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Last month, individual investors increased their cash allocations to the highest level and cut their equity allocations to the lowest level in two and a half years, according to the January AAII Asset Allocation Survey. At the same time, bond allocations rose to a one-year high. Stock...

This article originally appeared in the May 2015 issue of the AAII Journal. It’s a fact that the order in which you experience positive and negative returns significantly impacts how your portfolio performs. The big uncertainty is what actual sequence of returns you will experience...

This article originally appeared in the September 2014 issue of the AAII Journal. Michael Falk is a partner with Focus Consulting Group and the chief strategist on a global hedge fund. His background includes extensive asset allocation research and portfolio development expertise...

This week’s AAII Weekly Features highlight these valuable AAII articles: Being Wrong and Still Making Money: An analysis of nearly 31,000 trades found that successful professional investors all adopted the same habits of execution. The Individual Investor’s Guide to Personal...

Financial events on both sides of the Pacific Ocean are testing the ability of us humans to keep our emotions out of our financial decisions. On one side we have fear, with China’s stock market plunge. On the other side, we have greed, with the Powerball jackpot now worth an...

Last month’s Asset Allocation Survey special question asked AAII members how their current allocation compares to their expectations. More than four out of 10 respondents (42%) said their current allocation is either about the same or matches their intended strategy. Slightly...

Individual investors ended 2015 with their largest bond exposure since last January, according to the December AAII Asset Allocation Survey. Equity and cash allocations were both slightly down. Stock and stock fund allocations declined by 0.2 percentage points to 65.3%. The change...

One of the longest-running debates in finance centers on the most critical part of investing: allocation. Opinions vary on what asset classes to allocate to, how much should be put into each asset class and when adjustments should be made. Volumes have been written on the subject....

A part of the process for managing your finances that is easy to overlook is protecting your digital assets. Not your online persona (e.g., “Fly Fishing Bill”), but your records, statements, passwords, etc. Computer viruses, malware and identity theft are certainly...

The December 2015 AAII Journal is now available online. Feature Article This month we feature the Individual Investor’s Guide to Personal Tax Planning for 2015. The AAII editorial staff has put together our annual tax and financial planning guide that is designed to help you...