The Bull Turns 8 Years Old – Five Observations and Suggestions

Special note: The AAI Investor Conference is special event that regularly sells out. As we get closer to finalizing the agenda for our 2017 AAII Investor Conference, we are giving you the opportunity to have first access to registration and qualify for the discounted early-bird rate. No credit card is currently necessary; simply visit this…

 

Market Factors and Regular Rebalancing Affecting Allocation Decisions

Last month’s Asset Allocation Survey special question asked AAII members what most often causes them to alter their portfolio allocations. The largest group (14% of all respondents) cited market factors such momentum, technical analysis and valuation. More than 13% said that they periodically rebalance their portfolios or otherwise make small adjustments when their allocations stray…