The AAII Investor Sentiment Survey | AAII - Investor Education
The AAII Sentiment Survey has become a widely followed measure. Its results are circulated by various organizations and media outlets, including Barron’s and Bloomberg. The AAII Investor Sentiment Survey is conducted each week from Thursday 12:01 a.m. until Wednesday at 11:59 p.m. AAII members participate by voting in the survey above.
A Snapshot of Current Stock Valuations | AAII - Investor Education
Sep 26, 2024 · Our A+ Investor Value Grade uses percentile rankings to determine how cheap or expensive a stock is. Stocks are ranked based on whether they are cheap or expensive relative to all other stocks. The score underlying each grade is a composite ranking of up to six valuation ratios, including the price-earnings (P/E) ratio or the price-to-book-value (P/B) ratio.
For Qualified Charitable Distributions, Timing Is Everything
There are three rules with regard to federal taxation: (1) the total of the QCDs and other distributions must be at least the RMD; (2) the QCDs (up to the allowed limit) are not taxable; (3) the normal distributions are taxable. As others have mentioned, timing is completely irrelevant.
Bond Strategies for a Shifting Interest Rate Environment
Coupon: 4%. Price: 100 or par ($1,000 face value priced at par is called 100) Example: 10 bonds would cost $10,000 and would pay annual interest of $400 per year, until the bond is called or comes due. Rating: Aaa/AAA from Moody’s and S&P Global Ratings. Annual Interest: Tax-exempt interest free of federal income tax.
The AAII Story: A Nonprofit Organization | AAII - Investor Education
The AAII Mission. AAII is an independent nonprofit corporation formed in 1978 to assist individuals in becoming effective managers of their own assets through programs of education, information and research. Our founder, the late James B. Cloonan, Ph.D., started the Association because there was no defender and promoter of the individual investor.
Education | AAII
YOUR GO-TO SOURCE FOR INVESTMENT EDUCATION. 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.
AAII: The American Association of Individual Investors
The major benefits of AAII membership include: Monthly Issues of the AAII Journal. Free Access to Members-Only AAII Model Stock Portfolio. Access to AAII.com. Top Mutual Funds Guide. Yearly Tax Planning Guide. Access to AAII Local Chapter Meetings (over 40 …
Inherited IRA Rules Before and After the SECURE Act
The SECURE Act’s rules generally apply when the date of death is January 1, 2020, or later. The SECURE Act splits beneficiaries into one of three groups: 1) non-designated beneficiaries—charities, most trusts, etc.; 2) eligible designated beneficiaries—spouses, minor children, beneficiaries with a chronic illness or qualifying disability ...
Member Services Help - AAII
Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens; A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas; AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount; Dividend Investing Newsletter and model portfolio that focuses on …
The Latest - AAII
Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens; A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas; AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount; Dividend Investing Newsletter and model portfolio that focuses on …