Getting Stated SIG 13 Feb. 2010

February 13th, 2010

“The Bogleheads’ Guide to Retirement Planning”

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.

Click to view or download the PowerPoint file

Click here to order the book from Amazon.com

Getting Stated SIG 9 January 2010

January 9th, 2010

The Year of Living Dangerously

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.”

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Getting Stated SIG 19 December

December 23rd, 2009

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.

Click to view or download the PowerPoint file

Houston Investors Association Meeting

December 12th, 2009

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.

Getting Started SIG 14 November

November 14th, 2009

Here is the SIG presentation.

Continuing the theme of income-oriented investments, plus some comments on current market conditions and possiblity of a bubble.

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Getting Started SIG 10 October

October 10th, 2009

Here is the SIG presentation.

A look at specific funds for implementing a conservative, diversified bond strategy

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Getting Started SIG 8 August

August 8th, 2009

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.

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Open Forum (Getting Started SIG 11 July)

July 11th, 2009

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.

The Ivy Portfolio (Getting Started SIG 13 June)

June 13th, 2009

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.

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Ten books

June 6th, 2009

… on technical trading/investing

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