Two Questions With Daniel Crosby

In this bonus audio, psychologist and behavioral finance expert Daniel Crosby explains his preference for a rule-based, low-turnover approach to investing. He then shares the biggest lesson he’s learned over the course of his career. You can see Crosby’s full interview in the January 2019 AAII Journal: Steps You Can Take to Reduce the Risk…

 

The January 2019 AAII Journal is Now Available Online.

COVER ARTICLE The Position of the Individual Investor By James B. Cloonan Looking back on the occasion of the AAII Journal’s 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission.   IN THIS ISSUE Steps You Can Take to Reduce the…

 

Tax Guide Update: 2019 Standard Mileage Deductions Issued

The IRS issued 2019 standard mileage deductions for business, charitable, medical or moving purposes, most up from 2018 rates. (The rate per mile driven in service of charitable organizations did not change.) The 2019 rates are: Business Standard Mileage Rate: 58 cents Medical Standard Mileage Rate: 20 cents Moving Standard Mileage Rate: 20 cents Charitable…

 

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…

 

The October 2018 AAII Journal is Now Available Online

COVER ARTICLE Getting the Same Return With Less Risk: The Power of Factors By Larry Swedroe, Charles Rotblut, CFA Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.     Editor’s Note By Charles Rotblut, CFA Two articles this month tackle the issue of how to manage…

 

The September 2018 AAII Journal is Now Available Online

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 Note By Charles Rotblut, CFA Just before we went to press, two things were happening in…

 

The August 2018 AAII Journal is Now Available Online

Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2018 by Jaclyn N. McClellan Our expanded guide covers 542 exchange-traded funds, providing detailed return information and data as well as an update on the ETF industry.       Portfolio Strategies » Observations From Decades of Tracking Investment Newsletters by John Bajkowski , Charles Rotblut,…

 

The July 2018 AAII Journal is Now Available Online

  Feature Article: Portfolio Strategies » For Bucket Portfolios, the Devil Is in the Details by Christine Benz Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.     Portfolio Strategies » Diversifying Through Reinsurance and Marketplace Lending Interval Funds by Larry Swedroe Alternative…