Upcoming Chapter Meeting: AAII Columbus

Posted on April 9, 2014 | Local Chapters


Date: Wednesday, April 16, 2014
Topic: Dynamic Global Strategies for Intelligent Investing
Speaker: Brial Wissman, Vice President and Branch Manager Columbus, Charles Schwab

Brial Wissman and Tim Kohn will present an overview of Schwab Capabilities for the independent investor, with additional focus on global investment strategies provided through Windhaven Investment Management, Inc. Windhaven is a leading investment advisory firm and an affiliate of Charles Schwab. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure in declining ones, Windhaven has created a range of diversified strategies available through Schwab.

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Sell OF THE WEEK 4/9/2014

Posted on April 9, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Waddell & Reed (WDR) 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





Shareholder Yield Measures All Company Distributions

Posted on April 8, 2014 | Dividend Investing

AAII Dividend Investing seeks out companies that have a shareholder focus exhibited by distributing excess cash, preferably through consistent and increasing dividends. Dividend increases are an important signaling device. Higher dividends provide a signal to the market that the company is confident in the stability and growth of future earnings.

The dividend yield is the most common way to measure the dividend level over time and across a range of companies. The dividend yield is calculated by dividing the indicated dividend by the current stock price. The indicated dividend is the anticipated cash dividend payment over the next year. Since most U.S. companies pay dividends quarterly, the indicated dividend is normally the latest quarterly dividend times four.

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BUY OF THE WEEK 4/8/2014

Posted on April 8, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Thomson Reuters (TRI) 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 Silicon Valley

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: 2014 U.S. and Global Outlook: Markets and the Economy
Speaker: Michael Yoshikami, CEO and Founder, Destination Wealth Management

Today’s economic environment is both challenging and puzzling. Economies and markets do not always synchronize in terms of recovery, and that has never been more evident than it is now. For this reason, understanding economic issues is critical in formulating the correct investment strategy for changing global conditions. This presentation by Michael Yoshikami seeks to provide insight into the current state of economic recovery on a global basis and presents a few thoughts regarding possible investment strategies in response to these conditions. A discussion forum will be held post-presentation with the speaker and members of the board.

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Upcoming Chapter Meeting: AAII Charlotte

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: How to Prevent and Detect Fraud
Speaker: Glenn L. Helms, Ph.D.,

Aggressive fraud prevention requires awareness of many different factors, like identification of typical perpetrators, schemes and areas of vulnerability. This session uses the most current research findings to increase your awareness of common fraud schemes, recommended controls for high-risk areas, and best practices for fraud prevention and detection.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: Finding a Stock Winner: First Step Screening
Speaker: Joe Lan, CFA, Financial Analyst, AAII

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Joe Lan, a financial analyst at AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental analysis database and screening program.

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Backing Up and Restoring Custom User Files

Posted on April 5, 2014 | Stock Investor Pro

One of the most useful functions of Stock Investor Pro is its ability to create custom user files. Users who work on multiple computers in different locations need to be able to access their custom files in more than one place. This issue of Stock Investor News discusses how to quickly and easily transfer your custom files using Stock Investor Pro Utilities.

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STOCK SUPERSTARS ALERT FOR THE WEEK ENDING April 4, 2014

Posted on April 4, 2014 | Stock Superstars Report

The stock market dropped on Monday, with biotechnology and other momentum names leading the pullback. The tech-heavy NASDAQ index was among the worst-performing indexes, with no support from big tech names.

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 4/4/2014

Posted on April 4, 2014 | Dividend Investing

The April 2013 Monthly Report, which is now on the DI website, provides a full explanation of what we’re doing and why. It also explains how to follow the changes. We recommend reading it.

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