Beyond the Index Card – Implementing the Advice of the Financial Experts

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2018 AAII’s annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year…

 

Reasons for Individual Investors to Be Grateful

In his TED Talk, David Steindl-Rast makes the case for happiness being directly tied to gratitude. The monk and interfaith scholar says people who are more grateful tend to also be happier people. I’m referring to Steindl-Rast not only because he gave a great talk (to be fair, I’m a fan of TED Talks in general),…

 

How We Define Risk

The potential of losing money by investing in the stock market has become front and center over the past several weeks. The decline in the S&P 500 index and the bigger drops in other indexes and stocks has drawn attention. It has also led to the usual chatter about what the downside volatility means and…

 

What You Can Expect at the AAII Conference

Those of you who regularly read my weekly commentary know that I attend conferences and other industry events. The presentations are generally informative, but it’s the personal interaction that’s the big draw for me. I’ve made numerous connections over the years, many I never would have made had I simply stayed in my office. Those…