My Notes From the CFA Institute’s Annual Conference

I spent the first half of this week at the CFA Institute’s Conference in Philadelphia. The conference is targeted toward CFA charterholders and covers a very wide range of topics. It’s also an international conference, with the third biggest delegation of attendees, behind the U.S. and Canada, coming all the way from South Africa. I’ve…

 

Too Much Confidence Is Bad for Your Portfolio

Higher levels of confidence about one’s ability to invest lead to worse returns. I realize that this may seem counterintuitive to some of you, but this is the conclusion of a study accepted by the Journal of Behavioral and Experimental Finance (an earlier version of the study is available on SSRN). It’s yet another example of…

 

AAII’s Most-Read Articles for September 2016

Here are the Top 10 articles from AAII.com for September 2016 (based on unique page views):   Why Buy Bonds If Interest Rates Will Rise? Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise. The Top 10 Economic Indicators: What…

 

AAII’s Top 10 Articles for December 2015

Here are the Top 10 articles from AAII.com for December 2015 (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 indicators can…

 

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…

 

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 Journal Update: The Individual Investors Guide to Personal Tax Planning 2015

The December 2015 AAII Journal is now available online. Feature Article This month we feature the Individual Investor’s Guide to Personal Tax Planning for 2015. The AAII editorial staff has put together our annual tax and financial planning guide that is designed to help you assess your current tax situation and plan for any changes…

 

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 Exploring the Optimal Equity Allocation Path for Retirees Keeping Transactions Clean from the Wash-Sale Rule Social Security: Delay Benefits at the Expense of Personal Savings? The featured AAII stock screen this week is the Lakonishok approach. Our Member…