AAII Survey: The Biggest Impediments to Global Economic Growth & The Impact of Tax Reform

By all accounts, the global economy is humming along. This, in turn, is good for global stock markets. However, economies are cyclical and eventually they slide into recession. In a recent essay, Robert S. Kaplan, president of the Federal Reserve Bank of Dallas, outlined several factors that he feels are impeding the U.S. and global…

 

AAII Readers Reveal Their Greatest Financial Planning Concerns

We are now less than two months from the April 18 federal tax filing deadline. Taxes are traditionally due on April 15, but the IRS pushes off the due date if it falls on a weekend or holiday. This year, April 15 falls on a Saturday. The next business day, Monday, April 17, is a holiday…

 

17 Investing Resolutions for 2017

Long-term readers know that I like to share my list of investing resolutions at the start each year. The list started in 2012 and has grown since. This year, I’ve added one additional resolution about protecting yourself when managing your finances online and on your computer. If this is the first time you’re seeing my…

 

Looking Out for Your Spouse’s Financial Welfare

There are three certainties in life: death, taxes and me wearing green on St. Patrick’s Day. I have a green shirt on today. Taxes are due a month from now; April 18 for most people. (If you haven’t started working on your return yet, our tax guide can help.) As far as the other certainty…

 

Tax-Loss Harvesting

In a recent article for Financial-Planning.com, Kimberly Foss discusses the basics of tax-loss harvesting, something many investors may be facing as the end of the year draws near. Tax-loss harvesting occurs when an investor sells a position for a loss. These losses can first be used to offset any gains they generated for the current year….

 

AAII Weekly Features–Defining Your Investment Philosophy

This week’s AAII Weekly Features highlight these valuable AAII articles: Defining Your Investment Philosophy Why Your Financial Adviser Should Be a Fiduciary The Advantages of Simple Allocation Strategies Is the Small-Cap Stock Premium Disappearing? The featured AAII stock screen this week is O’Neil’s CAN SLIM No Float approach. Our Member Question for this week is:…