Top AAII Blog Posts of 2017

Here are the most-read AAII Blog posts for 2017:   When to Sell and Nail Down Your Profits—While You Still Have Them When you go through a complete market cycle, your real objective is to nail down as much of the profits you’ve built as possible. Proven sell rules to follow so you can keep…

 

Bill Bengen Discusses His Retirement Withdrawal Strategy

William “Bill” Bengen, whose 1994 study introduced the concept of the 4% withdrawal rate for retirees, recently participated in a question and answer session on social media website Reddit. The conversation focused on retirement withdrawal strategies and portfolio allocation. I’ll provide some highlights here. The full exchange is interesting, though you will want to set…

 

A Key to a Lasting Retirement Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Aging’s Adverse Impact on Decision Making The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect…

 

Bogle’s Allocation and Other Morningstar Conference Notes

Special Note: We’re announcing today that Fidelity Investments’ senior investment strategist Bruce Johnstone will be a keynote speaker at this year’s upcoming AAII Investor Conference. Johnstone was previously ranked as the #1 equity-income fund manager during his tenure as portfolio manager of Fidelity’s Equity-Income Fund. To see Johnstone and the other great speakers we have…

 

Putting the Rise in Bond Yields Into Perspective

Bond yields have suddenly found themselves in the financial headlines. Since Donald Trump became president-elect, the yield on the 10-year Treasury has risen from 1.86% on Election Day to a near-term closing high of 2.22% on Tuesday. That is nearly a half-percentage point jump in just seven days. (The closing yield was slightly higher today,…

 

What You Need to Know About Crowdfunding

Effective this week, just about anyone in the U.S. can play the role of venture capitalist. New crowdfunding rules went into effect on Monday that allow non-accredited investors to risk up to $2,000 or 5% of their annual income or net worth (whichever is less) in a start-up company during a 12-month period. Those with…

 

Don’t Be Quick to Sell (or Rotate) in May

This week marks the start of what the Stock Trader’s Almanac refers to as the “worst six months” for the stock market. Relative to the “best six months,” stocks historically underperform during the period of May through October. Underperformance, however, should not be confused with losing money. Sam Stovall, the U.S. equity strategist at S&P…

 

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 Articles for January 2016

Here are the Top 10 articles from AAII.com for January 2016 (based on unique page views): 16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses These 16 ratios enable investors to compare the fiscal strength, profitability and efficiency of two or more companies. The Top 10 Economic Indicators: What to Watch and Why Everyone…