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A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. An exchange-traded fund (ETF) is an investment fund traded on stock exchanges,...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using ETFs in a Tough, Sideways-to-Bear Market Over the last 100-plus years, there have been more bear markets than bull markets. Since there are usually more bear market years than...

Feature Article: Downward Estimate Revisions Screen Tops Unconventional Year Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.   In This Issue: Stock Strategies: Deep Value Investing...

This is the time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Investing to Avoid the Consequences of Being Wrong Retirees should only risk the savings they don’t need; young investors should allocate as much to stocks as their risk tolerance allows....

One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security,...

Here are the most-read blog posts for August 2016:   How Risky Are ETFs? Last year’s “flash crash” called into question the safety of ETFs and brought increased scrutiny from regulators and investment professionals. Don’t Underestimate Equities in Retirement Many...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: AAII Model Portfolio Update: Introducing the Level3 Passive Portfolio AAII’s founder, James Cloonan, introduces his new Level3 Passive Portfolio, which is based on research carried out...

The August 2016 AAII Journal is Now Available Online.  Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2016 Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.  Also...

Here are the Top 10 articles from AAII.com for June 2016 (based on unique page views): Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors...