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.

Westside Financial Planning SIG – June 7, 2021 7PM

The Westside Financial Planning Subgroup will meet via Zoom on Monday, June 7, 2021 at 7:00 PM EST.

Meeting ID: 849 9025 0556
Passcode: 910062

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Meeting ID: 849 9025 0556
Passcode: 910062

COVID-19 Meeting Response

ALL IN PERSON SUBGROUP MEETINGS ARE CANCELLED UNTIL FURTHER NOTICE

ALL IN PERSON AAII SPONSORED EVENTS ARE CANCELLED UNTIL FURTHER NOTICE

We will be hosting Subgroup 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, the Cleveland Chapter or select AAII Cleveland Chapter partners such as the Westlake Porter Public Library.

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.

Investor Education

The Cleveland Chapter will host several local Investor Education seminars  in the upcoming months.  Please sign up for Chapter announcements to be notified of future events.

Next Seminar:

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.