The AAII Houston Chapter presents...

Investment Strategy in Volatile Markets

    Discussed by:

    Carl Birkelbach

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
How to replace mutual funds with flexible exchange-traded funds
How to apply active investing instead of a passive approach

Focus Presentation More Ways to Generate Income discussed by Rohit Millstein

    Discussed by:

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.

Saturday, September 17, 2011
9:00 a.m    Registration/Social/Refreshments
9:30 a.m.    General Chapter Business
10:00 a.m.    Focus Presentation,
11:00 a.m.    Program Start
12:15 p.m.    Q&A
University of Phoenix Westside Learning Center
11451 Katy Freeway
Houston, TX 77079
[ Map This Location ]
In Advance (by 9/14)
AAII Member and Family, $15/person
At the Door
space permitting
Everyone, $20/person
No Refunds
Paypal Link
Pay Online �

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