AAII Home AAII Blog

 I spent yesterday at Schwab’s IMPACT Conference. The annual conference is oriented toward independent financial advisers. Nearly 5,000 people attended this year’s conference. I’ll share some of my notes at the end of this week’s commentary, but first I want to focus...

 This week’s Sentiment Survey special question asked AAII members for their opinion of bitcoin and related digital currencies and blockchain technologies. More than half of all respondents (55%) have a negative view. Many say they avoid crypto-currencies, while others used...

 Pessimism among individual investors jumped to a two-month high in the latest AAII Sentiment Survey. Neutral sentiment also rose, while optimism fell. Bullish sentiment, expectations that stock prices will rise over the next six months, plunged 15.8 percentage points to 29.3%....

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Misunderstanding Variable Universal Life Can Lead to Adverse Consequences Many people view variable universal life as similar to whole life and universal life, buying these...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Kelly Services, Inc. (KELYA) is his “Buy of the Week” for November 14, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

 By all accounts, the global economy is humming along. This, in turn, is good for global stock markets. However, economies are cyclical and eventually they slide into recession. In a recent essay, Robert S. Kaplan, president of the Federal Reserve Bank of Dallas, outlined several...

  Human capital is something we all have, and it’s becoming a front of mind issue in the press and in the field of financial planning. What’s up with that? What Is Human Capital? For economists, there is a very specific definition for human capital. They say it is the...

 This week marked the one-year anniversary of what was widely considered to be the surprising election of Donald Trump as the 45th president of the United States. Politics aside, it is impossible to ignore the move in the U.S. stock market since the close on November 8, 2016. Through...

 It is admittedly difficult to write a tax guide when tax rates are uncertain. It is even harder to make tax planning decisions when future tax rates are uncertain. Yet with just a little over seven weeks left in 2017, this is the world we live in. As the horse trading is...

 This week’s Sentiment Survey special question asked AAII members how confident they are in their expectations for the direction of stock prices over the next six months. We received a wide range of answers. Slightly more than one out of five respondents (21%) to the special...