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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...

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Exploring the Optimal Equity Allocation Path for Retirees Keeping Transactions Clean from the Wash-Sale Rule Social Security: Delay Benefits...

Here are the Top 10 articles from AAII for November 2015 (based on page views):  Defining Your Investment Philosophy Without an easy-to-explain investment philosophy, you run the risk of chasing one investment fad to the next, losing the money along the way. Here are 10 questions...

This week’s AAII Weekly Features highlight these valuable AAII articles: The Advantages of Simple Allocation Strategies David Dreman’s Contrarian Approach to Stock Selection Why Your Financial Advisor Should Be a Fiduciary Defining Your Investment Philosophy The featured...

I recently looked at my 403(b) plan, which is the equivalent of a 401(k) plan, for the first time in approximately six months. Even with the market’s recent correction, my portfolio was fine. Now that I’ve looked, I don’t plan on checking it again for another six months. Sounds...

This week’s AAII Weekly Features highlight these valuable AAII articles: Defining Your Investment Philosophy Why Your Financial Adviser Should Be a Fiduciary The Advantages of Simple Allocation Strategies Is the Small-Cap Stock Premium Disappearing? The featured AAII stock screen...

The November 2015 AAII Journal is now available online. Feature Article This month’s feature article is The Advantages of Simple Allocation Strategies. Author Wesley R. Gray suggests that investors are better off reducing the number of asset classes in their investment portfolio...

Cash may be king, but ThinkAdvisor reported that a BlackRock’s latest Global Investor Pulse survey finds that Americans may be holding too much cash in their retirement accounts. The survey found that Americans are holding 65% of their net worth in cash instruments. What are the...