Investors’ Cautious Optimism Driven by Prospects of Tax Reform

The number of articles being written about the “dangerous” levels of the U.S. stock market is coming at an ever-increasing rate. And perhaps, for good reason. The Dow Jones industrial average has notched 42 all-time highs in 2017, the S&P 500 index has booked 37 records, while the Nasdaq has ended at a record 49…

 

The Debate Over Retirement Income Strategies

As millions of baby boomers are either retiring or nearing retirement, there is an ongoing debate on how to manage one’s portfolio heading into and once in retirement. Here’s a glimpse into it: While at last week’s Morningstar Investment Conference, I tweeted a comment made by Morningstar’s David Blanchett about the likelihood of success for…

 

John Bogle on Achieving Greater Long-Term Wealth Through Index Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: A Second Look at How Target Date Funds Change Their Allocations Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans (aka, defined-contribution plans). The simplicity of target date…

 

Overwhelming Number of Individual Investors Think Federal Reserve Has Too Much Power

Last week’s AAII special question asked how much power individual investors feel the Federal Reserve has over boosting the U.S. economy and the stock market. In all, 439 members responded. Among those that addressed whether the Federal Reserve has too much or too little power (75 in all), an overwhelming percentage–97.3%–feel that the Fed has too…