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 In a recent survey from Hearth Insights, fewer than one in five Americans feel like they’re living the “American Dream.” However, how do you define that dream? As Anthony Ghosn, Heath’s chief executive officer said, that dream is “a complex concept that involves...

 Performance statistics are probably the single most scrutinized feature of any mutual fund. These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager or a...

 While working on a new presentation about portfolio strategies, it occurred to me that there is an important question I should address: What investments does an individual investor need in their portfolio? Not specific names, but rather what types of investments. It’s a...

 This week’s Sentiment Survey special question asked AAII members to describe how their sentiment toward the stock market is being influenced by the prospects for tax reform. The majority of respondents (57%) said their sentiment is not being influenced. Many in this group...

 The percentage of individual investors describing their six-month outlook for stocks as “neutral” is at its lowest level in nearly six months. The latest AAII Sentiment Survey also shows increases in both optimism and pessimism. Bullish sentiment, expectations that stock...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud Financial fraud is an all-to-often occurrence and highlights the importance of asking the right questions...

 Feature Article » Stock Strategies Stock Market Retreats and Recoveries by Sam Stovall Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick. AAII InvestoGraphic » Stock Market Volatility by AAII...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Invesco Ltd., PLC (IVZ) is his “Buy of the Week” for October 3, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

 Last month’s Asset Allocation Survey special question asked AAII members what would prompt them to increase their allocations to stocks. Nearly half of all respondents (44%) said a decline in stock prices and/or a pullback in valuations would prompt them to allocate more...

 Equity allocations among individual investors rebounded to a three-month high last month, according to the September AAII Asset Allocation Survey. Fixed-income allocations fell and cash allocations declined modestly. Stock and stock fund allocations rose 1.9 percentage points...