff

Distinguishing Fool’s Gold From the Real Deal When Looking at Stocks
January 01 2020 by AAII Staff
History shows that investing in stocks is one of the most profitable ways to build wealth over the long term. Unfortunately investing can be like buying fool’s gold, with some stock holdings falling short of expectations. In this week’s digest, AAII staff cover valuation strategies we hope will empower you to take a deeper look at what “quality” means to you.

AAII Survey: The Top Retirement Concerns and How Members Are Dealing With Them
December 31 2019 by AAII Staff
What AAII members are most worried about going into retirement and how they address the issues.

AAII Sentiment Survey: Optimism Jumps to a New 2019 High
December 19 2019 by AAII Staff
Optimism rose to its highest level of the year, while pessimism fell to an unusually low level.

Nearly Half of Investors Agree With Higher Interest Rate Threshold
December 19 2019 by AAII Staff
Plus, this week’s special question asked AAII members what they thought about Federal Reserve chairman Jerome Powell using a higher threshold for raising interest rates.

Avoid the Most Common Mistakes When Entering Retirement
December 18 2019 by AAII Staff
It’s all too easy to make the wrong moves when starting retirement. In this week’s digest, AAII staff highlight some of the most common mistakes and steps you can take to avoid them.

AAII Survey: Should E-Commerce Giants Be More Regulated?
December 16 2019 by AAII Staff
What AAII members think about the growing impact of online retailers and how they should be regulated.

AAII Sentiment Survey: Optimism Rebounds, but Stays Below Average
December 12 2019 by AAII Staff
Optimism rebounded to a four-week high but remains below its historical average.

Over Half of Investors Believe Average Consumer Faring Better This Year
December 12 2019 by AAII Staff
This week’s special question asked AAII members how they believe the average consumer is faring.

Money Life Interview: The Best-Performing Stocks
December 12 2019 by AAII Staff
AAII Journal editor Charles Rotblut speaks with Chuck Jaffe on Money Life about the lessons investors can learn from looking at the stocks that have performed best over the past decade.

Maximize Your Portfolio Income With Dividends
December 11 2019 by AAII Staff
Dividend investing has taken the world by storm in the past few years, as investors have been looking for yield amid historically low interest rates. In this week’s digest, AAII staff cover strategies and analysis that investors should take into consideration when it comes to income investing with dividends.

Year-End Move to Consider: Roth IRA Conversion
December 09 2019 by AAII Staff

AAII Sentiment Survey: Two-Month High for Neutral Sentiment
December 05 2019 by AAII Staff
Neutral sentiment rose to its highest level in two months. It is currently near the upper end of its typical range.

Members’ Favorite Thanksgiving Dishes
December 05 2019 by AAII Staff

Tax Law Changes and Strategies You Need to Know
December 05 2019 by AAII Staff
In this week’s digest, AAII staff aim to update you on changes to the tax rates and laws pertinent to investors. Find out what decisions you need to make before year end.

AAII Survey: What Type of Stock Analysis Is Usually Conducted and Why?
December 03 2019 by AAII Staff
Find out what types of analysis and metrics are used most commonly by AAII members when choosing stocks.

November AAII Asset Allocation Survey: Equity Allocations Reach a 7-Month High
December 02 2019 by AAII Staff

Three out of Five Investors Intentionally Have an International Allocation
December 02 2019 by AAII Staff

New Ways to Look at Your Portfolio
November 27 2019 by AAII Staff
In this week’s digest, explore alternative approaches to portfolio analysis and find out how they can be used to more accurately measure performance and reduce risk.

AAII Sentiment Survey: Optimism Pulls Back Below 40%
November 21 2019 by AAII Staff

Investors’ Market Outlook Most Influenced by Low Interest Rates and Trade Disputes
November 21 2019 by AAII Staff

AAII Survey: Are Individuals Supplementing Their Medicare Coverage?
November 19 2019 by AAII Staff
An overwhelming majority of AAII members polled are supplementing their Medicare coverage. The differences arise in what type of supplement they have chosen.

