Austin Chapter Future Meetings
Mark Your Calendar!

Monday, June, 30, 2014
Speaker: Nick Atkeson, Delta Investment Management
Topic: “Staying Out of Major Down Markets”

The AAII Austin Chapter presents...

"The Big Squeeze: How Taxes Are Squeezing Your Income, How Interest Rates Are Squeezing Your Assets"

    Discussed by:

    Tony Muhlenkamp
    President and Chief Compliance Officer, Muhlenkamp & Company Inc.

Over the past years, Muhlenkamp & Company has written extensively about the self-defeating nature of extensive taxation and how interest rates and inflation affect your purchasing power. Tony Muhlenkamp, president at Muhlenkamp & Company, addresses why bonds are no longer a good place to invest your money, the dangers behind “creative sources of yield”, why Muhlenkamp & Company prefers owning companies with low dividend payouts, and where the company is bullish. Further, Muhlenkamp provides insights into how low interest rates are impacting companies’ defined-benefit pension plans and why investors should care. This presentation is the synthesis of 40 years of observations based on facts.

Attend This Meeting and Learn...
Why bonds are no longer a good place to invest
The dangers behind “creative sources of yield”
Where Muhlenkamp & Company is bullish

Monday, May 19, 2014
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:30 p.m.    Q&A
NEW LOCATION! RedBud Center - LCRA Complex
3601 Lake Austin Blvd
Easy off, easy on the MoPac at Enfield exit West. It’s on Lake Austin near the Hula Hut.
Austin, TX
[ Map This Location ]
At the Door
Everyone, free
Donations accepted from time to time.
Please RSVP to

  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.


Retirement Planning
Sean Ziari,

Options and Trading
Alex Colson,

Health and Care Plans
Lou Annacone,

NEW! AAII Materials
Let’s sign up for the AAII Materials special interest group, forming to discuss AAII materials and available investment program education. Express your interest to Lou at

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