We May Be Getting Closer to the Bottom

The current decline has put the S&P 500 index on pace to experience an unusually bad month. Through yesterday’s close, the large-cap index was down 10.6% on a month-to-date basis. This ranks as the 27th worst calendar month, according to @OddStats. It also makes this month the toughest since February 2009, when the S&P 500…

 

One or Two Rate Hikes in 2019?

Special note: Our offices will be closed on Monday and Tuesday both next week (December 24 and December 25) and the week after (December 31 and January 1). On behalf of everyone at AAII, we wish a merry Christmas to the many of you who will be celebrating the holiday and a happy, healthy and…

 

MoneyLife Radio Sell of the Week: United Technologies Corp. (UTX)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why United Technologies Corp. (UTX) is his “Sell of the Week” for December 18, 2018, 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 lead the MoneyLife. Audio url: Sell…

 

An Updated Look at the Yield Curve and Stock Market Volatility

Last week, the yield on the five-year Treasury note fell below that of the two-year note. Any investor could have realized a higher yield for tying up their money for only two years rather than for five years. The yield curve—which plots the interest rates for Treasuries of varying maturities—is not supposed to work this…

 

MoneyLife Radio Sell of the Week: LeMaitre Vascular Inc. (LMAT)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why LeMaitre Vascular Inc. (LMAT) is his “Sell of the Week” for December 11, 2018, 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 lead the MoneyLife. Audio url: Sell…

 

The Taxes You May Be Paying on Your Investments

Depending on what you invest in, this may be a year where you both incur a loss of portfolio value and owe capital gains taxes. This is particularly true if you hold actively managed mutual funds in a taxable account. Even if you don’t hold mutual funds in a taxable account, the new tax law…

 

December AAII Journal Update

  The December 2018 AAII Journal is Now Available Online. COVER ARTICLE The Individual Investor’s Guide to Personal Tax Planning 2018 in Features, Special Features, Tax Strategies By AAII Staff Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any…

 

MoneyLife Radio Sell of the Week: Texas Roadhouse Inc. (TXRH)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Texas Roadhouse Inc. (TXRH) is his “Sell of the Week” for December 4, 2018, 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 lead the MoneyLife. Audio url: Sell…

 

What to Do When Gains Are Hard to Come By

If you feel like you have struggled this year to realize good or even positive returns, you are not alone. This has been a very tough year for investors. Though yesterday’s comments by Federal Reserve chair Jay Powell helped, returns for most asset classes and categories range from being down to only modestly up year…