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AAII’s Top 10 Articles for June 2016

Here are the Top 10 articles from AAII.com for June 2016 (based on unique page views):

John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors broad market index funds, as well as his thoughts about exchange-traded funds and portfolio allocations.

Everyone wants to keep a pulse on the economy, but no one wants to wade through the massive volume of statistics. A look at the top 10 economic indicators can help you narrow your focus.

The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world. In his forthcoming book, “Investing at Level3,” AAII founder James Cloonan challenges the traditional manner in which risk has been viewed and how investors have been told to allocate. He sits down with AAII Journal editor Charles Rotblut to discuss the reasons why he thinks a change in investment practices is needed.

Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.

Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.

Combining a stock and bond allocation with cash and short-term bond funds can help a retiree better endure down markets.

Deep value investing has outperformed the market averages over long periods of time, so why wouldn’t everyone with a long time horizon embrace it? While all investors strive toward essentially the same goal—to make money in the market—their paths may differ considerably. The historical success of an approach means little if an investor cannot understand or embrace the underlying drivers of success. While Benjamin Graham is considered the father of value investing, it turns out that Benjamin Graham-style investing may be appropriate for a relatively small subset of the investment community as it requires an unusual willingness to stand alone, persevere and look foolish.

Financial hucksters such as Bernie Madoff highlight the importance of asking the right questions and doing your own due diligence before selecting an adviser or participating in an investment. Here are 10 basic steps all investors can take, as well as certain indicators that should serve as red flags for potential trouble down the road.

The question every investor wants to know is: How well am I doing? Although some people are satisfied simply watching the dollars grow, most investors want that translated into a performance figure. A look at two methods for calculating your portfolio’s return.

Succession planning for the “family CFO” is the most commonly neglected component of most families’ financial planning, but it is one of the most important actions that will determine the ability of your “Family Inc.” to thrive over multiple generations.

These informative articles are just a sample of the benefits to being an AAII member. To start becoming an effective manager of your own assets, consider a risk-free 30-day Trial AAII Membership.

 

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