Retirement Planning Mistakes Investors Often Make

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Planning Mistakes Investors Often Make Planning for retirement is commonly focused on the accumulation of wealth. While building up savings prior to retirement is critical, having a plan for transitioning to and living in retirement is also important. It is in this second…

 

Using Cash and Short-Term Bonds to Avoid Taking Losses

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Analyzing a Stock by Its Dividend and Shareholder Yield One theory of valuation is that a stock is worth the cash distributable to shareholders. An advantage to methodologies based on this concept is that cash distributions are not influenced by accounting adjustments. Cash is…

 

For Bucket Portfolios, the Devil Is in the Details

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Trinity Portfolio: Combining Diversification, Tilts and Trend-Following Cambria Investment Management’s Trinity Portfolio is named for the portfolio’s three core elements: 1) assets diversified across a global investment set; 2) tilts toward investments exhibiting value and momentum traits; and 3) exposure to trend-following. In…

 

AAII Weekly Digest: Making Sense of Mutual Fund Data

A Second Look at How Target Date Funds Change Their Allocations Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans. However, there remains confusion about how to use target date funds. This article offers an overview of…

 

The Impact of Saving Versus Return on Wealth

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Impact of Saving Versus Return on Wealth The dramatic impact on wealth from compound returns really starts to pick up after an investing period of 20 to 25 years. Older investors should place a bigger emphasis on saving more than on building aggressive…

 

How to Follow AAII’s Level3 Passive Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list. Guidance on How to Follow the Level3 Passive Portfolio The AAII Level3 Passive Portfolio is…

 

Creating and Following a Real Financial Plan

The Right Type of Life Insurance for Your Estate Planning Needs Life insurance has been associated with estate planning for decades. Life insurance works for estate taxes because they are due when death occurs, the same trigger that pays life insurance death benefits. But one life insurance size doesn’t fit all estate planning situations. This…

 

The Advantages of Quantitative Stock Selection

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Hagstrom’s Essential Buffett Stocks Given Warren Buffett’s success as an investor, it is no wonder that many try to mimic his investment philosophy. This has given rise to an entire cottage industry of books that try to distill Buffett’s approach. One such book is…

 

Key Questions About When to Retire

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Stocks: An Underappreciated Asset Class in Retiree Portfolios More older Americans than ever before are pursuing second careers in retirement, engaging in their communities through volunteer work, and living healthy, active lifestyles. Yet when it comes to managing their investments, too many retirees are…

 

The Basics of Real Estate Investment Trusts (REITs)

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   A Look Back at History: Lessons From the Financial Crisis Three columns that provide a flashback to the last bear market and contain lessons that are still very valid today. Looking back over time, the stock market has been a very good investment, outperforming…