The AAII Boston Chapter presents...
"Morningstar’s Best Ideas for 2010 and Beyond"
Discussed by:
Christine Benz
Director of Personal Finance, Morningstar
In this presentation, Morningstar’s Christine Benz will look at where the best investing ideas are for 2010 and beyond. Christine will start with the selection of specific investment opportunities for mutual funds, exchange-traded funds and individual stocks. Following this, she will discuss strategic portfolio construction with an emphasis on girding that portfolio against probable inflation in the years ahead. Lastly, she will touch on retirement asset management and the pros and cons of converting traditional IRA assets to a Roth IRA. After the formal presentation, Christine will give the attendees an opportunity for a dynamic and interactive Q&A session, which will then be followed by a book-signing event.
All meeting attendees will receive a free, complimentary, 30-day premium subscription to Morningstar.com.
| Attend This Meeting and Learn... |
 | Why “moat” is a chief factor that Morningstar analysts consider when evaluating companies; which companies have moats and which do not |
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| The key factors Morningstar analysts look at when evaluating mutual funds and exchange-traded funds
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| Some key tax considerations to bear in mind when managing your portfolio between now and year-end 2010
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