Friday, July 03, 2015

 

                                                                                                  AAII Denver Chapter

DENVER CHAPTER INFORMATION
USEFUL WEBSITES
 

About AAII and the Denver Chapter

Welcome! Founded in 1978, the American Association of Individual Investors (AAII) is a not-for-profit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement saving, AAII seeks to educate you on all your needs --without any product-sales bias or pressure. More....

 

Morningstar's Christine Benz recommended specific retirement-portfolio allocations and fund/ETF ideas at a sold-out September chapter event

 
 
 
 
 
San Juan College professor Bart Womack discussed major investment implications of demographic changes at a recent chapter event.
 
 
 Summer Seminar
 
Three Topics, Three Speakers and Box Lunch
Saturday, July 11, 2015
9:15 AM - 2 PM
 
 
TOPICS
 
Muni Bonds: Key Updated Insights
 
City defaults in Michigan and California have created bargains in municipal bonds, and the timing of the Fed's raising rates casts uncertainty as well.  Stunningly, yields on quality munibonds exceed those on (taxable) treasuries!   This presentation will explore what investors should know about ratings and rating agencies -- which can help take advantage of price changes before official announcements.  Come and learn what you may have never thought about re tax-free investing!
 
Closed-End Funds: What Are they, and Should You Own Them?
 
CEFs represent only about 2% of mutual funds' dollar assets and are now dwarfed by ETFs.  Trading as stocks, CEFs offer some inefficient-market advantages but come with risks as well.  Many investment objectives -- income and growth, domestic and international -- are covered by the 600+ USA-traded CEFs.  Some may be right for you, if you know the details to look for.  Get the details and discover top information sites demonstrated by an experienced CEFs expert.
 
Bull Market Done?  Should You Sell?  Why You Have Trouble Selling
 
An historically long and steep bull market has started looking tired, and economic and interest rate concerns are mounting.  The number of stocks rising and those making new highs are fewer than in the past year, a classic sign of distribution.  Our speaker will describe serious concerns and show which areas have rolled over to bearish trends.  He will encourage disciplined selling to reduce risk, and will help attendees understand and overcome their difficulties in pulling the "S" trigger as described in his book focused on selling.
 
 
SPEAKERS
 
 Alan Willenbrock, CFA® , an investment professional for over 25 years, is a Vice President, Senior Portfolio Manager, and Financial Advisor with Morgan Stanley Wealth Management.  He focusses on municipal and fixed-income portfolios. Alan has served as a Director of the Greater Arizona Development Authority since 2005, appointed by two different Governors, and is also a former Municipal Treasurer. He has  been interviewed by The Financial Times and Dow Jones and numerous local media, and has presented to AAII Chapters around the country. He led in designing the Continuing-Ed Program for the CFA Institute.  He earned a B.S. in Chemical Engineering and Marketing from U. of Colorado and a MBA from the U. of Denver.  
 
Doug Diederich is a retired engineer with a background in physics and mathematics. He has been an investor for over 40 years and considers himself a value-investing follower of Benjamin Graham. Since retiring, Doug has focused on investing mainly via closed-end funds and ETFs. He has been an active member of the AAII Colorado Springs regional SIG group since its inception, and coordinated its speaker events for several years as well as speaking there on various timely topics.  
 
Don Cassidy is the author of five books for individual investors and a cum laude graduate of the Wharton School. His best-selling book is It's When You SELL that Counts!  Starting in 1986 he was an equities analyst at Boettcher & Co. and was a senior funds analyst and media spokesperson for Lipper, a ThomsonReuters company.  Retired since 2006, Cassidy has made numerous presentations for AAII (including at national conferences), for InvestEd, and for Better Investing groups. He's served as guest lecturer at five Colorado universities and has been a member of the CFA Society of Colorado since 1987.  
 
Location 
  Koelbel Library
5955 South Holly, SW corner @ Orchard
One mile west of I-25 on Orchard Rd.
Centennial, CO 80121
9:15 AM - 2 PM


  

 

 
 
Journalist/Author Jonathan Clements told a large April 2015 audience his investing observations from 24 years
 

Moderator Nancy Reese with panelists
Paller, Cassidy, and Ratkai at January's "Stocks Outlook-2015" session

 

Chris Dunmall of Colorado PERA gave members his surprising 2015 outlook for bonds and interest rates at our December chapter meeting

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