Don’t Be Quick to Sell (or Rotate) in May

This week marks the start of what the Stock Trader’s Almanac refers to as the “worst six months” for the stock market. Relative to the “best six months,” stocks historically underperform during the period of May through October. Underperformance, however, should not be confused with losing money. Sam Stovall, the U.S. equity strategist at S&P…

 

AAII’s Top Articles for April 2016

Here are the Top 10 articles from AAII.com for April 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 top 10 economic indicators…

 

How Impactful Are Changes in Analyst Ratings?

Before you give into any temptation to follow analysts’ recommendations, consider this conclusion from three researchers: “On average, analysts’ revisions are not highly correlated with subsequent long-run returns, indicating that analysts do not provide new information that is relevant for the long run for typical investors.” The finding is from an appropriately named paper published…

 

From Saver to Spender: Managing Your Money in Retirement

This week’s AAII Weekly Features highlight these valuable AAII articles: Qualitative Guidelines for Mutual Fund Selection: Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process. Retirement Readiness Is Being Assessed in the Wrong Manner: No consensus exists on an acceptable risk…

 

Don’t Underestimate Equities in Retirement

Many retirees reflexively believe that they can live off of the interest from their investments while preserving principal. Using interest payments alone to fund one’s living expenses in retirement may have been possible in decades past when life expectancies all but guaranteed a shorter retirement and yields on the 10-year Treasury note were in the…

 

Weekly Features: Exploring the Optimal Equity Allocation Path for Retirees

This week’s AAII Weekly Features highlight these valuable AAII articles: Exploring the Optimal Equity Allocation for Retirees An In-Depth Look at the Tax Consequences of Asset Allocation Clueless: What Graduates Need to Know About Making Financial Decisions The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the…

 

AAII Journal Update: The Individual Investors Guide to Personal Tax Planning 2015

The December 2015 AAII Journal is now available online. Feature Article This month we feature the Individual Investor’s Guide to Personal Tax Planning for 2015. The AAII editorial staff has put together our annual tax and financial planning guide that is designed to help you assess your current tax situation and plan for any changes…

 

AAII Weekly Features: The Individual Investor’s Guide to Personal Tax Planning 2015

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Exploring the Optimal Equity Allocation Path for Retirees Keeping Transactions Clean from the Wash-Sale Rule Social Security: Delay Benefits at the Expense of Personal Savings? The featured AAII stock screen this week is the Lakonishok approach. Our Member…