Benefits of AAII Membership

    With your membership, AAII is pleased to forward you the following benefits:

1. The AAII Journal
Free to Members

Published 12 times a year, the Journal provides you with a continuing stream of insight and ideas that focus on how you can improve your investment results. The Journal doesn’t tout “Must Buy Lists” or speculative “Stock Tips,” but rather stresses hands-on participation in your financial future through education and understanding.

Unlike most magazines, the AAII Journal doesn’t contain advertising – our reporting is unbiased, and we are not beholden to anyone.

2. The Individual Investor's Guide to the Top Mutual Funds
Free to Members

Mailed to you early each year, this guide provides in-depth analysis of 400 promising no-load and low-load funds and discusses how to select the best funds for your own portfolio. Awarded the only four-star rating by Kiplinger’s Personal Finance, this widely acclaimed guide sells to the general public for $24.95, but as an AAII member, it is yours free. Barron’s calls it "one of the best books around on the subject."

3. AAII Model Portfolios
Free to Members

Our portfolios provide you with a practical, hands-on investment education. Throughout the year we update you on the holdings, performance and investment strategy behind our research portfolios and provide you with an in-depth understanding of why these easy-to-follow portfolios continue to be so successful.

4. Local Chapter Membership
Free to Members

AAII has over 50 local chapters, plus numerous special interest groups around the country. These groups meet regularly to listen to experts in different areas of investing and to discuss with each other the problems and opportunities facing today’s individual investor. Because of the commonality of interest, many life-long friendships have developed from AAII Chapter activities.

5. Stock Reports and Research
Free to Members

Through the cooperation of Standard & Poor’s, we have arranged for members to receive FREE S&P reports for a number of corporations. Beyond company-specific tear sheets, you receive in-depth historical data covering popular S&P indexes and the overall stock market since 1926 – information that is sure to prove valuable in assessing market trends.

6. Lists of Winning Stocks
Free to Members

Our popular Stock Screens service, available on the AAII.com Web site, allows you to tap into the investment philosophies of promising investment professionals as well as see the resulting stock picks. With AAII.com Stock Screens, you can choose one of our 60 screening approaches to build a winning portfolio, or use our monthly list of “passing companies” as a starting point for doing your own further research.

Either way, the stock screens and investment ideas are virtually endless and the resulting performance is top-notch. In fact, over the last 10 years, 94% of our stock screens outpaced the overall market.

7. AAII Tax Strategy Guide
Free to Members

The guide is a simple tool that helps members keep up with ever-changing tax laws and diminish the bite of the tax collector. Published every November, it includes last-minute reminders for the current year and an investor’s tax strategy guide for the coming year.

8. Investment Seminars
At a Reduced Cost

We regularly host an AAII Investor Conference at different locations around the country; educational sessions range from beginning to advanced and cover a wide range of investment topics. These programs are not free, but members are invited to attend at a very special low rate.

9. Investment Study Programs
Discounted & Free

If you can’t travel, we have a variety of educational programs available to members. Our deeply discounted Home Study materials allow you to become a savvy investor at your own pace while sitting in your easy chair. Or, you can simply log in to the members-only areas of AAII.com and tap into our FREE on-line investor guides and classrooms.

10. Computer Users Newsletter
At a Reduced Cost

Because so many individuals use the computer for investment recordkeeping and stock analysis, we have a separate journal, Computerized Investing, just for them. And, of course, it is also for those who haven’t gotten there yet but want to. There is nothing like this publication anywhere. Its regular evaluation of software and Web sites as well as its computerization of a multitude of investment theories will wow you! It’s $40 for the general public, but only $24 for members.

If you subscribe to Computerized Investing, you will also get, for free, the Individual Investor’s Guide to Computerized Investing. This on-line guide is published annually and provides support as you use your computer to screen stocks, maintain portfolios, and test theories.

11. Investor Update E-Newsletter
Free to Members

As an AAII member, every week you will receive our E-mail Newsletter. This information-packed, but concise, E-mail will keep you up-to-date on new developments in the investing world.

12. AAII.com Web site
Free to Members

Join AAII and receive unlimited access to our members-only Web site. Beyond news, quotes and company snapshots, you’ll profit from proprietary tools, services, and discussion boards that you can’t find anywhere else. Access continually updated AAII stock screens, model portfolios, investment mini-courses, free investor-related software and extensive investment research. Forbes says, "...best articles...best stock screens."

Please note – this small description doesn’t do justice to our Web site – it warehouses 10 years of valuable articles and advice in a fully searchable format. Once you dig into the AAII.com Web site, you’ll have a difficult time signing off!

13. AAII Stock Investor Pro
At a Reduced Cost

This software program, steeply discounted for members, provides the power and information you need to find the best stocks for you. You can get quarterly, monthly, or weekly data – 2,000 pieces of data for each of 9,000 stocks. The search and screening capabilities are mind-boggling. Not only can you screen stocks on virtually any combination of criteria, but we also have simulations that let you see the criteria that many of the most successful investors of all time use and the stocks they would select (Lynch, Graham, Buffett, O’Neil, and more).

14. Guide to Direct Purchase Plans
Free to Members

We provide you with all the information you need to participate in dividend reinvestment and direct purchase plans – and, as you should expect from us, evaluation of the programs.

15. Discount Broker Guide
Free to Members

Each year we evaluate the major discount brokers and share our findings with members. We track fees, services and execution practices plus provide analysis so you can choose the best discount broker for your particular needs.

16. AAII Affinity Card & Deposit Programs

These special programs are detailed in your New Member package.

17. A Lifetime Strategy
Free to Members

This valuable booklet is yours free when you sign up for an AAII membership. Authored by the chairman and founder of AAII, it is designed to teach you how to outperform professional money managers and the market over the long run.

18. Unbiased Research
Our Hidden Benefit

The value of the AAII Journal and all of our member benefits is enhanced by the internal research of our knowledgeable staff. We are constantly reviewing academic research to find insights into improving investment performance and we work hard in sharing our results with the members of AAII.

19. Our Member Dues Are Only $29

We’ve listed our exceptionally low cost to join as a benefit, and once you join we think you’ll agree. A single insight gained from the AAII Journal, a local chapter meeting, or other program will repay the membership cost many times over. In fact, the publication discounts and other special benefits alone far exceed the dues. Plus you risk nothing, because all first-year memberships are backed by our full, no-questions-asked, money-back guarantee.