Shows
The Individual Investor ShowRisks & Opportunities in Fixed Income When Rates Are Going UpFor this episode, we had the pleasure of sitting down with Matthew Crouse, CFA, MBA, Ph.D. (a man of many titles), to discuss his latest article in the AAII Journal, “Fixed-Income Risks and Opportunities in a Rising-Rate Environment.” He discusses the principles of duration (interest rate risk), credit risk and the yield curve. He also touches on closed-end fund preferreds and bonds funds to help the individual investor navigate the rising-rate environment with ease. Listen to this episode and learn: What duration (interest rate risk) is and how to combat it successfully2022-09-2235 min
The Individual Investor ShowUtilizing the CAPE Ratio During Inflationary PeriodsAre you an investment sleuth? Do you like to delve deep into financial metrics to better understand the market? If you’re someone who is looking for a long-term valuation of the market adjusted for inflation, we know a financial metric for you.For this episode, we spoke with AAII Journal editor Charles Rotblut, CFA, about his latest article on the cyclically adjusted price-earnings (CAPE) ratio and why using the CAPE ratio during high inflation can give individual investors insights into expected market returns over the next five to 10 years by looking back 10 years into the past....2022-07-2120 min
The Individual Investor ShowCombating High Interest Rates with Short-Term Bond FundsCalling all income investors and those worried about high interest rates impacting their portfolios! If you’re on the hunt for an investment that has low interest rate risk, look no further than short-term bond funds.For this episode, we chat with AAII finance writer Matt Bajkowski about his latest article in the July 2022 issue of the AAII Journal, “The Benefits and Risks of Short-Term Bond Funds,” where he explains how income-seeking investors might capture high yields through bonds, especially short-term bonds, this year.Watch or listen to this episode and learn:The pros a...2022-07-0729 min
The Individual Investor ShowSizzling Stock OpportunitiesWe’re in the midst of the summer and things are about to start sizzling! For investors who want to take a dip into the market, but are worried about suffering profit losses, we’ve got a few tips and tricks up our sleeve to help you navigate uncertain waters.For this episode, Dividend Investing editor Derek Hageman chats with us about his latest First Cut Stocks articles in the June 2022 issue of the AAII Journal that present the current high-yielding dividend payers and the current largest rising dividend stocks. He explains the difference between the two and...2022-06-2332 min
The Individual Investor ShowThe Shocking Impacts of Inflation on RetirementFor those retiring, or approaching retirement, inflation can often be a creeping fear that paralyzes even the most prepared investor. Thankfully, there are a few easy strategies you can adopt to ensure your retirement portfolio will be secure. In this episode, we spend some time chatting with Craig Israelsen, Ph.D., about his latest article in the June 2022 issue of the AAII Journal, “Dealing With Inflation in a Retirement Portfolio.”Israelsen discusses how required minimum distributions (RMDs) are built-in inflation adjusters that allow retirees to be more cautious in their asset allocation if need be.List...2022-06-0254 min
The Individual Investor ShowComparing Retirement Calculators For this episode of the Individual Investor Show, we sit down with Charles Rotblut, CFA, and interns from our research team, Dylan Dease and Sean Murphy, to discuss their latest article in the May 2022 issue of the AAII Journal, “Important Differences Exist Among Retirement Calculators.”This article showcases how to use retirement calculators to configure future withdrawals and takes a look at the top 10 tools to see which work best for individual investors in all life stages.Watch or listen to this episode and learn:How investors can use retirement calculators to make accu...2022-05-1938 min
The Individual Investor ShowThe ESG Playbook for the Socially Conscious According to a 2021 study by the Morgan Stanley Institute for Sustainable Investing, 79% of individual investors and 99% of millennials in the U.S. are interested in sustainable investing. However, it’s important to understand what sustainable investing entails and how companies are graded, especially when it comes to corporate greenwashing.For this episode, AAII Journal editor Charles Rotblut, CFA, and assistant editor Anine Sus chat with Larry Swedroe about his new book, “Your Essential Guide to Sustainable Investing,” which highlights how environmental, social and governance (ESG) ratings are impacting individual investors and corporations.In the second part o...2022-05-0542 min
The Individual Investor ShowThe Emotional Psychology and Behavior Behind InvestingHave you heard the term FOMO? It refers to the fear of missing out on something such as hanging out with your friends, going to a winning sports event, seeing your favorite singer in concert and even exciting, new investment opportunities.For this week’s Individual Investor Show, Charles Rotblut, CFA, sits down with Spencer Jakab, author of “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors,” to discuss the phenomenon of “meme stocks,” how social media platforms like Reddit have fueled a new world of stock investing and the pitfalls that come along with t...2022-04-2132 min
The Individual Investor ShowFind Your Own Winning Portfolio Strategy April is Financial Capability Month, so it’s a good time to brush up on your investing basics.In this episode of the Individual Investor Show, Jenna Brashear sits down with Craig Israelsen to chat about his newest article on retirement allocation in the April issue of the AAII Journal. Israelsen argues that even though there is no one perfect asset allocation for everyone during the retirement years, with at least some commitment to equities, there are several viable strategies you can consider.In the second part of the show, Charles Rotblut talks with Paul Me...2022-04-0756 min
The Individual Investor ShowThe Discount Broker Face-OffInvesting your hard-earned money in the stock market has never been easier. Every year, technology advances translate into more tools and services for investors. In addition, the cost of investing is lower than ever, and the variety of assets offered by brokers continues to widen. This makes investing more accessible to a larger number of people.In this episode of the Individual Investor Show, we sit down with AAII’s research team to chat about their findings in our annual discount broker guide. Each year, AAII takes an in-depth look at the current crop of online discount br...2022-03-2457 min
The Individual Investor ShowWhat to Do After the Retirement Party Ends 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 fi...2022-03-0330 min
The Individual Investor ShowImprove Your Allocation by Gauging Risk and Ranking Asset Returns 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...2022-02-2435 min
The Individual Investor ShowIs It a Fad or Fab Fund?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 artic...2022-02-0350 min
The Individual Investor ShowAAII’s Stock Screen 2021 Wrap-UpThe 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 t...2022-01-211h 04
The Individual Investor ShowTwo Easy Ways to Take Control of Your Stock InvestingThe 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 it...2022-01-0631 min