Houston Chapter Future Meetings
Tuesday, November, 11, 2014
Mark Your Calendar!
Speaker: Julie Jason, Grant Investment Advisers, Inc.
Topic: Managing Retirement Wealth
Saturday, January 10, 2015
The AAII Houston Chapter
» Past Chapter Meetings:
Saturday, September 13, 2014
"A Case for Index Fund Portfolios"
Richard A. Ferri, CFA, Founder, Portfolio Solutions
Tuesday, May 13, 2014
"Managing Retirement Wealth "
Julie Jason, CIO, Jackson, Grant Investment Advisers, Inc.
Saturday, March 8, 2014
"Determining a Stock’s True Worth "
Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing
Tuesday, January 14, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, December 7, 2013
"Investing in Uncertain Markets"
Don Lansing, Founder, Lansing Investments; CIO, MarketTrend Advisors
"Focus Presentation: The Games Our Minds Play"
Tuesday, September 10, 2013
"Building a Multi-Asset Low-Correlation Portfolio"
Craig L. Israelsen, Ph. D., Associate Professor, Brigham Young University
Saturday, May 18, 2013
"How to Get the Highest Returns With the Least Effort"
Sheldon Jacobs, Author; Founder, The No-Load Fund Investor
Tuesday, March 12, 2013
"Strategies for Pursuing Your Retirement Paycheck "
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Saturday, January 19, 2013
"Strategies Tracking the AlphaSector Series of Indexes "
Jason Morton and Dennis Follmer, Managing Director, Shamrock Asset Management and Senior Vice President, F-Squared Investments
Book Report on “The 7 Most Important Equations for Your Retirement”
Monday, November 5, 2012
"Currencies: Diversification and Inflation Hedge"
Axel Merk, President, Chief Investment Officer, Merk Investments