The AAII Central Florida Chapter presents...

"How to Invest in an Economy Stuck in the Mud"

    Discussed by:

    Donald Cassidy
    President, Retirement Investing Institute

Investors need to change their outlook soberly, recognizing that the U.S. economy faces prolonged subpar growth. Deficit reduction and rising tax revenues clearly will pose notable drags on the economy, as we reverse decades of leverage and overspending. This implies a whole new thought process: not projecting past growth trends, and reducing holdings with high price-earnings ratios building in high expectations. Think in terms of three macro scenarios (positive, flat and difficult) and then analyze what industries/companies would be suitable in each. Portfolios ought to include some of each to hedge against guessing totally wrong on the major scenario. We need to reduce expected investment returns as well. Implementing such ideas requires that one not be a hold-and-hope investor!

Attend This Meeting and Learn...
About important new thinking directions
To reconsider equity positions under low-growth conditions
From the speaker and compare notes with fellow members

  MEETING DETAILS
Date:
Wednesday, April 17, 2013
Time:
6:30 – 7:00 p.m.    Registration/Social/Refreshments
7:00 – 8:00 p.m.    Program
8:00 – 8:30 p.m.    Q&A
Location:
University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]

Payment:
In Advance (by 4/15)
AAII Member and Family, $5/person; Nonmembers, $7/person
At the Door (space permitting) Everyone, $10/person
No Refund
[ Click here for the April 17, 2013 Meeting Announcement ]

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