Market Movement’s Impact on Portfolio Rebalancing

Sometimes, the market does the hard work for you. Such is the case with my 403(b) account, which is similar to a 401(k) account. Over the weekend, I looked at it for the first time in six months. I could have easily skipped doing so because Mr. Market took care of things for me. There…

 

Market Wrap: Dividend Investing

AAII Journal Editor Charles Rotblut spoke with Moe Ansari on Market Wrap about investing in dividend stocks and the approach used in the AAII Dividend Investing newsletter.     Market Wrap is a nationally syndicated broadcast. Moe begins each Market Wrap broadcast with an analysis of the day’s news from Wall Street and around the…

 

AAII’s Most-Read Articles for October 2016

Here are the Top 10 articles from AAII.com for October 2016 (based on unique page views): The 10 Myths of Retirement Planning Retirement planning requires a clear-eyed analysis of future needs and income, but many individuals view retirement through rose-colored glasses. Here are some of the most common myths and how you can bring reality…

 

Dividends Are Still Valuable

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Cash Dividend Types, Dates and Taxes Though most investors know that a cash dividend is the distribution of money to shareholders, dividend terminology is not as well-understood. Terminology such as ordinary dividend, special dividend, ex-dividend and record date has unique and important meanings investors…

 

What is the Most Tax-Efficient Investment?

An AAII member recently asked, “What is the most tax-efficient investment?” Before you answer, stop and give the question some thought. The answer is not as straightforward as it may seem. A few factors influence the tax efficiency of investing. One, of course, is the type of investment. Municipal bonds receive very favorable tax treatment,…

 

The Power of Compounded Growth and Reinvested Dividends

What’s the allure of dividend-paying stocks? Dividends provide a segment of return that is always positive. Increases in dividends provide an increased positive cash return and, consequently, increase the value of the instrument producing that return. Positive fluctuations are normal in the world of cash payments to shareholders; negative fluctuations are a rarity. Over time,…

 

Dividend Dates & Terms Defined

This article originally appeared in the July 2014 issue of the AAII Journal Though most investors know that a cash dividend is the distribution of money to shareholders, dividend terminology is not as well-understood. Yet ordinary dividend, special dividend, ex-dividend, record date and other terminology have unique and important meanings investors should be aware of. Dividend Types and Subtypes The…

 

Members Buying Large-Cap Stocks or Staying Steady

This week’s Sentiment Survey special question asked AAII members how, if at all, they have recently adjusted their stock investing strategy. More than one-third of respondents (35%) said they are focusing on large-cap, income producing and/or value-oriented stocks. Many of these respondents specifically said that they are primarily seeking dividend-paying stocks. About 14% of respondents…

 

AAII Sentiment Survey: Neutral Sentiment Jumps as Pessimism Declines

Neutral sentiment rebounded back above its historical average as pessimism continued to pull back from its recent high in the latest AAII Sentiment Survey. Optimism declined, continuing the streak of fewer than three out of 10 investors expecting gains in the stock market. Bullish sentiment, expectations that stock prices will rise over the next six…