The AAII Puget Sound 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. In this presentation, AAII Journal editor Charles Rotblut will give 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

Wednesday, May 7, 2014
6:30 p.m.    Registration/Social
6:45-8:45 p.m.    Program
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 275-7609
[ Map This Location ]
In Advance (postmarked by 5/2 or online by 5/6)
Online reservation at

Please preregister as early as possible to help us plan. Make a contribution of any amount of your choice for each person who will attend. The more you contribute, the better the speakers we can bring to you. Online registration should be made at least 24 hours before the presentation at

Pay 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.

Local Groups

Eastside Group
This discussion group meets the second Tuesday of each month (except in July and August) at 7 p.m. in the Newport Way Library or the Mercer Island Library. The group maintains an email list at To receive a notice prior to each monthly meeting, please send an email to: For more details, please contact Jim Shaw at

North End Group
This discussion group for those who live north or northeast of Seattle meets in the Lynnwood Library at 7 p.m. on the first Tuesday of each month (No meeting in August 2014 or November 2014). Please preregister by contacting Lowell Wickman at

South Sound Group
Meetings are generally held on Saturday mornings, once every two months, at the University Place Library, 3609 Market Place West. The next meeting of this discussion group will be Saturday, April 26, from 10 a.m. to noon. Please preregister by contacting Kevin Osenton at

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