The AAII Puget Sound Chapter presents...

"Morningstar’s Best Ideas for 2013 and Beyond"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

In this presentation, Christine Benz will share a broad market outlook based on Morningstar equity analysts’ bottom-up research. She’ll discuss which market sectors appear relatively attractive and which to avoid, and she will also provide specific stock, mutual fund and exchange-traded fund (ETF) examples that illustrate these themes. In addition, she’ll discuss the current fixed-income environment and share some “best ideas” among actively managed bond mutual funds. Finally, she’ll cover some best ideas for personal finance, including the importance of employing tax-efficient strategies and creating a portfolio bulwark against inflation.

Attend This Meeting and Learn...
What qualities give a company a “moat”—a sustainable competitive advantage
Morningstar’s approach to analyzing mutual funds, individual stocks and exchange-traded funds
Tax law changes that are set to go into effect in 2013, as well as some practical steps for mitigating their impact

Wednesday, January 16, 2013
6:30 p.m.    Registration/Social
7:00–9:00 p.m.    Program
Community Center at Mercer View
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
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In Advance (postmarked by 1/10)
Please send a contribution of any amount of your choice for each
person who will attend. The more you contribute, the
better speakers we can bring you. Please note new
registration address.
At the Door space permitting, maximum 200
Contributions will be accepted by cash, check or money order.
Refunds, Contact us at least seven days prior to the meeting for
a full refund.
  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


South Sound Subgroup
Meets quarterly from 10:00 a.m. to 12:00 p.m. at the Lakewood Library, 6399 Wildaire Rd., SW. The next meeting will be Saturday, February 16, 2013. A program on annuuities is being developed. Contact John Lunkes at 253/312-1695 or

Eastside Subgroup
Meets at 7:00 p.m. on the second Tuesday of the month at various libraries.
Contact Jim Shaw at or 425/643-7429 to sign up.

Mill Creek Subgroup
Plans to meet on the first Tuesday of each month at 7:00 p.m. in the Lynnwood Library; in January, the meeting will be held on Tuesday, January 8.
Contact Lowell Wickman at to sign up.

NEW: Stock Investor Subgroup
Meets the first Sunday of every even-numbered month. Next meeting: Sun., February 3, doors open: 1:45 p.m., meeting begins: 2:00 p.m., Beacon Hill Library, 2821 Beacon Hill Ave. S., Seattle. Free parking is available, or take light rail to Beacon Hill Station (1 block away). No preregistration is required. The meeting is free. Contatct: Brian Livingston at or 206-355-0920.

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