The Fed-Trump Divergence

To the surprise of almost no one, the Federal Open Market Committee (FOMC) announced that it raised its benchmark interest rate by 25 basis points (0.25%) to the range of 0.75% to 1.0%. This was the third interest rate hike in a decade, but the second since December. This seems to signal that the Federal…

 

June 2016 AAII Journal Update

The June 2016 AAII Journal is Now Available Online.   Feature Article: The Weiss Approach to Value in Blue-Chip Stocks Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.  Also in This Issue: First Cut: Graham Stocks With a Low Price Relative to Net Current Assets Applying Ben Graham’s philosophy, 25…

 

How Can You Make Sure You Don’t Run Out of Money in Retirement?

This article originally appeared in the September 2014 issue of the AAII Journal. You’ve spent a lifetime investing and planning for your retirement. Utilizing intelligent cash flow strategies during your retirement will help you enjoy it. What factors do you need to take into account? the need for real, not nominal, cash flow (i.e., an…

 

Choosing the Right Portfolio Allocation Approach for You

One of the longest-running debates in finance centers on the most critical part of investing: allocation. Opinions vary on what asset classes to allocate to, how much should be put into each asset class and when adjustments should be made. Volumes have been written on the subject. Yet a single simple consensus eludes us. In…

 

Study: Most Americans Feel They Have Insufficient Assets for Financial Advice

According to TIAA-CREFF’s fourth annual Advice Matters survey, 63% of Americans believe that don’t have enough money to seek investment advice. However, nearly three our of four respondents said they would like to receive financial advice in the future. The survey also found that 45% think they need at least $50,000 in savings to seek financial…

 

No Changes This Month to AAII Model Portfolios

The October AAII Model Portfolio Update is now available online. “October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.”—Mark Twain It is difficult to think that October could be any worse for investors after a…