The AAII Southeast Florida Chapter presents...

"Is This Time Different? Myths, Realities and Strategies for Portfolio Management"

    Discussed by:

    Jay L. Shein, CFP, CIMA, CIS
    Chief Investment Officer and Strategist, Compass Financial Group, Inc.

This presentation will address some of the myths of investing and why they should be used with caution. Real-world examples of the problems with investors’ decision-making processes will be reviewed. Strategies that increase the probabilities of success will be covered. Examples of why using historical performance can cause improper decisions will be revealed. Reasons that a multi-strategy approach to investing can help manage portfolio risk will be discussed.

Attend This Meeting and Learn...
How to reduce portfolio risk
What, if anything, is different about the financial world we live in versus the past
Why explanations of capital market behavior are inadequate

Wednesday, November 17, 2010
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Charles Schwab
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL 33394
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In Advance (by 11/12; adv. registration requested), Everyone, $12/person
At the Door (space permitting), Everyone, $15/person
No Refunds

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