The AAII Dallas/Fort Worth Chapter presents...

"What Role Should Various Fixed-Income Investments Play in Your Portfolio Today"

    Discussed by:

    Julianne Bass, CFA, and Regina G. Shafer, CFA
    Assistant Vice Presidents, Fixed Income Mutual Fund Portfolios, USAA

USAA mutual fund portfolio managers will provide an overview of the fixed income markets, including municipal, corporate and high-yield. There will also be a discussion on how fixed-income investments fit into an investor’s overall portfolio.

Attend This Meeting and Learn...
About recent economic data and the impact on fixed-income markets
How bonds fit into an investor’s portfolio
About USAA mutual fund bond portfolios

  MEETING DETAILS
Date:
Wednesday, October 17, 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 10/15) Everyone, $12/person
At the Door space permitting Everyone, $15/person
No Refunds
[ Click here for the October 17, 2012 Meeting Announcement ]
  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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