COVER ARTICLE: To Beat the Market, Invest Differently Than the Market By Charles Rotblut, James O’Shaughnessy Decisions based on less than five years of performance returns are mostly based on noise. Many strategies look good over shorter periods, but fare much worse over longer periods. IN THIS ISSUE: Revisiting the “What Works on…
COVER ARTICLE The Individual Investor’s Guide to the Top Mutual Funds 2019 By AAII Staff Our annual mutual fund guide provides information and performance statistics on 727 funds. NOTES & OPINIONS Dispatches Current news items of interest to individual investors. Majority of Retirees Regret Not Saving More for Retirement Older Workers Investing More in…
In addition to launching Vanguard and driving down fund fee costs, John Bogle was very active in trying to educate investors on how to better manage his portfolios. Bogle shared his insights directly with AAII members through both articles and videos, including his acceptance of the 2015 Cloonan Award for Excellence in Investor Education. Here…
John Bogle passed today. He was 89. Jack founded mutual fund giant Vanguard and introduced the first index mutual fund: First Index Investment Trust. This fund is now known as the Vanguard 500 Index fund (VFIAX) and had over $400 billion in assets at the end of 2018. I am among the many who own…
In this bonus audio, psychologist and behavioral finance expert Daniel Crosby explains his preference for a rule-based, low-turnover approach to investing. He then shares the biggest lesson he’s learned over the course of his career. You can see Crosby’s full interview in the January 2019 AAII Journal: Steps You Can Take to Reduce the Risk…
COVER ARTICLE The Position of the Individual Investor By James B. Cloonan Looking back on the occasion of the AAII Journal’s 40th anniversary: This article originally appeared in the second issue of the AAII Journal, March–April 1979, and set the stage for AAII’s mission. IN THIS ISSUE Steps You Can Take to Reduce the…
The IRS issued 2019 standard mileage deductions for business, charitable, medical or moving purposes, most up from 2018 rates. (The rate per mile driven in service of charitable organizations did not change.) The 2019 rates are: Business Standard Mileage Rate: 58 cents Medical Standard Mileage Rate: 20 cents Moving Standard Mileage Rate: 20 cents Charitable…
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…
COVER ARTICLE: Beyond the Index Card: Implementing the Advice of the Financial Experts By Harold Pollack , Charles Rotblut, CFA The story behind Pollack’s index card, which contains the best financial advice individuals need, and the lesson’s he’s learned. IN THIS ISSUE: A Closer Look at the Level3 Passive Portfolio’s ETFs in…
COVER ARTICLE Getting the Same Return With Less Risk: The Power of Factors By Larry Swedroe, Charles Rotblut, CFA Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns. Editor’s Note By Charles Rotblut, CFA Two articles this month tackle the issue of how to manage…