How to Use the Income Statement to Value a Stock
November 19 2019 by AAII Staff
Knowing how to work with the numbers in a company’s financial statements is an essential skill for stock investors. Learn what the income statement has to offer.

AAII Sentiment Survey: Optimism Above 40% for Second Consecutive Week
November 14 2019 by AAII Staff
Optimism is above 40% on back-to-back weeks for the first time since August 29, 2018, and September 5, 2018.

Investors’ Opinions of S&P 500 Hitting New High Are Split
November 14 2019 by AAII Staff
This week’s special question asked AAII members what they thought about the major indexes’ new record highs.

Looking Beyond the Fund Name
November 13 2019 by AAII Staff
The number of ETFs with dividend or yield in their name makes it hard to narrow down your choices. So-called “active” mutual funds may in reality be closet indexers. How to get past a fund’s name to meet your investment objectives.

Taking the Temperature of the Market
November 11 2019 by AAII Staff
What stats to look at to determine the health of the current market.

AAII Sentiment Survey: Optimism Is Above Average for First Time Since July
November 07 2019 by AAII Staff

Nearly Half of Investors Oppose Latest Interest Rate Cut
November 07 2019 by AAII Staff

New Thinking for Your Retirement Plan
November 06 2019 by AAII Staff
Retirement planning is often overwhelming. With so many things to consider, it’s hard to keep the proper perspective. This week, we walk through some issues and solutions, with new ideas to consider.

AAII Survey: Is the Structure of the CFPB Unconstitutional?
November 05 2019 by AAII Staff
Is the Consumer Financial Protection Bureau too independent? See what AAII members have to say about the impending Supreme Court case.

October AAII Asset Allocation Survey: Cash Exposure Rebounds
November 04 2019 by AAII Staff

Three out of Five Investors Are Adjusting Their Allocations Due to Rate Cuts
November 04 2019 by AAII Staff

AAII Sentiment Survey: Nothing Ghoulish as Neutral Leads
October 31 2019 by AAII Staff

Investors Split on Current State of Housing Market
October 31 2019 by AAII Staff

An Income Toolkit for a Changing Market
October 30 2019 by AAII Staff
There are many headlines warning investors about the next possible financial emergency. When it will occur is anyone’s guess. In this week’s digest we look at income streams and how they perform in periods of volatility.

AAII Sentiment Survey: Optimism Rises to 12-Week High
October 24 2019 by AAII Staff

2019 Investor Conference Special: Members’ Favorite Disney Films
October 24 2019 by AAII Staff

Should You Rebalance Your Portfolio?
October 23 2019 by AAII Staff
This week’s digest examines the hows and whys of rebalancing your portfolio back to your target allocations periodically.

AAII Survey: Are Members Following the Trend to Work Past 65?
October 22 2019 by AAII Staff

AAII Sentiment Survey: Optimism Surges, but Remains Below Average
October 17 2019 by AAII Staff

Investors Cite Both Foreign and Domestic Political Uncertainty as Biggest Risks for Market Right Now
October 17 2019 by AAII Staff

Taking the Mystery out of Estate Planning and Life Insurance
October 15 2019 by AAII Staff
Easy steps to building your estate plan and checking out your life insurer.

AAII Sentiment Survey: Lowest Optimism Since May 2016
October 10 2019 by AAII Staff

Majority of Investors Are Negative on Recent IPOs
October 10 2019 by AAII Staff

How to Become a Better Stock Picker
October 09 2019 by AAII Staff
There is no one approach to selecting stocks that works for all investors. But there are some general guidelines that can help anyone make better decisions when analyzing stocks.

AAII Survey: How Do Members Decide When to Start Taking Social Security?
October 08 2019 by AAII Staff
Everyone wants to live comfortably in retirement, but there is no consensus on when the “right” age to start claiming Social Security is.

