19 Investing Resolutions for 2018

Special notes: First, on behalf of everyone at AAII, have a happy, healthy and prosperous new year. Both the U.S. financial markets and our offices will be closed on Monday, January 1, in observance of New Year’s Day. Finally, we are in the process of updating our Tax Guide to reflect the new law. As…

 

The Portfolio Review: Why It Is Important and How to Do It

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Portfolio Review: Why It Is Important and How to Do It Performing your own periodic portfolio review (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy…

 

17 Investing Resolutions for 2017

Long-term readers know that I like to share my list of investing resolutions at the start each year. The list started in 2012 and has grown since. This year, I’ve added one additional resolution about protecting yourself when managing your finances online and on your computer. If this is the first time you’re seeing my…

 

16 Investing Resolutions for the New Year

This is the fifth consecutive year I’m publishing a list of New Year’s resolutions for investors. The list started in 2012 with just eight resolutions and has now officially doubled. Given the growing length of this list, I’m going to avoid discussing what the market looks like for next year. I did a post for…

 

Periodic Portfolio Review

I recently looked at my 403(b) plan, which is the equivalent of a 401(k) plan, for the first time in approximately six months. Even with the market’s recent correction, my portfolio was fine. Now that I’ve looked, I don’t plan on checking it again for another six months. Sounds heretical, doesn’t it? A financial professional…