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The AAII New York City Chapter presents...


"Bond and Equity for a Volatile Market"

    Discussed by:

    Marvin Appel, Ph.D.
    CEO, Appel Asset Management

Our speaker will focus on three areas in his presentation: bonds, covered call writing (options) and the 2012 market and economic outlook. He will discuss selecting the hard to find bonds with an acceptable level of risk and return, identifying specific bonds. He will review the evidence that stocks covered by call options can equal those of uncovered stocks over the long term. Dr. Appel will close with the market and economic outlook in this presidential election year.

Attend This Meeting and Learn...
Which specific investment-grade bonds have acceptable levels of interest rate and risk
What covered calls are and why and how they can reduce the risk of holding uncovered stocks and ETFs in a volatile market
About the economic and stock market projections for the year and the major sources of investment risk

  MEETING DETAILS
Date:
Wednesday, February 1, 2012
Time:
5:45 p.m.    Registration
6:15 p.m.    Program
7:45 p.m.     Refreshments (wine & snacks)
Location:
The Community Center at St. Jean Baptiste Church
180 East 76th St.
Manhattan, NY
[ Map This Location ]

Payment:
In Advance* (received by 1/25), Everyone, $25/person
At the Door* (space permitting), Everyone, $30/person
Please register at the door if timely mailing of the registration
form is not possible.

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