The AAII Phoenix Chapter presents...

Getting Back on Track

    Discussed by:

    Jason Browne

As we know, it’s been difficult to beat the averages in the last few years. But is there evidence this may be changing? Jason Browne will address the value of being globally diversified. Learn how NoLoad FundX is invested and how they determine when to capitalize on global opportunities. For many, deciding what to buy and sell has been less challenging than finding justification to invest at all, considering a barrage of headwinds, uncertainty and risk. To help investors who are missing the current rally to get back on track, Jason will present ideas to help nervous investors set realistic expectations and balance their emotional responses to risk with their need to generate a reasonable return on their money in a continuing zero interest rate environment.

Attend This Meeting and Learn...
A fresh perspective on risk management
A proven process for identifying leading funds and ETFs
Practical analysis of current investment opportunities

Saturday, March 9, 2013
9:00 a.m.    Registration/Social/Refreshments
9:30 a.m.    Program
11:00 a.m.    Q&A
Franciscan Renewal Center
5802 E. Lincoln Dr.
Scottsdale, AZ 85253
[ Map This Location ]
In Advance (by 3/4)
AAII Members, Member’s Family, $9/person; Nonmembers,
At the Door space permitting
Everyone, $15/person
Refunds To cancel and receive a refund, email Roger Carter,, at least three days before the meeting date.

  Special Interest Groups (SIGs)


Personal Finance and Post-Retirement Planning SIG, Saturday,
March 9, 2013, 12:00 to 1:00 p.m. (after the chapter meeting). Contact: Dr. Joyce Morningstar, Same date and location as chapter meeting. Cost: None.
Due to greater uncertainties, financial planning after retirement becomes more challenging. The focus of this SIG is financial planning, with an emphasis on investing for retirement income. Our group welcomes different viewpoints and participation from both experienced and new investors. October’s topic is “Retirement Income Planning: What Works and What Doesn’t.”

Options & Analysis SIG, Saturday, March 9, 2013, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Rick Climie, Same date and location as chapter meeting. Cost: None.
All AAII participants are invited to improve their wealth building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions. These range from use of options to generate monthly income to “hedging” for protection of your stocks and portfolios. Participant depth ranges from initial learning to active traders. You are welcome to join our quest to combat the unprecedented market changes and uncertainties. REMEMBER: No one is as concerned about your wealth as you (or your spouse) is. We will work closely with the new Stocks and ETFs SIG. This includes rotating the meeting start time and sharing facilities.

Stocks and ETFs SIG, Saturday, March 9, 2013, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Beatrice Kenney,, 480/406-8942. Same date and location as chapter meeting. Cost: None.
The goal of this SIG is to create smarter, better-informed, successful traders and investors through experiences with high-quality stock trading information. Independent traders and successful investors will present their methods and strategies of trading. Charting tools and tactics will help traders and investors profit from investments and trades. Investor psychology, portfolio strategies and handling potential losses are some of the subjects covered. Opportunities to listen and learn, take an active role in the group or make a presentation are available. We share meeting time and location with the Options & Analysis SIG.

Vector Vest SIG, first Saturday of every month, 9:00 to 11:00 a.m. Contact: Eugene Almer, 602/300-4573. Location: Gloria Dei Lutheran Church, 3539 E. Stanford Dr., Paradise Valley, AZ 85253. Cost: None.
This SIG focuses on the use of the VectorVest system for equity investing strategies and market timing. Most meetings include a discussion of the current market conditions and what to expect in the month ahead using VectorVest tools, several educational presentations by members describing their experiences with various parts of the VectorVest System, and discussions and analysis of selected investment strategies and/or equities of interest to the members. For further information call 602/300-4573.

Investment Protection SIG, third Saturday of the month, 9:00 a.m. to 12:00 p.m. Contact: Richard Climie, Location:
CollegeAmerica, 9801 N. Metro Parkway East, Pheonix, AZ 85051.
Future massive tax increases, market volatility, inflation and other foreseeable factors promise significant wealth destruction for the uninformed. Although there is no Holy Grail, there is a wide range of skills and strategies that can help protect the purchasing power of your portfolio. Also, there will be significant opportunities to actually increase the wealth of those equipped to take advantage of these dramatic changes. The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG.

Brunch Bunch SIG, third Thursday of the month, May through September, 10:30 to noon. Optional lunch. Contact: Dr. Joyce Morningstar, Location: 8655 E. Via De Ventura Blvd., Suite G-200, Scottsdale, AZ 85258
Join us for lively discussions on current events in the financial world. We’ll learn from each other as we discuss different viewpoints, sharing our experience and knowledge. The conversation continues for those who wish to go to lunch afterward.

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