AAII Weekly Digest: Making Sense of Mutual Fund Data

A Second Look at How Target Date Funds Change Their Allocations Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans. However, there remains confusion about how to use target date funds. This article offers an overview of…

 

Two Ways to Build and Preserve Wealth

For all of the chatter coming out of the financial industry about building wealth, I continue to believe that two of the best methods for individual investors are process and automation. The likelihood of success is enhanced when a good process is put in place and automation is used when it is both reasonable and…

 

Using Sell Signals to Improve Results

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Special Update and Rule Changes Ahead of the next quarterly review of the Model Shadow Stock Portfolio, which will take place at the end of this month, AAII’s chairman James Cloonan reveals some key changes to the selection rules used…

 

10 Questions to Ask About a Fund Manager

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   How to Measure the Skills of Your Fund Manager Investors can take advantage of an observed characteristic that predicts higher fund performance. As long as the fund keeps its strategy unaltered, and as long as the observed characteristic predicts good performance, investors will benefit…

 

AAII Journal May 2017 Issue Now Available

Feature Article: When You Haven’t Saved Enough for Retirement Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement. by Charles Rotblut, CFA In This Issue: Stock Strategies » What Is Your Investing Edge? Many investors focus on trying to gain an information edge, but…

 

Market Wrap: Dividend Investing

Associate Financial Analyst at AAII Jaclyn McClellan spoke with Moe Ansari on Market Wrap about investing in dividend stocks and the approach used in the AAII Dividend Investing newsletter.     Market Wrap is a nationally syndicated broadcast. Moe begins each Market Wrap broadcast with an analysis of the day’s news from Wall Street and…

 

MoneyLife Radio Sell of the Week: Progressive Corp (PGR)

AAII associate financial analyst and editor of Computerized Investing, Jaclyn McClellan explains to Chuck Jaffe of MarketWatch why Progressive Corp (PGR) is her “Sell of the Week” for February 22, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need…

 

MoneyLife Radio Buy of the Week: Home Depot (HD)

AAII associate financial analyst and editor of Computerized Investing, Jaclyn McClellan explains to Chuck Jaffe of MarketWatch why Home Depot (HD) is her “Buy of the Week” for February 22, 2017, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you…