AAII Sentiment Survey: Optimism Drops to a 10-Month Low
October 03 2019 by AAII Staff

Nearly Half of Investors Believe Economy Will Weaken in Next 6 to 12 Months
October 03 2019 by AAII Staff

Mutual Fund and ETF Critical Questions to Ask
October 02 2019 by AAII Staff
Whether checking out a fund or deciding how funds fit into your portfolio, here’s how to answer the important questions.

September AAII Asset Allocation Survey: Cash Falls to a 20-Month Low
October 01 2019 by AAII Staff

Ease Your Financial Planning Burdens in October
September 30 2019 by AAII Staff
Kick off Financial Planning Month by tackling a few personal finance tasks on your list.

AAII Sentiment Survey: Optimism Pulls Back Below 30%
September 26 2019 by AAII Staff

Majority of Investors Disagree With Fed Lowering Interest Rates Again
September 26 2019 by AAII Staff

Retirement Planning: How to Go From Life-Long Saver to Spender
September 26 2019 by AAII Staff
The transition to retirement can be eased with careful planning and following a few simple guidelines.

AAII Survey: How Do Members Diversify?
September 24 2019 by AAII Staff
While everyone has a goal of less portfolio volatility, the approaches to diversifying vary far and wide.

AAII Sentiment Survey: Optimism Continues to Improve
September 19 2019 by AAII Staff

Close to a Quarter of Investors Believe Current Market Sentiment Reflects Uncertainty
September 19 2019 by AAII Staff

Overlooked Approaches to Growing Your Portfolio Value
September 18 2019 by AAII Staff
Find out if defined-maturity bond funds and compounding/dividend investing are the right fit in your investing strategy.

Gaining Clarity on Life Insurance Issues
September 16 2019 by AAII Staff
Join in celebrating September as Life Insurance Awareness Month by adding to your store of knowledge.

AAII Sentiment Survey: Optimism Rebounds as Pessimism Plunges
September 12 2019 by AAII Staff

More Than Half of Investors Uncomfortable With Current Overvaluation of Stocks
September 12 2019 by AAII Staff

AAII Survey: What Makes Stock Buybacks Good/Bad for the Economy?
September 10 2019 by AAII Staff
Members share their opinions on the corporate practice of repurchasing shares and the effect these stock buybacks have on the economy.

New Insights Into Portfolio Diversification
September 10 2019 by AAII Staff
Two experts delve into the underlying principles of diversifying among assets to bring fresh perspectives to the fore.

AAII Sentiment Survey: Optimism Still Below 30%
September 05 2019 by AAII Staff

Investors Currently Favor Technology, Health Care and Utilities Sectors
September 05 2019 by AAII Staff

The Family Talk: Financial Matters to Discuss With Heirs
September 04 2019 by AAII Staff
In this week’s digest, we tackle family financial planning and how to ensure a lasting legacy.

August AAII Asset Allocation Survey: Highest Fixed-Income Exposure in Six Years
September 04 2019 by AAII Staff

Most Investors’ Level of Cash Determined by Living Expenses Needed or Market Volatility Expected
September 04 2019 by AAII Staff

Don’t Get Caught Behind the (Yield) Curve
September 03 2019 by AAII Staff
Learn about yield curve inversion and other essential bond concepts.

AAII Sentiment Survey: Pessimism Back Above 40%
August 29 2019 by AAII Staff

Investors Split on How Q2 Earnings Are Affecting Their Market Outlook
August 29 2019 by AAII Staff

Looking Beyond Earnings When Evaluating Stocks
August 28 2019 by AAII Staff
This week we highlight how the statement of cash flows and the inventory turnover ratio can help identify good investing prospects.

AAII Survey: How Long Will Social Security Be Available in Retirement?
August 26 2019 by AAII Staff

AAII Sentiment Survey: Optimism Unusually Low for Third Week
August 22 2019 by AAII Staff

Investors Compare Their Performance to the Market So Far This Year
August 22 2019 by AAII Staff

Finding ETFs and Mutual Funds That Work for You
August 20 2019 by AAII Staff

AAII Sentiment Survey: Optimism Rebounds but Remains Unusually Low
August 15 2019 by AAII Staff

More Than Half of Investors Delaying Allocation Changes in Wake of Tariffs
August 15 2019 by AAII Staff

AAII Survey: Majority of Members Opposed to Recent Interest Rate Cut
August 13 2019 by AAII Staff
Fifty-six percent of survey respondents did not agree with Federal Reserve action to cut interest rates in July 2019. Reasons varied.

