The AAII Boston Chapter presents...

"Smart Investing: Seeking Reward While Reducing Risk"

    Discussed by:

    Charles Rotblut CFA
    Vice President and Financial Analyst, 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

"Investment Education Workshop
Reducing Risk with Options in your IRA"

    Discussed by:
    Ralph J Michele
    president, Omega Institute of Trading

Many traders are unaware of the benefits in managing their own IRA. Properly utilizing option strategies with small amounts of capital can often be the path to excellent rates of returns. In this event, Ralph J Michele, president of Omega Institute of Trading, will provide valuable insight on how to grow your retirement account while protecting your capital regardless of market direction.

Attend This Meeting and Learn...
Option risk management techniques
Why options are actually less risky than straight stock positions
Option-income generating strategies of selling puts and writing covered calls

Wednesday, April 17, 2013
5:45 – 6:55 p.m.    Investment Education Workshop
5:30 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration
(by 4/12), Program & Dinner, $45/person
Program Only, $15/person
At the Door
Program Only, $20/person
Investment Education
Workshop Only,
$10/person at the door

  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.


Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod?Information/to be placed on group?s email list: John Chamberlain at 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group?s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating both an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00 ? 8:30 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: April (no meeting), May 1 (guest speaker-Ray Rondeau) and June 5.

Common Stock?Information/meeting location: Mark Sheingold, 617/469-5290 or Meets on the second Tuesday of every month, 7:00?9:00 p.m., at 8 Alton Place, Suite 3, Brookline, MA. Members participate, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc. All investment approaches and levels of experience are welcome. Upcoming meetings: April 9, May 14, June 11.

Computerized Investing?Information/to be placed on group?s email list: Larry Bradley, 781/581-0075 or Meets on the fourth Monday of each month (except Aug and Dec), 7:00?9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings typically include discussion of technical analysis investment procedures, some fundamental techniques, or inter-market relations. Discussions are led by members, vendors or professional investors. Upcoming meetings: April 22, May 28 and June 24.

New! Educational SIG?Information/to be placed on the group?s email list: contact Frank Ford at 978/686-5214 or Meetings are focused on expanding participant?s knowledge on subjects of investor interest. Meetings include group discussions, guest presenters and study group. Both AAII members and non-members are welcome and all are encouraged to bring their tablets or laptops; there is Wi-Fi access. Meetings are held on the fourth Tuesday of each month, 6:45?8:45 p.m. at the Nevins Memorial Library on Route 28 in Methuen, Mass. (free parking behind building). Upcoming meetings: April 23rd, May 30th, June 25th.

Mutual Funds?Information/meeting location: contact Richard Laudon at 781/956-5616 or The Boston AAII Mutual Fund SIG is under new leadership. Please contact the coordinator for the new location, event schedule and to be placed on the email list for future notices. Upcoming dates to be determined.

Retirement Investing?Information/to be placed on the group?s email list: contact Robert Zakon, 617/964-3311 or Due to the extreme gyrations of the financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the second Thursday of each month, from 7:00?9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: April 11, May 9 and June 13.

Rhode Island Market Mavens?Information/to be placed on the group?s email list: Raymond Rondeau, 401/451?4163 or For maps and detailed information on upcoming meetings, please log on to Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, specifically focusing on efficient ways to utilize them in today?s current and ever-changing market environment. Meetings are held on the second Wednesday of each month, from 7:00?9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: April 16 (special event/Dave Johnson), May 8 and June 12.

Return to Boston Chapter home page