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 Why Value Beats Growth: A Brief Explanation In the long run, value stocks perform better because the markets are not perfectly efficient and investors overpay for growth. That is not to say that value always outperforms. The key when it comes to all investment approaches is...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Principal Financial Group Inc. (PFG) is his “Buy of the Week” for September 11, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to...

  Repurchases of common stock by corporations can be an attractive alternative to dividends. They may also affect share price. But what is their impact—to the corporation; to the shareholder? Many companies have been repurchasing their common stock in recent years and some...

  Retirement has the potential to be a relaxing and fulfilling stage of life. As with any major change, however, retirement presents a new set of challenges that may cause anxiety. How do you manage health care costs? How do you keep from outliving your money? How do you leave...

  Special note: This commentary originally ran in March 2017. I received more feedback about it than any other Investor Update column I’ve written over the past eight years. Since many of you found it helpful and I’m out of the office this week, I decided to republish it. My...

 This week’s Sentiment Survey special question asked AAII members which industries or sectors they like right now. Roughly 26% of respondents say the technology sector, while 18% say the health care sector. Eight percent of respondents favor financials, 7% currently like...

 Optimism and neutral sentiment among individual investors fell slightly from last week, while pessimism increased according to the latest AAII Sentiment Survey. Bullish sentiment, expectations that stock prices will rise over the next six months, declined 1.3 percentage points...

  COVER ARTICLE Identifying and Screening for Vice and Virtue Stocks By Charles Rotblut, CFA Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.     EDITOR’S NOTE Editor’s...

 Actions to Take During the Five Years Prior to Retirement Transitioning to retirement from a working career is a challenge for many people. To help, The New York Times interviewed financial advisers, economists and retirees to create what they described as a “five-year countdown...

 Last month’s Asset Allocation Survey special question asked AAII members whether their long-term strategy, the returns of various asset classes or the yield curve has the biggest impact on their asset allocation decisions. Two-thirds (67%) of respondents say their long-term...