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Lesser-known but notable events that not only have led us to the present day, but also had an impact beyond the financial markets. If you are like most people, you learned history in classes that largely covered facts related to dates, places, and people…and you probably...

The manner in which many corporations report sales is going to change. This week, the International Accounting Standards Board (IASB) and the Financial Accounting Standards Board (FASB) agreed on a proposal for when companies should recognize revenues. The change resolves what...

The June SSR Monthly Report is now available at the SSR website. There are two new portfolio deletions and new two portfolio additions to announce. Read more »  ...

Many of the more common questions I get asked pertain to our stock screens. Specifically, members ask about the performance of the screens and how replicable it is. Often, the screens are initially mistaken for being portfolios, which they are not. I’ll use the O’Shaughnessy:...

This week’s special question asked AAII members how first-quarter earnings impacted their six-month outlook for stock prices. Nearly half of all respondents said the profit reports did not impact their outlook. Approximately 15% said the earnings reports made them more optimistic....

How a portfolio performs relative to your expectations may impact how happy or unhappy you will be. Whether an investor is happy or unhappy with his performance is significantly influenced by how his portfolio performs relative to the market. Investors are likely to be happy even...

Optimism among individual investors hit a two-month high in the latest AAII Sentiment Survey. Neutral sentiment, meanwhile, stayed above 40% for a fifth consecutive week. Bullish sentiment, expectations that stock prices will rise over the next six months, rebounded by 6.0 percentage...

Having suffered severe losses in their retirement nest eggs last year, many retirees living off of their savings are reviewing their investment and spending plans, searching for new plans of action to ensure their savings can sustain them throughout their lifetime. There is no...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Airgas (ARG) is his “Sell of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to...

The size of a 10-K report, an annual filing required from public companies by the Securities & Exchange Commission SEC, is correlated with a stock’s price volatility. Stocks of companies with larger 10-K file sizes experience more price volatility in the period immediately...