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Please note that U.S. markets will be closed on Monday, February 20, in observance of Washington’s Birthday (President’s Day). AAII offices will also be closed. This week saw several market indexes notch multiple all-time highs. The Dow Jones industrial average recorded its...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Vanguard’s Dynamic Spending Strategy for Retirees A number of spending rules—each emphasizing different goals—have been developed to help retirees deal with changes in their...

Last month’s Asset Allocation Survey special question asked AAII members how their allocations as of December 2016 compared to what they expected their allocations would look like at the start of the year. Nearly 37% of respondents said their allocations were similar to what...

Bonds and bond funds accounted for the lowest percentage of individual investors’ portfolios in 17 months, according to the December AAII Asset Allocation Survey. Cash allocations rose last month, while equity allocations were barely changed. Stock and stock fund allocations...

This week’s Sentiment Survey special question asked AAII members how big of a percentage gain or loss the S&P 500 will realize in 2017. Just under three out of five respondents (59%) expect the large-cap index to post a gain next year. Slightly less than half anticipate...

This week’s Sentiment Survey special question asked AAII members what impact the possibility of additional rate hikes occurring in 2017 has on their market outlook. Slightly more than two out of five respondents (42%) say that the prospect of future rate hikes either doesn’t...

There are two questions investors may have following yesterday’s rate hike. The first is: What happens next? The second is: What do I do now? The short answers are: Don’t put too much faith into the forecasts and enjoy the marginally higher level of interest income, but don’t...

The percentage of individual investors describing their market outlook as “neutral” is now at its lowest level in more than two years, according to the latest AAII Sentiment Survey. Pessimism extended its rebound, and optimism is higher as well. Bullish sentiment,...

Friday marked the one-month anniversary since Hillary Clinton conceded the presidential election to Donald Trump. Since the close on November 8, Election Day, the majority of U.S. stocks has seen a strong gain. This week, though, the “Trump Bump” seemingly found a higher gear....

This week we performed our monthly Stock Superstars Report (SSR) portfolio review and made some changes. For more information on this month’s deletions and additions, read the December SSR Monthly Report available online. November Market Recap In the aftermath of the U.S. presidential...