Archives: Chapter Meetings

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 …

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Retirement Portfolio Analysis

Craig Israelsen
November 4, 2021 from 7:00 pm to 9:00 pm

Using a live spreadsheet that draws upon decades of historical data, this presentation examines the durability of retirement portfolios when money is being systematically withdrawn. The impact on retirement income and portfolio survival of a wide variety of variables can be tested in “real time” (asset allocation, portfolio cost, method of withdrawal, age of retiree, fixed or variable COLA, etc.). ABOUT THE PRESENTER Craig L. Israelsen, Ph.D., has spent more than 30 years teaching family finance at the university level …

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The Ultimate Buy and Hold Strategy—on Steroids!

Paul Merriman
September 25, 2021 from 10:00 am to 12:45 pm

The presentation will discuss the risks and returns of 7 different portfolios. Guests will learn how to use a new calculator to test these portfolios during the accumulation and distribution periods. All participants will get a free pdf of Paul’s latest book, “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement.” ABOUT THE PRESENTER Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation, buy-and-hold, and active management strategies. Now retired from Merriman Wealth Management, …

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The Future of Emerging Markets Investing

Kevin T. Carter
July 27, 2021 from 7:00 pm to 9:00 pm

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or larger than their U.S. counterparts. Kevin will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping …

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Investing in Uncertain Times: Four Ways to Invest During the Pandemic

Janet Brown
May 5, 2021 from 7:00 pm to 9:00 pm

Many investors feel stuck right now, and for good reason. It’s hard to know where to invest when there is concern about the economy, baffled by the stock market, and uncertain that prior investment plans are no longer valid. FundX’s proven strategy is designed to help you take advantage of major market trends and limit exposure to underperforming areas of the markets, without the need to forecast Janet will share strategies and insights that have helped thousands of investors take …

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Maximize Returns by Following Momentum

David Keller
March 10, 2021 from 7:00 pm to 9:00 pm

Investors should focus on three key tasks every week: identifying trends, following those trends, and anticipating trend reversals. David will illustrate the benefits of trend-following and leverage the StockCharts Technical Ranking (SCTR) model to identify opportunistic movements in stocks and ETFs. Most importantly, he will discuss how trend followers manage risk to determine which trends to follow and which to avoid. He will explain how to counter market uncertainty with the application of a disciplined approach!ABOUT THE PRESENTER David Keller, …

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LifePlanning: A Better Retirement Planning Option for Our Times

Rajiv Nagaich
January 16, 2021 from 8:45 am to 11:30 am

If success in retirement planning is to avoid institutional care, not become a burden to family, and have financial security for the long haul, then the data suggests that we have a long ways to go. Only 30% of the aging population get to age in their own home, 70% of the population will use long Term Care (LTC) services, only 6 in 10 boomers have any retirement savings, and 60% of adults do not have a last will/testament. At …

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The Incredible Shrinking Alpha

Larry Swedroe
December 10, 2020 from 5:00 pm to 6:30 pm

In 1998, Charles Ellis in his book “Winning the Loser’s Game” presented evidence that while it is possible to generate alpha and win the game of active management, the odds of doing so are poor and it’s not prudent to try. Like taking chances at the craps table, roulette wheel, and slot machine, the surest way to win a loser’s game is to choose not to play. In investing, that means investing in the passively managed index funds. In his …

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Social Security Insecurity: Do you know your optimal claiming strategy

Martha Shedden
November 21, 2020 from 9:30 am to 11:30 am

Social Security is complicated. There are 2,700 regulations governing Social Security. Knowing which ones apply to you can make a big difference in the amount that you receive. Your claiming decision can greatly impact your income every month for the rest of your life. The average person receives $300,000 in lifetime Social Security benefits. Some couples will receive more than $2 million total. The average American household is losing out on an estimated $111,000. This presentation will focus on the …

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Lori Schock

Regulatory Update from the SEC

Lori Schock
September 17, 2020 from 6:00 pm to 8:00 pm

On June 5, 2019, the Securities and Exchange Commission adopted a package of rulemakings and interpretations designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers. This brings the legal requirements and mandated disclosures in line with reasonable investor expectations, while preserving access (in terms of choice and cost) to a variety of investment services and products. These actions are designed to enhance and clarify the standards of conduct applicable to broker-dealers and investment …

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