The Individual Investor Show (Jenna Brashear)
Explore every episode of The Individual Investor Show
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 24 Mar 2022 | The Discount Broker Face-Off | 00:57:21 | |
Investing 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 brokers and compares them on their customer service, fee structure, data analysis, educational resources, order interface and more. Watch this episode and learn:
Online Discount Broker Guide 2022 Online Discount Brokers: Comparing and Contrasting the Older and the New Other Resources About Online Discount Brokers How to Choose a Brokerage Firm Minimum Disclosure by Brokers and Advisers Are You Protected If Your Broker Goes Bankrupt? Resources for Checking Out an Adviser or Broker How Schwab Invests, and His Views on the Broker Industry 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: The Discount Broker Face-Off | AAII | |||
| 22 Sep 2022 | Risks & Opportunities in Fixed Income When Rates Are Going Up | 00:35:32 | |
For 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:
Matthew Crouse, CFA, MBA, Ph.D., is an adjunct professor at Westminster College in Salt Lake City, Utah, who specializes in researching closed-end funds (CEFs), exchange-traded funds (ETFs) and other fixed-income products targeted to retail investors. Jenna Brashear is the host of the Individual Investor Show as well as the producer for live AAII webinar events. Additional Resources Fixed-Income Risks and Opportunities in a Rising-Rate Environment More articles by Matthew Crouse Fidelity: Fixed Income, Bonds & CDs Understanding Bond Credit Ratings Register for upcoming webinars: https://www.aaii.com/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: Risks & Opportunities in Fixed Income When Rates Are Going Up | AAII | |||
| 03 Feb 2022 | Is It a Fad or Fab Fund? | 00:50:06 | |
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:
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. | |||
| 19 May 2022 | Comparing Retirement Calculators | 00:38:24 | |
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:
May 2022 Issue of the AAII Journal Important Differences Exist Among Retirement Calculators Social Security Administration A Plan for Achieving the Financial Goal of Building Retirement Savings 11 Key Retirement Dates You Should Pay Attention To How to Catch Up on Retirement Savings at 50 Retirement Withdrawal Community Register for upcoming webinars: https://www.aaii.com/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: Comparing Retirement Calculators | AAII | |||
| 23 Jun 2022 | Sizzling Stock Opportunities | 00:32:00 | |
We’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 how to judge whether a high yield or rising dividend payment can be sustained. In the second part of the episode, we sit down with assistant financial analyst Matt Markowski to discuss his latest article, “How to Best Use Stock Screens to Build a Portfolio.” In it, he shows how to choose a predefined stock screen or build your own to effectively find the opportunities that fit your individual stock investing needs. Watch or listen to this episode and learn:
Dividend Stocks Segment Up, Up and Away: Biggest Rising Dividend Payers Dividend Investing Stock Ideas Stock Screens Segment How to Best Use Stock Screens to Build a Portfolio A+ Investor Custom Stock Screener AAII Stock Screening Community Register for upcoming webinars: https://www.aaii.com/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. | |||
| 21 Jul 2022 | Utilizing the CAPE Ratio During Inflationary Periods | 00:20:22 | |
Are 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. Listen to this episode and learn:
Charles Rotblut, CFA, is the creator of the PRISM Wealth-Building Process and Academy. He is also a financial analyst, vice president and AAII Journal editor. Jenna Brashear is a finance writer, podcast host and community manager at AAII. Additional Resources CAPE Ratio Is High, but Down From Peak Online Exclusive: Delving Into the Definition of the CAPE Ratio Valuations, Inflation and Real Returns, an interview with Robert Shiller A Cautionary Note About Robert Shiller's CAPE AAII Stock Screening Community Register for Upcoming Webinars Learn how to use the powerful, robust suite of screening tools in AAII's A+ Investor suite or bundle all of our premium subscriptions into one, convenient plan with AAII Platinum. Individual Investor Show: Utilizing the CAPE Ratio During Inflationary Periods | AAII | |||
| 05 May 2022 | The ESG Playbook for the Socially Conscious | 00:42:27 | |
