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.
PRESENTATION TITLE: “Investing with a Strategy” .
SPEAKER NAME/TITLE/COMPANY: Mitch Zacks, Senior Portfolio Manager of Zacks Investments, Chicago, IL
PRESENTATION DESCRIPTION: Mitch will discuss strategies for individual investors to consider when they develop and as they manage their portfolios. He will share how he develops Zacks models of individual strategies along with evaluating their risks sharing with attendees how he determines the appropriate allocation of investments for the individual investor to consider. Currently, Mitch is known as the author of an acclaimed book, “Ahead of the Market” (more…)
The AAII Houston Chapter presents…
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A Systematic, Repeatable & Proven Approach to Investing
Daniel Ennis Vice President and Investment Director-U.S. Blend Strategies, AllianceBernstein Investments, Inc., New York, NY Dan will speak about the reasons that lead to investor underperformance and a rules-based approach to buying low and selling high that can help investors improve outcomes and take the emotion out of investing. The first step in building an investment portfolio is to choose from a bewildering array of financial assets that are now available. Do you stick with stocks for long-term growth or bonds for their stability and income? Do you move into money market funds for liquidity or the U.S. markets due to familiarity?
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| Marriott Westchase Hotel (formerly Adams Mark Hotel) 2900 Briar Park Drive Houston, TX (713) 978-7400 [ Map This Location ] |
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The AAII Houston Chapter presents…
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Learning to Read and React to Types of Trends in the Market, Sectors & Stocks
Discussed by:
Don Lansing
Chief Investment Officer, Market Trend Advisors, Round Rock, TX