The AAII Research Triangle Chapter presents...

"Morningstar?s Best Ideas for 2013 and Beyond"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

In this presentation, Christine Benz will share a broad market outlook based on Morningstar equity analysts' bottom-up research. She'll discuss which market sectors appear relatively attractive and which to avoid, and she will also provide specific stock, mutual fund and exchange-traded fund (ETF) examples that illustrate these themes. In addition, she'll discuss the current fixed-income environment and share some "best ideas" among actively managed bond mutual funds. Finally, she'll cover some best ideas for personal finance, including the importance of employing tax-efficient strategies and creating a portfolio bulwark against inflation.

Attend This Meeting and Learn...
What qualities give a company a "moat"-a sustainable competitive advantage
Morningstar?s approach to analyzing mutual funds, individual stocks and exchange-traded funds
Tax law changes that are set to go into effect in 2013, as well as some practical steps for mitigating their impact

Saturday, May 11, 2013
10:00 a.m.    Program
11:30 a.m.    Q&A
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC 27511
[ Map This Location ]
At the Door Registration
Everyone, $5
No Refunds

  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.

Investment Income subgroup meets the first Saturday of the month.
Portfolio Management subgroup meets the third Saturday of the month.
Options subgroup meets the fourth Saturday of the month.
No fee to attend. All three meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at

Return to Research Triangle Chapter home page