Upcoming Chapter Meeting: AAII Dallas/Fort Worth

Posted on April 30, 2014 | Local Chapters


Date: Wednesday, May 7, 2014
Topic: The New World of Estate Planning, Post-2012
Speaker: Marjorie J. Stephens, Law Offices of Marjorie Stephens

The new tax law has repealed the estate tax for more than 99.8% of the people in the United States. The new law has also given couples the ability, in most cases, to use the tax exemption of the spouse who predeceased them. These changes, coupled with higher income taxes on trusts, have changed the way we provide for our families. In this presentation, Marjorie Stephens will explain estate planning topics such as why you may want to file an estate tax return even if you owe no tax, why you may still want a trust (even if you don’t like the one you may already have) and why income tax is more important than estate tax.

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Upcoming Chapter Meeting: AAII New York City

Posted on April 30, 2014 | Local Chapters


Date: Wednesday, May 7, 2014
Topic: Stocks Face the Greatest Risk Since 2011

Speaker: Marvin Appel, President, Sinalert Asset Management

In this presentation, our speaker, Marvin Appel, points out that the past five years of exceptional stock performance is due to the Federal Reserve’s zero percent short-term interest rates. As the Fed begins to taper its stimulus, stocks face great risk. Appel will explain why investors need to pay attention to both defense and offense.

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Upcoming Chapter Meeting: AAII Puget Sound

Posted on April 30, 2014 | Local Chapters


Date: Wednesday, May 7, 2014
Topic: Smart Investing: Seeking Reward While Reducing Risk
Speaker: Charles Rotblut, Vice President, AAII; Editor, AAII Journal

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. In this presentation, AAII Journal editor Charles Rotblut will give you actionable strategies for striking a prosperous balance between reward and risk.

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Sell OF THE WEEK 4/30/2014

Posted on April 30, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Potbelly Corp. (PBPB) is his “Sell of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife.

Audio url: Sell of the week





Upcoming Chapter Meeting: AAII Eastern Michigan

Posted on April 29, 2014 | Local Chapters


Date: Tuesday, May 6, 2014
Topic: The Wisdom of Wyckoff
Speaker: Thomas Hamilton, President, Special Risk Capital Management

Richard Wyckoff has been given credit as the father of technical analysis, and some of his concepts have been used in modern portfolio theory. But Wyckoff theory goes much deeper than analytic theory. He was a master of behavioral finance and reading the movements of the markets. He has studied the major players, whom he called the “smart money.” He noted that when they entered and left the market, usually at their advantage, they left only subtle signs behind. In this presentation, Thomas Hamilton will explain these techniques and how to integrate them into modern-day trading.

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Upcoming Chapter Meeting: AAII St. Louis

Posted on April 29, 2014 | Local Chapters


Date: Tuesday, May 6, 2014
Topic: Investing and Protecting Your Portfolio With Options
Speaker: Dan Passarelli, CEO, Market Taker Mentoring Inc.

Dan Passarelli will discuss investing and protecting your portfolio with options. He will show how options can be used to invest with potentially less risk than buying stocks and demonstrate simple techniques that any investor can use to protect against market declines in their portfolio.

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AAII WEEKLY FEATURES 4/29/2014

Posted on April 29, 2014 | Weekly Features

Investor-Update

This week’s AAII Weekly Features has been updated.
View this week’s Top AAII Articles, Featured Stock Screen and Member Question.

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BUY OF THE WEEK 4/29/2014

Posted on April 29, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why AMERCO (UHAL) is his “Buy of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife.

Audio url: Buy of the week




Upcoming Chapter Meeting: AAII Portland

Posted on April 26, 2014 | Local Chapters


Date: Saturday, May 3, 2014
Topic: The Stock Screening Process: Featuring a Shareholder Yield Screen
Speaker #1: Al Zmyslowski, Individual Investor, AAII Silicon Valley Board Member
Speaker #2: Charles Rotblut, CF, Vice President, AAII; Editor, AAII Journal

Al Zmyslowski will discuss the development of stock screens using a shareholder yield screen as an example. He will begin with brief comments on screening and backtesting tools, determining the size of your investment in stock screens, and using screen results as a start for further analysis. Zmyslowski will then discuss the background and development of the shareholder yield screen, along with backtesting results and comparison to benchmarks. The process of implementing a screen, including running and updating the screen periodically and estimating and minimizing trading costs, concludes the session. Reference material covering additional screens, statistical performance of screens and an overview of volatility control and timing systems will be provided.

Then, AAII Journal editor Charles Rotblut will give you actionable strategies for striking a prosperous balance between reward and risk. Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on April 26, 2014 | Local Chapters


Date: Saturday, May 3, 2014
Topic: Earn Double-Digit Returns While Avoiding Major Down Markets
Speaker: Nick Atkeson, Founding Partner, Delta Investment Management

Would you like to understand market super cycles and how to avoid losses in your portfolio? Nick Atkeson will discuss changing investor risk premiums that are more directly tied to the movement of the stock market than earnings and measures of risk. He will investigate analysis tools including the moving average crossover model, market sentiment measures, stop-loss and relative strength. Learn which market metrics are the most important ones; how to measure them; and when to buy, what to buy and when to sell.

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