Optimizing Your Retirement Income
August 13 2019 by AAII Staff

Finding Stocks Based on Biggest Investing Theme for 2019
August 09 2019 by AAII Staff
According to analysts, it’s of number 1 importance this year to target stocks of quality firms that are financially healthy. Here’s how AAII can help.

AAII Sentiment Survey: Pessimism Surges
August 08 2019 by AAII Staff

One-Third of Investors Disagree With Lowering Interest Rates
August 08 2019 by AAII Staff

The Factors Driving Dividend Policy
August 07 2019 by AAII Staff

AAII Survey: When Will the U.S. Economy Slide Into Recession?
August 06 2019 by AAII Staff

AAII Sentiment Survey: Optimism at Highest Level in Nearly 3 Months
August 01 2019 by AAII Staff

International Events Negatively Affecting Two out of Five Investors’ Outlook
August 01 2019 by AAII Staff

July AAII Asset Allocation Survey: Equity Exposure Rebounds
August 01 2019 by AAII Staff

More Than Half of Investors Say Their Allocation Is Most Influenced by Long-Term Strategy
August 01 2019 by AAII Staff

Basic Truths About Asset Allocation
July 31 2019 by AAII Staff

AAII Survey: How Are Investors Preparing for Cognitive Decline?
July 29 2019 by Wayne A. Thorp

AAII Sentiment Survey: Optimism Drops
July 25 2019 by AAII Staff

Investor Reaction to Recent Market Highs Is Split
July 25 2019 by AAII Staff

How to Avoid Becoming a Victim of Investment Schemes
July 24 2019 by AAII Staff

AAII Survey: Are Individuals Interested in Investing in Marijuana?
July 23 2019 by Wayne A. Thorp

AAII Sentiment Survey: Optimism Up for 4th Consecutive Week
July 18 2019 by AAII Staff

Investors’ Market Outlook Influenced by Politics, Trade War and Slowing Economic Growth
July 18 2019 by AAII Staff

Why Contrarian Investors Should Treat Falling Knives With Skepticism
July 17 2019 by AAII Staff

The Impact of Aging on Cognitive Function
July 16 2019 by AAII Staff
A roundup of AAII articles on how aging can impact investing abilities.

AAII Survey: Retail Investors Offer Thoughts in Primary Market Drivers for Rest of 2019
July 15 2019 by AAII Staff

Using Sell Signals to Improve Results
July 12 2019 by AAII Staff
There are three elements of successful portfolio management: buying, holding and selling. Yet many investors focus their energies almost exclusively on buying and fail to make a plan for selling.

AAII Sentiment Survey: Pessimism Falls to a Two-Month Low
July 11 2019 by AAII Staff

Market’s First-Half Performance Better Than Expected for Majority of Investors
July 11 2019 by AAII Staff

This Week: Everything About ETFs
July 10 2019 by AAII Staff

Target Date Funds: A Simple Premise, but Underlying Complexities
July 03 2019 by AAII Staff

Modernizing the Rules for Retirement Plans
July 02 2019 by AAII Staff

June AAII Asset Allocation Survey: Stock Allocations Decline for a Second Month
July 01 2019 by AAII Staff

Decline in Interest Rates Not Affecting the Majority of Investors’ Allocations
July 01 2019 by AAII Staff

Limiting Required Minimum Distribution Costs
June 28 2019 by AAII Staff
The IRS does not specify how you should free up the cash to take required withdrawals in retirement, only that you take the money out. This lack of specificity provides you with some flexibility to limit transaction costs.

