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 Last month, cash allocations among individual investors fell to their lowest level since the summer. The October AAII Asset Allocation Survey also shows a rebound in fixed-income allocations and a decline in equity allocations. Stock and stock fund allocations declined 0.7...

 For nearly two decades, the 4% rule has served as a benchmark of how much retirees can safely afford to withdraw from their nest eggs initially, with annual increases for inflation, and be reasonably certain they would not outlive their savings over a 30-year retirement. In...

 The following is an excerpt of my weekly commentary for AAII’s Stock Superstars Report from October 20, 2017. As you may have heard, yesterday (Thursday) marked the 30th anniversary of “Black Monday,” the biggest one-day stock market decline in Wall Street history. These...

  This month there is one portfolio deletion and one portfolio addition for the SSR tracking portfolio. For more information on this month’s portfolio changes, read the November SSR Monthly Report. October Market Recap The U.S. stock market kept churning away in October...

 A few weeks ago, I offered a list of what assets an individual investor needs to hold in their portfolio. Second in order of importance on my list—behind stocks, bonds and cash—were REITs (real estate investment trusts). These real estate investments offer a dual benefit...

 This week’s Sentiment Survey special question asked AAII members for their perception of the housing market. Just over half of all respondents (51%) described housing as being overheated, becoming unaffordable or otherwise at risk of a decline. Many respondents pointed toward...

 The percentage of individual investors describing their short-term outlook for the stock market as “neutral” is at a seven-month low. The latest AAII Sentiment Survey also shows both optimism and pessimism rising above their respective historical averages. Bullish sentiment,...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Interest Rate Sensitivity and Bond Pricing How can it be that there are times when “safe” assets such as high-quality corporate bonds or U.S. Treasuries exhibit levels of...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why SKECHERS USA, Inc. (SKX) is his “Buy of the Week” for October 24, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the...

 Computerized Investing’s new October content is now available! This month includes: Best of the Web: The Top 6 Sites for Portfolio Tracking, Analysis and Optimization In this installment of Best of the Web, CI editors highlight six sites that help you keep an eye on...