Closed-End Bond Funds Versus Individual Bonds – A Case Study

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   What Bond Calls Mean for Your Cash Flow In a falling interest rate environment, or in one where interest rates have fallen in the not-too-distant past, it is especially important for investors to understand bond calls if they own individual bonds, bond funds, annuities…

 

Lifestyle Changes: Misconceptions About Life in Retirement

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Managing Cash Flow in Retirement Intelligently planning for cash flow in retirement is critical, as poor planning may result in running out of money long before running out of life. The three elements that most significantly affect planning are the need for real, not…

 

June 2016 AAII Journal Update

The June 2016 AAII Journal is Now Available Online.   Feature Article: The Weiss Approach to Value in Blue-Chip Stocks Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.  Also in This Issue: First Cut: Graham Stocks With a Low Price Relative to Net Current Assets Applying Ben Graham’s philosophy, 25…

 

How Can You Make Sure You Don’t Run Out of Money in Retirement?

This article originally appeared in the September 2014 issue of the AAII Journal. You’ve spent a lifetime investing and planning for your retirement. Utilizing intelligent cash flow strategies during your retirement will help you enjoy it. What factors do you need to take into account? the need for real, not nominal, cash flow (i.e., an…