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.
Personal Financial Planning Fundamentals
Monday, April 3, 2017
Westside Financial Planning Subgroup
This free seminar will be presented to enhance the financial literacy of persons new to investing. The attendance of younger persons is encouraged.
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.
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.
by Aswath Damodaran
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