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While we were discussing an update to our discount broker guide (which we’re scheduling for the January 2019 AAII Journal), the topic of account transfer fees came up. These are fees charged by one brokerage firm for closing an account and/or moving the securities to another...

Time in the Market Influences Millennials’ Investing Attitudes Millennial investors have often been described as being overly conservative with their portfolio allocations. New research backs up that assertion, as there is a small, but significantly sized, group that is far underweighted...

Investment Knowledge and Age Associated With ETF Ownership Owners of exchange-traded funds (ETFs) tend to have higher levels of financial knowledge than do investors who do not own ETFs. ETF holders also tend to be younger in age. Notably, a focus on expense ratios does not play...

  COVER ARTICLE: Beyond the Index Card: Implementing the Advice of the Financial Experts By Harold Pollack , Charles Rotblut, CFA The story behind Pollack’s index card, which contains the best financial advice individuals need, and the lesson’s he’s learned.     IN...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using Beneficiary-Directed Trusts to Protect Your Heirs Beneficiary-directed trusts can protect a beneficiary from losing inherited trust assets to creditors, claimants and divorcing...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Five-Cent Spread Program on Small-Cap Stocks Ends The U.S. Securities and Exchange Commission (SEC) terminated its small-cap stock pilot program which mandated minimum quotations...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Future Retirees at Greater Risk of Hardship Most current retirees appear able to withstand some type of financial shock. Future retirees may have more difficulty doing so due to changes...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Factors Driving Dividend Policy An analysis of global dividend policies attributed the rationale for companies to pay and raise their dividends to many factors, including communicating...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Why Quarterly Reviews Still Make Sense The Model Shadow Stock Portfolio has been reviewed quarterly to determine stock sales and additions since its...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Recent Performance Influences Fund Choices A mutual fund’s recent returns and its relative performance significantly influence whether investors choose to buy or hold onto the fund....