AAII Home AAII Blog

The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect the investment portfolio you have spent...

The decision to name a trustee is a complex process that includes weighing and balancing the various factors according to personal preferences and circumstances. A trustee is a person or institution named in a trust agreement to carry out the objectives and follow the terms of...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Art of Creating an Investment Policy Statement The approach to building your nest egg should be process-driven. You should document the process you will follow in a written plan,...

Selecting the people to carry out the provisions of an estate plan is one of the most important and difficult tasks involved in the estate planning process. It is impossible to make a proper selection of any member of the estate planning team without understanding, in general terms,...

I spent the first half of this week at the CFA Institute’s Conference in Philadelphia. The conference is targeted toward CFA charterholders and covers a very wide range of topics. It’s also an international conference, with the third biggest delegation of attendees, behind the...

Many people do not see an estate plan as necessary, while others recognize the need to plan but have no idea whom to contact or how to begin. Estate planning encompasses much more than simply protecting one’s assets; it provides peace of mind that your assets will pass according...

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...

My father-in-law passed last week. Les was a person who was willing to take risks when the potential payoff seemed to warrant doing so. This led him to stop his graduate school studies at the University of Chicago and join what was then a brand-new government agency: NASA. His...

We are now less than two months from the April 18 federal tax filing deadline. Taxes are traditionally due on April 15, but the IRS pushes off the due date if it falls on a weekend or holiday. This year, April 15 falls on a Saturday. The next business day, Monday, April 17, is...

The election day is just 11 days away, thank goodness. As it nears, articles and reports are appearing about the election’s impact on the market. We’re going to discuss the data in the November Stock Superstars Report, which will be posted online Friday evening, but I’ll share...