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The AAII Milwaukee Chapter presents...


"Investment Strategy in Volatile Markets"

    Discussed by:

    Carl Birkelbach
    Founder, Chairman and Chief Executive Officer, Birkelbach Investment Securities, Inc.

The Standard & Poor’s 500 index has dropped from 1500 to 800 points twice in the last dozen years. Yet, many financial advisors are still urging clients to cling to a buy-and-hold strategy. These threadbare habits helped shatter portfolios in both bear markets of the last decade. To protect investors against a recurrence, investment strategist Carl Birkelbach will reveal three critical keys for success in the volatile markets he expects to continue.

Attend This Meeting and Learn...
How to apply a buy-low/sell-high strategy that really works, relieving buy-and-hold paralysis
How to use flexible exchange-traded funds (ETFs) to replace mutual funds
Active investing methods that take the place of a more passive approach

  MEETING DETAILS
Date:
Thursday, November 18, 2010
Time:
6:00-7:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
In Advance (by 11/15)
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

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