PHOENIX Chapter Future Meetings
Mark Your Calendar!

Saturday, February, 11, 2017
Speaker: Mike Turner, President and Portfolio Manager, Turner Capital Management
Topic: Riding Bulls and Killing Bears

Saturday, March 11, 2017

Speaker: Mitch Zaks, Portfolio Manager, Zacks Investment Management
Topic: TBA

Saturday, April 8, 2017

Speaker: Marilyn Cohen, Founder and CEO, Envision Capital Management
Topic: Let the Bond Autopsy Begin

The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
Saturday, January 14, 2017 »

Janet Brown, President, DAL Investment Company; Managing Editor, NoLoad FundX Newsletter

"Investing for Good: How to Make Money and Make a Difference "


» Past Chapter Meetings:

Saturday, December 3, 2016
"There Is Always Opportunity! "
Fred Richards, Founder and CEO, Adrich Corporation; Editor, Strategic Investing
Saturday, November 5, 2016
"Charting Your Own Course Toward Your Financial Goals "
Colin C. Grover, Director of Advisory Services and Strategy, Portfolio Solutions
Anthony R. Watson, Portfolio Management and Trading Operations, Portfolio Solutions
Saturday, October 15, 2016
"True Sector Rotation Made Simple and Practical. "
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, April 9, 2016
"Lessons From a Veteran Small-Cap Portfolio Manager "
Jim Gentrup, CFA, Portfolio Manager, Val Vista Capital Management
Saturday, March 5, 2016
"The Simplest Way to Increase Your Portfolio’s Performance"
Wayne Connors, Founder,
Saturday, February 6, 2016
"7 Keys to a Successful Retirement Portfolio Plan"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, January 2, 2016
"Value-Focused Momentum-Based Dividend Growth Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, December 12, 2015
"The Unusual Investment Opportunity in Non-Bank Banks"
Alan C. Snyder, Managing General Partner, Shinnecock Partners
Saturday, November 21, 2015
"Stocks to Own for A Lifetime"
Nancy Tengler, President, Financial IQ Training Services
Saturday, October 10, 2015
"Introduction to Creating a Family Dynasty"
Paul Deloughery, Senior Attorney, Magellan Law
Saturday, April 11, 2015
"Taking Advantage of Municipal Market Dislocations & Dysfunction"
Alan F. Willenbrock, Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
Saturday, March 7, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, Vice President, AAII; Editor, AAII Journal
Saturday, February 7, 2015
"Simple, Robust Methods to Grow and Protect Your Portfolio"
Nicholas Atkeson, Founding Partner, Delta Investment Management
Jackie Ann Patterson, Consultant to Delta Investment Management
Saturday, January 10, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, Dr. Alan Ellman
Saturday, December 13, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times

  Special Interest Groups (SIGs)

Personal Finance and Retirement Income Planning SIG - Meets after the morning chapter meeting in November, December, February, April.  Noon to 1 p.m.   Cost: Included in the chapter meeting fee.
The SIG leader is Dr. Joyce Morningstar,
Due to greater uncertainties, financial planning after retirement becomes more challenging.  We all want to make good decisions.  Where most investors get into trouble is not in their intent, it’s in their emotions and habits.  The SIG's focus is educating members how-to make informed financial decisions which are in their best interest.  Our group welcomes different viewpoints and participation from both experienced and new investors.


Health Care Reform and Medicare SIG - Meets after the morning chapter meeting in October, January, and March.  Noon to 1 p.m. 

Cost: Included in the chapter meeting fee.  The SIG Leader is Allan Zee.

The Affordable Care Act, known as ObamaCare, is ending its third year. There is much controversy as to whether the law is working as intended. Depending on where you get the news, its either working well or is a disaster. We’ll recap what’s happened so far and talk about the future. For 2017 ObamaCare premiums will be up dramatically, many carriers have exited the individual under-65 market, doctor/hospital/provider networks have shrunk, deductible and maximum out-of-pocket costs are up and choices are few. Medicare has its share of changes including higher drug costs, new payment system for doctors and providers, fewer doctors and longer wait times for appointments. Many other changes are in the works. Join us for an informative and spirited discussion

Investment Protection SIG - Meets after the morning chapter meeting from 3:45 to 4:45 p.m.

Cost: Included in the chapter meeting fee.  The SIG leader is Clark Mills.
The Investment Protection (IP) SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth. The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG. Each SIG uses meetings and the electronic form to teach new skill.

AAII Stock Screens Simulation SIG - Meets after the morning chapter meeting from 1:15 to 2:15 p.m.

Cost: Included in the chapter meeting fee.   The Sig leader is Beatrice Kenney, PhD.         

The goal of the AAII Stock Screens Simulation SIG is to familiarize members with the wide range of stock strategies and investment approaches provided by the AAII organization. AAII updates their stock screens monthly, covering 75 stock investment strategies as well as the companies that pass each screen. The SIG will operate like an investment club with members picking a strategy and voting on a portfolio of stocks to buy. Members will follow a stock and report on it at the meeting. We share the meeting time and location with the Options & Analysis SIG and the Income Protection SIG.

Options & Analysis SIG - Meets after the morning chapter meeting from 2:30 to 3:30 p.m.

 Cost: Included in the chapter meeting fee.  The SIG leader is Lowell Carty,
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. Any tools or techniques from Absolute Breadth Index (ABI) to Zig Zag Indicator including fundamentals, seasonality, cycles studies, astro economics, portfolio management, risk management and position sizing. You are welcome to join our quest to combat the unprecedented market changes and uncertainties. We work closely with the Stocks and ETFs SIG and Investment Protection SIG. This includes rotating the meeting start time and sharing facilities.