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 Volatile and uncertain market conditions are particularly troublesome for those who have recently retired or are near retirement. The decisions made during this critical period can significantly determine whether savings will last throughout one’s lifetime. Christine Fahlund,...

 For the last several weeks, the on-again, off-again threat of trade war with China has been pushing and pulling the market. In the latest development, earlier this week President Donald Trump says he is “ready” to place tariffs on every Chinese good imported to the U.S. Speaking...

  One of the Briefly Noted columns appearing in next month’s AAII Journal will give tips on what to do during each of the five years leading up to retirement. In the column, we reference AAII founder James Cloonan’s Level3 withdrawal rules. Among those rules is allocating...

 This week’s Sentiment Survey special question asked AAII members for their perception of the current state of the housing market. Nearly one out of three respondents (32%) describe housing as lacking enough inventory (especially for entry-level homes) or otherwise being...

 The percentage of individual investors describing their short-term outlook for stock prices as “neutral” rebounded strongly in the latest AAII Sentiment Survey. Optimism pulled back, as did pessimism. Bullish sentiment, expectations that stock prices will rise over the...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Analyzing a Stock by Its Dividend and Shareholder Yield One theory of valuation is that a stock is worth the cash distributable to shareholders. An advantage to methodologies...

 When it comes to diversifying an investment portfolio, most people probably think of stocks and bonds, as well as investing across different sectors and industries. However, there is a category of investments gaining in popularity that offer additional diversification benefits:...

 The term “yield” is thrown about often by the financial press and others. The trouble is that yield has many different meanings and implications for investors. This workshop will try and sort out some of the major differences. It will not, however, attempt to present mathematically...

  In assisting my mother-in-law with her finances, one of the things I’ve done is to project how long her savings will last. I’m monitoring her income, spending and savings to ensure she is able to live comfortably now and still has enough to cover future potential living...

 This week’s Sentiment Survey special question asked AAII members what they thought about the current dividend yield stocks are trading at. Three out of 10 respondents (30%) describe dividends as either being low or too low. Slightly more than 17% are satisfied with the current...