AAII Sentiment Survey: Individual Investors’ Expectations Nearly Unchanged
June 27 2019 by AAII Staff

Investors Split on Whether Fed Should Cut Interest Rates
June 27 2019 by AAII Staff

Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement
June 25 2019 by AAII Staff

The Covered Call: An Income-Generating Options Strategy
June 24 2019 by AAII Staff

AAII Sentiment Survey: Optimism Rebounds but Remains Below 30%
June 20 2019 by AAII Staff

One in Three Investors Cite Growth as Most Important Quality to Look for in a Stock
June 20 2019 by AAII Staff

This Week: Adventures in Asset Allocation
June 18 2019 by AAII Staff

AAII Journal Editor Charles Rotblut Featured in WSJ’s “The Best Financial Advice I Ever Got”
June 18 2019 by AAII Staff

Words of Advice: Letter to My Grandchildren
June 14 2019 by AAII Staff

AAII Sentiment Survey: Pessimism Pulls Back, Optimism Still Low
June 13 2019 by AAII Staff

Almost Half of Investors Negative on FANG Stocks
June 13 2019 by AAII Staff

Estate & Financial Planning
June 11 2019 by AAII Staff

A Guide to Dealing With an Estate Planning Attorney
June 06 2019 by AAII Staff

AAII Sentiment Survey: Optimism Stays Unusually Low
June 06 2019 by AAII Staff

More Than a Quarter of Investors Think Housing Prices Are Too High
June 06 2019 by AAII Staff

The Advantages of Quantitative Approaches to Stock Selection
June 05 2019 by AAII Staff

AAII Survey: Many Retail Investors Missing Out on Higher Banking Interest Online
June 03 2019 by Wayne A. Thorp

May AAII Asset Allocation Survey: Six-Year High for Fixed-Income Exposure
June 03 2019 by AAII Staff

Majority of Investors Maintain a Diversified Portfolio
June 03 2019 by AAII Staff

Why Technical Analysis Matters
May 31 2019 by AAII Staff

AAII Sentiment Survey: Two out of Five Individual Investors Bearish
May 30 2019 by AAII Staff

First-Quarter Earnings Not Changing Outlook for Two out of Five Investors
May 30 2019 by AAII Staff

Knowing When to Walk Away From a Mutual Fund
May 30 2019 by AAII Staff

AAII Survey: Retail Investors See China Suffering More From Protracted Trade War With U.S.
May 28 2019 by Wayne A. Thorp

AAII Sentiment Survey: Neutral Sentiment Rebounds Strongly
May 23 2019 by AAII Staff

One-Quarter of Investors Expect Stock Prices to Fall in Wake of Trade Impasse
May 23 2019 by AAII Staff

Inside ETFs
May 23 2019 by AAII Staff

This Week: Guidance for Retirement
May 22 2019 by AAII Staff

AAII Survey: Retail Investors Divided on Trump’s Handling of Economy
May 20 2019 by Wayne A. Thorp

9 Guidelines for Retirement Success
May 17 2019 by AAII Staff
To help ease your transition into retirement, these straightforward guidelines can reduce your financial stress and give you the upper hand as you move into retirement.

AAII Sentiment Survey: Pessimism Jumps and Optimism Plunges by Double Digits
May 16 2019 by AAII Staff

Investors Currently Favor Health Care and Technology Sectors
May 16 2019 by AAII Staff

Money Life at Morningstar With Charles Rotblut
May 15 2019 by Charles Rotblut
Chuck Jaffe and I spoke about the Morningstar Investor Conference, mutual fund fees and whether investors should buy the so-called smart beta funds that focus on factors.

