How to Follow AAII’s Level3 Passive Portfolio

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 How to Follow the Level3 Passive Portfolio The AAII Level3 Passive Portfolio is…

 

AAII Survey: Retail Investors Split as to Whether Value Premium Still Exists

In investing, value premium refers to the greater risk-adjusted return of value stocks over growth stocks. Eugene Fama and Kenneth French first identified the premium in 1992, using a measure they called HML (high book-to-market ratio minus low book-to-market ratio) to measure equity returns based on valuation. In effect, they found that stocks with low price-to-book-value ratios performed better than stocks with high price-to-book-value ratios,…

 

Creating and Following a Real Financial Plan

The Right Type of Life Insurance for Your Estate Planning Needs Life insurance has been associated with estate planning for decades. Life insurance works for estate taxes because they are due when death occurs, the same trigger that pays life insurance death benefits. But one life insurance size doesn’t fit all estate planning situations. This…