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Feature Article » The Individual Investor’s Guide to Personal Tax Planning 2017 Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next. Behavioral...

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 time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that...

Support for the concept of the post-election (“Trump”) rally borrowing gains from 2017 can be found in our Sentiment Survey. Optimism was both unusually low (a bullish sign) and unusually high (a bearish sign) in recent weeks. Though seemingly contradictory, the two...

Here are the Top 10 articles from AAII.com for March 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 top 10...

American Funds says that some actively managed funds are better than passive (index) funds. Specifically, the company argues that actively managed funds with low expense ratios and high levels of manager ownership (a group that Amercian Funds calls “Select Active”) outperform...

This week’s AAII Weekly Features highlight these valuable AAII articles: Rebalancing Update: A Tiny Raise for Retirees: Even with last year’s volatility, no rebalancing was required. Low inflation caused the withdrawal amounts to increase only slightly. The Individual Investor’s...

This week’s AAII Weekly Features highlight these valuable AAII articles: Being Wrong and Still Making Money: An analysis of nearly 31,000 trades found that successful professional investors all adopted the same habits of execution. The Individual Investor’s Guide to Personal...

Here are the Top 10 articles from AAII.com for December 2015 (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 top...

This week’s AAII Weekly Features highlight these valuable AAII articles: Target Date Funds: A Simple Premise, but Underlying Complexities What Exactly Do Online Investment Advisory Services Offer? Exploring the Optimal Equity Allocation Path for Retirees The Individual Investor’s...