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  As of the end of September, the S&P 500 had posted a total return of 10.6%, already more than the annual historical average of 10.2% from 1926 through 2017, according to Ibbotson Associates/Morningstar. So perhaps what happened in October shouldn’t have come as...

 It is getting easier for investors to incorporate their personal values into their portfolios and to do so in a diversified, low-cost and tax-efficient manner. This approach, traditionally known as socially responsible investing, is increasingly being referred to as environmental,...

  The biggest risk any investor faces is running out of money. From the standpoint of retirement savings, this is known as longevity risk. It is the risk of living longer than your savings can support you. Longevity risk is why millennials are encouraged to put most of their...

 Optimism among individual investors about the short-term direction of stock prices is above average for just the second time in nine weeks. The latest AAII Sentiment Survey also shows slightly lower neutral sentiment and pessimism holding above its historical average despite...

 Investment Knowledge and Age Associated With ETF Ownership Owners of exchange-traded funds (ETFs) tend to have higher levels of financial knowledge than do investors who do not own ETFs. ETF holders also tend to be younger in age. Notably, a focus on expense ratios does not...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Genomic Health, Inc. (GHDX) is his “Buy of the Week” for November 6, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

  Depending on who you ask, the near-record-low interest rates of the last decade have either been a blessing or a curse. If you are a borrower, for things such as mortgages, car loans, credit card debt, etc., the low rates have been good. If you are a saver, however, the low...

 Competition is usually associated with lower prices. The exact opposite pattern is occurring within the mutual fund industry. Expense ratios for U.S. domestic equity funds operating in more competitive market segments “charge significantly higher annual expense ratios than...

    COVER ARTICLE: Beyond the Index Card: Implementing the Advice of the Financial Experts By Harold Pollack , Charles Rotblut, CFA The story behind Pollack’s index card, which contains the best financial advice individuals need, and the lesson’s he’s learned.     IN...

 The potential of losing money by investing in the stock market has become front and center over the past several weeks. The decline in the S&P 500 index and the bigger drops in other indexes and stocks has drawn attention. It has also led to the usual chatter about what...