You’ve carefully weighed in your own mind how you want your retirement portfolio to look: just the right amount of your assets allocated to stocks versus fixed-income investments. Then, inevitably, the market jumps up or down, and your portfolio is thrown completely off balance. What should you do?
Portfolio Strategies Workshop: Asset allocation and contingency plans for the death of a spouse.
A list of practical answers to frequently asked investing basics questions.
There are no simple rules that will tell you when to sell a stock, but an in-depth understanding of what economic, industry, and firm fundamentals drive the price will better equip you for making decisions.
This article discusses the right number of funds for each investor. Hint: if you hold many more than eight mutual funds, chances are you need to do some serious portfolio cleaning.
A list of practical answers to frequently asked bond investing questions.
AAII's education hub provides new and experienced investors a centralized source to expand their knowledge. From financial term definitions to detailed explanations of various investing strategies, our free resources will help you master the market and build a portfolio to achieve your financial goals.
Curious about the entity that drives daily headlines? Learn how the stock market works, from its inner mechanisms to associated risks and how investors actually make money buying and selling stocks.
New to the stock market? Read AAII's guide to investing for tips on selecting a brokerage, developing a investment strategy, diversifying your portfolio, and taking the first steps to achieving your financial goals.
Understanding how to find, read and analyze key financial metrics such as ratios and valuation calculations can help you better invest your money in promising securities.
For this debt ratio, long-term debt is compared to a firm’s capital structure...
Need help getting your foot in the door of the investing world? A few simple concepts lay the groundwork for establishing a portfolio that fits your needs and goals.
Learning to make an educated guess as to the returns you can expect, given your tolerance for risk.
If you're contemplating investment in mutual funds, you'll want to arm yourself with some basic information. A tour through this classroom gives you all the tools you need to get started.
Trying to determine the worth of a company is like going on a mining expedition, but it doesn't have to be laborious. A basic understanding of the important numbers will ease your way.
How a balance sheet balances to report on the current financial position of a firm.
Think of the bond market as a mystery wrapped in an enigma? You are not alone. But this classroom pulls back the curtain so that you can analyze individual bonds with confidence.
An overview of how the bond market works: who sets bond prices, where to find a bond broker, and what a callable bond is.
The hope at AAII is that the wealth management tools will help middle-class households save for retirement or children’s college. To that end, many of the digital tools the AAII offers are wealth management mechanisms. Those tools include portfolios, stock and fund analyzers, and screeners.
The American Association of Individual Investors (AAII) is one of the most interesting investment information providers. The AAII is an independent nonprofit corporation. AAII functions as an association that makes money by selling membership dues or subscriptions.
To that end, the AAII provides many tools for investors, including model portfolios, investing ideas, reports, customized screening, market information, articles, data, and education . A major focus at AAII is educating professionals and others about value investing and wealth management.
The Local Chapters are meetings where AAII members can gather and discuss. They have canceled all local chapter AAII meetings because of coronavirus.
The portfolios are one of the most people features at AAII because they simplify investing.
The great advantage to the AAII is that it provides many investor tools without requiring users to buy any investments.
The A+ Investor Toolkit is a package of premium investor tools from the AAII. The A+ Investors offer in-depth analysis and tracking of professional fund managers and evaluation of management teams.
AAII – the American Association of Individual Investors – is an online service that helps you plan out investments. The platform includes stock and ETF screeners, investing ideas, and model portfolios, plus dozens of educational resources for new investors.
AAII offers a 2-month trial that includes membership and A+ Investor for $2. After the trial, membership costs $49 per year and A+ Investor costs $149 per year. You must purchase a membership in order to subscribe to A+ Investor.
AAII is best for long-term investors who want an inexpensive way to access professional stock research and analysis tools. The platform offers a grab bag of features and doesn’t appear to be geared towards any single type of investing goal. In fact, it seems unlikely that a single investor will use all of the resources available to AAII members.
There’s no limit to the number of portfolios you can have and each portfolio can have 200 stocks. The only catch is that you can’t import data about your holdings from a broker or spreadsheet.
AAII is best for long-term investors who want an inexpensive way to access professional stock research and analysis tools. The platform offers a grab bag of features and doesn’t appear to be geared towards any single type of investing goal. In fact, it seems unlikely that a single investor will use all of the resources available to AAII members.
The journal is designed to educate investors about the range of options available to them and isn’t a stock-picking newsletter. Topics covered in the journal include retirement accounts, financial statement analysis, bond investing, and dividend investing. New issues of the journal are issued monthly and are available online.
None of the tools that AAII offers are especially unique. However, it’s unusual to see so many tools – model portfolios, stock screeners, stock picks from professional investors, and a monthly investing journal – all in one place, and at such an affordable price. If you’re just getting started out with investing, this suite of tools can be extremely useful.