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 On Monday, February 5, the Dow Jones industrial average dropped 1,150 points, which at the time was the biggest single-day point drop in the indexes history (even though it did not crack the top 20 in terms of single-day percentage declines). That day, The Wall Street Journal...

  The new tax law provides a few incentives for taking advantage of Roth IRAs and similar types of retirement accounts. It also preserves the contribution limits in effect prior to this year for both tax-deferred and aftertax accounts. Roth IRA conversions, however, can no...

  If you are like most people, you learned history in classes that largely covered facts related to dates, places and people … and you probably couldn’t wait until the school bell rang. Sadly, children’s exposure to history is often framed in a way that is less interesting...

 This week’s Sentiment Survey special question asked AAII members which factors are most influencing their six-month outlook for stock prices. The possibility of higher interest rates or the direction of interest rates in general topped the list, named by 18% of respondents....

 Optimism among individual investors about the short-term direction of stock prices rebounded strongly and pessimism plunged in the latest AAII Sentiment Survey. The changes put bullish and bearish sentiment at a four-week high and low, respectively. Bullish sentiment, expectations...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Guggenheim S&P 500® Equal Weight ETF (RSP) is his “Buy of the Week” for February 13, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial...

 Last week’s featured AAII article on the AAII blog outlined ways in which individuals can organize their personal financial files. It turned out to be one of the most popular posts in the blog’s history. As the article points out, there are a number of reasons...

 Performance statistics are probably the single most scrutinized feature of any stock mutual fund. These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager...

  The return of downside volatility has exposed problems with perception and with certain exchange-traded products. On Tuesday, the front page of the Chicago Sun-Times declared, “Dow’s Historic Drop: 1,175-point plunge—its biggest one-day loss in history—puts the once-roaring...