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The AAII Dallas/Fort Worth Chapter presents...


"Smart Investing: Seeking Reward While Reducing Risk"

    Discussed by:

    Charles Rotblut, CFA
    Vice President, AAII; Editor, AAII Journal

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. AAII Journal Editor Charles Rotblut gives you actionable strategies for striking a prosperous balance between reward and risk.

Attend This Meeting and Learn...
Why rebalancing maintains the benefits of diversification and lowers portfolio risk
A simple strategy for monitoring your portfolio and improving your investment decisions
How to analyze stocks and why dividends matter

  MEETING DETAILS
Date:
Wednesday, September 12, 2012
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
DFW Airport Westin (was Harvey Hotel)
4545 W. John Carpenter Fwy. (114)
Irving, TX 75063
972/929-4500
Payment:
In Advance (by 9/10) Everyone, $12/person
At the Door space permitting Everyone, $15/person
No Refunds

  SUBGROUPS

Subgroups

Dallas Mutual Fund Subgroup
Charley Smith, 214/341-1165
Meets on the first Wednesday of each month except July and August, 6:30 p.m., Preston-Royal Library, Royal Lane just west of the North Dallas Tollway. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session whether you are a beginning or experienced investor. Contact Charley Smith, 214/341-1165, for further information.

Tarrant Mutual Fund Subgroup
Thomas Wade, 817/913-1330
Meets on the first Tuesday of each month, 5:45 p.m., The Golden Corral, 7660 Grapevine Highway, North Richland Hills. Please call Thomas Wade, SIG leader, at 817/913-1330 for further information.

Plano Mutual Fund Subgroup
Bill Beatty, 972/424-6280
Meets on the second Thursday of each month, 6:30 p.m., Plano Senior Center, 401 W. 16th St., Plano, TX. 16th Street is an east-west street that connects the southbound access road of the North Central Expressway and Alma Drive, between 15th Street and Park Boulevard. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session, whether you are a beginning or experienced investor. Contact Bill Beatty 972/424-6280 for further information.

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