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General Electric Co.’s (GE) long run as a member of the Dow Jones industrial average will end on Tuesday morning. As you have probably already heard, the stock is being replaced by Walgreens Boots Alliance Inc. (WBA). General Electric was an original member of the Dow, first...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list. Guidance on...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Fund Manager Experience Does Not Predict Outperformance Experience by itself does not predict whether or not a mutual fund manager will outperform in the future. Though mutual fund...

Performance chasing is common in investing. Not investing based on momentum strategies per se, but choosing funds, money managers and newsletters based on recent performance. Institutional investors (pensions, endowments, etc.) are as guilty as individual investors when it comes...

As the bull market nears its ninth anniversary, the backdrop is evolving. This year has already seen more days with the S&P 500 index closing up or down by 1% or more than we saw during all of last year. Deflation—a concern not so long ago—has been replaced by worries about...

Feature Article » Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes by AAII Staff A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.   AAII InvestoGraphic » The Cost of Panicking by AAII...

One driver of stock price returns debated among research papers is the size premium. The size premium—also known as small minus big (SMB)—is the historical outperformance of small-company stocks relative to large-company stocks. The continued existence of this so-called anomaly...

Each year, AAII publishes its guides to the top mutual funds and exchange-traded funds. In conjunction with those guides, we also publish an analysis of the top-performing funds and ETFs over the last five years. For the last several years, health care has dominated all other sectors....

One term used to describe the market’s post-election move is “meltup.” It’s a financial industry antonym for meltdown. During both meltups and meltdowns, there is a strong element of psychology at play. Market observers have attributed the ongoing post-election rally...

The February 2017 issue of the AAII Journal contains the updated Individual Investor’s Guide to the Top Mutual Funds. This valuable member benefit included 728 in the print version, while online there is information covering nearly 1,600 funds. AAII members that are new...