Upcoming Chapter Meeting: AAII Birmingham


Date: Thursday, October 3, 2013
Topic: How to Avoid Bear Markets
Speaker: Ian Abbott, Owner, Abacus Financial Services, LLC

A large number of investors lost significant amounts of their retirement funds when the market dropped 40% in 2008. Investors need to have a plan to protect their assets in the event of a new meltdown. In this presentation, Ian Abbott will discuss the causes of the meltdown and why it could happen again. Abbott will discuss how active portfolio management saved nest eggs by cutting losses in the meltdown. He believes superior long-term protection and performance can be obtained by focusing investment activity on dynamic allocation and sector rotation and by applying tax-saving strategies.

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