Upcoming Chapter Meeting: AAII Cleveland

Posted on May 7, 2014 | Local Chapters


Date: Wednesday, May 14, 2014
Topic: Stock Screening and Analysis Techniques Your Guru Never Taught You
Speaker: Marc Gerstein, Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report

Great growth rates, stingy valuation metrics, power house balance sheets: you’ve heard how to find and analyze great companies and great stocks. The problem is, you and a gazillion others have heard it all! Today, with so many investors devoting so much energy into looking at the same information, it seems we have to work harder than ever to find great ideas. Actually, though, what we really need to do is work smarter. This presentation will show you how to add different slants to otherwise familiar stock screening techniques and discover a new range of investing ideas.

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Upcoming Chapter Meeting: AAII Boston

Posted on May 6, 2014 | Local Chapters


Date: Tuesday, May 13, 2014
Topic: Building a Multi-Asset, Low-Correlation Portfolio
Speaker: Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University; Creator, 7Twelve Portfolio

In this presentation, Craig Israelsen will look at historical data to examine the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The impact of adjustments and rebalancing will also be evaluated over multiple time periods. Additionally, Israelsen will examine the pros and cons of utilizing alternative asset classes in portfolio design and give an overview of his 7Twelve Portfolio multi-asset balanced model. After the event, he will participate in a Q&A session and sign copies of his book.

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Upcoming Chapter Meeting: AAII Pittsburgh

Posted on May 6, 2014 | Local Chapters


Date: Tuesday, May 13, 2014
Topic: Global Multi-Asset Investing in a Volatile-Interest Environment
Speaker: Timothy J. Kohn, Managing Director, Windhaven Investment Management

While interest rates have been declining for over 30 years, recently increased volatility suggests this environment may be coming to an end. Join Tim Kohn for a discussion about global opportunities and risks in a volatile-interest context and his firm’s economic outlook.

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Upcoming Chapter Meeting: AAII Houston

Posted on May 6, 2014 | Local Chapters


Date: Tuesday, May 13, 2014
Topic: Managing Retirement Wealth
Speaker: Julie Jason, CIO, Jackson, Grant Investment Advisers, Inc.

A real concern for investors approaching retirement is losing assets in volatile or down market periods and, as a result, having to either work longer or reduce the quality of their lifestyles. This presentation by Julie Jason will help you anticipate market-moving events, graduate from random buying and selling, and construct a goal-directed personal portfolio customized to serve you and your family for a lifetime. Whether you’re a novice or experienced investor, you’ll find resources, insights and strategies here to make effective decisions upon which a sound financial future can be based.
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Upcoming Chapter Meeting: AAII Northern New Jersey

Posted on May 5, 2014 | Local Chapters


Date: Monday, May 12, 2014
Topic: How to Revitalize the American Economy and Regain the American Spirit
Speaker: Bruce Johnstone, Senior Marketing Investment Strategist, Fidelity

The American economy and U.S. corporate profit growth are beset with slow growth for many domestic reasons: intrusive government policies, intransigent domestic politics, massive entitlement and debt loads, and an undereducated work force, to name a few. Internationally, the U.S. now faces economic slowdowns from an over-indebted Europe, a slowing China, and a possible Cold War rebirthh. Market valuations have risen in spite of these hurdles. This talk by Bruce Johnstone will present steps that could help to shun pessimism and to resolve these negative conditions in order to ramp up U.S. and world GDP growth.

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Upcoming Chapter Meeting: AAII Silicon Valley

Posted on May 3, 2014 | Local Chapters


Date: Saturday, May 10, 2014
Topic: How to Succeed in Changing Markets
Speaker: Janet Brown, President, FundX Investment Group; Editor, NoLoad FundX Newsletter

Learn from over 35 years of successful fund investing during this presentation, where Janet Brown will share the secrets of the Upgrading strategy that has made NoLoad FundX one of the highest-ranked newsletters in the Hulbert Financial Digest for the past 25 years on a risk-adjusted basis. Upgrading is the process of investing in top-performing no-load mutual funds and exchange-traded funds (ETFs), holding them for as long as they outperform their peers and upgrading to the new winners when they don’t. It combines the ability to recognize opportunities as they arise with the flexibility to move assets when leadership changes to take advantage of those opportunities.

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Upcoming Chapter Meeting: AAII Charlotte

Posted on May 3, 2014 | Local Chapters


Date: Saturday, May 10, 2014
Topic: King Risk is Dead. Long Live the King!
Speaker: John Simms, Chief Investment Officer, Piedmont Trust Company

Investors and analysts have waved off the overvaluation shown by Shiller’s cyclically adjusted P/E ratio and explained away concerns about historically high profit margins. High price-to-sales ratios are dismissed in similar fashion. Is there nothing to fear any longer? Have policy makers found the key to perpetually low interest rates, low inflation and rising stock prices? John Simms’ discussion will remind investors of what history has to say about the current economic and financial market environment. To give away the conclusion—risk may be sleeping, but it’s far from dead!

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Upcoming Chapter Meeting: AAII Baltimore

Posted on May 3, 2014 | Local Chapters


Date: Saturday, May 10, 2014
Topic: Today’s 10 Most Important Economic and Investing Trends
Speaker: Morgan Housel, Macroeconomics Analyst and Columnist, Motley Fool

Morgan Housel will discuss 10 of the most powerful, misunderstood and promising trends affecting today’s economy and investors. Are baby boomers ready for retirement? What sectors will propel the economy next decade? What kind of returns should investors expect out of stocks going forward?

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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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