featured-articles

Many retirees reflexively believe that they can live off of the interest from their investments while preserving principal. Using interest payments alone to fund one’s living expenses in retirement may have been possible in decades past when life expectancies all but guaranteed...

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Determining how much to allocate to each of your investments can seem a tall order. But with an understanding of how factors such as position size, number of holdings, and rebalancing contribute to the success of your portfolio, the decision becomes clearer. Position Size The influence...

Bonds

This article originally appeared in the October 2013 issue of the AAII Journal. Interested in the benefits that individual bonds can offer, but not ready for the complications? The hybrid defined-maturity bond funds are one alternative. What are they and what do you need to know...

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This article originally appeared in the October 2013 issue of the AAII Journal. Legendary investor Charles Ellis has spent 50 years working closely with nearly 100 investing organizations, knowing many of the world’s most effective and successful investment managers, teaching...

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This article originally appeared in the December 2012 issue of the AAII Journal. When searching for stock investing candidates, it may be easy to come up with a list of meaningful screening criteria, but building and applying a cohesive set of criteria can be challenging. Screening...

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This article originally appeared in the October 2013 issue of the AAII Journal. How make sure you never run out of money in retirement, even though you don’t know exactly how long you’ll need it? In the past, one simple and elegant solution to the above problem was to buy an...

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This article originally appeared in the July 2014 issue of the AAII Journal. It may come as a surprise to those who have placed their nest eggs in an S&P 500 index fund, or an actively managed version thereof, that they are actually making a decision to exclude a significant...

Retired Investor

This article originally appeared in the June 2014 issue of the AAII Journal. There are effective uses of an IRA as part of the estate planning process that most retirees have prepared for. These steps include: Taking taxable withdrawals from your IRA when your tax bracket is...

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This article originally appeared in the July 2014 issue of the AAII Journal Though most investors know that a cash dividend is the distribution of money to shareholders, dividend terminology is not as well-understood. Yet ordinary dividend, special dividend, ex-dividend, record...

Mutual Funds

This article originally appeared in the May 2014 issue of the AAII Journal. After any major stock market rally, investors should examine each of their mutual funds to assess whether the manager must remain fully invested or has the ability to raise cash in the absence of acceptable...