6 Questions With John Bogle

This week’s AAII Weekly Features highlight these valuable AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. Six Questions With John Bogle: The founder of Vanguard explains how…

 

AAII’s Top Articles for February 2016

Here are the Top 10 articles from AAII.com for February 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 economic indicators…

 

10 Basic Axioms to Follow to Reach Your Retirement Goals

This week’s AAII Weekly Features highlight these valuable AAII articles: Increasing Retirement Withdrawal Rates Through Asset Allocation: The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall. The Individual Investor’s Guide to the Top Mutual Funds 2016: AAII’s annual mutual fund guide provides information and performance…

 

Lessons Learned From Many Years of Investing

This week’s AAII Weekly Features highlight these valuable AAII articles: Lessons Learned From Many Years of Investing: Doing the math, having a good understanding of market and economic history and paying attention to valuations are key to long-term investing success. Follow the Fed, but Be Smart About It: Small-cap stocks thrive during periods of expansive…

 

Simple Guidelines for Calculating Price Targets

An AAII member called last week asking for guidance on how to create price targets. Though very much a fair question to ask, it is not a question that’s very easy to answer. Do a search on Google for “how to determine a stock’s target price” and you’ll get 151,000 results. You have a better…

 

The Individual Investor’s Guide to the Top Mutual Funds 2016

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to the Top Mutual Funds 2016: AAII’s annual mutual fund guide provides information and performance statistics on more than 730 funds. The Truth About Top-Performing Mutual Fund Managers: Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors…

 

Schwab Lowers Minimum Initial Investment on Mutual Fund OneSource Platform

Charles Schwab has lowered the minimum initial investment for most mutual funds on its zero-transaction-fee Mutual Fund OneSource platform to $100, dropping the minimum for subsequent investments to $1. Previously, initial investment minimums were set at $2,500, with subsequent minimums set at $500. According to Schwab, it now offers the largest selection of funds available at…