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 Education

he Cleveland Chapter will be planning several local Investor Education seminars for 2017.  Please sign up for Chapter announcements to be notified of future events.

Next Seminar:

Wednesday, April 19, 2017

Reducing Risk While Increasing Returns With True Diversification

Discussed by: David Johnson
President and Chief Investing Officer, Global Capital Group

Notable financial scholars are indicating that the next decade could bring low stock returns coupled with a bearish correction.  Absolute return investments typically outperform traditional investments in this environment. Johnson will explain these asset classes and how they complement traditional investments to create “mission critical” portfolios.

April 19 Seminar Information and Mail In Registration

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.

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed

by Aswath Damodaran

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Morningstar Retirement Readiness Bootcamp

Morningstar, the mutual fund and investing information source is presenting a free live online Retirement Readiness Bootcamp

Saturday, March 11, 2017

11:00 AM – 4:20 PM



Can you afford to retire? And what steps do you need to take to get there?

Replays will be available on Morningstar.com at a later time



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