Bond Yields’ Role as a Recession Warning Signal
May 14 2019 by AAII Staff

AAII Survey: Majority of Retail Investors Uninterested in Socially Responsible Investing
May 13 2019 by Wayne A. Thorp

You CAN Lose With Bonds
May 10 2019 by AAII Staff

AAII Sentiment Survey: Seven-Month High for Optimism
May 09 2019 by AAII Staff

Two-Thirds of Investors Approve of Fed Keeping Interest Rates Unchanged
May 09 2019 by AAII Staff

AAII Survey: How Well Do You Maintain Your Financial Records?
May 06 2019 by Wayne A. Thorp

AAII Sentiment Survey: Optimism Rebounds as Neutral Sentiment Recedes
May 02 2019 by AAII Staff

Long-Term Investors Uninfluenced by Record Index Highs
May 02 2019 by AAII Staff

This Week: The Importance of Financial Literacy
May 01 2019 by AAII Staff

April AAII Asset Allocation Survey: Lowest Level of Cash in a Year
May 01 2019 by AAII Staff

One-Third of Investors Would Increase Allocation to Stocks If Prices Dropped Enough
May 01 2019 by AAII Staff

AAII Survey: How Big Was Your Income Tax Refund Relative to Last Year?
April 29 2019 by AAII Staff

Get Organized! How to Maintain Your Personal Financial Files
April 26 2019 by Paula Hogan

AAII Sentiment Survey: Highest Neutral Sentiment Since 2016
April 25 2019 by AAII Staff

One-Third of Investors Favor Dividends Over Share Buybacks
April 25 2019 by AAII Staff

This Week: Effective Stock Picking Strategies
April 24 2019 by AAII Staff

AAII Survey: Should the Largest Tech Companies Be Broken Up?
April 23 2019 by Wayne A. Thorp

Common Stock Repurchases: A Bane or Boon to Shareholders?
April 18 2019 by AAII Staff
Repurchases of common stock by corporations can be an attractive alternative to dividends. They may also affect share price. But what is their impact—to the corporation; to the shareholder?

AAII Sentiment Survey: Neutral Sentiment Rises to An Unusually High Level
April 18 2019 by AAII Staff

Trade, Monetary Policy and Politics Most Influencing Investors’ Outlook
April 18 2019 by AAII Staff

This Week: Fund 411
April 17 2019 by AAII Staff

AAII Sentiment Survey in the News
April 16 2019 by AAII Staff
The Nightly Business Report highlighted the AAII Sentiment Survey in its April 15, 2019 broadcast.

AAII Survey: Does Social Media Bring Us Together or Divide Us?
April 15 2019 by AAII Staff

How Many Mutual Funds Should You Have in Your Investment Portfolio?
April 12 2019 by AAII Staff

AAII Sentiment Survey: Pessimism Falls to an Unusually Low Level
April 11 2019 by AAII Staff

Gas Prices Not Affecting Market Outlook for Majority of Investors
April 11 2019 by AAII Staff

This Week: Retirement Roundup
April 09 2019 by AAII Staff

AAII Survey: Two-Thirds of Retail Investors See the S&P 500 Up Over the Last Three Quarters of 2019
April 08 2019 by Wayne A. Thorp

A Simple Formula for Calculating “Safe” Retirement Spending
April 05 2019 by AAII Staff
New research has called into question the long-standing 4% retirement spending rule.

AAII Sentiment Survey: Neutral Sentiment Pulls Back
April 04 2019 by AAII Staff

Two-Thirds of Investors Avoiding Lyft and Uber Stock
April 04 2019 by AAII Staff

This Week: Investing in Bonds Versus Stocks
April 03 2019 by AAII Staff

The April 2019 AAII Journal is Now Available Online
April 02 2019 by AAII Staff

AAII Survey: Did Your Career Match Your College Degree?
April 01 2019 by Wayne A. Thorp

March AAII Asset Allocation Survey: Fixed-Income Allocations Rise to 16-Month High
April 01 2019 by AAII Staff

Nearly Half of Investors Would Allocate New Money to Stocks and Stock Funds
April 01 2019 by AAII Staff

Interaction of Dividend Yield and Growth on the Payback Period
March 29 2019 by AAII Staff

AAII Sentiment Survey: Neutral Sentiment Nears 40%
March 28 2019 by AAII Staff

One-Third of Investors Favor Holding Interest Rates Steady
March 28 2019 by AAII Staff

