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Phoenix Chapter Future Meetings
Mark Your Calendar!

Saturday, March, 7, 2015
Speaker: Charles Rotblut, editor of the AAII Journal
Topic: “Smart Investing: Seeking Reward While Reducing Risk”

Saturday, April 11, 2015
Speaker: Alan F. Willenbrock
Topic: “Muncipal Bonds”

 













The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
Saturday, January 10, 2015 »
Dr. Alan Ellman, Dr. Alan Ellman "Covered Call Writing to Generate Monthly Cash Flow"


 
Saturday, February 7, 2015 »
Nicholas Atkeson, Founding Partner, Delta Investment Management

Jackie Ann Patterson, Consultant to Delta Investment Management "Simple, Robust Methods to Grow and Protect Your Portfolio"



 

» Past Chapter Meetings:

Saturday, December 13, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times
Saturday, November 1, 2014
"Your Health Care and the Affordable Care Act"
Allan Zee, Founder, Argeus Benefits Group LLC
Saturday, October 11, 2014
"Morningstar Analyst Ratings: Closing the Investor Return Gap "
Kathryn Spica, CFA, Senior Analyst, Fund-of-Funds Strategies Manager Research, Morningstar, Inc.
Saturday, April 5, 2014
"Financial Literacy and the Rich-Poor Gap"
Russ Wiles, Personal Finance Writer, Arizona Republic and azcentral.com
Saturday, March 8, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar; Senior Columnist, Morningstar.com
Saturday, February 8, 2014
"Fracking: America’s Alternative Energy Revolution"
John Graves, Editor, The Retirement Journal
Saturday, January 11, 2014
"Lessons Learned From Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Saturday, December 7, 2013
"Do You Have a Life Plan?"
Don Scher, President, Don Scher and Associates
Saturday, November 2, 2013
"How to Get the Highest Returns With the Least Effort"
Sheldon Jacobs, Author and Founder, No-Load Fund Investor
Saturday, October 5, 2013
"How to Earn Double-Digit Returns and Avoid Down Markets in a Safety-First Approach"
Nick Atkeson, Founding Partner, Delta Investment Management, LLC
Saturday, April 13, 2013
"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"
Simon Reeves, CEO, Wealth Manager, TideRock Financial, LLC
Saturday, March 9, 2013
"Getting Back on Track"
Jason Browne, Chief Investment Officer, FundX Investment Group/NoLoad FundX
Saturday, February 9, 2013
"Profit from a Rapidly Changing World in 2013 "
Robert Hsu, President, Absolute Return Capital Advisors LLC
Saturday, January 12, 2013
"All I Need to Know About the Stock Market I Learned in Kindergarten"
Paul Townsend, Associate Vice President, Investment Officer, Wells Fargo Advisors, LLC