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This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   You Can Judge a Fund by Its Volatility Unlike returns, fund volatility can be persistent. Actively managed funds with high levels of volatility (as measured by the variance in returns)...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Planning Strategies Following the 2017 Tax Act In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider....

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Volume Surges Have a Fading Impact on Returns Generally speaking, stock movements accompanied by spikes in volume are thought to be more meaningful and more likely to continue versus...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Common Questions About Medicaid and Medicaid Planning State and federal governments continue to tinker with Medicaid eligibility and spend-down rules. Estate planning and gifting...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Effect of Dividend Changes on Expected Cash Flows Dividend announcements and changes are perceived as signaling information about a company’s financial prospects. However, new...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Allocating to Manage Risk: A Case Study The downside risk a retired couple’s portfolio faces is examined, along with a strategy to reduce the damage of turbulent market conditions. A...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reassessing Your Risk Tolerance? Don’t Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according...

  The Essence of the Benjamin Graham Approach Benjamin Graham has been called the father of value investing and is considered by many to be one of the most successful investors of all time. It’s good reason then that his stock selection methodology has been mimicked by other...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   How Much Should You Have in Equities Until Retirement? For many retirees, running out of money is their biggest worry during their retirement years, ranking above terminal illness...