The October 2018 AAII Journal is Now Available Online

COVER ARTICLE Getting the Same Return With Less Risk: The Power of Factors By Larry Swedroe, Charles Rotblut, CFA Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.     Editor’s Note By Charles Rotblut, CFA Two articles this month tackle the issue of how to manage…

 

AAII Journal May 2017 Issue Now Available

Feature Article: When You Haven’t Saved Enough for Retirement Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement. by Charles Rotblut, CFA In This Issue: Stock Strategies » What Is Your Investing Edge? Many investors focus on trying to gain an information edge, but…

 

10 Common Mistakes Made With Beneficiary Designations

This article originally appeared in the November 2014 issue of the AAII Journal. Estate planning truly is the ultimate gift for your loved ones. A comprehensive estate plan should always include a review of the titles and beneficiary designations for all assets. You want to ensure they are consistent with your estate planning goals. Otherwise, unintended…