The AAII Research Triangle Chapter

» Upcoming Chapter Meetings:
Saturday, April 13, 2013 »
Raymond A Rondeau, Professional Trader, Former Technicals Columnist, IndexUniverse "The Investor?s Quest: Obtaining an Edge"


 
Saturday, May 11, 2013 »
Christine Benz, Director of Personal Finance, Senior Columnist, Morningstar.com "Morningstar?s Best Ideas for 2013 and Beyond"


 

» Past Chapter Meetings:

Saturday, March 9, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Joseph Belmonte, Owner, Buffett and Beyond Research, Inc.
Saturday, February 9, 2013
"Debunking the 4% Rule"
Raul Elizalde, President, Path Financial LLC
Saturday, January 12, 2013
"2013 Economic Scenarios: Can the U.S. Economy Muddle Through?"
Dennis Stearns, CFP, President, Stearns Financial Group
Saturday, December 1, 2012
"2012 Christmas Party, and Undermining Investor Confidence: Corporate Ethics in the New Millennium"
John Moellering, Governors Club Speakers Resource Bureau
Saturday, November 10, 2012
"2012 Third-Quarter Market Update"
William “Sonny” Bowser, Regional Operations Consultant, Fidelity Investments
Saturday, October 13, 2012
"The Future Ain’t What It Used to Be: If “Buy and Hold” Is Dead, Now What?"
Paul Townsend, Associate Vice President-Investments, Wells Fargo LLC
Saturday, September 8, 2012
"Strategies for Retirement Income for Life and Risk-Managed Growth"
Malcolm M. Trevillian, President, Chatham Advisors LLC
Saturday, August 11, 2012
"Positioning Your Portfolio to Generate Sustainable Cash Flow"
Mitch Reiner, Investment Advisor, Chief Operating Officer and Chief Investment Officer, Capital Investment Advisors (CIA)
Saturday, July 14, 2012
"Trading and Investing Ideas in 2012"
Michael Shulman, Publisher, The New Normal Investor, Options Income Blueprint and Short Side Trader Advisory Services
Saturday, June 9, 2012
"Investing and Aging"
Haleh Moddasser, CPA, Vice President, Financial Advisor, Stearns Financial Group
Sherry McKinney, CPA, CFP, Financial Planning Manager, Stearns Financial Group
Saturday, May 12, 2012
"Finding Yield in a Low Interest Rate Environment"
Bill Wysor, Editor, The Relevant Investor
Saturday, April 14, 2012
"The World Economic Status and Its Impact on Investments"
Frank Dasse, Ph.D., CFP, President, Chatham Advisors LLC
Saturday, March 10, 2012
"How a 6th Grader With a Few Simple Rules Can Beat a Pro Money Manager"
Lon Witter, President, Witter & Westlake Investments, Louisville, Kentucky
Saturday, February 11, 2012
"Tax Strategies for Today’s Changing Times"
Ken Martin, Tax Partner, Stancil & Company
Saturday, January 14, 2012
"Economic Scenarios for 2012"
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, December 10, 2011
"Global Investment Trends: The New Normal"
Malcolm M. Trevillian, President, Chatham Advisors LLC
Saturday, November 5, 2011
"2011 Estate Planning Update"
Timothy A. Nordgren, Lawyer, McPherson, Rocamora, Nicholson & Nordgren PLLC
Saturday, September 24, 2011
"Understanding Option Volatility"
Alan Grigoletto, Director of Education, The Options Industry Council
Saturday, August 13, 2011
"2011 Second Quarter Market Update"
Tom Shiel, Vice President and Regional Planning Consultant, Fidelity Investments
Saturday, July 23, 2011
"Investing in India—Hot & Spicy!"
Subir Chatterjee, Principal, The 2000 Group Inc.
Saturday, June 11, 2011
"Beating the Yield Chasers: Scoring High Yields in the World’s Safest Companies In 2011 And Beyond"
Roger Conrad, Editor, Canadian Edge; Editor, Utility Forecaster; Co-Editor, MLP Profits
Saturday, May 14, 2011
"The Maelstrom in Washington and Its Effects on Wall Street and Your Portfolio"
Lauren Rudd, Partner and Chief Economist, Day Hagan Asset Management; Syndicated Columnist; Talk Show Host; Instructor
Saturday, April 16, 2011
"Investment Strategy in Volatile Markets"
Carl Birkelbach, Founder, Chairman and CEO, Birkelbach Investment Securities Inc. and Birkelbach Management Corp.