Archives: Chapter Meetings

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when there is concern about the economy, baffled by the stock market, and uncertain that prior investment plans are no longer valid.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 …

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

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 …

Maximize Returns by Following Momentum Read More »

LifePlanning: A Better Retirement Planning Option for Our Times

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

Click this link to access the video of this meeting 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 …

LifePlanning: A Better Retirement Planning Option for Our Times Read More »

The Incredible Shrinking Alpha

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

Click this link to access the video of this meeting 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 …

The Incredible Shrinking Alpha Read More »

Social Security Insecurity: Do you know your optimal claiming strategy

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

Click this link to access the video of this meeting 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 …

Social Security Insecurity: Do you know your optimal claiming strategy Read More »

Lori Schock

Regulatory Update from the SEC

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

Click this link to access the video of this meeting   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 …

Regulatory Update from the SEC Read More »

Understanding Pure Income Investing

Bruce Miller, CFP
July 18, 2020 from 9:30 am to 11:45 am

Click this link to access the video of this meeting Bruce will review and compare his approach to income investing with other conventional income investing methods. Asset allocation with periodic rebalancing and annual safe withdrawals is a common method for generating long-term income. Another method is to allocate all or part of the household retirement savings to dividend-paying stocks; the dividends provide the necessary income. Bruce will review the latter approach in greater detail as the basis of the pure …

Understanding Pure Income Investing Read More »

How to Make Your Portfolio Muscular

Brian Livingston
May 12, 2020 from 7:00 pm to 8:00 pm

For decades, the financial services industry has sold risky investments, claiming that greater risk was the only path to greater gains. But high-risk strategies are vulnerable to huge losses that can devastate your portfolio. The key to wealth is to keep your losses small during bear markets. This gives you outperformance of the S&P 500 over complete bear-bull market cycles. Brian Livingston’s new book Muscular Portfolios reveals the latest scientific evidence behind what experts call the Index Investing Revolution. The …

How to Make Your Portfolio Muscular Read More »

Understanding Pure Income Investing

Bruce Miller, CFP
March 14, 2020 from 9:45 am to 12:45 pm

Bruce will review and compare his approach to income investing with other conventional income investing methods. Asset allocation with periodic rebalancing and annual safe withdrawals is a common method for generating long-term income. Another method is to allocate all or part of the household retirement savings to dividend-paying stocks; the dividends provide the necessary income. Bruce will review the latter approach in greater detail as the basis of the pure income investing strategy. The presentation will cover several topics including …

Understanding Pure Income Investing Read More »

Wealth Management Tools & How/Why You Should Use Them

John Chavez
January 18, 2020 from 9:45 am to 12:45 pm

John Chavez will present on the wealth management planning process that investors should follow to make thoughtful financial decisions. The core presentation will cover the tools we use to analyze and develop customized plans, which will lead to detailed conversations about how and why you should consider integrating planning goals, short-term and long-term tax consequences, insurance needs, and estate planning consequences in the financial decisions. The meeting framework is designed to include the key elements of developing and executing a …

Wealth Management Tools & How/Why You Should Use Them Read More »

Scroll to Top