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 Many individuals work with a financial adviser to help them achieve their financial goals. There are many potential benefits to hiring an investment advisor. They typically have more knowledge of money management than you do, especially when it comes to matters such as investment...

  Individuals have varying needs for assets that are readily available. How does one decide the appropriate level? A Keynesian analysis comes from the late Baron of Tilton. How much of a liquid balance should investment portfolios contain? That question crops up frequently...

 William “Bill” Bengen, whose 1994 study introduced the concept of the 4% withdrawal rate for retirees, recently participated in a question and answer session on social media website Reddit. The conversation focused on retirement withdrawal strategies and portfolio allocation....

 The Social Security Administration (SSA) announced that, based on the increase in the Consumer Price Index from the third quarter of 2016 through the third quarter of 2017, Social Security and Supplemental Security Income beneficiaries will receive a 2% cost of living adjustment...

 This week’s Sentiment Survey special question asked AAII members for their opinion on the current yields that stocks are trading at. Slightly more than two out of five respondents (42%) view prevailing yields as being too low or believe companies should do more to raise...

 Pessimism among individual investors about the short-term direction of stock prices pulled back to its lowest level in a month. The latest AAII Sentiment Survey also shows increases in both bullish and neutral sentiment. Bullish sentiment, expectations that stock prices will...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   How to Measure the Skills of Your Fund Manager Investors can take advantage of an observed characteristic that predicts higher fund performance. As long as the fund keeps its...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Zumiez Inc. (ZUMZ) is his “Buy of the Week” for October 10, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

 In a recent survey from Hearth Insights, fewer than one in five Americans feel like they’re living the “American Dream.” However, how do you define that dream? As Anthony Ghosn, Heath’s chief executive officer said, that dream is “a complex concept that involves...

 Performance statistics are probably the single most scrutinized feature of any 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 or a...