AAII Survey: Year-End Tax Planning

The end of the year is a busy time for many of us what with the holidays, year-end work projects, etc. However, even before the ball drops on 2018, many investors are making portfolio decisions specifically intended to mitigate their tax liability for the year. The total you earn from your investments in 2018 will depend…

 

The Influence of Perception on the Urge to Trade

Consider this scenario: You are presented with two market environments. In the first, the S&P 500 has risen nearly 10% and is holding onto its gain heading into what should be a good earnings season. In the second, the S&P 500 has not only pulled back, but also closed below its 50-day moving average for…

 

Shorting: A Strategy for Profiting From Price Declines

This week’s AAII Weekly Features highlight these valuable AAII articles: Rebalancing Update: A Tiny Raise for Retirees: Even with last year’s volatility, no rebalancing was required. Low inflation caused the withdrawal amounts to increase only slightly. The Individual Investor’s Guide to Personal Tax Planning 2015: With April 15 a month away, AAII’s annual tax and…

 

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…