The AAII San Francisco Chapter presents...
"Understanding Wall Street Doubletalk to Protect and Build Your Portfolio"
Stephen T. McClellan, CFA
"Currency Asset Classes: Diversification for Challenging Times"
President and Chief Investment Officer, Merk Investments; and Manager, Merk Mutual Funds
What is happening with the U.S. dollar, the euro, yen and gold and why does it matter to investors? Axel Merk—a leading expert on macro trends, hard money, international investing and building sustainable wealth—will discuss the current macroeconomic forces driving global currencies and how the currency asset class may help provide diversification to the individual investor. When traditional asset classes like equities and fixed income move in tandem, how do you protect your portfolio against the downside? Where do you find uncorrelated returns, low volatility and profit opportunities, regardless of the market direction? Mr. Merk will demonstrate the importance of understanding how the greater economic universe works, how that may affect your finances, and how to interpret that often complex information to seek financial stability.