BUY OF THE WEEK 4/1/2014

Posted on April 1, 2014 | Podcast

AAII Journal Editor Charles Rotblut Editor explains to Chuck Jaffe of MarketWatch why Wells Fargo & Co. (WFC) 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 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.

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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).

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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.

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 3/28/2014

Posted on March 28, 2014 | Dividend Investing

A breakup was announced this week. Well, actually there were two breakups announced, but we’ll leave the Gwyneth Paltrow/Chris Martin split to the tabloids, because we’re much more interested in Baxter International (BAX).

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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.

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AAII Sentiment Survey 3/28/2014

Posted on March 28, 2014 | Podcast

AAII Journal Editor Charles Rotblut speaks to Chuck Jaffe of MarketWatch about this week’s AAII Sentiment Survey and the above-average level of neutral sentiment. 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: AAII Sentiment Survey



STOCK SUPERSTARS ALERT FOR THE WEEK ENDING March 28, 2014

Posted on March 28, 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 3/28/2014

Posted on March 28, 2014 | Dividend Investing

A breakup was announced this week. Well, actually there were two breakups announced, but we’ll leave the Gwyneth Paltrow/Chris Martin split to the tabloids, because we’re much more interested in Baxter International (BAX).

Read more »



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.

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