The January 2018 AAII Journal is Now Available Online.

  Feature Article » Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017 by Wayne A. Thorp, CFA Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.   Portfolio Strategies » Insights on Using the 4% Withdrawal Rule From Its Creator by…

 

Tax Guide Correction: Medicare Part B Maximum Premium

Medicare.gov posted corrected 2016 income breakpoints for 2018 Medicare Part B monthly premiums. The maximum premium of $428.60 will be paid by those filing joint tax returns whose 2016 modified adjusted gross income (MAGI) is above $320,000 (not $428,000, as originally reported in the AAII Tax Guide). For taxpayers filing as singles, the maximum monthly…

 

Tax Guide Update: 2018 Standard Mileage Deductions Issued

The IRS issued 2018 standard mileage deductions for business, charitable, medical or moving purposes, up from 2017 rates. The final 2017 and 2018 rates are: Standard Mileage Deductions 2017 2018 Business Standard Mileage Rate 53.5 cents 54.5 cents Medical Standard Mileage Rate 17.0 cents 18.0 cents Moving Standard Mileage Rate 17.0 cents 18.0 cents Charitable…

 

The December 2017 AAII Journal is Now Available Online.

Feature Article » The Individual Investor’s Guide to Personal Tax Planning 2017 Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next. Behavioral Finance » How Human Behavior Differs From Traditional Economic…

 

The November 2017 AAII Journal is Now Available Online

Feature Article » Birth of an Idea: How AAII Got Started by John Bajkowski , Charles Rotblut, CFA and James B. Cloonan James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio. Features » Media Talk About James Cloonan and AAII by AAII Staff A…

 

The October 2017 AAII Journal is Now Available Online

Feature Article » Stock Strategies Stock Market Retreats and Recoveries by Sam Stovall Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick. AAII InvestoGraphic » Stock Market Volatility by AAII Staff Large-company stocks can experience big price swings on a 12-month…

 

The September 2017 AAII Journal is Now Available Online

Feature Article » Exchange-Traded Funds Technology Takes Over the Top-Performing ETF List by Jaclyn N. McClellan Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence. Portfolio Strategies » Minimizing Taxes With Asset Allocation by Stephen E. Wilcox Strategically taking into consideration both tax laws and the…

 

Create Your Own Model Shadow Stock Portfolio

If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process. For over 20 years, the AAII Model Shadow Stock Portfolio has reflected the investment philosophy of AAII founder James Cloonan. In short,…

 

Bonus Audio Added to the August Journal

We’ve recently added bonus audio of FactSet’s Elisabeth Kashner giving guidance on building a portfolio of ETFs. She also shares the biggest lesson she’s learned over the course of her career. If you haven’t read the full interview with Elisabeth in this month’s AAII Journal, we suggest you do. She discusses the complexities of ETFs…