AAII’s Guide to the Top ETFs for 2017

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Fund Portfolio: Two ETFs Replaced With Lower-Cost Equivalents Following James Cloonan’s quarterly review of the AAII Model Fund Portfolio, he replaced two ETFs. The new mid-cap and small-cap ETFs have both lower expense ratios and lower trading costs than the funds they are…

 

The August 2017 AAII Journal is Now Available Online

  Feature Article: Exchange Traded Funds » The Individual Investor’s Guide to Exchange-Traded Funds 2017 Detailed return information and data on more than 500 exchange-traded products, including an overview of the ETF industry. Exchange-Traded Funds » The Four Groups of ETFs by Elisabeth Kashner Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it…

 

Knowing When to Sell a Mutual Fund

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening While health care mutual funds had a rough 2016 compared to other category averages, health care still remains the top-performing category over the last five years. Health care funds retained four of…

 

Those 2017 Fed Forecasts May Prove to Be Wrong

There are two questions investors may have following yesterday’s rate hike. The first is: What happens next? The second is: What do I do now? The short answers are: Don’t put too much faith into the forecasts and enjoy the marginally higher level of interest income, but don’t make big changes. I will expound on…

 

Market Movement’s Impact on Portfolio Rebalancing

Sometimes, the market does the hard work for you. Such is the case with my 403(b) account, which is similar to a 401(k) account. Over the weekend, I looked at it for the first time in six months. I could have easily skipped doing so because Mr. Market took care of things for me. There…

 

AAII Journal November 2016 Issue Now Available

The November 2016 AAII Journal is Now Available Online.   Feature Article: Competition Has Made Indexing a Winner’s Game Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing.     Also in This Issue: Portfolio Strategies: Conversations on Picking Good Stocks and Funds…

 

AAII Model Portfolios: Third-Quarter Model Fund Portfolio Review & Portfolio Updates

The October AAII Model Portfolio Update is now available online.   Following his October quarterly portfolio review, James Cloonan did not make any changes in the holdings of the AAII Model Fund Portfolio. September and Third Quarter in Review Looking back, the third calendar quarter of 2016 turned out to be the best one yet…

 

The Impact Returns Have on How Much You Should Save

One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security, inheritance, etc.) and expected investment returns. Though they are…

 

AAII’s Top 10 Articles for August 2016

Here are the Top 10 articles from AAII.com for August 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…

 

A Request to Parents of Gen Xers and Baby Boomers

To parents of my fellow Generation X members, as well as parents of Baby Boomers, we—your adult sons and daughters—want to hear from you. We want to know how your health is. We want to know how financially stable you are. We want to hear about any potential problems as soon as they occur, not…