AAII Home AAII Blog

AAII

This user hasn't shared any profile information

It didn’t receive much in the way of attention, but last week the U.S. Securities and Exchange Commission (SEC) announced its intention to end the pilot program testing five-cent bid/ask spreads. The program mandated minimum quotations and trading increments for stocks of certain...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Seven Steps to Protect Against Cognitive Aging One of the first signs of cognitive aging is problems managing one’s own finances. Even in the absence of disease, it can become progressively...

Why Value Beats Growth: A Brief Explanation In the long run, value stocks perform better because the markets are not perfectly efficient and investors overpay for growth. That is not to say that value always outperforms. The key when it comes to all investment approaches is to have...

COVER ARTICLE Identifying and Screening for Vice and Virtue Stocks By Charles Rotblut, CFA Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.     EDITOR’S NOTE Editor’s...

Actions to Take During the Five Years Prior to Retirement Transitioning to retirement from a working career is a challenge for many people. To help, The New York Times interviewed financial advisers, economists and retirees to create what they described as a “five-year countdown...

Dividend Safety Signs and Warning Flags Many investors have sought shelter from the stock market storm in more mature dividend-paying companies since the income from these firms provides at least some positive return in an otherwise bleak environment. What signs can you look for...

Diversifying Through Reinsurance and Marketplace Lending Interval Funds With equity valuations at historically high levels and bond yields at historically low levels, investors are searching for alternatives to the traditional 60% stock/40% bond portfolio. Alternative investments...

Stock buybacks have been the topic of discussion lately. Not from an investment strategy perspective, but more so from the perspective of what corporations should be doing with their cash. This is not surprising given the tax cuts, strong corporate earnings and the ongoing conversations...

Sector Classification Change Could Alter Some ETFs A shift in sector and industry classifications will impact exchange-traded funds (ETFs) and mutual funds that target the affected industries and sectors. The change could also result in the renaming of some funds in addition to...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRAs have unique traits and do not follow all the same rules as traditional individual retirement accounts and Roth IRAs....