Shorting: A Strategy for Profiting From Price Declines

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 Guide to Personal Tax Planning 2015: With April 15 a month away, AAII’s annual tax and…

 

What Steps You Should Take When Your Stock’s Price Falls

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 Tax Planning 2015: AAII’s annual tax and financial planning guide is designed to help you…

 

AAII’s Top 10 Articles for December 2015

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 10 economic indicators can…

 

AAII Weekly Features: Target Date Funds: A Simple Premise, but Underlying Complexities

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 Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the Buffett: Hagstrom…

 

AAII Weekly Features: The Individual Investor’s Guide to Personal Tax Planning 2015

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Bond Strategies for Those Fearful of Inflation Is Outperforming the Market Alpha or Beta? The Mutual Fund Cash Dilemma The featured AAII stock screen this week is the P/E Relative approach. Our Member Question for this…

 

Investor Update: Two Key Points About the Fed’s Rate Hike

Much of the chatter about yesterday’s interest rate hike by the Federal Reserve overlooks two key points. First, over the past 61 years, stocks have tended to rise during the 12-month period following the first rate hike. Secondly, it’s different this time. Put asterisks by both of those statements. I’ll start with the reassuring news….

 

Weekly Features: Exploring the Optimal Equity Allocation Path for Retirees

This week’s AAII Weekly Features highlight these valuable AAII articles: Exploring the Optimal Equity Allocation for Retirees An In-Depth Look at the Tax Consequences of Asset Allocation Clueless: What Graduates Need to Know About Making Financial Decisions The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the…

 

Time to Start Planning Your Financial New Year’s Resolutions

As the calendar draws to a close on 2015, many of us will participate in an age-old tradition: drafting our New Year’s resolutions. The other tradition is to abandon those resolutions within the first few weeks of the New Year, or even sooner. However, a data from Fidelity Investment’s New Year’s Resolutions study shows that…

 

AAII Weekly Features: Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed

This week’s AAII Weekly Features highlight these valuable AAII articles: Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed Nine Rules for Smarter Investing How to Measure the Skills of Your Fund Manager The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the Richard Driehaus earnings growth and surprises approach. Our Member…

 

Market Volatility Offers Chance for Tax-Loss Harvesting

This year has seen a spike in market volatility. While this may have made for some sleepless nights among investors, Charles Reinhard points out at InvestmentNews.com that this same volatility is offering investors an opportunity for year-end tax-loss harvesting. Tax-loss harvesting is a strategy whereby an investor sells assets for a loss to offset the…