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 The 2018 tax information on page 22 of AAII’s Tax Guide has now been updated. This includes allowable tax benefits such as deductions and maximum contributions. Here’s a link to the PDF of this page. Scroll down below the link to read more details about these changes. The...

 “‘Melt Up’ Rally Propels Dow Above 26,000 as Fear Turns to Greed” proclaimed The Wall Street Journal this morning. The headline comes as optimism in our weekly sentiment survey is staying at an unusually high level. Even outside of the office, more people have been...

 This week’s Sentiment Survey special question asked AAII members what they thought would most influence the direction of stock prices in 2018. Almost one out of three respondents (31%) said taxes and/or corporate earnings. Many of these respondents expect the tax cuts to...

 Optimism among individual investors about the short-term direction of stocks is back above 50%. The latest AAII Sentiment Survey also shows declines in neutral and bearish sentiment. Bullish sentiment, expectations that stock prices will rise over the next six months, rebounded...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Closed-End Bond Funds Versus Individual Bonds: A Case Study Closed-end bonds may look attractive based on their yields and discounts to net asset value, but there are pitfalls...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why VOXX International (VOXX) is his “Sell of the Week” for January 16, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the...

 The mission of AAII is to help individual investors become better managers of their own assets. Taken to the extreme, that would mean they manage all of their assets themselves without using a financial adviser. However, we know that many AAII members still use financial advisers...

 Bondholders can be hurt by a number of circumstances: the issuer may decide to redeem the bonds before the maturity date, the issuer may default or interest rates may fluctuate and reduce the overall return of the bonds to the investor. The first two risks, call risk and...

 For all of the chatter coming out of the financial industry about building wealth, I continue to believe that two of the best methods for individual investors are process and automation. The likelihood of success is enhanced when a good process is put in place and automation...

 This week’s Sentiment Survey special question asked AAII members to share their thoughts about the Dow Jones industrial average reaching 25,000 for the first time. Two out of five respondents (40%) had a cautious view of the milestone, with many saying the market has gotten...