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Jenna Brashear

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Which 2025–2026 Tax Changes Matter Most to You and How Do You Stay Organized?

Posted By Jenna Brashear 12-08-2025 16:37
Found In Egroup: Tax Strategies \ view thread
The new AAII 2025–2026 Tax Guide lays out a huge slate of changes: new deductions, shifting MAGI phaseouts, higher retirement contribution limits, expanded senior deductions, SALT cap increases, estate and gift thresholds and dozens of inflation-adjusted rules across investment income, Social Security, ...

RE: How Do You Balance Tax Timing?

Posted By Jenna Brashear 12-04-2025 12:59
Found In Egroup: Tax Strategies \ view thread
Dave, thanks for laying out your approach so clearly, it's a great example of how tax strategy can line up with personal goals and filing circumstances. You're right that a lot of this comes down to individual priorities. Some investors may focus heavily on managing their 1040 outcome each year, while ...

How Do You Balance Tax Timing?

Posted By Jenna Brashear 12-03-2025 15:59
Found In Egroup: Tax Strategies \ view thread
The Tax Rules for Your Personal Investments article in AAII's 2025-2026 Tax Guide, highlights something many of us don't realize until we've been investing for a while: timing can be just as important as the investments themselves. Between ex-dividend dates, holding-period requirements for long-term ...

Seven Keys to Successful Trading and Active Investing

Posted By Jenna Brashear 11-25-2025 15:21
Found In Egroup: Technical Analysis \ view thread
In Seven Keys to Successful Trading and Active Investing, Raymond A. Rondeau talks about the difference between knowing trading rules and executing them under pressure, as well as the importance of synergizing multiple approaches to improve signal reliability. I'd love to hear your thoughts: When ...

Would You Mix a Target-Date Fund With Small-Cap Value?

Posted By Jenna Brashear 11-12-2025 13:22
Found In Egroup: Small-Cap Investing \ view thread
In the article Investing for Life on the Smoother Path by Chris Pedersen explores how combining a target-date fund with a U.S. small-cap value fund-a simple 50/50 "Two Funds for Life" strategy, can potentially lead to higher long-term returns without adding unmanageable risk. He argues that this pairing ...

Identifying Durable "Niche" Leaders with the Wanger (Revised) Screen

Posted By Jenna Brashear 11-04-2025 16:43
Found In Egroup: Small-Cap Investing \ view thread
Ralph Wanger believed that finding success in small-cap investing isn't about chasing the hottest industries ... it's about uncovering hidden leaders operating in the shadows of bigger players. As he famously put it, "It's better to own the best company in a marginal industry than the third runner-up ...

Managing Portfolios During Periods of Fear

Posted By Jenna Brashear 10-15-2025 12:00
Found In Egroup: Investor Sentiment \ view thread
In the article "Reading Minds: Combining AAII's Investor Pulse With BI's Community Intelligence," one insight stood out; periods of fear tend to last twice as long as periods of greed. When markets are driven by pessimism, investors often retreat to cash, reduce risk exposure, or wait for conditions ...

Where Do Mega-Trends Sit on the S-Curve?

Posted By Jenna Brashear 09-22-2025 16:19
Found In Egroup: Growth Investing \ view thread
In his article The Strength Behind Secular Growth Investing (September 2025), Wayne Thorp explains: "Secular growth rarely follows a straight line. Instead, it typically traces an S-curve-early adoption, acceleration, then maturity. The sweet spot for investors often lies in the early acceleration ...

Investing in AI: Perspectives and Strategies from Fellow Investors

Posted By Jenna Brashear 09-15-2025 18:47
Found In Egroup: Growth Investing \ view thread
Artificial intelligence (AI) continues to reshape how companies operate and how investors evaluate opportunities. As AI and large language models (LLMs) evolve, the landscape is growing more complex, with new risks and areas to watch. Some key themes gaining the attention of investors in recent weeks: ...

Decoding Micro-Cap Value with P/S Ratios

Posted By Jenna Brashear 09-10-2025 13:21
Found In Egroup: Small-Cap Investing \ view thread
The Tiny Titans stock screen, based on James O'Shaughnessy's research, seeks out micro-cap stocks ($25–$250 million in market cap) that are both cheap and on the move. One of its key rules is a price-to-sales (P/S) ratio below 1, which aims to identify companies trading at a discount to their revenue. ...

