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One of the common behavioral biases is anchoring. Anchoring is basing expectations and viewpoints on previous, often recent, information. An example would be the yield on the 10-year Treasury note. The benchmark bond yielded 1.59% today. If it were to rise over the short term to,...

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,...

The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also...

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...

Here are the Top 10 articles from AAII.com for August 2016 (based on unique page views):   The Top 10 Economic Indicators: What to Watch and Why Everyone wants to keep a pulse on the economy, but no one wants to wade through the massive volume of statistics. A look at the...

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...

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...

This week, Morningstar held its annual Investment Conference. Attended primarily by financial advisers, the conference is notable for both its size and its mutual fund focus (though there were sessions on other topics). This week, I’ll share some of my notes and observations....

On Wednesday, The Wall Street Journal published an article headlined, “Rock-Bottom Bond Yields in Europe Hit All-Time Lows.” Thursday morning, a headline on The Financial Times’ website declared: “Relentless: Bund Yields Take Fresh Step Down.” The headlines were written...

Effective this week, just about anyone in the U.S. can play the role of venture capitalist. New crowdfunding rules went into effect on Monday that allow non-accredited investors to risk up to $2,000 or 5% of their annual income or net worth (whichever is less) in a start-up company...