We’ll review some key lessons from this new book on how to plan for, invest for, and manage your retirement. Advice for youngsters just starting out, and oldsters already in retirement.
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Click here to order the book from Amazon.com
A retrospective of how several portfolio strategies would have faired over the last year (or two). Also a quick review of two fundamental investing books by William Bernstein.”
Here is the presentation on sources of information for the investor:
We will look in depth at two valuable sources of information for the beginning (and advanced) investor: Morningstar “premium” services and the American Association of Independent Investors.
The monthly meeting of the Houston Investors Association will take place Saturday, December 19, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The topic will be “HIA Annual Roundtable”
In the “Getting Started SIG” we will look in depth at two valuable sources of information for the beginning (and advanced) investor: Morningstar “premium” services and the American Association of Independent Investors.
See http://houstoninvestors.com/wp/?p=619 for meeting details.
Here is the SIG presentation.
Continuing the theme of income-oriented investments, plus some comments on current market conditions and possiblity of a bubble.
Here is the SIG presentation.
A look at specific funds for implementing a conservative, diversified bond strategy
Here is the SIG presentation.
We will continue our new format of looking at multiple topics, driven by the interest of the group. Queued up are: Jeremy Grantham’s market outlook. Are bonds going to outperform stock? The new bond equation. What the heck IS a bond? How to pick a financial advisor. How to build a portfolio wisely and safely. How to make money investing in the bubble before it bursts.
Today we have an "open forum" and cover a menagerie of topics of current interest. We’ll take a look at current market valuations, the "Golden Cross", the "New Normal", what it takes to retire today, and anything the group wants to take up.
We review the “Ivy Portfolio” by Mebane Faber, and discuss a comprehensive strategy for “hedge-fund-like returns” (minus the blow-ups) through a diversified and risk-managed portfolio of ETFs.
… on technical trading/investing
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