21 Investing Resolutions for 2019

Special notes: Our offices will be closed on both Monday, December 31, and Tuesday, January 1. The U.S. bond market will close early (2:00 p.m. Eastern Time) on Monday but the stock exchanges will operate on normal hours. All U.S. financial markets will be closed on Tuesday. On behalf of everyone at AAII, have a…

 

Actionable Steps for the Current Market

As a follow-up to last week’s commentary about the recent bout of downside volatility and how many stocks are performing worse than the major indexes, I want to discuss strategies this week. Specifically, actionable steps you can take between now and the end of the year. None of these will be purely tactical in nature (e.g., “reduce…

 

The October 2018 AAII Journal is Now Available Online

COVER ARTICLE Getting the Same Return With Less Risk: The Power of Factors By Larry Swedroe, Charles Rotblut, CFA Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.     Editor’s Note By Charles Rotblut, CFA Two articles this month tackle the issue of how to manage…

 

The Impact of Saving Versus Return on Wealth

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Impact of Saving Versus Return on Wealth The dramatic impact on wealth from compound returns really starts to pick up after an investing period of 20 to 25 years. Older investors should place a bigger emphasis on saving more than on building aggressive…

 

How to Follow AAII’s Level3 Passive Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list. Guidance on How to Follow the Level3 Passive Portfolio The AAII Level3 Passive Portfolio is…

 

The Top AAII Stock Screens of 2017

  The Essence of the Benjamin Graham Approach Benjamin Graham has been called the father of value investing and is considered by many to be one of the most successful investors of all time. It’s good reason then that his stock selection methodology has been mimicked by other successful investors such as Warren Buffett. This…

 

10 Questions to Ask About a Fund Manager

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   How to Measure the Skills of Your Fund Manager Investors can take advantage of an observed characteristic that predicts higher fund performance. As long as the fund keeps its strategy unaltered, and as long as the observed characteristic predicts good performance, investors will benefit…

 

What You Can Expect at the AAII Investor Conference

Those of you who regularly read my weekly commentary know that I attend conferences and other industry events. (So far this year, I’ve been to two conferences, one four-day seminar and various luncheons and I have even more upcoming events on my calendar.) The presentations are generally informative, but it’s the personal interaction that’s the…

 

Too Much Complexity Isn’t a Good Thing

A year ago, I began including doodles with my weekly commentary. The first one was a sketch discussing the impact of changes in earnings forecasts on stock prices. The purpose was to visually highlight and graphically explain one of the points I was making. Being a writer who thinks in terms of communicating by text…

 

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…