The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Saturday, April 9, 2016
"Lessons From a Veteran Small-Cap Portfolio Manager "
Jim Gentrup, CFA, Portfolio Manager, Val Vista Capital Management
Saturday, March 5, 2016
"The Simplest Way to Increase Your Portfolio’s Performance"
Wayne Connors, Founder,
Saturday, February 6, 2016
"7 Keys to a Successful Retirement Portfolio Plan"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, January 2, 2016
"Value-Focused Momentum-Based Dividend Growth Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, December 12, 2015
"The Unusual Investment Opportunity in Non-Bank Banks"
Alan C. Snyder, Managing General Partner, Shinnecock Partners
Saturday, November 21, 2015
"Stocks to Own for A Lifetime"
Nancy Tengler, President, Financial IQ Training Services
Saturday, October 10, 2015
"Introduction to Creating a Family Dynasty"
Paul Deloughery, Senior Attorney, Magellan Law
Saturday, April 11, 2015
"Taking Advantage of Municipal Market Dislocations & Dysfunction"
Alan F. Willenbrock, Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
Saturday, March 7, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, Vice President, AAII; Editor, AAII Journal
Saturday, February 7, 2015
"Simple, Robust Methods to Grow and Protect Your Portfolio"
Nicholas Atkeson, Founding Partner, Delta Investment Management
Jackie Ann Patterson, Consultant to Delta Investment Management
Saturday, January 10, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, Dr. Alan Ellman
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.

  Special Interest Groups (SIGs)

Personal Finance and Retirement Income Planning SIG - Meets after the chapter meeting in November, January, March.  Noon to 1 p.m.   Cost: Included in the chapter meeting fee.
The SIG leader is Dr. Joyce Morningstar,
Due to greater uncertainties, financial planning after retirement becomes more challenging.  We all want to make good decisions.  Where most investors get into trouble is not in their intent, it’s in their emotions and habits.  The SIG's focus is educating members how-to make informed financial decisions which are in their best interest.  Our group welcomes different viewpoints and participation from both experienced and new investors.


Health Care Reform and Medicare SIG - Meets after the chapter meeting in October, December, February and April.  Noon to 1 p.m.  Cost: Included in the chapter meeting fee. The SIG leader is Allan Zee,

The major provisions of the Affordable Care Act are in their second year. The Supreme Court ruled that subsidies are legal in all 50 states plus D.C. Utilization of health care services is up and costs have risen. Insurance carriers have a year’s experience with medical costs which will have a major effect on premiums for 2016. Open enrollment for under 65 begins November 1st. Medicare open enrollment begins Oct 15th through Dec 7th. Many changes and consolidations are happening within the insurance industry. Humana, HealthNet and Cigna have been sold and SCAN will be exiting  the Arizona market.  We’ll discuss the year in review and the many changes still to come and talk about the future of healthcare. Join us for an informative and spirited discussion”.


Investment Protection SIG - Meets after the chapter meeting.  February 6th meeting: 3:30 to 4:30 p.m.  Cost: Included in the chapter meeting fee.  The SIG leader is Clark Mills.
The Investment Protection (IP) SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth. The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG. Each SIG uses meetings and the electronic form to teach new skills.


Stocks and ETFs SIG -  Meets after the chapter meeting - January 2nd meeting: 1:00 to 2:00 p.m.     The SIG leader is Eugene Almer, 602-300-4573.          Cost: Included in the chapter meeting fee.          

The goal of the Stocks and ETFs SIG is to create smarter, better informed, successful traders and investors by providing experiences with high quality stock trading information. AAII Journal articles and the AAII website offerings often form the content of these sessions. Independent traders and successful investors will present their proven methods and strategies of trading. Charting tools and tactics will help traders and investors profit from winning investments and trades.  Investor psychology, portfolio strategies, and handling potential losses are some of the subjects to be covered. Opportunities to listen and learn, take an active role in the group, or make a presentation are available to members. We are open to discussing any investment strategy or style that works. We share the meeting time and location with the Options & Analysis SIG.


Options & Analysis SIG - Meets after the chapter meeting, 2:15 to 3:15 p.m..   The SIG leader is Lowell Carty,  Cost: Included in the chapter meeting fee.
All AAII participants are invited to improve their wealth-building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions. These range from use of options to generate monthly income to "hedging" for protection of your stocks and portfolios. Participant depth ranges from initial learning to active traders. Any tools or techniques from Absolute Breadth Index (ABI) to Zig Zag Indicator including fundamentals, seasonality, cycles studies, astro economics, portfolio management, risk management and position sizing. You are welcome to join our quest to combat the unprecedented market changes and uncertainties. We work closely with the Stocks and ETFs SIG and Investment Protection SIG. This includes rotating the meeting start time and sharing facilities.


Vector Vest SIG - Third Saturday of every month - 9:00 to 11:00 a.m.  The SIG leader is Eugene Almer, 602/300-4573. Location: Gloria Dei Lutheran Church, 3539 E. Stanford Dr., Paradise Valley, AZ 85253. Cost: $5.00
This SIG focuses on the use of the VectorVest system for equity investing strategies and market timing. Most meetings include a discussion of the current market conditions and what to expect in the month ahead using VectorVest tools, several educational presentations by members describing their experiences with various parts of the VectorVest System, and discussions and analysis of selected investment strategies and/or equities of interest to the members.