The AAII Phoenix Chapter presents...

How to Earn Double-Digit Returns and Avoid Down Markets in a Safety-First Approach

    Discussed by:

    Nick Atkeson
    Founding Partner, Delta Investment Management, LLC

The presentation will investigate market super-cycles and avoiding losses on portfolio returns. Nick Atkeson will discuss measuring risk and changing investor risk premiums that are tied more directly to the movement of the stock market than to earnings. He will also investigate analysis tools including the moving average crossover model, market sentiment measures, stop-loss and relative strength.

Attend This Meeting and Learn...
About market super cycles and avoiding losses
About investor risk premiums mostly related to the movement of the stock and inflation
The use and application of several market analysis tools

Saturday, October 5, 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 10/2
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 Retirement Income Planning SIG, Saturday,
October 5, 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. One of the major challenges retirees face is overcoming the cognitive errors that lead to irrational decisions and behavior harmful to someone’s long term financial health. In addition to our focus on financial planning and sensible investing to produce retirement income, this season will include a series on ways to overcome common investor biases to make better financial decisions. In financial planning, one size does not fit all, so there’s no “silver bullet” for investing. Our group welcomes different viewpoints and participation from both experienced and new investors. The goal of the SIG is to educate people to make informed financial decisions that are in their best interest.

Options & Analysis SIG, Saturday, October 5, 2013, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Lowell Carty, 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 work closely with the Stocks and ETFs SIG. This includes rotating the meeting start time and sharing facilities.

Health Care Reform and Medicare SIG, Saturday, October 5, 2013, 1:00 to 2:00 p.m. (after the chapter meeting in October, December, February and April). Contact: Allan Zee, Same date and location as chapter meeting. Cost: None.
January 1 is a blink away. Major changes are coming in healthcare. All citizens and legal residents must purchase government-approved health insurance or pay a penalty/tax, and 30+ million newly eligible people will begin to enter the healthcare system. We’ll discuss the new mandates, the effect on premiums, enforcement of the Affordable Care Act, availability of doctors and medical professionals and much more. Changes are happening now in advance of January 1. Hear the latest updates and changes. Join us for informative, enlightening and spirited discussions.

Stocks and ETFs SIG, Saturday, October 5, 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, 1:16 p.m. to 3:00 p.m. Contact: Richard Climie, Location: TBD
The new Investment Protection (IP) SIG focuses on wealth protection. Continuing tax increases, market volatility, inflation and other factors promise significant wealth destruction for the uninformed. There is no Holy Grail, but established skills and strategies can help protect your portfolio. Also, you will learn techniques to increase your wealth.The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG. Each SIG will use meetings and the electronic forum to assist investors and traders in learning new skills and tools. We meet once a month. Next meeting TBA. Call 602.564.1723 for more information

Brunch Bunch SIG, third Wednesday of the month, May through September, 10 a.m. to noon. Optional lunch. Contact: Dr. Joyce Morningstar, Location: Dynamic Wealth Advisors, 8655 E. Via de Ventura, STE G-200, Scottsdale, AZ 85258. Cost:None.
Join us for lively discussions on current events in the financial world. We will 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 afterwards. We welcome different viewpoints and participation from both experienced and new investors.

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