Getting Started SIG

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 18 April, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

"RECOGNIZING AND MANAGING BEAR MARKETS"

Don Beasley, Principal

Biography: Prior to co-founding Athens Capital Group, LLC, Don Beasley began his professional money management career in 1988. In 1999 he founded PMFM, Inc., providing asset management services to a wide range of clients including individuals, corporations, qualified plans and trust accounts. Don Beasley is also cofounder of 401KToolbox.com, a national innovator of 401(k) portfolio management services.  PMFM and 401K Toolbox.com have over $800 million under management.  He has been a featured speaker on topics including technical market analysis and quantitative criteria for mutual fund selection and management.  Don received his Bachelor of Sciences degrees in Mathematics and Physical Education, and his Masters in Administration from Northwestern Louisiana.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 14 March, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

George E. Clausen

"CGM’s – What Approach is Right for You?"

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 14 February, 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

Jeff Friedberg
Economic Outlook and Picks for 2009

Jeff will give us his annual outlook for the economy and some current investing ideas. Jeff’s talk is always one of the most interesting and well-received of HIA’s offerings. Jeff is a successful Houston money manager and long-time contributor to HIA. He is principal at Friedberg Investment Management, Inc. From his web site:

Jeffrey L. Friedberg was raised in a small coal-mining town in eastern Pennsylvania. He graduated first in his high school class, earned Dean’s List while at MIT and was awarded a graduate Fellowship at Caltech. Although his degrees were in Geology and Geophysics, Friedberg became actively involved in the stock market while pursuing a rewarding career in Geophysics. In 1979, Friedberg decided to become registered and licensed as an Investment Advisor in order to invest other people’s money as he was investing his own. He thus founded FIM, in effect transforming an enjoyable sideline into a successful business endeavor.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 10 January 2009 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

John Godell
The “Big Picture” Stock Market Index Analysis

This analysis is designed for the investor who is a little intimidated by it all–who would like to be in the market at the right time and get out at the right time.  Through the science of chaos and non-linear dynamics see how to distill and process seemingly random data into a higher level of order.  Learn how to invest in a Bull Market, and be safely in the Money Market Funds when the Bear Market starts.

John is leader of HIA’s “Trading 101″ sig and has been a member of and teacher at HIA for 18 years. He writes:

    Graduated from UT Austin in 1968 with studies in Philosophy and Cultural Anthropology,  Later returned to UT and took accounting and business courses and passed the CPA exam in 1979.  Started teaching at HIA in 1992.  I have taught Glen Neely’s Mastering Elliott Wave, Bill William’s two books, Trading Chaos and New Dimensions in Trading.  Along with Ron Stockstill, I  taught Van Tharp’s book, Trade Your Way to Financial Freedom.  I also taught some of the work from Eric Prentis’ book, The Astute Speculator.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 13 December 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

“The Dangers of ETFs and How to Avoid Them”

Why market orders, stop-orders, market-on-close orders, etc. often do not have the desired effect when using many ETFs and how you can overcome those obstacles.

Ron Rowland
Executive Editor

Ron is the founder All Star Investor and serves as its Executive Editor.  He is also Chief Investment Officer of Capital Cities Asset Management (www.ccam.com).  Quoted by Forbes, Barron’s, Kiplingers and the New York Times, Ron is the industry go-to guy for sector rotation insight. 

Having run a hedge fund, a mutual fund, and now managed accounts, Ron has experience in both money management and investment publications.  Ron developed his own fund/equity momentum indicators while working as an engineer at IBM.  His All Star Fidelity Single Sector Strategy average returns are 19.6% for 17 years!

Hulbert Finanical Digest has rated Ron’s Single Sector Strategy #1 for many years.  It is the all-time leader among Fidelity Funds portfolios.

Ron, former U.S. Investing Champion, earned his bachelor’s in Computer and Electrical Engineering at the University of Cincinnati with additional studies at the University of Texas.  Ron has been publishing All Star Investor for the past 17 years. 

If you’re looking for solid returns in a hype-filled industry, check out Ron’s premium investment advisory service.

Sign up for Ron’s free newsletter. http://www.allstarinvestor.com/public/210.cfm

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 11 October 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

Featured Presentation:

“The ABCs of AMT”

by Greta P. Hicks, CPA.

The why’s and how’s that trigger us having to pay Alternative Minimum Tax to help us avoid a surprise AMT attack and plan to reduce the triggering of AMT.

Curriculum Vitae

Greta P Hicks, CPA, is a former IRS training manager and tax manager for Ernst & Young.  Ms Hicks has taught for the University Of Houston School of Optometry, Texas A&M Agricultural Extension Service, the Texas Society of CPAs, California CPA Foundation, plus dozens of other professional, trade and educational organizations.  Ms Hicks currently serves on the Editorial Board of  the Texas Society of CPAs and is Tax Editor of Today’s CPA.  Also, she is active on the TSCPA IRS Relations Committee and former coordinator of Houston’s IRS/Practitioner Study Group.  Greta is the author of www.CCH.com, Tax Research Service, Practice Section, “IRS Examination and Appeals Procedures;”  “Guidelines for Record and File Retention” AICPA’s 2007 Edition for MAP Selected Readings; and “More Than Money” reprinted by the Utah CPA Society.  In April 2007 Greta’s paper, ”Due Diligence Defense,” has been selected to be presented to the Midwest Accounting Association

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 13 September 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules. This month our featured speaker is

Ron Rowland
All Star Investor

“The Dangers of ETFs and How to Avoid Them”

Why market orders, stop-orders, market-on-close orders, etc. often do not have the desired effect when using many ETFs and how you can overcome those obstacles.

Ron is the founder All Star Investor and serves as its Executive Editor.  He is also Chief Investment Officer of Capital Cities Asset Management (www.ccam.com).  Quoted by Forbes, Barron’s, Kiplingers and the New York Times, Ron is the industry go-to guy for sector rotation insight.  Having run a hedge fund, a mutual fund, and now managed accounts, Ron has experience in both money management and investment publications.  Ron developed his own fund/equity momentum indicators while working as an engineer at IBM.  His All Star Fidelity Single Sector Strategy average returns are 19.6% for 17 years!

Hulbert Finanical Digest has rated Ron’s Single Sector Strategy #1 for many years.  It is the all-time leader among Fidelity Funds portfolios.

Ron, former U.S. Investing Champion, earned his bachelor’s in Computer and Electrical Engineering at the University of Cincinnati with additional studies at the University of Texas.  Ron has been publishing All Star Investor for the past 17 years. 

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Monthly Meeting Notice

The monthly meeting of the Houston Investors Association will take place Saturday, 9 August 2008 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX.

The main presentation begins at 11:00 AM, and the SIG meetings begin at 8:30 AM. Check the website Thursday prior to the meeting for the SIG topics and meeting room schedules.

This month our featured speaker is

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.