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This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Rebalancing Update: How Frequently Allocations Should Be Adjusted There was a reward for investors who stuck with their long-term portfolio strategies last year: positive returns....

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   What You Need to Know About Bond Yields to Determine Your Returns Current yield is simplistic to calculate, but other measures of yield can help you make better investment decisions....

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Withdrawal Calculator A withdrawal rate is a function of how much money you withdraw from your retirement fund each year. But what if you choose the wrong initial rate?...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Focus on the Value of a Business, Not the Stock’s Valuation Valuation ratios do not tell you what you are getting for your money, whereas intrinsic value allows you to assess the...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Tax Advantages of Qualified Charitable Distributions From IRAs The U.S. tax code allows someone who is already at least age 70½—not someone who will turn 70½ later this year—to...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Mutual Fund & ETF Screeners Mutual funds, as well as exchange-traded funds (ETFs), hold several advantages over buying and managing an individual stock portfolio. As we all know,...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Is Your Diversified Portfolio Truly Diversified? Mutual funds—and more recently, exchange-traded funds (ETFs)—have offered safety and diversification by allowing individual investors...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Interest Rate Sensitivity and Bond Pricing How can it be that there are times when “safe” assets such as high-quality corporate bonds or U.S. Treasuries exhibit levels of price...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using ETFs in a Tough, Sideways-to-Bear Market Over the last 100-plus years, there have been more bear markets than bull markets. Since there are usually more bear market years than...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Vanguard’s Dynamic Spending Strategy for Retirees A number of spending rules—each emphasizing different goals—have been developed to help retirees deal with changes in their...