The Different Types of Risk

Last week’s commentary about how tolerance for risk changes with age prompted a few readers to respond. Most of the emails I received focused on defining what risk is. In the world of finance, risk has more than one definition. Risk questionnaires often try to assess a person’s willingness to incur a drop in a…

 

Tax Guide Update – The Tax Cuts and Jobs Act and 2018 Taxes

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Planning Strategies Following the 2017 Tax Act In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider. The lower tax rates and higher standard deductions make taking advantage of Roth…

 

The December 2017 AAII Journal is Now Available Online.

Feature Article » The Individual Investor’s Guide to Personal Tax Planning 2017 Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next. Behavioral Finance » How Human Behavior Differs From Traditional Economic…