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Investor Update

 An interesting point was brought up at this week’s CFA Institute’s Financial Analysts Seminar: retirement is a long enough period of time for something to go haywire. The point was brought up by Barton Waring, a retired chief investor officer for Barclays (which is now...

Special Question

 This week’s Sentiment Survey special question asked AAII members what they thought about the S&P 500 rising to new record highs. Responses varied, as did the reasons given for those responses. About one out of three respondents (34%) either think the recent rally will...

SentimentSurvey

  The further ascent by the Dow Jones industrial average and the S&P 500 index into record territory did not translate into higher optimism among individual investors. The latest AAII Sentiment Survey shows bullish sentiment—as well as neutral sentiment—declining, and...

sell

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Nike (NKE) is his “Sell of the Week” for July 20, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

Digest

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Going From Stock Screen to Real Portfolio Today, quantitative stock-picking screens are just about everywhere. A few clicks on any of a myriad of financial websites, and you’ve got...

buy

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Robert Half International (RHI) is his “Buy of the Week” for July 19, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter...

Special Question

 “If you fail to plan then you plan to fail.” We have all heard some variation on this theme. Like so many aspects of our lives, this maxim holds true for financial planning. For many Americans, the state of their personal finances is a major source of stress. Last...

Investor Update

 I can give you a name of a fund trading with the equivalent of a 23% sales charge. It’s actively managed by a company that’s incurred large outflows from its signature mutual fund following the departure of its star chief investment officer. Interested in owning it? You...

Special Question

 This week’s Sentiment Survey special question asked AAII members how the recently set new record low for Treasury yields is affecting their short-term outlook for stocks. Nearly four out of 10 respondents (37%) said that the new lows are not altering their outlook for...

SentimentSurvey

  Optimism among individual investors about the short-term direction of stock prices is at a level not seen in over four months, according to the latest AAII Sentiment Survey. Meanwhile, neutral sentiment and bearish sentiment both declined. Bullish sentiment, expectations...