Welcome

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:

Robo-Advisors: What They Do and How to Beat Them

Wednesday, July 19, 2017

7:00 PM  Brecksville Community Center

Presented by:  Jaclyn N. McClellan – Editor, AAII Computerized Investing

 

Meeting Location and Registration Information

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.

 

 

Morningstar Retirement Readiness Bootcamp

Morningstar, the mutual fund and investing information source presented a free live online Retirement Readiness Bootcamp on March 11, 2017.

Replays are now available.

Morningstar.com

Agenda

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