Upcoming Chapter Meeting: AAII Southeast Florida

Posted on April 1, 2014 | Local Chapters


Date: Tuesday, April 8, 2014 aand Wednesday, April 9, 2014
Topic: Global Multi-Asset Investing in a Volatile Interest Rate Environment
Speaker: Jeffrey A. Oberg, Managing Director, Windhaven Investment Management Inc.

Interest rates have been declining for over 30 years, but with increased volatility as of late, this environment could be coming to an end. Please join Jeffrey Oberg, managing director at Windhaven, for a discussion about the opportunities and risks that exist globally in a volatile interest rate environment, as well as the firm’s economic outlook.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Phoenix

Posted on March 29, 2014 | Local Chapters


Date: Saturday, April 5, 2014
Topic: Financial Literacy and the Rich-Poor Gap
Speaker: Russ Wiles, Personal Finance Writer, Arizona Republic and azcentral.com

It’s common knowledge that financial literacy is low and possibly declining in this country. Financial literacy includes not only an understanding of interest rates, inflation, the stock and bond markets and general economic concepts, but also identity theft, credit scoring and broader money topics. Most Americans don’t receive formal training in financial concepts. At the same time, there’s a lot more to learn and understand than in decades past: everything from retirement plans to mortgages to new investment vehicles. Many people haven’t yet shown that they’re up to the challenge, including technologically savvy young adults. Low levels of financial literacy explain part of the wealth gap, as more affluent and literate individuals are better positioned to capitalize on trends in the financial markets, including the recent rebounds for stocks and real estate.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Boston

Posted on March 29, 2014 | Local Chapters


Date: Saturday, April 5, 2014
Topic: Natural Gas: An Energy Game Changer
Speaker: Ronald H. Muhlenkamp, President, Muhlenkamp & Company, Inc.

In this presentation, mutual fund manager extraordinaire Ron Muhlenkamp will go over the areas of the markets that he feels holds the best investment opportunities in 2014. One specific area that Muhlenkamp will focus on is that of natural gas. With the price spread between natural gas and crude oil widening significantly as a result of technological innovations in shale drilling, Muhlenkamp will explain why he feels that this potential “game changer” puts the U.S. in a position to cut its energy costs in half during the next decade. Attendees will receive a FREE copy of Ron Muhlenkamp’s book “Harvesting Profits on Wall Street,” a booklet on natural gas, and a copy of the “Muhlenkamp Memorandum” newsletter (while supplies last).

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII San Diego

Posted on March 29, 2014 | Local Chapters


Date: Saturday, April 5, 2014
Topic: Exploring the Power of ETF-Based Investing
Speaker: Herb Morgan, CEO and Chief Investment Officer, Efficient Market Advisors LLC

Exchange-traded funds (ETFs) are rapidly approaching $2 trillion in assets in the U.S. alone, making them the most quickly adopted financial product in history. As an early adopter of these funds, Herb Morgan will explain ETFs, the tax advantages they confer, and how to build a diversified ETF-based portfolio.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Orange County

Posted on March 28, 2014 | Local Chapters


Date: Saturday, April 5, 2014
Topic: What Does Modern Portfolio Theory Look Like Today?
Speaker: Jason DiNozzi, Managing Director, InterGlobal Asset Management

Modern portfolio theory (MPT) comes with a powerful set of tools that can help take the emotional “roller-coaster effect” out of investing and is the best way to achieve long-term capital growth with volatility reduction. Diversification is one of the most misunderstood concepts in investing today. In this presentation, Jason DiNozzi will explain how to be truly diversified, with powerful results. He will show you how new technologies allow MPT to be implemented better than it ever has before and how you can finally take the guesswork out of your investment future.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Twin Cities

Posted on March 27, 2014 | Local Chapters


Date: Thursday, April 3, 2014
Topic: How to Foretell the Economy and Markets
Speaker: James W. Paulsen, Ph.D., Chief Investment Strategist, Wells Capital Management

What is likely in store for our economy? Where are markets heading? Dr. Jim Paulsen will give us perspective based on past and current conditions of retail, auto, and real estate sectors as well as on manufacturing, construction, unemployment, consumer confidence and the stock and bond markets.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII New York City

Posted on March 26, 2014 | Local Chapters


Date: Wednesday, April 2, 2014
Topic: The Great Stock-Bond Rotation Revisited

Speaker: Nicholas P. Sargen, Chief Investment Officer, Fort Washington Investment Advisors Inc.

Our speaker, Nicholas Sargen, believes that U.S. stocks will continue to outperform both bonds and emerging markets as they did in 2013. However, the gap in performance will be considerably smaller, as U.S. equity valuations are no longer cheap and the market is pricing in favorable news for the U.S. and global economy. The main risk for U.S. equities is that the Federal Reserve may not be able to wind down its quantitative easing program successfully.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Philadelphia

Posted on March 18, 2014 | Local Chapters


Date: Tuesday, March 25, 2014
Topic: Strategies for Creating Your Retirement Paycheck
Speaker: Christine Benz, Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com

It used to be easy for a middle-class retiree to earn enough income to enjoy a decent living standard. His or her former employer paid a lifetime pension and he or she could buy bank CDs paying a reasonable 5% interest rate per year. That is no longer the case. Employers are replacing guaranteed pensions with 401(k)s and the Federal Reserve is subsidizing borrowers by forcing the interest rates on safe investments down to almost zero. Thus if you are either retired or planning retirement, we urge you to listen to Christine Benz, an expert on personal finance from Morningstar, the famous investment research company. Ms. Benz will explain how to deal with these and other serious problems that retirees face today.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Denver

Posted on March 17, 2014 | Local Chapters


Date: Monday, March 24, 2014
Topic: Getting Your Ducks in a Row
Speaker: Garrett Anderson, Esq., The Hughes Law Firm

How we title and hold assets, and how our wills and trusts are constructed, can make a huge difference in what goes to the people and causes we favor. One size does not fit all! If we don’t set things up properly, it’s like donating a huge chunk of our hard-gotten gains to Uncle Sam. Preventing this takes planning, and in some cases periodic action, while there is still time. This presentation will focus on the necessary prudent steps for preservation and maximization of your assets; getting your ducks in a row.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Chicago

Posted on March 15, 2014 | Local Chapters


Date: Saturday, March 22, 2014
Topic: Using Options to Create Monthly Income
Speaker: Scott Nations, President and CIO, NationsShares

This presentation will focus on using options to create monthly income by writing covered calls, selling cash-secured puts and other high-probability options trading strategies that are used by professional options traders.

Read more »

Check out all AAII local chapters »



« Newer EntriesOlder Entries »