My Notes From the CFA Institute’s Annual Conference

I spent the first half of this week at the CFA Institute’s Conference in Philadelphia. The conference is targeted toward CFA charterholders and covers a very wide range of topics. It’s also an international conference, with the third biggest delegation of attendees, behind the U.S. and Canada, coming all the way from South Africa. I’ve…

 

Bogle’s Allocation and Other Morningstar Conference Notes

Special Note: We’re announcing today that Fidelity Investments’ senior investment strategist Bruce Johnstone will be a keynote speaker at this year’s upcoming AAII Investor Conference. Johnstone was previously ranked as the #1 equity-income fund manager during his tenure as portfolio manager of Fidelity’s Equity-Income Fund. To see Johnstone and the other great speakers we have…

 

AAII’s Most-Read Articles for October 2016

Here are the Top 10 articles from AAII.com for October 2016 (based on unique page views): The 10 Myths of Retirement Planning Retirement planning requires a clear-eyed analysis of future needs and income, but many individuals view retirement through rose-colored glasses. Here are some of the most common myths and how you can bring reality…

 

Common Investor Mistakes & Other Insights from John Bogle

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Mutual Fund Cash Dilemma Should fund managers let cash build in the absence of opportunities, or should they remain fully invested at all times? While most mutual fund managers are required to stay invested, some have the flexibility to raise their cash allocations,…

 

AAII’s Top 10 Articles for June 2016

Here are the Top 10 articles from AAII.com for June 2016 (based on unique page views): Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors broad market index funds, as well as his thoughts about…

 

John Bogle on Achieving Greater Long-Term Wealth Through Index Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: 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 (aka, defined-contribution plans). The simplicity of target date…

 

AAII’s Top Articles for March 2016

Here are the Top 10 articles from AAII.com for March 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…

 

Planning for the Financial Impact of Alzheimer’s and Dementia

Though the impact of Alzheimer’s disease on families and friends from a lifestyle and emotional standpoint has been well-documented, little research has been done into the financial impact of caring for some afflicted by the disease. To determine the impact, the Alzheimer’s Association conducted a nationwide survey. The results are discussed in the association’s 2016…

 

How to Measure the Skills of Your Fund Manager

This week’s AAII Weekly Features highlight these valuable AAII articles: How to Measure the Skills of Your Fund Manager: The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. What Exactly Do Online Investment Advisory Services Do?: In contrast with…