The February 2019 AAII Journal is Now Available Online

COVER ARTICLE The Individual Investor’s Guide to the Top Mutual Funds 2019 By AAII Staff Our annual mutual fund guide provides information and performance statistics on 727 funds.   NOTES & OPINIONS Dispatches Current news items of interest to individual investors. Majority of Retirees Regret Not Saving More for Retirement Older Workers Investing More in…

 

Think Twice Before Making Your Own Market (Br)exit

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 Union? For that matter, why did stocks…

 

What is the Most Tax-Efficient Investment?

An AAII member recently asked, “What is the most tax-efficient investment?” Before you answer, stop and give the question some thought. The answer is not as straightforward as it may seem. A few factors influence the tax efficiency of investing. One, of course, is the type of investment. Municipal bonds receive very favorable tax treatment,…