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Special Question

 This week’s Sentiment Survey special question asked AAII members how the performance of the stock market over the first half of the year compares to their expectations. Slightly more than one out of three respondents said the returns matched their expectations. A nearly...

SentimentSurvey

  Optimism among individual investors about the short-term direction of the stock market rebounded to a four-week high in the latest AAII Sentiment Survey. Neutral and bearish sentiment both declined, but remain above their respective historical averages. Bullish sentiment,...

sell

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Progressive (PGR) is his “Sell of the Week” for June 29, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

Digest

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Cash Flow and Allocation Strategies for Retirees Jane Bryant Quinn, nationally known personal finance writer and commentator, sits down with AAII Journal editor Charles Rotblut to...

Mutual Funds

 An InvestmentNews.com article reported that Fidelity Investments will lower expense ratios on 27 index funds and ETFs on July 1, ramping up its competition with Vanguard. According to the article, the Fidelity 500 Index fund (FUSEX), which tracks the Standard & Poor’s...

buy

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Vanguard REIT (VNQ) is his “Buy of the Week” for June 28, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

Special Question

 Risk plays a pivotal role in investing, yet a universal definition is elusive. Merriam-Webster defines risk as: the possibility of loss or injury someone or something that creates or suggests a hazard the chance of loss or the perils to the subject matter of an insurance...

brexit

 Given the outcome of yesterday’s referendum, which calls for Great Britain to leave the European Union, the question is what’s next? The only honest answer right now is “we don’t know.” BBC News has a good article explaining the vote and the exit process. No country...

Investor Update

  As millions of baby boomers are either retiring or nearing retirement, there is an ongoing debate on how to manage one’s portfolio heading into and once in retirement. Here’s a glimpse into it: While at last week’s Morningstar Investment Conference, I tweeted a comment...

Special Question

 This week’s Sentiment Survey special question asked AAII members whether the Federal Open Market Committee was correct in keeping interest rates unchanged at its June meeting. More than half of respondents (56%) said the Fed was correct not to raise rates. Slow domestic...