Brexit Leaves Nearly 75% of Respondents’ Allocations Unaffected

July’s Asset Allocation Survey special question asked AAII members how Great Britain’s decision to leave the European Union affected their allocation decisions. Nearly three-quarters of respondents (73%) said the referendum’s outcome either did not affect their portfolio allocation decisions or that they are not making any changes in reaction to the vote. Some of these…

 

Creating and Following a Real Financial Plan

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: IRA Rollover Chart: Rules Regarding Rollovers and Conversions This article provides a helpful chart, adapted from the Internal Revenue Service (IRS), that shows what types of retirement accounts can be rolled over or converted into another type of retirement account.   Life After Loss: 6 Smart…

 

Election & Global Uncertainty Affecting Investors’ Stock Outlook

This week’s Sentiment Survey special question asked AAII members what factors are most influencing their six-month outlook for stocks. The top two factors were the U.S. presidential election (listed by 45% of respondents) and global economic uncertainty (named by 39%). More than one out of four respondents (27%) specifically pointed to the uncertainty being created…

 

Majority of Investors Believe Brexit Will Happen, But Won’t Impact Investment Strategy

The global markets were caught somewhat off guard to the June 23 vote in the U.K. to leave the European Union. In the days that followed, stock markets around the globe first retreated strongly only to rebound, nearly erasing the “Brexit” losses. While most long-term investors consider short-term volatility due to headline risk as mere…

 

Think Twice Before Making Your Own Market (Br)exit

There is an old investing adage: “the market is always right.” Investors would be wise to question this adage in light of last week’s Brexit referendum. If the market is always right, then why were traders bidding stocks up as the British were voting to leave the European Union? For that matter, why did stocks…

 

9 Guidelines for Retirement Success

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Cash Flow and Allocation Strategies for Retirees Jane Bryant Quinn, nationally known personal finance writer and commentator, sits down with AAII Journal editor Charles Rotblut to discuss how reverse mortgages, stocks, bonds and annuities can be used by retirees to ensure they have adequate levels of cash…

 

What Investors Should Do In Reaction to Brexit

Given the outcome of yesterday’s referendum, which calls for Great Britain to leave the European Union, the question is what’s next? The only honest answer right now is “we don’t know.” BBC News has a good article explaining the vote and the exit process. No country thus far has left the European Union. Greenland previously…