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The AAII Washington D.C. Metro Chapter

» Upcoming Chapter Meetings:
Saturday, November 15, 2014 »
Nancy Osmond Popovich, Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co. "What Have the Markets Done in 2014 and How Will that Impact 2015?"


 

» Past Chapter Meetings:

Saturday, October 18, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Saturday, September 20, 2014
"Seven Adviser Strategies That You Should Be Using Now"
David John Marotta, President, Marotta Wealth Management
Saturday, July 19, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Eric Wish, Director of the Center for Substance Abuse Research and of the Honors College Stock Market Challenge, University of Maryland
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, June 14, 2014
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s
Saturday, May 17, 2014
"Using Alternative Investments to Enhance Portfolio Performance "
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management Inc.
Saturday, April 19, 2014
"Managing Your Money During Retirement "
Maria Crawford Scott, Former Editor, AAII Journal
Saturday, March 15, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach "
Nicholas Atkeson, Founding Partner, Delta Investment Management LLC
Saturday, February 15, 2014
"How I Invest Using the Wishing Wealth General Market Index and Green Line Break-Outs "
Dr. Eric D. Wish, Director of the Center for Substance Abuse Research, and Director of the Honors College Stock Market Challenge, University of Maryland; Author, Wishing Wealth blog
Saturday, January 18, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times
Saturday, November 9, 2013
"All I Need to Know About the Stock Market I Learned in Kindergarten"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Saturday, October 19, 2013
"Building a Multi-Asset, Low-Correlation Portfolio"
Craig L. Israelsen, Ph.D., Associate Professor, Brigham Young University
Saturday, September 21, 2013  —  View Slides  |   Power Point Presentation
"Stock Screening and Analysis Techniques Your Guru Never Taught You"
Marc Gerstein, Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report
Saturday, July 20, 2013
"Energy and Income: Still Your Best Bet for High Yield, Safety and Growth in an Aging Bull Market "
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times
Monday, June 24, 2013
"Finding a Stock Winner: First Step Screening "
John Bajkowski, President, AAII

"Lessons Learned From Monitoring Investment Newsletters for More than 30 Years"
Mark Hulbert, Hulbert Financial Digest, MarketWatch

Saturday, May 18, 2013
"Do Mutual Funds Still Work? "
Chuck Jaffe, Senior Columnist, MarketWatch
Saturday, April 20, 2013
"Outlook 2013: Is It Time to Buy or Bail? "
Sam Stovall, Chief Equity Strategist, S&P Capital IQ
Saturday, March 16, 2013
"Investment Management in Turbulent Markets "
William G. Droms, CFA, Powers Professor of Finance, McDonough School of Business, Georgetown University
Saturday, February 16, 2013
"Managing Portfolio Risk Using Asset Allocation Strategies "
Bob Pugh, CFA, CFP, President, Founder, Insight Wealth Management, Inc.
Saturday, January 19, 2013
"Estate Planning 101 "
Phillip J. Kenny, J.D., CFP, Attorney, The Collins Firm
Saturday, November 10, 2012
"Hidden Dangers of Exchange-Traded Funds and the End of Cash "
Tim Hanson, Senior Equities Analyst,The Motley Fool
Joe Magyer, Senior Analyst, The Motley Fool