19 Year-End Financial and Investing Moves

 

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   19 Year-End Financial and Investing Moves Actionable steps covering personal finance, estate planning, investing, retirement and taxes that investors should consider taking now before the new year. The Individual Investor’s Guide to Personal Tax Planning 2018 AAII’s annual tax and financial planning guide is…

MoneyLife Radio Sell of the Week: LeMaitre Vascular Inc. (LMAT)

 

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why LeMaitre Vascular Inc. (LMAT) is his “Sell of the Week” for December 11, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url: Sell…

Duties and Criteria for Selecting Trustees, Executors and Guardians

 

 Financial planning for the most part can be self-administered. But there are times that others will be turned to for help. Attorneys, accountants, financial planners, trustees, guardians and executors are all examples of people an individual may use at some point in time for help in various aspects of financial planning. Most individuals have a…

AAII Survey: Are You Better Off Now Compared to a Year Ago?

 

  A survey from a website called WalletHub found that six in 10 of us say we’re better off financially this year than last year. Last year, it was five in 10 of us. In addition, the survey found that a third of us will spend more than $500 this Christmas season, and that’s up…

The Taxes You May Be Paying on Your Investments

 

  Depending on what you invest in, this may be a year where you both incur a loss of portfolio value and owe capital gains taxes. This is particularly true if you hold actively managed mutual funds in a taxable account. Even if you don’t hold mutual funds in a taxable account, the new tax…

Investors Split on Third-Quarter Earnings’ Influence on Stock Price Outlook

 

 This week’s Sentiment Survey special question asked AAII members what influence third-quarter earnings had on their outlook for stock prices. Responses were mixed. The largest single group of respondents (22%) indicate that their outlooks have not changed following the latest earnings announcements. About 16% describe earnings as reinforcing their bullish outlook. Nearly the same proportion…

AAII Sentiment Survey: Pessimism Reverts Back to Average

 

 Pessimism among individual investors about the short-term direction of the stock market pulled back to its historical average in the latest AAII Sentiment Survey. Optimism and neutral sentiment both rose. As discussed below, timing played a role. Bullish sentiment, expectations that stock prices will rise over the next six months, rose 4.1 percentage points to…

Finding Bargains Among Stocks With Falling Stock Prices

 

   Finding Bargains Among Stocks With Falling Stock Prices Underperforming stocks may seem unappealing, but the price weakness can turn them into bargains with upside potential. The Essence of the Benjamin Graham Approach A cut-to-the-chase synopsis of Graham’s rules, which were based on buying stocks trading with a margin of safety.   52-Week Highs Perform…

December AAII Journal Update

 

   The December 2018 AAII Journal is Now Available Online. COVER ARTICLE The Individual Investor’s Guide to Personal Tax Planning 2018 in Features, Special Features, Tax Strategies By AAII Staff Our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any…