Late last year, Congress passed the Tax Cuts and Jobs Act (TCJA). While we are in month three of this new tax regime, the impact is being felt by many already. Those living in high-income-tax and high-property-tax states may have prepaid their property taxes to bypass the deduction...

If you pay too much for a stock, your return on investment won’t be satisfactory. In the AAII world of Shadow Stocks—companies with some history of growth, little or no dividend yield and a small amount of the stock outstanding owned by institutions—you hope to profit mainly...

Socially responsible investing (SRI) is where investors attempt to align their investment strategies with their social values. Another form of SRI—sustainable, responsible and impact investing—is an investment discipline that considers environmental, social and corporate governance...

The AAII Journal articles on retirement allocation by Jerome Clark and Josh Cohen present different strategies for the amount of stocks and bonds an investor should hold at retirement. Specifically, they disagree on whether investors should immediately increase their fixed-income...

The last few weeks have offered an interesting ride for U.S. investors. The Dow Jones industrial average logged its two biggest single-day point drops. The Dow and S&P 500 index entered “correction” territory, both having fallen at least 10% (on an intraday basis)...

Companies distribute cash dividends to their shareholders at the discretion of the board of directors. The board of directors examines the business prospects, cash generation and cash needs to determine if they can afford to make a distribution of profit in the form of a cash dividend...

On Monday, February 5, the Dow Jones industrial average dropped 1,150 points, which at the time was the biggest single-day point drop in the index’s history (even though it did not crack the top 20 in terms of single-day percentage declines). That day, The Wall Street Journal...

If you are like most people, you learned history in classes that largely covered facts related to dates, places and people … and you probably couldn’t wait until the school bell rang. Sadly, children’s exposure to history is often framed in a way that is less interesting...

Last week’s featured AAII article on the AAII blog outlined ways in which individuals can organize their personal financial files. It turned out to be one of the most popular posts in the blog’s history. As the article points out, there are a number of reasons to keep...

Performance statistics are probably the single most scrutinized feature of any stock mutual fund. These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager or a...