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January’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they plan to make this year. Nearly one-third of all respondents (32%) said they either are not intending to make any changes or will rebalance their portfolios as necessary....

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...

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...

This article originally appeared in the October 2014 issue of the AAII Journal. The Paycheck Strategy for Lifetime Investing is outside of the current investment paradigm of professional investment advisers, but we believe it can be the basis for a strategy to ensure a flow of...

Companies are very aware of our tendency, as humans, to overestimate the odds of making money. They use this to their advantage by pitching products and services as money-making opportunities that in reality are highly effective tools for separating us from our money. One bad idea...

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 Model Shadow Stock Portfolio’s Long-Term Performance Understanding What Bond Market Liquidity Means for Your Portfolio Using Rational Value to Judge a Stock’s Worth Finding Bargains Among...