From Saver to Spender: Managing Your Money in Retirement

This week’s AAII Weekly Features highlight these valuable AAII articles: Qualitative Guidelines for Mutual Fund Selection: Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process. Retirement Readiness Is Being Assessed in the Wrong Manner: No consensus exists on an acceptable risk…

 

Expert Strategies for Selling Stocks

This week’s AAII Weekly Features highlight these valuable AAII articles: Strategies for Selling Stocks, Including Guidelines From Experts: Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits. Interest Rate Sensitivity and Bond Pricing: A set of easy-to-calculate formulas can reveal how much a bond’s price will change…

 

Retirement Readiness is Being Assessed in the Wrong Manner

This week’s AAII Weekly Features highlight these valuable AAII articles: Methods for Valuing a Stock Based on Profitability and Growth: By using different valuation methods, a range can be established for determining whether a stock is cheap or expensive. Retirement Readiness is Being Assessed in the Wrong Manner: No consensus exists on an acceptable risk…

 

How to Measure the Skills of Your Fund Manager

This week’s AAII Weekly Features highlight these valuable AAII articles: How to Measure the Skills of Your Fund Manager: The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. What Exactly Do Online Investment Advisory Services Do?: In contrast with…

 

Protecting Against Price Drops: Puts Versus Stop Orders

This week’s AAII Weekly Features highlight these valuable AAII articles: Protecting Against Price Drops: Puts Versus Stop Orders: Put options limit the amount of potential downside, while stop orders (though costless) do not ensure a minimum price. Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle: Mutual funds with market-beating performance tend to…

 

Shorting: A Strategy for Profiting From Price Declines

This week’s AAII Weekly Features highlight these valuable AAII articles: Rebalancing Update: A Tiny Raise for Retirees: Even with last year’s volatility, no rebalancing was required. Low inflation caused the withdrawal amounts to increase only slightly. The Individual Investor’s Guide to Personal Tax Planning 2015: With April 15 a month away, AAII’s annual tax and…

 

The Top Mutual Funds Over Five Years: Health Care Remains on Top

This week’s AAII Weekly Features highlight these valuable AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. The Right Type of Life Insurance for Your Estate Planning Needs:…

 

6 Questions With John Bogle

This week’s AAII Weekly Features highlight these valuable AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. Six Questions With John Bogle: The founder of Vanguard explains how…

 

5 Steps for Gaining Control of Your Investments and Avoiding Mistakes

This week’s AAII Weekly Features highlight these valuable AAII articles: Five Steps for Gaining Control of Your Investments and Avoiding Mistakes: Simple actions you can take now to focus on the things you can control and avoid making common investment mistakes. John Maynard Keynes as an Investor: Timeless Lessons and Principles: A look at Keynes’ evolution…

 

10 Basic Axioms to Follow to Reach Your Retirement Goals

This week’s AAII Weekly Features highlight these valuable AAII articles: Increasing Retirement Withdrawal Rates Through Asset Allocation: The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall. The Individual Investor’s Guide to the Top Mutual Funds 2016: AAII’s annual mutual fund guide provides information and performance…