John Bogle’s Contributions to AAII

In addition to launching Vanguard and driving down fund fee costs, John Bogle was very active in trying to educate investors on how to better manage his portfolios. Bogle shared his insights directly with AAII members through both articles and videos, including his acceptance of the 2015 Cloonan Award for Excellence in Investor Education. Here…

 

A Few Personal Thoughts in Remembrance of John Bogle

As you have likely heard, Vanguard founder John (“Jack”) Bogle passed away yesterday. He was 89. Bogle not only founded the mutual fund giant Vanguard, but his influence on the world of investing will be felt for generations to come. This week, I’m going to share some of my thoughts and memories of him. If…

 

The Index Fund Approach: Tracking the Market

The goal of many individual investors is to beat the market. A large number, however, don’t—particularly when the costs of trying to do so are considered. One alternative is to apply the old adage, “If you can’t beat ’em, join ’em.” The index fund concept allows investors to do just that. A portfolio of stocks…

 

Vanguard’s Dynamic Spending Strategy for Retirees

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Vanguard’s Dynamic Spending Strategy for Retirees A number of spending rules—each emphasizing different goals—have been developed to help retirees deal with changes in their individual circumstances and in the markets. Vanguard’s hybrid approach adjusts withdrawals within preset limits, allowing retirees to benefit from good…

 

Is Now a Good Time to Invest in Stocks?

One of the most common questions many of us in the investment community are asked can be paraphrased as “is now a good time to invest in stocks?” The answer to this question consists of two parts. The first is a clarifying question: “When will you need the money?” The second, depending on the response…

 

AAII Journal January 2017 Issue Now Available

Feature Article: Downward Estimate Revisions Screen Tops Unconventional Year Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.   In This Issue: Stock Strategies: Deep Value Investing Has Not Gone Out of Style An updated version of Benjamin Graham’s Deep Value…

 

Watch Out Vanguard: Fidelity Now Boasts Cheapest Sector ETFs After Cutting Fees

An InvestmentNews.com article reported that Fidelity Investments will lower expense ratios on 27 index funds and ETFs on July 1, ramping up its competition with Vanguard. According to the article, the Fidelity 500 Index fund (FUSEX), which tracks the Standard & Poor’s 500 stock index, charges 0.09% annual for individual investors, versus 0.16% for the Vanguard…

 

AAII’s Top Articles for March 2016

Here are the Top 10 articles from AAII.com for March 2016 (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…