Features
in AAII How-To, Tax Strategies
Increasing the Aftertax Returns on Your PortfolioBy Charles Rotblut
The two primary rules for reducing investing-related taxes are transacting less and holding less tax-friendly investments in tax-preferred accounts
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in Tax Strategies
Year-End 2024 Tax Planning: Maximizing Your SavingsBy Charles Rotblut
A tax guide supplement with end-of-year suggestions that focus on areas applicable to large numbers of investors.
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in Tax Strategies
By AAII Staff
A supplement to our annual tax guide that explains the tax rules regarding the buying and selling of securities.
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Notes & Opinions
in Editor's Note, Tax Strategies
A Narrow Tax Law Fix Would Be a Missed OpportunityBy Charles Rotblut
The forthcoming sunset of many of the Tax Cuts and Jobs Act’s (TCJA) provisions creates an opportunity for the next Congress.
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in Dispatches, Trading Strategies
Comparing the Standard Deduction With and Without the TCJABy Charles Rotblut
An illustration of how much the standard deduction has grown while the Tax Cuts and Jobs Act has been in effect.
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in Dispatches, Stock Strategies
Equity Factors That Stand the Test of TimeBy Tudor Pop
A study analyzing U.S. equity factors from 1866 to the 2020s finds that factors such as value, momentum and low risk are robust and persistent.
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in Dispatches, Bonds
Changing Dynamics Portend Greater Volatility in U.S. TreasuriesBy Omar Beirat
A shift in investor composition for U.S. Treasuries has significantly increased price sensitivity among buyers, altering Treasury yields and market dynamics.
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in Letters to the Editor
LettersBy AAII Staff
Members share their opinions on high concentration in index funds, balancing risk and reward in their portfolios, and investing with Schwab funds.
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in AAII Community
How AAII Members Tackled Investing Challenges TogetherBy Jenna Brashear
Highlights from the year's discussion threads in AAII Community cover a wide range of topics.
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The AAII Journal, a leading investment publication, provides readers with a continuing stream of insights and ideas that focus on how you can improve your investment results. Unlike many investment magazines, ours is completely unbiased, educational and contains no advertising.
AAII has published this prestigious financial journal every month for more than 40 years. Members receive it for free and have access to thousands of evergreen articles online so they can reference information and strategies for previous market situations with a few clicks of the mouse.
Our stock journal helps individual investors manage their portfolios, build sound investment strategies and navigate all types of financial conditions. Articles range from optimizing target-date fund portfolios to retirement account withdrawal strategies and analysis on robo-advisor performance.
The magazine also has recurring features our members find invaluable. Every quarter, we dissect our model stock portfolio and provide updates to its holdings and performance. This analysis helps individual investors manage small-cap value investments.
We also offer an annual tax guide in our financial magazine. This detailed investment magazine issue covers many details that individual investors need to consider when filing their taxes. It keeps readers updated on any recent changes to tax laws and provisions and provides a handy guide to tax implications of personal investments to cut through any tax filing confusion.
Another annual feature covers ETFs (exchange-traded funds) and mutual funds. This edition helps individual investors understand what to look for when investing in funds. Online, we accompany those articles with sortable tables so that members have an interactive component to their investment research. This helps individual investors plan their portfolios and invest with confidence.
Other regular features in the AAII Journal include financial planning, stock ideas and investor professor. Financial planning articles walk investors through the process and difficulties of crafting strategies for creating wealth regardless of age. They also cover difficult situations, such as estate planning, and helpful advice for getting kids and grandchildren interested in investing.
Stock ideas, as the name implies, give readers a peek at new screens and the stocks that pass them. This part of our investing magazine helps readers identify new opportunities in the markets, flagged by a mix of quantitative and qualitative analysis. Because we all, as investors, need ideas, this remains one of the most popular categories.
Investor professor helps readers invest with knowledge and confidence. It deals with contingencies, such as “What happens to your investment if a company goes bankrupt?” and gives actionable advice on what resources you should use when considering a new broker. Our readers enjoy this section because of its practicality and enduring tips.
Frequent internal contributors include president John Bajkowski; AAII Journal editor and vice president Charles Rotblut; Stock Superstars Report lead analyst Wayne A. Thorp; and Dividend Investing editor Derek Hageman. Together, these internal contributors have nearly a century of market wisdom and research, which they share with clear and concise prose to help individual investors improve their knowledge and portfolios.
The AAII Journal also includes frequent guest contributions from the financial and economic space. Articles from outside industry experts differentiate our financial magazine from others and provide additional points of view for our readers. Previous guest authors have included John C. Bogle, founder of Vanguard; Jay Clayton, chairman of the U.S. Securities and Exchange Commission; Charles Schwab; and Nobel laureate and Yale professor Robert Shiller.
We hope you’ll enjoy our articles and, if you’re not a member, consider joining the Association so you can get our prestigious magazine sent to your door every month.
