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…

 

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…

 

Changes to Social Security Claiming Strategies

This week’s AAII Weekly Features highlight these valuable AAII articles: The Changes to Social Security Claiming Strategies: Couples will no longer be able to use file and suspend and restricted applications, increasing the importance of considering each spouse’s longevity. The Mathematics of Retirement Portfolios: The amount saved, the allocation followed and the withdrawal rate chosen…

 

What Steps You Should Take When Your Stock’s Price Falls

This week’s AAII Weekly Features highlight these valuable AAII articles: Being Wrong and Still Making Money: An analysis of nearly 31,000 trades found that successful professional investors all adopted the same habits of execution. The Individual Investor’s Guide to Personal Tax Planning 2015: AAII’s annual tax and financial planning guide is designed to help you…

 

The Changes to Social Security Claiming Strategies

This week’s AAII Weekly Features highlight these valuable AAII articles: A Satirical Take on Financial Terminology: Financial terms often mean the opposite of what they appear to signify. Poking fun can unveil weaknesses and risks not so apparent on first glance. The Changes to Social Security Claiming Strategies: Couples will no longer be able to…

 

AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year

This week’s AAII Weekly Features highlight these valuable AAII articles: AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year: In a year dominated by large-cap stocks, a small-cap approach broke through to lead the pack. Revised Guidance on Following the Model Shadow Stock Portfolio: Changes have been made to the average daily dollar volume requirement…

 

AAII Weekly Features: Target Date Funds: A Simple Premise, but Underlying Complexities

This week’s AAII Weekly Features highlight these valuable AAII articles: Target Date Funds: A Simple Premise, but Underlying Complexities What Exactly Do Online Investment Advisory Services Offer? Exploring the Optimal Equity Allocation Path for Retirees The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the Buffett: Hagstrom…

 

AAII Weekly Features: The Individual Investor’s Guide to Personal Tax Planning 2015

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Bond Strategies for Those Fearful of Inflation Is Outperforming the Market Alpha or Beta? The Mutual Fund Cash Dilemma The featured AAII stock screen this week is the P/E Relative approach. Our Member Question for this…

 

Weekly Features: Exploring the Optimal Equity Allocation Path for Retirees

This week’s AAII Weekly Features highlight these valuable AAII articles: Exploring the Optimal Equity Allocation for Retirees An In-Depth Look at the Tax Consequences of Asset Allocation Clueless: What Graduates Need to Know About Making Financial Decisions The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the…

 

AAII Weekly Features: Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed

This week’s AAII Weekly Features highlight these valuable AAII articles: Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed Nine Rules for Smarter Investing How to Measure the Skills of Your Fund Manager The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the Richard Driehaus earnings growth and surprises approach. Our Member…