Analyzing Your Financial Health Using Personal Financial Ratios

Investors commonly use stock ratios such as price to earnings, price to book and dividend yield to assess the financial health of a company. The reasons the ratios are so widely used are because they convey a great deal of information in a concise format and allow investors to benchmark a company’s financial status. When…

 

Computerized Investing’s New February Content

Computerized Investing’s new February content is now available! This month includes: CI’s Best of the Web for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting, handling your taxes and getting ready for retirement. Classic Technical Indicators: Advanced…

 

Nine Guidelines for Retirement Success

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Misunderstanding Variable Universal Life Can Lead to Adverse Consequences Many people view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning. This article shows, however, that variable universal life policies are…

 

Equifax Hacked; How to Protect Yourself

Yesterday, Equifax revealed that its website had been hacked. The breach, which occurred between mid-May through July 2017, allowed the hackers to access names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. Equifax, for its part, is offering one free year of credit monitoring through its website. The website also…

 

Steps to Take Now for When It’s Time to Transfer Financial Decision-Making

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Creating and Following a Real Financial Plan Understanding why money is important can create a framework for making better financial decisions in the future. Carl Richards, a certified financial planner, director of investor education for the BAM Alliance, and creator of the Sketch Guy…

 

Creating and Following a Real Financial Plan

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: IRA Rollover Chart: Rules Regarding Rollovers and Conversions This article provides a helpful chart, adapted from the Internal Revenue Service (IRS), that shows what types of retirement accounts can be rolled over or converted into another type of retirement account.   Life After Loss: 6 Smart…

 

MoneyLife Radio Buy of the Week: Express (EXPR)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Express (EXPR) is his “Buy of the Week” for December 8, 2015, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url:…

 

MoneyLife Radio Sell of the Week: Nordstrom (JWN)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Nordstrom (JWN) is his “Sell of the Week” for November 25, 2015, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url:…