Social Security Basics
Posted on October 30, 2013 | AAII Journal
In this first article of a new three-part series, the impact of a worker’s retirement age on Social Security benefits is explained.
The October 2013 issue of the AAII Journal is now available on-line
Posted on October 1, 2013 | AAII Journal
Cover Articles: Using the Bucket Approach With Your Retirement Portfolio.
Valuations, Inflation and Real Returns
Posted on September 16, 2013 | AAII Journal
The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets.
Seeking Tax-Free Income From Closed-End Funds
Posted on September 10, 2013 | AAII Journal
Closed-end funds are currently trading at larger than average discounts, just as they were two years ago when this article was written.
Figuring Taxes on Social Security Benefits
Posted on September 9, 2013 | AAII Journal
Investment decisions can impact how much of your Social Security benefits will be taxed.
A New Fund and Suggested Allocation for the Model Fund Portfolio
Posted on September 5, 2013 | AAII Journal
CGM Realty Fund (CGMRX) is being replaced, and a new allocation is suggested for those preferring a more conservative portfolio.
Why We Don’t Rebalance
Posted on August 8, 2013 | AAII Journal
A combination of risk-averse and risk-seeking behaviors as well as fears about backlash stop investors from rebalancing.
Taking a Qualitative Look at a Prospective Stock’s Figures
Posted on August 7, 2013 | AAII Journal
A qualitative assessment of financial data reveals more about a company than what can be gleaned from the financial statements alone.
Using Seasonal and Cyclical Stock Market Patterns
Posted on August 5, 2013 | AAII Journal
Presidential terms, the calendar month and a basket of January indicators give insight into market direction.
Should You Maintain an Allocation to Bonds When Current Rates Are Low?
Posted on August 4, 2013 | AAII Journal
Historical data shows an advantage to keeping bonds in a diversified portfolio even when interest rates rise sharply.