It’s Not Just the Fed’s Balance Sheet That’s Changing

Two special notes before I start this week’s commentary. First, L’Shanah Tovah to those of you celebrating Rosh Hashanah. Second, though our Investor Conference is getting close to selling out, there is still time to register. You will want to hurry because late fee pricing will go into effect on Monday, September 25. The event…

 

Create Your Own Model Shadow Stock Portfolio

If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process. For over 20 years, the AAII Model Shadow Stock Portfolio has reflected the investment philosophy of AAII founder James Cloonan. In short,…

 

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…