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 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRAs have unique traits and do not follow all the same rules as traditional individual retirement accounts and Roth...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why United States Steel Corp. (X) is his “Sell of the Week” for August 7, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

  One of the current trends within the investment industry is to focus on factors. Also referred to by the monikers “smart beta” and “strategic beta,” factor investing involves buying stocks with certain, quantifiable characteristics. Factors include low valuation,...

  Gross domestic product (GDP) grew at a solid 4.1% pace in the second quarter, its best pace since 2014, according to CNBC. Gross domestic product (GDP) is a monetary measure of the market value of all the final goods and services produced in a period (quarterly or yearly)...

 The question every investor wants to know is: How well am I doing? Although some people are satisfied with simply watching the dollars grow, most investors want that translated into a performance figure. Bragging rights aside, there is a good reason to determine your own...

 This week’s Sentiment Survey special question asked AAII members what their comfort level is with the current valuation of stocks. Slightly less than half of all respondents (49%) describe themselves as not being comfortable. Reasons are varied but include high valuations...

 Optimism among individual investors about the short-term direction of the stock market fell further in the latest AAII Sentiment Survey. Neutral sentiment also declined as pessimism rose above 30%. Bullish sentiment, expectations that stock prices will rise over the next six...

 Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2018 by Jaclyn N. McClellan Our expanded guide covers 542 exchange-traded funds, providing detailed return information and data as well as an update on the ETF industry.       Portfolio...

 This month’s Asset Allocation Survey special question asked AAII members if they intentionally include stocks with different market capitalizations (large-cap, mid-cap, small-cap) in their portfolios. Slightly more than three out of five respondents (61%) say yes, they do....

 Individual investors’ allocations changed just slightly last month, according to the July AAII Asset Allocation Survey. Equity allocations decreased modestly, while fixed-income and cash allocations were marginally higher. Stock and stock fund allocations declined by 0.3...