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The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also...

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The August 2016 AAII Journal is Now Available Online.  Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2016 Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.  Also...

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The July 2016 AAII Journal is Now Available Online.  Feature Article: Using the Z-Score to Assess the Risk of Bankruptcy The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on...

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The June 2016 AAII Journal is Now Available Online.   Feature Article: The Weiss Approach to Value in Blue-Chip Stocks Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.  Also in This Issue: First...

This article originally appeared in the November 2014 issue of the AAII Journal. “A country of security analysts would still overreact. In short, even the best-trained investors would make the same mistakes that investors have been making forever, and for the same immutable reason—that...

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The December 2015 AAII Journal is now available online. Feature Article This month we feature the Individual Investor’s Guide to Personal Tax Planning for 2015. The AAII editorial staff has put together our annual tax and financial planning guide that is designed to help you...

November 2015 AAII Journal

The November 2015 AAII Journal is now available online. Feature Article This month’s feature article is The Advantages of Simple Allocation Strategies. Author Wesley R. Gray suggests that investors are better off reducing the number of asset classes in their investment portfolio...

The SEC recently listed five red flags investors should watch out for, including claims of high return with little or no risk. Read more »  ...

One of the big uncertainties facing investors is the sequence of returns they will experience in the future. Sequence of returns refers to the order in which positive and negative returns occur over a given time period. The sequence of returns is particularly important during the...

About 93% of employers are very likely or likely to “create or broaden focus on financial well-being of employees beyond retirement” this year, according to an Aon Hewitt survey. Yet the focus for many employers will not extend to including annuities or other similar lifetime...