Special Question

Last month’s Asset Allocation Survey special question asked AAII members what most often causes them to alter their portfolio allocations. The largest group (14% of all respondents) cited market factors such momentum, technical analysis and valuation. More than 13% said that they...

Asset Allocation

Fixed-income exposure among individual investors rose last month to levels not seen since January 2015, tying a three-year high. The March AAII Asset Allocation Survey also shows higher exposure to equities and smaller cash positions. Stock and stock fund allocations rose 2.5 percentage...

Top 10 Articles

Here are the Top 10 articles from AAII.com for March 2016 (based on unique page views): The Top 10 Economic Indicators: What to Watch and Why Everyone wants to keep a pulse on the economy, but no one wants to wade through the massive volume of statistics. A look at the top 10...

Investor Update

Though the impact of Alzheimer’s disease on families and friends from a lifestyle and emotional standpoint has been well-documented, little research has been done into the financial impact of caring for some afflicted by the disease. To determine the impact, the Alzheimer’s...

SentimentSurvey

The percentage of individual investors describing their six-month outlook for stocks as “neutral” is at its highest level of the year, according to the latest AAII Sentiment Survey. The rise occurred as optimism fell below 30% for the first time in six weeks and pessimism...

Special Question

This week’s Sentiment Survey special question asked AAII members what factors are currently most influencing their six-month outlook for stocks. More than one out every four respondents (27%) mentioned the presidential election. (One member described it as “the craziest...

sell

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why H&R Block Inc. (HRB) is his “Sell of the Week” for March 30, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring...

Weekly Features

This week’s AAII Weekly Features highlight these valuable AAII articles: How to Measure the Skills of Your Fund Manager: The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. What...

buy

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Texas Instruments Inc. (TXN) is his “Buy of the Week” for March 29, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring...

featured-articles

Do you have a significant college reunion that’s inspiring you to make a large gift? Perhaps there is a capital campaign for your favorite cause. These are the kinds of giving opportunities that should have you considering a charitable trust. For example, a charitable remainder...