Observations About Investing in a Low-Volume Stock

A few months ago, I bought a low-volume stock, Oregon-based Willamette Valley Vineyards (WVVI). I had seen the company’s name on a screen of liquor stocks I occasionally run and was prompted to take a closer look when the company sent us a prospectus for a preferred stock offering. (I think my wife put us…

 

When Should You Begin Collecting Social Security Benefits?

This article originally appeared in the October 2013 issue of the AAII Journal. There are many complex rules governing Social Security benefits. However, four key points can help you make an informed decision about when to claim benefits. To simplify the discussion, several assumptions are made: your Social Security benefits would not be affected by…

 

Momentum Investing & Turbulent Markets Don’t Mix

Momentum indicators are commonly used to find winners. Winners are stocks with comparatively higher price returns. In normal market conditions, momentum indicators work well on an aggregate basis. Momentum indicators can lose their usefulness in turbulent market conditions, in the initial rebound period following a bear market or during slowing economic conditions. I’ve noticed the…

 

Changes to Social Security Claiming Strategies

This week’s AAII Weekly Features highlight these valuable AAII articles: The Changes to Social Security Claiming Strategies: Couples will no longer be able to use file and suspend and restricted applications, increasing the importance of considering each spouse’s longevity. The Mathematics of Retirement Portfolios: The amount saved, the allocation followed and the withdrawal rate chosen…

 

What to Do If You Win the Lottery

Winning the lottery or otherwise suddenly coming into a large sum of money creates a set of challenges from a financial and estate planning standpoint. While it’s a problem many of us would like to have, it is a challenge nonetheless. Just one or two improper decisions at the outset can have unwanted ramifications in…

 

The Changes to Social Security Claiming Strategies

This week’s AAII Weekly Features highlight these valuable AAII articles: A Satirical Take on Financial Terminology: Financial terms often mean the opposite of what they appear to signify. Poking fun can unveil weaknesses and risks not so apparent on first glance. The Changes to Social Security Claiming Strategies: Couples will no longer be able to…