The AAII Phoenix Chapter presents...

"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"

    Discussed by:

    Simon Reeves
    TideRock Financial, LLC

Looking back at world history through the lens of money supply, taxes and regulation shows that these three factors have not only shaped human history, but also predicted future stock market performance over the last hundred years. Simon Reeves shows us an economic pattern that has played out over and over again going all the way back to the rise and fall of the Roman Empire. Find out where we are in the current cycle and how you can invest accordingly from this former stock exchange trader who now runs his own wealth management firm for high net worth clients. This discussion will include the work of economists such as Milton Friedman and Austrian economists Fredrick Hayek and Ludwig von Mises who popularized the Austrian School of Economics.

Attend This Meeting and Learn...
About the historical correlation between monetary stability and solid long-term investment gains
How central banking works, how money gets created and the dynamics of the business cycle and inflation
About the current money supply, tax and regulatory cycle

Saturday, April 13, 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 4/10
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)

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.


Personal Finance and Post-Retirement Planning SIG, Saturday,
April 13, 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. The focus of this SIG is financial planning, with an emphasis on investing for retirement income. Our group welcomes different viewpoints and participation from both experienced and new investors.

Options & Analysis SIG, Saturday, April 13, 2013, 1:16 to 3:30 p.m. (after the chapter meeting). Contact: Rick Climie, 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 will work closely with the new Stocks and ETFs SIG. This includes rotating the meeting start time and sharing facilities.

Health Care Reform and Medicare SIG, Saturday, April 13, 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.
The Affordable Care Act has been upheld by the Supreme Court. We?ll discuss many aspects of the law, including the most controversial part, which is the requirement that all citizens and legal residents, with some exceptions, purchase health insurance or pay a penalty/tax beginning in 2014. How will these rules be enforced? When the anticipated 30+ million people are added to the health care system starting in 2014, how will that affect availability of medical professionals? What will the effects be on small and large employer group health insurance? What effect will the health care law have on Medicare beneficiaries? Join us for informative and spirited discussions.

Stocks and ETFs SIG, Saturday, April 13, 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, third Saturday of the month, 9:00 a.m. to 12:00 p.m. Contact: Richard Climie, Location:
CollegeAmerica, 9801 N. Metro Parkway East, Pheonix, AZ 85051.
Future massive tax increases, market volatility, inflation and other foreseeable factors promise significant wealth destruction for the uninformed. Although there is no Holy Grail, there is a wide range of skills and strategies that can help protect the purchasing power of your portfolio. Also, there will be significant opportunities to actually increase the wealth of those equipped to take advantage of these dramatic changes. The IP SIG will complement the fundamental work of the Stocks & ETFs SIG and the Options & Analysis SIG.

Brunch Bunch SIG, third Thursday of the month, May through September, 10:30 to noon. Optional lunch. Contact: Dr. Joyce Morningstar, Location: Davis Miles Law F

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