This week’s AAII Weekly Features highlight these valuable AAII articles:
- The Changes to Social Security Claiming Strategies: Couples will no longer be able to use file and suspend and restricted applications, increasing the importance of considering each spouse’s longevity.
- The Mathematics of Retirement Portfolios: The amount saved, the allocation followed and the withdrawal rate chosen all determine how much retirement income a portfolio can safely provide.
- Revised Guidance on Following the Model Shadow Stock Portfolio: Restrict purchases to Shadow Stocks whose average daily dollar volume is at least 10 times the desired amount to be invested.
- AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year: Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings.
The featured AAII stock screen this week is the T. Rowe Price approach.
Our Member Question for this week is:
Will the U.S. experience a recession in 2016?