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This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Impact of Out-of-Pocket Medical Spending on Retiree’s Income A major cost for retirees is health care. Though most retirees over age 65 are enrolled in Medicare, out-of-pocket...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Interest Rate Sensitivity and Bond Pricing How can it be that there are times when “safe” assets such as high-quality corporate bonds or U.S. Treasuries exhibit levels of price...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Insights and a New Stock Following the quarterly review of the Model Shadow Stock Portfolio, a stock was removed from the portfolio while a new stock...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   You Can Judge a Fund by Its Volatility Unlike returns, fund volatility can be persistent. Actively managed funds with high levels of volatility (as measured by the variance in returns)...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Planning Strategies Following the 2017 Tax Act In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider....

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Volume Surges Have a Fading Impact on Returns Generally speaking, stock movements accompanied by spikes in volume are thought to be more meaningful and more likely to continue versus...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Common Questions About Medicaid and Medicaid Planning State and federal governments continue to tinker with Medicaid eligibility and spend-down rules. Estate planning and gifting...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Effect of Dividend Changes on Expected Cash Flows Dividend announcements and changes are perceived as signaling information about a company’s financial prospects. However, new...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Allocating to Manage Risk: A Case Study The downside risk a retired couple’s portfolio faces is examined, along with a strategy to reduce the damage of turbulent market conditions. A...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why...