AAII Home AAII Blog

The March edition of Computerized Investing is now available! This month includes: An Overview of the Major Tax Prep Services 2017 March’s Main Feature: a look into this year’s most popular options for preparing your taxes, whether online or through downloadable software. Follow...

The February edition of Computerized Investing is now available! This month includes: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting,...

The January Edition of Computerized Investing is now available! This month includes: Using Asset Class Rotations to Reduce Portfolio Risk and Increase Return Using an asset rotation strategy is a simple way to improve your portfolio’s performance, but you need the right tools...

  Since Computerized Investing just released its last issue of the year, we thought it would be a good time to review the collection of CI articles released during 2016. Use the list below to revisit favorite articles and discover new ones you may have missed this past year.   January...

The September Edition of Computerized Investing is now available! This month’s edition includes: Editor’s Outlook: September CI’s Interview, Summary and Spreadsheet Spreadsheet Corner: Calculating Intrinsic Value in Excel An easy-to-use spreadsheet that allows...

The August Computerized Investing Edition is now available! This month’s edition includes: Editor’s Outlook: Discovering How to Beat Robo-Advisers Best of the Web: The Top 9 Sites for Company, Industry & Sector and Economic News and Analysis CI editors and staff highlight...

Microsoft Excel is the gold standard of spreadsheet software, and some may argue it is equally expensive as gold. But if you’re not willing to pay the premium price, what are your alternatives? When making any price comparison (especially when comparing to a free option), you...

One of the benefits of quantitative stock screening is that it helps to remove emotion from the equation by defining minimum criteria that a stock must meet in order to pass the screen. If you only invest in stocks that pass a stock screen, you remove the chance of investing in...

Nowadays, while interest rates are low, many individuals contemplate refinancing their mortgage. But with refinancing comes costs. Some homeowners are considered “refinance junkies” and continually jump from one low interest rate to the next, but these individuals may not factor...

Throughout the years, there has been much discussion regarding an optimal retirement withdrawal rate. A withdrawal rate is a function of how much money you withdraw from your retirement fund each year. I’m sure many of you have heard of the oh-so-popular 4% withdrawal rate standard....