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 This week’s Sentiment Survey special question asked AAII members what industries or sectors they like right now. One-third of all respondents (33%) said financial companies and banks. Nearly as many (31%) said technology. Health care, pharmaceuticals and biotech were named...

 The percentage of individual investors expecting a decline in stock prices is at a three-month high in the latest AAII Sentiment Survey. At the same time, optimism is at a two-month low. Bullish sentiment, expectations that stock prices will rise over the next six months,...

 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...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Helen of Troy Limited (HELE) is his “Sell of the Week” for February 7, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

 These days you can do pretty much anything via mobile apps. On a given day I can schedule a car to pick me up, pay for my commuter train ticket, deposit a check and order my dinner all without having to dial a phone or log into my computer. In the finance world, I can manage...

  Are your file cabinets overflowing? Everyone needs to keep certain personal financial files more or less permanently. But which files should you keep, and why do you need to keep them? How long should you keep them and in what format? This post serves as a brief guide to...

 Feature Article » The Individual Investor’s Guide to the Top Mutual Funds 2018 by AAII Staff Our annual mutual fund guide provides information and performance statistics on nearly 1,600 funds on AAII.com.   Departments » Briefly Noted Current news items of interest...

 Starting on Monday, industry regulator FINRA will require brokers to ask for a trusted contact when an individual investor opens an account or a firm is updating client information. A trusted contact is a person the brokerage firm can contact if financial exploitation is suspected....

 Last month’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they expect to make this year. Two out of five respondents (40%) said they do not expect to alter their allocations or will only make small changes. Nearly 19% of respondents...

 Individual investors’ exposure to equities declined slightly, but stayed above 70% for a second consecutive month in January. The January AAII Asset Allocation Survey also shows small increases in fixed income and cash allocations. Stock and stock fund allocations pulled...