Supreme Court: No Bankruptcy Protection for Inherited IRAs

Posted on July 29, 2014 | AAII Journal

Inherited IRAs do not qualify for the same protections under the bankruptcy code as other types of IRAs do.

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The Role of Luck and Skill in Investing

Posted on July 25, 2014 | AAII Journal

Since luck plays a bigger role than skill in influencing investment returns, investors need to focus on their portfolio management process.

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“Market Wizards” Advice: Doing the Uncomfortable Thing

Posted on July 24, 2014 | AAII Journal

Basing trading decisions on what feels emotionally satisfying often leads to the worst portfolio performance.

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Five Common Traits of Successful Value Screens

Posted on July 22, 2014 | AAII Journal

Though investing gurus differ in what they look for in a stock, there are five common traits we see across the AAII value-oriented screens.

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The Right Type of Life Insurance for Your Estate Planning Needs

Posted on July 15, 2014 | AAII Journal

Life insurance works well for estate planning because of when benefits are paid and the ability to create wealth for heirs outside of the estate.

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Valuation Ratios: The PEG Ratio

Posted on July 8, 2014 | AAII Journal

The PEG ratio factors in a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.

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Editor’s Note

Posted on July 6, 2014 | AAII Journal

John Bogle and Jack Schwager are two names not commonly mentioned in the same sentence. John Bogle started a mutual fund company to offer index funds in 1975 when nobody thought the idea would work. Today, Vanguard is one of the largest fund companies in the world. Jack Schwager interviewed several top traders and wrote about his conversations in 1989. His book, “Market Wizards,” became a bestseller and sits on my bookshelf at home. (Yes, I know John Bogle goes by “Jack,” but to avoid confusion here, I’ll use “John” to refer to him.)

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Which IRA Should You Contribute to and When?

Posted on July 3, 2014 | AAII Journal

Contributing to a Roth IRA early in a tax year results in the greatest ending wealth.

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Avoiding Probate Through Account Titling

Posted on July 1, 2014 | AAII Journal

Joint ownership can make transferring assets at death easy, though the three types have implications that must be thought through.

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Valuation Ratios: The PEG Ratio

Posted on June 25, 2014 | AAII Journal

The PEG ratio factors in a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.

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