The AAII Houston 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 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 |
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| How to replace mutual funds with flexible exchange-traded funds
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| How to apply active investing instead of a passive approach
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Focus Presentation
More Ways to Generate Income
discussed by Rohit Millstein
The most popular topic among members is how to generate more income. We will explore ways to generate more income in the market place today, including preferred stocks, closed-end funds and writing calls on high-dividend-paying stocks.
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