AAIIJournal
Retirement Income: Repairing the Damage to Assure the Flow
February 2009
Discount Broker Guide:
AAIIs 2009 Listing of Discount Broker Firms
A MUST-HAVE ISSUE!!
Inside:
Table of Contents
Portfolio Strategies
Retirement Income: Repairing the Damage to Assure the Flow ............... 5 By Christine Fahlund
If you are living off your retirement savings and have suffered a severe portfolio loss, what is your best course of action to ensure your savings can be sustained? A new T Rowe Price retirement income study compared various withdrawal strategies, and found retirees can boost their chances of not outliving their assets by simply holding their withdrawals constant for the next five years.
First Cut: The Outcasts—Stocks Removed From the S&P 500 .............................. 10 By John Bajkowski
A starting point for investors. This issue's focus is on stocks possibly neglected due to their removal from the S&P 500 index.
AAII's 2009 Discount Broker Guide
How to Find the Right Broker 11 By Jean Henrich and Maria Crawford Scott
AAII's annual survey can help you find the right broker. This year's survey covers 51 firms that refer to themselves as discount.
Also in This Section:
AAIIBroker Survey: How the Most Popular Rank ....................................12
DiscountBroker Listing ..............................................................................14
Knowthe Deal on Cash Sweeps ..................................................................18
SIPC: What Does It Cover? .........................................................................19
HotLinks: How to Check Out a Broker On-Line ........................................................21
Investor Professor
Where Credit Is Due: A Look at the Ratings .............................. 22
There are many factors that individuals must consider when making investments
in fixed-income securities. One factor is the credit quality of the issuer and the f` particular bond, and credit ratings offer one tool to help evaluate this. A look at credit ratings, what they mean—and what they don't reveal.
AAII Stock Screens
Finding a Stock's "True Value" Using The Price-Earnings Relative Value Screen ............................................................................25
By Wayne A. Thorp, CFA 1n
There are now bargains in the market, but not all stocks are priced attractively. While the price-earnings ratio is a popular measure of value, ratios are not across-the-board comparable. How do you judge a company's price-earnings ratio? One fir approach is to look at price-earnings relative ratios.
OffbeatOfferings: Convertible Bonds ........................................................................29 m By Cara Scatizzi
An investor reference for products that are not your typical offerings.
CO
AAII Model Portfolios C:1
Good-Bye and Good Riddance: 2008 Enters Stock Market History ...31 m' By James B. Cloonan
A performance review of the AAII Model Mutual Fund Portfolio shows ti the portfolio down 36.5%, as compared to —37.0% for the benchmark Vanguard Total Stock Market Index fund (VTSMX).
Departments
BrieflyNoted ........................................ 2
AAII Investor Surveys . ... . ... ... . ... . . .. .. . .. ... 3
Letters.................................................. 4
AAll Local Chapters ......................... 34
Reminder: No Journal next month.
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Item Details: Magazine
Condition: Used, good condition Size: Standard, magazine Media: Soft cover
