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Phoenix Chapter Future Meetings
Mark Your Calendar!

Saturday, December, 13, 2014
Speaker: Elliott Gue, founder and chief editor, Capitalist Times; energy and income adviser
Topic: TBA

Saturday, January 10, 2015
Speaker: Dr. Alan Ellman, president, The Blue Collar Investment Group
Topic: “Covered Call Writing to Generate Monthly Cash Flow ”













The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
Saturday, October 11, 2014 »
Kathryn Spica, CFA, Senior Analyst, Fund-of-Funds Strategies Manager Research, Morningstar, Inc. "Morningstar Analyst Ratings: Closing the Investor Return Gap "


 
Saturday, November 1, 2014 »
Allan Zee, Founder, Argeus Benefits Group LLC "Your Health Care and the Affordable Care Act"


 

» Past Chapter Meetings:

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
Saturday, December 8, 2012
"Currencies: Diversification and Inflation Hedge"
Kieran Osborn, Senior Analyst, Merk Investments
Saturday, November 10, 2012
"Are You Prepared for Another Lost Decade? The Secular and Cyclical Outlook for Stocks, Bonds and Inflation"
Tom J. Kopas, Principals and Portfolio Managers, Pring Turner Captial Group
Joe Turner,
Saturday, October 13, 2012
"Looking at Markets"
Fred Richards, President, Strategic Investing