The AAII Santa Barbara/Ventura Chapter presents...

The Great Rotation: How to Make Money as the Investment World Turns

    Discussed by:

    James M. Goldberg
    President, Goldberg Investment Advisors

Where is the U.S. economy heading? How about Europe and Asia? What is the outlook for U.S. fiscal and monetary policy, interest rates and GDP, and the sequestration impact? Given QE3, is inflation a big concern? Should we be apprehensive about a ?Great Rotation? out of bonds into stocks? James Goldberg will answer such questions and also discuss the outlook for the U.S. and international capital markets including equities, bonds, currencies and commodities.

Attend This Meeting and Learn...
What domestic market sectors should be emphasized or reduced
What international investments might be attractive

Why ETFs Deserve a High Allocation in Your Portfolio

    Discussed by:
    Doug Fabian
    President, Fabian Wealth Strategies

In 20 years, the number of exchange-traded funds (ETFs) has grown from a dozen products to over 1,400 extraordinary investment vehicles. There are now over $1.9 trillion invested in exchange-traded products worldwide. With so much breadth and product diversity, how do you choose the right ETF for your portfolio? Doug Fabian is one of the financial industry?s early adopters of ETFs and today is a well-known expert on their use. He will share what you need to know to be successful using them. Doug has been managing money using these vehicles since 2000. All attendees will have access to handouts containing a complete list of ETFs categorized by market, style, sector and region. Doug will introduce his top ETF selections given the current uncertain global environment.

Attend This Meeting and Learn...
The latest innovations in the world of ETFs
The five best ETFs for income and the five best for growth

Thursday, May 9, 2013
6:30 – 7:00 p.m.    Registration/Social
6:30 to meeting end    Refreshments
7:00 p.m.    Program
following programs    Q & A
The Pierpont Inn
550 Sanjon Rd.
Ventura, CA
[ Map This Location ]
Prepay by mail by 5/2 use form, $10/person
Advance Registration without prepayment by 5/2
(spaces reserved via email,, or phone,
805/642-9540), $12/person
At the Door (for people not Advance-Registered, space
permitting), $15/person
No Refunds

Return to Santa Barbara/Ventura Chapter home page
Santa Barbara/Ventura PLAIN TEXT template
Santa Barbara/Ventura Review Speaker template
Speaker Notification template

NEW HTML template!!!!