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 of the broadcast, we ask Matt Bajkowski about his latest article in the May 2022 issue of the AAII Journal, “The Difference Between Sustainable Investing and Impact Investing,” which looks at investing with a focus on financial returns versus investing with a focus on social- and ethical-based outcomes. Listen to this episode and learn:
Additional Resources
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. | |||
| 06 Jan 2022 | Two Easy Ways to Take Control of Your Stock Investing | 00:31:06 | |
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 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 | |||
| 03 Mar 2022 | What to Do After the Retirement Party Ends | 00:30:52 | |
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:
Retirement Segment 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 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 | |||
| 07 Jul 2022 | Combating High Interest Rates with Short-Term Bond Funds | 00:29:32 | |
Calling 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:
Additional Resources The Benefits and Risks of Short-Term Bond Funds The Benefits and Risks of Intermediate Bond Funds Beginner’s Guide to Bond Investing Register for upcoming webinars: https://www.aaii.com/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: Combating High Interest Rates With Short-Term Bond Funds | AAII | |||
| 21 Apr 2022 | The Emotional Psychology and Behavior Behind Investing | 00:32:45 | |
Have 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 these new developments. In the second part of tonight’s episode, Jenna Brashear chats with Charles Rotblut on his latest article in the AAII Journal, “What Traits Do Individual Investors Consider When Buying Stocks?” where he surveys AAII members to gain insight into the various stock approaches and thought processes they use such as how they find ideas, the characteristics they focus on and their preferred data sources. Watch this episode and learn:
Meme Stocks Segment Reddit, Robinhood and Lessons From the Meme Stock Craze “The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors,” by Spencer Jakab Stock-Picking Segment What Traits Do Individual Investors Consider When Buying Stocks? 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: The Emotional Psychology and Behavior Behind Investing | AAII | |||
| 07 Apr 2022 | Find Your Own Winning Portfolio Strategy | 00:56:21 | |
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 Merriman to discuss his recent article, “The Pains and Gains of Investing,” which uses hypothetical performance of five simple equity portfolios to explain different risk measures so that you can choose the ones that matter most to you. Listen to this episode and learn:
Links and Resources Retirement Allocation Comparison With Vanguard Funds, by Craig Israelsen “Start Investing Now: Build Your Investment Portfolio for $5 per month” by Craig Israelsen The Pains and Gains of Investing, by Paul Merriman “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” by Paul Merriman 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: Find Your Own Winning Portfolio Strategy | AAII | |||
| 24 Feb 2022 | Improve Your Allocation by Gauging Risk and Ranking Asset Returns | 00:35:44 | |
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:
Asset Class Segment Asset Class Group Performance: Large Caps Lead in 2021 by Charles Rotblut, CFA Risk-Adjusted Returns Segment Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio by Matthew Bajkowski 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 | |||
| 21 Jan 2022 | AAII’s Stock Screen 2021 Wrap-Up | 01:04:03 | |
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:
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 | |||
| 02 Jun 2022 | The Shocking Impacts of Inflation on Retirement | 00:54:41 | |
For 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. Listen to this episode and learn:
Watch this episode on YouTube: Additional Resources June 2022 AAII Journal (https://www.aaii.com/journal) Dealing With Inflation in a Retirement Portfolio by Craig Israelsen (https://www.aaii.com/journal/article/17412-dealing-with-inflation-in-a-retirement-portfolio) Online Exclusive: Defining Inflation for Your Portfolio (https://www.aaii.com/journal/article/13872-defining-inflation-for-your-portfolio) Inflation: The Dormant Dragon (https://www.aaii.com/journal/article/13010-inflation-the-dormant-dragon) Online Exclusive: Understanding the Breakeven Inflation Rate (https://www.aaii.com/journal/article/17458-online-exclusive-understanding-the-breakeven-inflation-rate) | |||