Welcome to the Cleveland-Akron, Ohio chapter of the American Association of Individual Investors, a nonprofit organization that assists individual investors with the education and tools to build wealth, from stock investing to financial planning and retirement funding.

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Investor Perceptions Research

A doctoral degree candidate is currently seeking 12 -15 investors to participate in a qualitative case study to investigate the problem about individual investing and how an investor decides where to invest their money when there are many viable options for them that are not clearly explained or understood by the investor.

Purpose of Study

The purpose of this qualitative case study is to explore the process individual investors use to decide on investment options, the basic principles of investing that individual investors understand and those they don’t understand, as well as what they view their needs are to improve their investment performances. Entrop et. al. (2016) suggests the problems with individual investing are not benefiting from financial innovation, making poor choices of structured product investments, and prone to the disposition effect.

If you would like to partake in the quantitative case study, please complete the form and your information will be provided to the researcher. You will receive follow communications by email. The questionnaire will not take longer than 30 to 45 minutes to complete and the results will be shared upon completion of the degree requirements.

Investor Perceptions Study Registration

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COVID-19 Meeting Response



UPDATED 8/24/2020 7:40 PM: All AAII Subgroup Meetings and In Person Educational Seminars are are cancelled through September 2020.

The Stock Charts Seminar will be held on September 21, 2020 as an online Webinar.

We will be hosting additional meetings and seminars online. View updated information in the Subgroup and Seminar sections of this website. Depending upon the online platform used for a meeting, access will be accommodated either through AAII National or by the Cleveland Chapter. You may sign up for our AAII Cleveland Chapter e-mail list (which is separate and not coordinated with AAII’s list) at this link. Our various subgroups also have separate and distinct e-mail lists for privacy protection.

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Investor Education

The Cleveland Chapter will host several local Investor Education seminars during 2020.  Please sign up for Chapter announcements to be notified of future events.

Next Seminar:

Topic  and Registration Details To Be Announced 

Discussed by:

Ian Abbott

Saturday, November 21, 2020  – 9:00 AM

Presented live online 

Featured Educational Article

Here’s a sample of the quality education we provide to individual investors. We hope you find it useful. It touches on one aspect of the broad subjects we cover for anyone who has an interest in handling their own investments.

The Importance of Diversification in Retirement Portfolios

by Craig L. Israelsen, Ph.D.

Article Highlights
* Six portfolios, with allocations ranging from all-cash to a mixture of stocks, bonds and cash, were analyzed using different withdrawal rates.
* A retiree holding an all-cash or an all-bond portfolio had the highest likelihood of running out of money before passing.
* Combining large-cap stocks, small-cap stocks, bonds and cash both greatly increased the odds of not outliving one’s savings and allowed for higher withdrawal rates.
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