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Charles Rotblut

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AAII Journal Editor Charles Rotblut explains to Chuck Jaffe whyApogee Enterprises Inc. (APOG) is his “Buy of the Week” for August 14, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

I’ve long been a fan of stock screens. They filter a database to identify stocks with specific traits. A value screen may identify stocks trading at low price-earnings (P/E) ratios with above-average levels of return on equity (ROE). A growth screen can find stocks that consistently...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why United States Steel Corp. (X) is his “Sell of the Week” for August 7, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

One of the current trends within the investment industry is to focus on factors. Also referred to by the monikers “smart beta” and “strategic beta,” factor investing involves buying stocks with certain, quantifiable characteristics. Factors include low valuation, small...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Werner Enterprises, Inc. (WERN) is his “Buy of the Week” for July 31, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

Ahead of this year’s Financial Analyst Seminar (FAS), the CFA Institute sent attendees reading material for a case study on bitcoin. The case study centered around a hedge fund manager who was asked by a large client why he wasn’t allocating to bitcoin. Keep in mind, this assignment...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Netflix, Inc. (NFLX) is his “Sell of the Week” for July 24, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

One of the Briefly Noted columns appearing in next month’s AAII Journal will give tips on what to do during each of the five years leading up to retirement. In the column, we reference AAII founder James Cloonan’s Level3 withdrawal rules. Among those rules is allocating an...

In assisting my mother-in-law with her finances, one of the things I’ve done is to project how long her savings will last. I’m monitoring her income, spending and savings to ensure she is able to live comfortably now and still has enough to cover future potential living and...

AAII Journal Editor Charles Rotblut discussed the AAII Sentiment Survey with Chuck Jaffe. Audio url: Survey Said with Charles Rotblut    ...