Support Real Investing Education
AAII is expanding outreach, keeping prices low and creating tools that younger investors can trust. Consider contributing today.
Since 1978, AAII, a 501(c)(3) nonprofit, has been an industry leader in providing investors with unbiased investing education, information and resources.
Founded by the late Jim Cloonan, who wanted investing education and tools to be available to everyone, we’re a small, dedicated team focused on helping every investor succeed.
Over the past year, we’ve become increasingly concerned about the state of investing education.
Today, younger investors face a growing risk of misinformation. More and more people in their 20s, 30s and even 40s are forming bad habits early on, relying on Reddit threads, TikTok clips, and influencers selling get-rich-quick schemes and “hot tips” that rarely work.
For almost 50 years, AAII’s tools and resources have helped over two million members invest with confidence and build strong portfolios.
But in a world full of free advice on your social media feeds, it’s harder than ever for young investors to know what’s reliable. And convincing them that a small investment in unbiased, high-quality education is far more valuable than any misleading free tip can often be difficult.
This holiday season, we’re reaching out to our long-standing members for a donation to help us continue evolving, producing high-quality unbiased resources and offering accessible pricing.
AAII is a close-knit team of dedicated professionals who care about your success. We don’t publish newsletters just to earn quick money. In fact, every product we create comes from years of research and is shaped by what our members need.
If you’ve ever taken an AAII survey, that’s where we listen to your feedback, respond and take the time to do it right.
We are truly an investor-focused membership association, and we want to keep it that way for generations to come.
We succeed when our members succeed. By staying true to our mission and providing the tools and analysis you need, we ensure your continued trust.
Every gift, big or small, helps us continue this important work and strengthens the overall AAII community.
Your donation helps us provide high-quality, evidence-based investing education, and the cherry on top is that it may also give you tax benefits! (How is tax season coming up so fast?)
To make a donation, please visit our 2025 AAII Donation Page.
Thanks to previous donations, we’ve been able to launch new initiatives and support existing ones. Here are some highlights from the past year.
We launched AAII Sentiment Investing this past summer. The AAII Investor Sentiment Survey has been central to AAII for decades, and this new tool builds on that foundation by adding analysis and other key variables of market “emotion” so subscribers can understand what mood is driving market activity.
We also relaunched My Portfolio, transforming it into the central engine for investor research with seamless data flow and faster performance. My Portfolio is now easier to use than ever before. You can view and create portfolios, either manually or by importing your own portfolio from a CSV file from your brokerage, so you can view diversification, AAII Stock Grades and more all in one place. Moving between tools is now more immediate and effortless than in the past.
At the same time, we introduced the AAII Investor Hub. Whether you’re reviewing a model portfolio or running a deeper analysis, everything now takes place in one unified environment. You can even add stocks from our model portfolios directly to your watchlist or analyze them with a single click, breaking down barriers between our various products.
These major initiatives were made possible thanks to last year’s donations.
But that’s not all. This past year, we partnered with investment strategist Raymond A. Rondeau to develop new Active Investing tools that fill an important gap in our offerings. Many of our members asked for resources that cover not only fundamental investing but also active strategies and trading.
We collaborated with BetterInvesting to offer a free monthly educational webinar series open to everyone, covering a wide range of topics, from dividend investing, small-cap investing and ETFs to tax strategies.
We also worked with Craig Israelsen, Ph.D., developer of the 7Twelve Portfolio, to create a seven-week retirement seminar where we were able to discuss retirement challenges like sequence of returns risk, portfolio diversification and withdrawal strategies, all in a small-group learning atmosphere.
Additionally, we partnered with Unchained to produce a cryptocurrency newsletter that cuts through noise so inherent in the crypto industry and provides investors with clear information and education about this rapidly evolving asset class.
On top of these new partnerships, we’ve continued to maintain current initiatives that our team spends countless hours on each week, including the AAII Journal, annual investor guides (such as the newly released tax guide), the Model Shadow Stock Portfolio, our online community, weekly emails like Investor Update and Educated Investor, free live webinars, local chapter initiatives and more — all available to AAII Members.
Every educational resource, article and webinar we produce takes time and energy from our small, passionate team. Even though we generate revenue through our products and services, donations help us keep AAII resources accessible to all (especially new investors) at intentionally underpriced rates compared to those of our competitors. Donations give us the capacity to work on passion projects.
Your donation today fuels the tools, research and education we’ll deliver tomorrow. It ensures that we can continue developing smarter data and analytical tools, expanding member resources, strengthening investor education and keeping high-quality guidance accessible at a time when misinformation is louder than ever.
From the bottom of our hearts, thank you for your continued support. Your generosity not only helps us keep investing education affordable and accessible for everyone — it also supports the next generation as they learn to invest and build financial security.
With sincere appreciation,
John Bajkowski
President, AAII
Your donation may also be tax-deductible depending on your individual situation. Should you have any questions or wish to discuss your potential contribution, please feel free to email Member Services at members@aaii.com or call us at 312-676-4307 (Monday through Friday, 8:30 a.m. – 5:00 p.m. Central Time).