Charles Rotblut
Editor at AAII Journal
American Association of Individual Investors VP, AAII Journal Editor & AAII Wealth-Building Process creator. Speaker, author, & KU alum. #🟦
Articles
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1 week ago |
aaii.com | Charles Rotblut
David Darst is a managing director and chief investment strategist of Morgan Stanley Smith Barney. He is also the author of “The Little Book That Saves Your Assets: What the Rich Do to Stay Wealthy in Up and Down Markets” (John Wiley & Sons, 2008). I met David at the CFA Institute Conference in May and spoke with him shortly afterward about asset allocation. —Charles Rotblut, CFA Charles Rotblut (CR): Can you explain why investors need asset allocation?
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1 week ago |
aaii.com | Charles Rotblut
The statistics are very clear: Maintaining a large allocation to stocks has allowed investors to build considerable wealth. Behavioral finance is also very clear: The typical human has emotional and cognitive biases that significantly influence their decisions. Few people give investors a framework for navigating this disparity like William “Bill” Bernstein. It is why his books are on many people’s lists of recommended reading for investors.
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2 weeks ago |
aaii.com | Charles Rotblut
When it comes to big decisions, it's not unusual for someone to change their mind afterward. Sometimes, they realize the first decision was a mistake. Other times, they realize that option B would have been the better choice. Determining when to file for Social Security benefits is a big decision. File early and you'll leave money on the table for you and/or your spouse if you and/or they live past the break-even age.
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2 weeks ago |
aaii.com | Charles Rotblut
Massive moves in shares of GameStop Corp. (GME) continue to make financial news headlines. Reddit’s WallStreetBets forum along with Robinhood and individual investors have all been cited for driving the volatility. There is often more to the story than the sound bites imply. In the case of GameStop, there are likely large trading firms engaging on both sides of the trades. Trading firms utilize bots to gauge what’s discussed on social media and the tone of the conversations.
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2 weeks ago |
aaii.com | Charles Rotblut
A cursory glance at the performance of the individual mutual funds used to track the AAII Asset Allocation Models reveals the story of what happened during the first quarter of 2024. The big drivers of returns were the Magnificent Seven technology-related stocks and falling expectations about the prospects for several interest rate cuts. Concentration within the S&P 500 index—and thereby the Vanguard 500 Index Admiral fund (VFIAX)—increased throughout the quarter.
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