Diverging Opinions on Active Management

Time in the Market Influences Millennials’ Investing Attitudes Millennial investors have often been described as being overly conservative with their portfolio allocations. New research backs up that assertion, as there is a small, but significantly sized, group that is far underweighted in equities. Observations From Decades of Tracking Investment Newsletters There is often little persistence…

 

For Bucket Portfolios, the Devil Is in the Details

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Trinity Portfolio: Combining Diversification, Tilts and Trend-Following Cambria Investment Management’s Trinity Portfolio is named for the portfolio’s three core elements: 1) assets diversified across a global investment set; 2) tilts toward investments exhibiting value and momentum traits; and 3) exposure to trend-following. In…

 

Retirement Planning Strategies Following the 2017 Tax Act

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Common Questions About Medicaid and Medicaid Planning State and federal governments continue to tinker with Medicaid eligibility and spend-down rules. Estate planning and gifting strategies can be used to preserve assets, while still allowing a person to maintain eligibility for Medicaid. Retirement Planning Strategies…

 

AAII Survey: Readers Weigh in on Socially Responsible Investing

Socially responsible investing (SRI) is where investors attempt to align their investment strategies with their social values. Another form of SRI—sustainable, responsible and impact investing—is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. Examples of ESG criteria include clean technology, pollution, water use and…

 

March AAII Journal Update

The March 2017 AAII Journal is Now Available Online.   Feature Article: The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening Four of the 10-best performing funds are from the health care category, but this number is down from seven last year. In This Issue: Mutual Funds » Tracking the S&P 500…