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A new stock screen I created omits one characteristic that may surprise some (or perhaps many) of you: growth. Nothing in the screen requires a passing company to be growing revenues or profits. It is an admitted deviation from how I’ve previously looked for stocks. I’m not...

Look under the hood of exchange-traded funds (ETFs) incorporating a quality factor and you will often find accruals being used. An accrual is an accounting entry recorded at the time a transaction occurs, regardless of whether not payment has been made. Accrual accounting allows...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Investing to Avoid the Consequences of Being Wrong Retirees should only risk the savings they don’t need; young investors should allocate as much to stocks as their risk tolerance allows....

One of the common behavioral biases is anchoring. Anchoring is basing expectations and viewpoints on previous, often recent, information. An example would be the yield on the 10-year Treasury note. The benchmark bond yielded 1.59% today. If it were to rise over the short term to,...

One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security,...

The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also...

Here are the most-read blog posts for August 2016:   How Risky Are ETFs? Last year’s “flash crash” called into question the safety of ETFs and brought increased scrutiny from regulators and investment professionals. Don’t Underestimate Equities in Retirement Many...

Here are the Top 10 articles from AAII.com for August 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...

An interesting point was brought up at this week’s CFA Institute’s Financial Analysts Seminar: retirement is a long enough period of time for something to go haywire. The point was brought up by Barton Waring, a retired chief investor officer for Barclays (which is now BlackRock)....

“If you fail to plan then you plan to fail.” We have all heard some variation on this theme. Like so many aspects of our lives, this maxim holds true for financial planning. For many Americans, the state of their personal finances is a major source of stress. Last week...