Fit for All Seasons: Managing and Monitoring Your Portfolio

Portfolios occasionally get away from investors and become financial beasts. You may have one of these creatures in your file cabinet: Your portfolio may be something you started long ago and added to sporadically over the years, never looking very closely at these investments individually after your initial interest or considering how the individual investments…

 

Inflation or Slowing Economic Growth: Which Do You Fear More?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRAs have unique traits and do not follow all the same rules as traditional individual retirement accounts and Roth IRAs. Though some similarities exist, the applicable rules are dependent on whether the new owner of…

 

AAII’s Best of the Web – Portfolio Tracking, Analysis & Optimization

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Handling Major Financial Statement Revisions Major revisions to financial statements have been rare among Shadow Stocks; their mere occurrence is not reason alone for a stock‚Äôs removal. Jim Cloonan offers his latest quarterly review of the AAII Model Shadow Stock…