The AAII Denver Chapter presents...

"Income Investing in Insecure-Rate Times"
3 Speakers plus Lunch, just $19 for Pre-Registrants

Income With Safety

    Discussed by:

    Mark Paller
    President, Paller Financial Services

Long-term U.S. Treasury bonds have already lost 11% in price since last summer, following what many called a bubble in public sentiment. Are they a buy yet, or is more capital erosion (swamping low-coupon income) still to come?

An In-Depth Look at Master Limited Partnerships

    Discussed by:
    Richard Robert
    Vanguard Natural Resources, MLP

One asset type many investors have overlooked (perhaps due to not fully understanding!) is master limited partnerships (MLPs). Some of these typically offer increasing distributions over time, buffering possible rising interest rates and/or inflation.

Multiple Alternative Income Approaches/Structures

    Discussed by:

    Don Cassidy
    Author; Program Chair, AAII Denver

Besides straight bonds and MLPs, a handful of other income-producing security types are available, but many have not been explored or used by the majority of individual investors.

Attend This Meeting and Learn...
The tax consequences of MLPs, whether K-1s are complicated, what the two major types of MLPs are and what their respective upside and downside price and income drivers are
The plus and minus points of straight and convertible bonds, preferred stocks, junk bonds, UITs, mutual funds and closed-ends that hold these, and utility stocks and royalty trusts
An alternative to vanilla Treasuries where investors can get income with relatively good safety in the likely upcoming market climate

Saturday, July 13, 2013
9:00 a.m.    Registration/Social
9:15 a.m.    Program
12:30 p.m.    Picnic Lunch & Drink from Panera
Koelbel Library
5955 South Holly St.
Southwest corner of Holly & Orchard, one mile west of I-25 on Orchard
Centennial, CO 80121
[ Map This Location ]
In Advance* (registrations must be postmarked by 7/6 to qualify
for the $19 or $22 rate) AAII Member & Member’s
Family, $19/person; Nonmembers, $22/person
At the Door (space permitting) AAII Member & Member’s Family,
$24/person; Nonmembers, $27/person

  Special Interest Groups (SIGs)

Topic/Date/Place info for all SIG events is listed at

Book Discussion Group—Ken Van Pala,

Monday Breakfast Group—Horace Martin,
Second Mondays, 7 a.m.

Tuesday Breakfast Group—Nancy Reese,, 303/933-3002
First Tuesdays.

Trading & Technical Analysis Group—Warren Cramer,

Boulder Group—Clint Heiple,, 720/562-8067

Colorado Springs Group—Rod Schlater,
Fourth Tuesdays, 7 p.m.

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