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Last month’s Asset Allocation Survey special question asked AAII members why or why not record highs (such as the Dow’s rise above 20,000) influence their asset allocation decisions. Slightly more than half of all respondents (53%) said that they do not alter their allocations...

The proportion of fixed-income investments in individual investors’ portfolios was at a six-month high last month, according to the February AAII Asset Allocation Survey. Both equity and cash allocations declined. Stock and stock fund allocations declined for a third consecutive...

According to The World Bank, global growth is projected to rise to 2.7% in 2017 after expanding by a post-financial-crisis-low 2.3% in 2016. The organization expects growth in emerging market and developing economies (EMDEs) to pick up in 2017. However, it also sees downside risks...

Optimism among individual investors about the short-term direction of the stock market is at a six-week high, according to the latest AAII Sentiment Survey. The rebound is occurring as neutral sentiment is at a seven-week low. Pessimism, however, is essentially unchanged from a...

We are now less than two months from the April 18 federal tax filing deadline. Taxes are traditionally due on April 15, but the IRS pushes off the due date if it falls on a weekend or holiday. This year, April 15 falls on a Saturday. The next business day, Monday, April 17, is...

The percentage of individual investors describing their short-term market outlook as “bearish” rose over last week, while optimism pulled back, according to the latest AAII Sentiment Survey. This change has now pushed the bull-bear spread (bullish sentiment minus bearish sentiment)...

The February 2017 issue of the AAII Journal contains the updated Individual Investor’s Guide to the Top Mutual Funds. This valuable member benefit included 728 in the print version, while online there is information covering nearly 1,600 funds. AAII members that are new...

The percentage of individual investors describing their short-term market outlook as “neutral” is at its highest level since the election, according to the AAII Sentiment Survey. Pessimism fell, while optimism bounced back over last week. Bullish sentiment, expectations that...

A little over a week ago President Trump signed an executive order to keep refugees from entering the country for 120 days and immigrants from seven predominantly Muslim nations out for three months. The countries affected are Iran, Iraq, Syria, Sudan, Libya, Yemen and Somalia....

This week’s Sentiment Survey special question asked AAII members to explain how, if at all, the Dow’s rise above 20,000 influences their expectations for the stock market. Over half of the respondents said that the Dow’s recent performance has little to no influence on their...