The AAII Boston Chapter presents...

Building a Multi-Asset, Low-Correlation Portfolio

    Discussed by:

    Craig L. Israelsen Ph.D.
    Developer, 7Twelve Portfolio

In this presentation, Craig Israelsen will look at historical data to examine the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The impact of adjustments and rebalancing will also be evaluated over multiple time periods. Additionally, Israelsen will examine the pros and cons of utilizing alternative asset classes in portfolio design and give an overview of his 7Twelve Portfolio multi-asset balanced model. After the event, he will participate in a Q&A session and sign copies of his book.

Attend This Meeting and Learn...
New adaptive retirement and strategic portfolio design approaches
The advantages of using multiple asset classes and low-correlation assets in your portfolio
Strategies for portfolio rebalancing pre- and post-retirement

Investment Education Workshop: 2014 Dos and Don’ts: Top Tips and Resources for a Financially Secure Year

    Discussed by:
    Peter Chandler
    Director of Investor Education, Financial Industry Regulatory Association (FINRA)

According to the FINRA Investor Education Foundation’s Financial Capability Survey, only one in six adults reported being satisfied with their current financial condition. This workshop will show you how you stack up with national and state peers when it comes to saving, borrowing, planning for the future and making financial decisions. Peter Chandler will also discuss what he believes are some of the most important investing dos and don’ts for 2014, and will give a hands-on tour of FINRA resources and tools that are now available to assist investors in making sound financial decisions. Chandler will be giving out free copies of FINRA investor kits during the workshop.

Attend This Meeting and Learn...
What products and circumstances pose particular risk to investors in 2014
Where America and Massachusetts stand with respect to financial capability
How to avoid problematic investment products and make sound investment decisions

Tuesday, May 13, 2014
5:45 – 6:55 p.m.    Investment Education Workshop
5:30 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
In Advance (by 5/7): Program & dinner by mail, $48/person; online, $51/person
Program only by mail, $15/person; online, $18/person
At the Door: Program only, $20/person
Investment Education Workshop Only, $10/person

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  Special Interest Groups (SIGs)

Boston Chapter Special Interest Groups

Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain, 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00-8:30 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: May 7, June 4. No July meeting.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Members share ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, etc. All approaches and levels of experience welcome. Meetings are held on the second Thursday of every month, 7:00–9:00 p.m. at 8 Alton Place, Suite 3, Brookline, MA. Upcoming meetings: May 8, June 12, July 10.

Computerized Investing—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or Meetings include discussion of technical analysis investment procedures, fundamental techniques or inter-market relations. Discussions are led by members, vendors, or professional investors. Meets on the fourth Monday of each month (except August and December), 7:00-9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Upcoming meetings: May 19, June 23, July 28.

Educational SIG—Information/to be placed on the group’s email list: contact Frank Ford, 978/686-5214 or Meetings focus on expanding knowledge on subjects of investor interest. Meetings include group discussions, guest presenters and study group. AAII members and non-members are welcome and all are encouraged to bring their tablets or laptops; there is Wi-Fi access. Meetings are held on the fourth Tuesday of each month, 6:45-8:45 p.m. at the Nevins Memorial Library on Route 28 in Methuen, Mass. (free parking behind building). Upcoming meetings: May 27, June 24, July 22.

Mutual Funds
—Information/meeting location: Mutual Funds Coordinator, Richard Laudon. Email Coordinator, Barry Fiske ( Meetings are held at the new Westwood Public Library on High Street (Route 109), Westwood, MA from 7:00 to 8:45 PM. Meetings will be held on the third Tuesday of the months of January, March, May, September and November. Upcoming meetings: May 20.

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or to the extreme gyrations of today’s financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the third Thursday of each month, from 7:00-9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: May 15, June 19, July 17.

Rhode Island Market Mavens
—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451-4163 or For maps and detailed information on upcoming meetings, log on to Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, and specifically focusing on efficient ways to utilize them in today’s current ever-changing market environment. Meetings are held on the second Wednesday of each month, from 7:00-9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: May 14, June 11. No July meeting.

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