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 It’s easy to adhere to an investment strategy when you don’t have to do very much. Such is the case with the approach I use to manage my 403(b) account, which is similar to a 401(k) account. When I recently looked at my account, there was nothing for me to do. No changes...

 This week’s Sentiment Survey special question asked AAII members what factors would most likely be responsible should stock prices rise between now and the end of the year. Responses varied, with the largest group (29%) crediting earnings, particularly earnings growth. A...

 The percentage of individual investors who described their short-term outlook for stocks as “neutral” is above 40% for the first time in almost two months. The latest AAII Sentiment Survey also shows a big drop in optimism and a rise in pessimism. Bullish sentiment, expectations...

 Feature Article » The Basics of Real Estate Investment Trusts (REITs) by Jaclyn N. McClellan These investment trusts provide direct exposure to real estate and are required to distribute at least 90% of their taxable income.   Portfolio Strategies » The Impact of...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Art of Creating an Investment Policy Statement To build the nest egg you will need for retirement requires discipline and patience. You must treat your personal income and...

 Last month’s Asset Allocation Survey special question asked AAII members how the Tax Cuts and Jobs Act is influencing their portfolio decisions. Four out of five respondents (80%) say the new tax law either isn’t currently having any impact or only a limited effect. Several...

 Individual investors’ cash allocations rose to an 11-month high last month. At the same, equity allocations declined to their lowest level since last summer according to the April AAII Asset Allocation Survey. Stock and stock fund allocations declined for a fourth consecutive...

 AAII senior financial analyst Wayne Thorp explains to Chuck Jaffe why Mattel Inc. (MAT) is his “Sell of the Week” for May 1, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information...

 For most individuals, another tax season has come and gone. If you filed for an extension, you have until October 15 to file. But how much does the typical American pay in taxes? According to the Bureau of Labor Statistics, the average American household’s income is...

 Setting financial priorities is frequently very difficult for individuals. Yet, it is very important for most people, since few of us have the financial resources to totally finance all of our “wants.” Setting priorities allows us to consciously review our objectives and...