This Week: Different Approaches to Asset Allocation
March 27 2019 by AAII Staff

AAII Survey: Lower Fees, Other Benefits Not Enough to Entice Investors to Provide More Personal Information
March 25 2019 by Wayne A. Thorp

For Long-Term Investors, the Focus Should Be on Risk
March 25 2019 by AAII Staff

AAII Sentiment Survey: Pessimism Pulls Back
March 21 2019 by AAII Staff

Trade Issues Having a Negative Impact on Outlook for Two out of Five Investors
March 21 2019 by AAII Staff

This Week: Indispensable Financial Planning Practices
March 20 2019 by AAII Staff

Maintaining Your Personal Financial Files
March 18 2019 by AAII Staff

AAII Survey: Investors’ Views on Technical Analysis
March 18 2019 by Wayne A. Thorp

AAII Sentiment Survey: Pessimism Rises Back Above Its Average
March 14 2019 by AAII Staff

Fourth-Quarter Earnings Results Not Changing Outlook for More Than a Third of Investors
March 14 2019 by AAII Staff

To Beat the Market, Invest Differently Than the Market
March 13 2019 by AAII Staff
This week's AAII Weekly Digest highlights these "must-read" AAII articles.

AAII Survey: It’s More Uncomfortable Talking About Money Than Weight
March 11 2019 by Wayne A. Thorp

Why Technical Analysis Matters
March 08 2019 by AAII Staff

AAII Sentiment Survey: Pessimism Rebounds, Still Below Average
March 07 2019 by AAII Staff

Two Out of Five Investors Expect a Bear Market Within the Next Few Years
March 07 2019 by AAII Staff

This Week: A Roundup of Essential Articles on Mutual Funds and ETFs
March 06 2019 by AAII Staff

AAII Survey: Why Retail Investors Sell Mutual Funds
March 04 2019 by Wayne A. Thorp
Mutual fund turnover typically measures the replacement of holdings in a mutual fund and is commonly presented to investors as a percentage over a one year period.

Fund Investors’ Biggest Mistakes and How You Can Avoid Them
March 04 2019 by AAII Staff
Understanding how different investments work is the first step toward profitable investing. The second is making sure you—and your mutual fund manager—always maintain the correct wealth-building mindset.

February AAII Asset Allocation Survey: Equity Allocations Rise
March 04 2019 by AAII Staff
Exposure to equities among individual investors continued to rebound in February, reaching a four-month high. The February AAII Asset Allocation Survey also shows lower fixed-income and bond allocations.

Half of Investors Not Changing Their Bond Allocation During Pause in Rate Hikes
March 04 2019 by AAII Staff

The March 2019 AAII Journal is Now Available Online
March 01 2019 by Charles Rotblut

AAII Sentiment Survey: Pessimism Falls to An Unusually Low Level
February 28 2019 by AAII Staff
Pessimism about the short-term direction of stocks among individual investors fell to its lowest level in more than a year. The latest AAII Sentiment Survey also shows increases in optimism and neutral sentiment.

Investors’ Opinions Split on Level of Current Dividend Yields
February 28 2019 by AAII Staff

AAII Sentiment Survey: Optimism Back Above Average
February 21 2019 by AAII Staff
The percentage of individual investors expecting an increase in stock prices rebounded this week according to the latest AAII Sentiment Survey. Neutral sentiment declined while pessimism is slightly higher.

One-Third of Investors Not Concerned With Market Quickly Recouping Losses
February 21 2019 by AAII Staff

AAII Survey: Investors React to Fed’s Decision to Slow Rate Increases
February 18 2019 by Wayne A. Thorp

AAII Sentiment Survey: Neutral Sentiment Rises to a 7-Month High
February 14 2019 by AAII Staff

Investors’ Views Are Mixed on 2019 Market Sentiment So Far
February 14 2019 by AAII Staff

AAII Survey: Causes of Financial Stress
February 11 2019 by Wayne A. Thorp

Two-Thirds of Investors Agree With Federal Reserve’s Pausing of Interest Rate Hikes
February 07 2019 by AAII Staff

