Archives: Chapter Meetings

10 Ways to Save $10K

Shauna A. Wekherlien, CPA
November 17, 2022 from 10:00 am to 11:00 am

Shauna will be explaining how anybody with these 10 strategies mentioned in the presentation can save up to $10k. The presentation will include a brief overview of Tax Goddess. Exploring what tax strategies are and how they can be helpful for every taxpayer. The audience will learn about the “Aggression Scale” that has been built by TaxGoddess, which is 100% exclusive to Tax Goddess and very helpful for all. Shauna will walk through the 10 strategies. ABOUT THE PRESENTER Shauna …

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What You Should Know about Closed-end Funds

Mariana Fariña, CFA
September 21, 2022 from 6:00 pm to 8:00 pm

Closed-end Funds (CEFs) are unique funds that few investors understand well. They account for a very small market, but the long-time users who know well how they work are very dedicated. There are also those investors who think they understand CEFs and take risks that they shouldn’t. Listen to this presentation to learn about CEFs. ABOUT THE PRESENTER Mariana Fariña, CFA, is managing director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team …

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Intelligent REIT Investing

Brad Thomas
July 20, 2022 from 6:00 pm to 8:00 pm

Brad Thomas will discuss REIT basics from his new book, The Intelligent REIT Investor Guide. The review will specifically cover different REIT property sectors, a few specific buys, and how to build a REIT portfolio. Link to free 100 page REIT Masterclass Handbook: https://secure.widemoatresearch.com/ireit-masterclass-aaii/ ABOUT THE PRESENTER Brad Thomas has more than 30 years of experience in commercial real estate with a deep understanding of development, finance, and securities analysis. His experience is rooted in value investing from being a …

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Uncorrelated Alternative Assets

Michael Belotz, Simon Clark, and Chad Meyer
May 18, 2022 from 7:00 pm to 9:00 pm

A panel consisting of Michael Belotz, Simon Clark, and Chad Meyer from Tecumseh Alternatives will review the alternative investment domain, specifically strategies that are uncorrelated to other markets or asset classes. They will discuss examples of a few different strategies and the reasons why they perform regardless of how the equity or bond markets are performing ABOUT THE PRESENTERS MICHAEL BELOTZ is a Principal at Tecumseh Alternatives. He has twenty years of hedge fund portfolio management and research experience covering …

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Investing as a Long Game: Portfolio Positioning for the Long Term

Elisabeth Kashner CFA
March 29, 2022 from 7:00 pm to 9:00 pm

Note:  Date was changed from March 22, 2022 to March 29, 2022 from 7-9 PM. Chasing performance can be risky. Focus on minimizing costs and unreimbursed risks. Use historical performance data to identify risks worth taking and risks worth avoiding. Elisabeth will review unreimbursed risks, taking risk against the overall market, including over- or under-weighting a specific stock, sector, country, factor, etc. There is no consistent risk-adjusted outperformance associated with these bets. There’s no good reason to try “smart beta” …

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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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