Charlotte Chapter Future Meetings
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There are no upcoming meetings for Charlotte at this time
The AAII Charlotte Chapter presents...
"How to Invest for Income Now Without Losing Your Capital"
This presentation will cover opportunities and important caveats, as well as useful information sources, for income investors. Donald Cassidy, president of the Retirement Investing Institute, will caution strongly against reaching for yield, urge investors to be active rather than passive, and cover various income approaches—from individual common and preferred stocks and bonds to exchange-traded funds (ETFs), unit investment trusts (UITs), mutual funds and closed-end funds. He will also discuss opportunities in rising-income investments and inverse bond funds. His coverage will include utility investing and real estate investment trust (REIT) investing, as well as writing options for income.
President, Retirement Investing Institute; Program Chair, AAII Denver Chapter; Former Senior Analyst, Lipper
|Attend This Meeting and Learn...|
|| How to expand and upgrade your set of income tools in today’s low-rate climate
|| How to think outside the box, think ahead and understand what not to do
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