The September 2017 AAII Journal is Now Available Online

Feature Article » Exchange-Traded Funds Technology Takes Over the Top-Performing ETF List by Jaclyn N. McClellan Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence. Portfolio Strategies » Minimizing Taxes With Asset Allocation by Stephen E. Wilcox Strategically taking into consideration both tax laws and the…

 

June 2016 AAII Journal Update

The June 2016 AAII Journal is Now Available Online.   Feature Article: The Weiss Approach to Value in Blue-Chip Stocks Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.  Also in This Issue: First Cut: Graham Stocks With a Low Price Relative to Net Current Assets Applying Ben Graham’s philosophy, 25…

 

FINRA’s Proposal to Halt Elder Fraud: Stop Withdrawals

The Financial Industry Regulatory Authority (FINRA) released a new proposal to protect seniors from financial fraud. The rules will allow financial companies to respond to situations in which there is a reasonable belief that financial fraud is occurring. If fully implemented, financial firms would be able to place a hold on the dispersal of funds…