This week’s AAII Weekly Features highlight these valuable AAII articles:
- Rebalancing Update: A Tiny Raise for Retirees: Even with last year’s volatility, no rebalancing was required. Low inflation caused the withdrawal amounts to increase only slightly.
- The Individual Investor’s Guide to Personal Tax Planning 2015: With April 15 a month away, AAII’s annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
- Shorting: A Strategy for Profiting From Price Declines: Stocks at risk of falling in price tend to be overpriced and have weakening price movement, growing balance sheets and declining margins.
- The Importance of Diversification in Retirement Portfolios: Diversifying a portfolio among four primary asset classes allows for large withdrawals to be taken throughout retirement.
The featured AAII stock screen this week is the O’Shaughnessy: All Cap approach.
Our Member Question for this week is:
How would you best describe your financial situation?