The AAII Pittsburgh Chapter presents...

"The Great Rotation"

    Discussed by:

    Wade M. Wilson
    Vice President, Senior Financial Adviser, Merrill Lynch

The era of bond dominance has ended; stocks have now outperformed bonds over the past one-, three- and even 10-year periods. Behavior in the ?three b?s??bricks, banks and bonds?hint that a rotation has begun in the U.S. economy. This activity has nurtured a revival in the housing market and in banks. Anticipating that the shift from bonds to stocks will further strengthen, Merrill Lynch/Bank of America continues to foresee a high-liquidity, low-growth environment. In our view, if bond yields begin to rise, along with construction and banking, then a major shift in asset allocation will be warranted. Wade Wilson will expand on these themes and provide specific, research-driven ideas on where to allocate new funds to take advantage of a massive money flow into stocks. Wade will identify both sectors and individual securities that offer the best opportunities for participating in the ?Great Rotation.?

Attend This Meeting and Learn...
How to manage emotions by focusing on goals and not on day-to-day movements of a particular market
How high-net-worth individuals have positioned their portfolios over the last several years and where they are moving today
Investment ideas and strategies from one of the biggest and most respected Wall Street firms

Tuesday, May 14, 2013
7:00 – 7:30 p.m.    Registration/Social
7:30 – 9:00 p.m.    Program
Comfort Inn Pittsburgh East
699 Rodi Road
Pittsburgh, PA 15235
[ Map This Location ]
In Advance (by 5/8), Everyone, $10/person
At the Door space permitting, Everyone, $14/person
NEW! Register online at
No Refunds.

RSVP Online
  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.


All SIG meetings are held at the Comfort Inn Pittsburgh East, except where noted below. See the chapter website at for upcoming dates and topics.

NEW! Home Investing SIG (held at leader?s residence in Murrysville)
Joanne DiRinaldo,
Start time: 6:30 p.m. Dates: TBA

IBD SIG (held at Panera Miracle Mile)
Brett Pechersky,
Start time: 7:00 p.m., Thursdays, April 25, May 23 and June 27, 2013

Rational Investing/VectorVest SIG
Herb Geissler,
Start time: 6:00 p.m., Thursdays, May 9 and August 8, 2013

Seeking Value SIG (held at Sewickley Library)
Larry Coudriet,
Start time: 7:00 p.m., dates to be announced.

Technical Analysis/MetaStock SIG
Buck Gray,
Start time: 7:00 p.m., Wednesdays, April 3 and July 10, 2013

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