The Top Financial Apps

Posted on November 2, 2013 | AAII Journal

A description of some of the current best financial apps for iOS and Android devices.

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Defined-Maturity Funds: A Bond Alternative With Compromises

Posted on October 31, 2013 | AAII Journal

These bond funds terminate near preset dates and can be laddered, but have caveats that should be understood.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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