AAII Sentiment Survey: Optimism Jumps to a 3-Month High
February 07 2019 by AAII Staff

January AAII Asset Allocation Survey: Fixed-Income Exposure Reaches a 14-Month High
February 04 2019 by AAII Staff

AAII Survey: How Many Brokerage Accounts Do You Have and Why?
February 04 2019 by Wayne A. Thorp

AAII Sentiment Survey: Neutral Sentiment Nears a Six-Month High
January 31 2019 by AAII Staff

Half of Investors Skeptical of Recent Rebound in Stock Prices
January 31 2019 by AAII Staff

AAII Survey: Premarital Financial Discussions
January 28 2019 by Wayne A. Thorp

One-Quarter of Investors Believe Brexit Will Adversely Affect Stocks in Europe or Globally
January 24 2019 by AAII Staff

AAII Sentiment Survey: Pessimism Holds Above Average
January 24 2019 by AAII Staff

December AAII Asset Allocation Survey: Cash Nears a 6-Year High
January 02 2019 by AAII Staff

One out of Four Investors Say They Increased Their Cash Allocations Compared to Start of 2018
January 02 2019 by AAII Staff

Keep Calm and Ignore the Market’s Volatility
April 06 2018 by Charles Rotblut
Many people still view a 200-point move in the Dow Jones industrial average as significant. It’s not.

Determining Your Allocation at Retirement
March 05 2018 by Wayne A. Thorp

Peculiar Facts From 500 Years of Finance
February 16 2018 by Wayne A. Thorp

Volatility, and Not Seeing the Forest for the Trees
February 09 2018 by Charles Rotblut

Get Organized! How to Maintain Your Personal Financial Files
February 05 2018 by AAII Staff
Everyone needs to keep certain personal financial files more or less permanently. But which files should you keep, and why do you need to keep them? How long should you keep them and in what format?

Living off Retirement Savings in a World of Uncertain Return Patterns
January 22 2018 by AAII Staff
A “conservative” approach doesn’t necessarily need to translate into more conservative investments in your portfolio during your retirement years.

Investing Rules of Thumb and Key Phrases: Gleaning the Nuggets of Truth
January 08 2018 by Wayne A. Thorp

What Every Investor Should Know About Mutual Funds
January 01 2018 by AAII Staff
While they are just common sense, paying attention to these mutual fund pearls may make all the difference.

10 Questions to Ask About a Fund Manager
October 09 2017 by AAII Staff
At some point you have to look beyond a mutual fund’s past performance to see who made the performance happen, so you can form a judgment about future performance.

Create Your Own Model Shadow Stock Portfolio
August 29 2017 by Wayne A. Thorp

Dividend Yield as a Valuation Measurement
July 31 2017 by Wayne A. Thorp

Don’t Like Volatility? Take a Longer-Term View
June 23 2017 by Charles Rotblut

How AAII Builds and Presents Stock Screens
August 26 2016 by John Bajkowski

Simple Steps to Overcome Information Overload
June 20 2016 by John Bajkowski

Are All Earnings Surprises Equal?
May 23 2016 by John Bajkowski

A Look at Relative Strength Measures
April 18 2016 by John Bajkowski

How Likely is a Market Downturn?
March 18 2016 by John Bajkowski

The Advantages of the Do-It-Yourself Approach to Investing in Stocks
February 19 2016 by John Bajkowski
A review of the approaches and their strengths that can be used to manage your own stock fund.

Real Returns Favor Holding Stocks
February 11 2016 by Wayne A. Thorp

David Bowie: Financial Renaissance Man
January 15 2016 by AAII Staff

Spaceship Earth
December 18 2015 by John Bajkowski

Rising Middle Class Provides Hope for Long-Term Peace
November 20 2015 by John Bajkowski

Small-Cap Stock Trends
October 19 2015 by John Bajkowski

The Peter Lynch Investor Personality Test
September 17 2015 by John Bajkowski

Impact of Japanese earthquake and Libyan civil war weighs on markets
April 01 2011 by AAII Staff

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