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Welcome to the Puget Sound Chapter of the
American Association of Individual Investors

We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.

We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.

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Our next seminar:

High Valuations and Future Returns, and Preparing Your Portfolio

John M. Simms
January 26, 2022 from 7:00 pm to 9:00 pm

The stock market’s long run average return of 10% is not realized by a return of 10% each year. That average hides plenty of volatility (see 1966 – 1982 and 1995 – 2009). High return periods (bull markets) typically start when valuations are low and rise over time along with earnings growth. Low return periods (bear markets) typically begin when valuations are high and subsequently fall over time along with falling earnings growth. Equity valuations today are quite high and have been high for several years. Complacency is dangerous to your portfolio’s health. We will discuss today’s environment, future return prospects, and ways to introduce defensive characteristics to your portfolio.

ABOUT THE PRESENTER

John joined Piedmont as Chief Investment Officer in 2011. He has more than 25 years of experience counseling clients in the financial services and wealth management industry. At Piedmont, John is primarily responsible for the delivery of integrated wealth management counsel and solutions for clients. In addition to serving clients in family office and boutique advisory firms, John spent four years in proprietary trading in New York City and taught finance at the undergraduate and graduate levels at the University of Virginia and UNC Greensboro for eight years. He has a B.A. in Religion from Davidson College and a Ph.D. in Finance from UNC Chapel Hill. He holds the Chartered Financial Analyst designation from the CFA Institute. John volunteers on the United Way of Greater Greensboro’s Finance Committee. He enjoys playing golf and reading historical fiction and economic and financial market history. John is married and has two children and three grandchildren.

Attend this seminar to learn:

    • Today’s high valuations portend below average returns over the next 10 – 12 years.
    • Strategy diversification is important when all asset classes are fully valued.
    • The importance of using multiple asset classes in a retirement portfolio and the impact of keeping portfolio costs low.
    • The importance of using multiple asset classes in a retirement portfolio and the impact of keeping portfolio costs low.

Meeting Location:

This will be an online meeting. Register at https://aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.

If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to webmaster@aaiips.org
Get Directions

Registration:

Please preregister 48 hours before the event to give us an estimated headcount.

If you would rather not pay with a credit card, you can register by mail.

6:45 p.m. — Online link becomes live
7:00 p.m. — Presentation begins
9:00 p.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Payment

Please send a contribution of ANY AMOUNT. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.


Disclaimer

The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.


Special Interest Group:

Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Pete Sheill
eastsidesig@aaiips.org

This discussion group meets online at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, go to https://groups.google.com/g/aaiieastsidesig

 

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