For this week’s Individual Investor Show, Charles Rotblut chats with retirement researcher Wade Pfau on the various experiences and decisions retirees commonly face when approaching this new life stage. Their discussion highlights the pros and cons of different withdrawal and allocation strategies, as well as how to factor in worst-case scenarios for your early years of retirement to ensure your portfolio lasts.

In the second portion of the broadcast, we talk with Matt Bajkowski about his recent article on intermediate-term bond mutual funds and exchange-traded funds (ETFs). His discoveries about the benefits and risks of this fixed-income category can help you decide if they might work for the income portion of your retirement portfolio.

Watch this episode and learn:

• About different withdrawal and allocation strategies

• How to protect your retirement portfolio from a worst-case scenario

• Which intermediate-term bond funds are topping the list for five-year return

Retirement Segment

March 2022 AAII Journal

A New Perspective on Withdrawal and Allocation Strategies for Retirees, by Wade Pfau

“Retirement Planning Guidebook: Navigating the Important Decisions” (2021), by Wade Pfau

Bond Funds Segment

The Benefits and Risks of Intermediate Bond Funds, by Matthew Bajkowski

Understanding Bond Yields, by Matthew Bajkowski

AAII Funds+ Screener

AAII Asset Allocation Models

AAII Bond Investing Ideas

Top/Bottom Performing Funds

Consistent Fund Performers

Want more financial education? Learn more about AAII at:  https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: What to Do After the Retirement Party Ends | AAII

For this week’s Individual Investor Show, Charles Rotblut and Jenna Brashear take a look at AAII’s asset class heat map, which ranks the annual returns for each of the asset class groups used in the AAII Asset Allocation Models over the past 10 years. They discuss how this heat map demonstrates the benefits of diversification and how analyzing these results can help you become a more diversified individual investor.

In the second part of the broadcast, we sit down with Matt Bajkowski to discuss his article, “Understanding Risk-Adjusted Returns via the Sharpe Ratio,” which focuses on the key relationship between risk and return and how vital it is to be compensated for taking on extra risk. Bajkowski delves specifically into how the Sharpe ratio can help you assess whether the risk of a security is justified by its return.

Watch this episode and learn:

• How to effectively use the Sharpe ratio to become risk averse

• Why investors should expect compensation for a riskier investment

• How to read the AAII asset class heat map and apply it to your 2022 allocation strategy

Asset Class Segment

Asset Class Group Performance: Large Caps Lead in 2021 by Charles Rotblut, CFA

Asset Allocation Models

AAII PRISM Academy

AAII Website: Learn & Plan

Asset Allocation Survey

Risk-Adjusted Returns Segment

Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio by Matthew Bajkowski

Mutual Funds Ideas

Compare Mutual Funds

ETF Ideas

Compare ETFs

Other Links

AAII Journal: February 2022 Issue

Register for Upcoming AAII Webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Individual Investor Show: Improve Your Allocation by Gauging Risk and Ranking Asset Returns | AAII

The American Association of Individual Investors held a webinar event on Wednesday, February 2, 2022.

For this week’s Individual Investor Show, we sit down with Charles Rotblut to delve into our annual mutual fund and exchange-traded fund (ETF) guides and reveal on which funds made the 2022 cut. We analyze the top- as well as the worst-performing mutual funds and ETFs, specific trends we’ve noticed and anything new or noteworthy. Hear about the criteria Rotblut uses to weed out the “fads” from the “fabs.”

In the second part of the broadcast, we chat with Matt Bajkowski on his article, “The Benefits and Risks of Small-Cap Funds,” which highlights the good, bad and ugly of diversifying your portfolio with small-cap funds. You won’t want to miss out on these two thought-provoking discussions covering everything you need to know about investing in mutual funds and ETFs in 2022.

Listen to this episode and learn:

• Which mutual funds and ETFs made the cut for the 2022 guides

• Current trends, as well as noteworthy players in the fund universe

• The overall benefits and risks associated with small-cap funds

Small-Cap Funds Segment

The Benefits and Risks of Small-Cap Funds by Matthew Bajkowski in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15529-the-benefits-and-risks-of-small-cap-funds)

Annual Funds & ETF Guides Segment

Guide to the Top Mutual Funds (https://www.aaii.com/journal/article/15934-the-individual-investors-guide-to-the-top-mutual-funds-2022)

Guide to the Top ETFs (https://www.aaii.com/journal/article/15935-the-individual-investors-guide-to-the-top-etfs-2022)

Guidelines for Selecting Mutual Funds and ETFs (https://www.aaii.com/journal/article/13930-guidelines-for-selecting-mutual-funds-and-etfs)

A+ Investor suite of tools (https://www.aaii.com/plus)

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

The American Association of Individual Investors held an event on Wednesday, January 19, 2022.

With AAII providing unbiased educational resources to investors since 1978, AAII members have seen it all. Whether you’re a veteran member or just joined, we know you’re excited to see our end-of-year stock screen wrap-up.

We sit down with AAII financial analysts Charles Rotblut, Derek Hageman and Wayne Thorp as we review our numerous stock screens to see which ones outperformed the market in 2021, which ones surprised us and which ones fell short, if any.

You won’t want to miss this enlightening panel discussion with the men behind the numbers.

Listen to this episode and learn:

• New additions and enhancements to the AAII stock screen arsenal

• How our stock screens performed over the last year, the best and the worst

• How to utilize our numerous stock screens and tools to invest with confidence in 2022

Check out the full stock screen end-of-year review at https://www.aaii.com/journal.

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Want more financial education? Learn more about AAII at https://www.aaii.com

The American Association of Individual Investors held a video event on Wednesday, January 5, 2021.

Many stock investors fail to vote on corporate board nominees and other company issues when they receive their proxy statement.

For this week’s Individual Investor Show, we are excited to chat with Charles Rotblut about why it’s important to vote your proxy and how to approach the various sections of the form.

In the second part of tonight’s broadcast, we sit down with John Bajkowski for an update on AAII’s Model Shadow Stock Portfolio. He’ll discuss its performance over 2021 and explain any changes that were made to the portfolio during its fourth-quarter review.

Listen to this episode and learn:

-The impact you can have as a stock owner by voting your proxy

-How to address the issues contained in a proxy statement

-What’s new with AAII’s popular Shadow Stocks

AAII Journal January 2022

https://www.aaii.com/journal

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Two Easy Ways to Take Control of Your Stock Investing | AAII