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Upcoming Chapter Meeting: AAII Charlotte

Date: Saturday, March 10, 2012
Topic: All I Needed to Know About the Stock Market I Learned in Kindergarten
Speaker: Paul Townsend, Associate Vice President-Investments, Wells Fargo Advisors LLC

Paul Townsend will be discussing the point-and-figure method of technical analysis. He will discuss investing in various asset classes, including domestic and international stocks, sectors, commodities and currencies. Emphasis will be placed on the use of relative strength as a risk management tool. Paul will also share how to create a customized “tactical” portfolio using exchange-traded funds (ETFs).

Topic: Economic Scenarios for 2012
Speaker: Dennis Stearns, CFP, President, Stearns Financial Services Group

Dennis Stearns will discuss probable economic scenarios for 2012 and how they would impact your investment portfolio and financial planning. Stearns will include his firm’s “8 trillion dollar themes” and how various super trends are impacting the aftermath of the Great Recession. He will provide short- and long-term scenario analysis of the effect of these trends on asset allocation strategies, income-oriented portfolios, inflation and deflation threats, U.S. budget deficits, health care, energy and the careers of our children and grandchildren.

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