What the One Big Beautiful Bill Act Means for Your Taxes

Posted By Jenna Brashear 09-10-2025 13:12
Found In Egroup: Tax Strategies \ view thread
A notable change in the One Big Beautiful Bill Act (OBBBA) is the new enhanced senior deduction. For taxpayers age 65 and older, it provides an additional $6,000 deduction ($12,000 for married couples filing jointly where both spouses qualify). This extra deduction applies through 2028 and can be claimed ...

Breaking down the Arms Index (TRIN)

Posted By Jenna Brashear 08-27-2025 14:58
Found In Egroup: Investor Sentiment \ view thread
The Arms Index (TRIN) has been around since the 1960s, combining advancing/declining stocks and their volumes into one sentiment gauge. Extreme readings often show up at market turning points, but how should investors actually use it today? Do you see TRIN more as a signal to buy or sell, or more ...

Monitoring Your Allocation Worksheet #2

Posted By Jenna Brashear 07-10-2025 16:51
Found In Library: PRISM: Prioritizing Your Goals
Use this worksheet to compare your current portfolio allocation against the target allocation you listed in Step 2 of the PRISM process, R – Recognizing Your Risk Tolerance and Allocation. If the difference between your current and target allocation is within your acceptable range of variability, no ...

RE: Step 2 - Lesson 1: Recognizing Your Risk Tolerance and Allocation

Posted By Jenna Brashear 07-10-2025 16:44
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Hi James, the worksheet covered in the webinar is this one: https://www.aaii.com/files/learnandplan/pdf/14825-step-5-monitoring-your-allocation-progress-and-life-stages.pdf Is this what you're looking for? Let me know! ------------------------------ Jenna Brashear AAII Community Manager Chicago, ...

RE: Step 2 - Lesson 1: Recognizing Your Risk Tolerance and Allocation

Posted By Jenna Brashear 07-10-2025 16:24
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Hi James, The Monitoring Your Allocation, Progress and Life Stages Worksheet and Spreadsheet is under the "M" section. There is a PDF and an excel worksheet available. Here is the direct link: https://community.aaii.com/viewdocument/monitoring-your-allocation-progres?CommunityKey=66ef624b-0f56- ...

Put-Call Ratio's Cool… But What's Your Sidekick Signal?

Posted By Jenna Brashear 06-17-2025 11:03
Found In Egroup: Investor Sentiment \ view thread
The put-call ratio can be a powerful contrarian sentiment tool, but only when used in context. The article makes it clear: this ratio isn't a standalone signal. So what do you pair it with? Do you lean on market breadth, volatility indexes like the VIX, or valuation indicators to confirm what the sentiment ...

Investor Sentiment

Posted By Jenna Brashear 05-20-2025 13:17
Found In : Communities
A community for investors to explore how market sentiment impacts asset prices, uncover contrarian opportunities, and enhance analysis with behavioral insights.

Technology in a Connected, Global World

Posted By Jenna Brashear 05-19-2025 13:00
Found In Egroup: Global Market Investing \ view thread
The rise of online platforms has made global investing more accessible than ever. You can now trade international stocks and ETFs with just a few clicks, while AI tools help predict trends in foreign markets. But as powerful as these tools are, they don't always account for the full picture, like political ...

Using Technology to Spot Big Growth Opportunities

Posted By Jenna Brashear 05-19-2025 12:59
Found In Egroup: Growth Investing \ view thread
Growth investors are increasingly turning to AI and data-driven tools to uncover high-potential companies at lightning speed. These tools can sift through massive amounts of data to spot trends and opportunities that might otherwise go unnoticed. However, there's a catch: relying too heavily on technology ...

RE: College Costs Got You Sweating? Let's Talk About Your Investment Strategy!

Posted By Jenna Brashear 01-23-2025 13:32
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Haha, I love it! It sounds like you really nailed the college savings strategy with that 529 program and the matching contributions-definitely a winning formula! Kudos to you for putting that plan into action and helping both your grandkids graduate with honors. As for the "finding husbands" request, ...