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 Broker, registered investment adviser, financial planner, insurance agent, investment adviser and wealth managers: These are a few of the common terms used to describe various financial professionals. Many individual investors are confused by these terms, and do not have a...

 It’s hard to believe it’s already July. I recently moved to the far western suburbs of Chicago surrounded by farmland and the corn is already tasseled out, let alone “knee high by the Fourth of July.” Back-to-school ads are starting to pop up and before...

  Second-quarter earnings will begin to heat up next week. Thomson Reuters projects S&P 500 index earnings growth of 20.7% and revenue growth of 8.1% on a blended basis. (The blended number uses results from both the 20 S&P 500 companies that have reported as of this...

 This week’s Sentiment Survey special question asked AAII members how the stock market’s performance during the first half of the year compared to what their expectations were back in January. Approximately 45% of respondents describe returns as being worse than expected....

 Optimism among individual investors about the short-term direction of the stock market decreased further, falling to a three-month low. This week’s AAII Sentiment Survey also showed higher neutral sentiment and lower pessimism. Bullish sentiment, expectations that stock...

 A Second Look at How Target Date Funds Change Their Allocations Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans. However,...

 From all of us at AAII, we wish you a happy and safe Fourth of July holiday. ...

   Feature Article: Portfolio Strategies » For Bucket Portfolios, the Devil Is in the Details by Christine Benz Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.     Portfolio Strategies...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Advanced Energy Industries (AEIS) is his “Sell of the Week” for July 3, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

 This month’s Asset Allocation Survey special question asked AAII members what would prompt them to increase their allocation to stocks. More than a quarter of respondents (28%) say nothing. Many of these respondents either describe themselves as being fully allocated to...