How to Increase Aftertax Returns by Doing Less

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Guidance on How to Follow the Level3 Passive Portfolio This portfolio of four exchange-traded funds (ETFs) should not have many changes. Many investors should be able to rebalance through additions or withdrawals. For Bucket Portfolios, the Devil Is in the Details Guidance on implementing a…

 

AAII Journal April 2017 Issue Now Available

Feature Article: Portfolio Strategies » Factors Allow Investors to Think Differently About Diversification Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk. In This Issue: Portfolio Strategies » Asset Allocation, RMDs and Portfolio Survival A diversified portfolio not only increases return…

 

How to Keep Headlines From Driving Your Portfolio Decisions

On behalf of everyone at AAII, I want to say thank you to all of you who have served or are currently serving in the military. The stock market will be open Friday, Veterans Day, but banks and government offices will be closed. Big, unexpected events commonly trigger strong emotional reactions. The wiring in our…