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Charles Rotblut

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Last week’s commentary about how tolerance for risk changes with age prompted a few readers to respond. Most of the emails I received focused on defining what risk is. In the world of finance, risk has more than one definition. Risk questionnaires often try to assess a person’s...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Vera Bradley, Inc. (VRA) is his “Sell of the Week” for March 20, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

An investor’s willingness to invest in stocks varies with the level of the S&P 500 index and other major indexes. Similarly, in aggregate, older investors tend to be more conservative than younger investors. Neither statement should be a surprise to those of you who have been...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why SKECHERS USA, Inc. (SKX) is his “Buy of the Week” for March 13, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

As the bull market nears its ninth anniversary, the backdrop is evolving. This year has already seen more days with the S&P 500 index closing up or down by 1% or more than we saw during all of last year. Deflation—a concern not so long ago—has been replaced by worries about...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Procter & Gamble Co (PG) is his “Buy of the Week” for March 6, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

Feature Article » Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes by AAII Staff A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.   AAII InvestoGraphic » The Cost of Panicking by AAII...

On my must-read list is Warren Buffett’s annual letter to Berkshire Hathaway (BRK.B) shareholders. Even if you are not a Berkshire shareholder (like I am), the observations on the financial markets and investing are often priceless. This is year was no different. Though Buffett’s...

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Jacobs Engineering Group (JEC) is his “Buy of the Week” for February 27, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the...

One driver of stock price returns debated among research papers is the size premium. The size premium—also known as small minus big (SMB)—is the historical outperformance of small-company stocks relative to large-company stocks. The continued existence of this so-called anomaly...