Investor Education

The Cleveland Chapter has planned several local Investor Education seminars for  2018.  Please sign up for Chapter announcements to be notified of future events.

Next Seminar:

Personal Financial Planning Fundamentals

Presented by AAII Westside Financial Planning Subgroup

Monday, April 2, 2018

Westlake Porter Public Library – 6:30 PM


Dual Momentum Investing for More Profit with Less Risk

Presented by Gary Antonacci and Jack Vogel, PhD

Wednesday, May 16, 2018

Brecksville Community Center – 6:30 PM


The 8% No Withdrawal Retirement Portfolio
Presented by educator and author Tom Jacobs
Wednesday, August 15, 2018

Location to be announced


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.




About clevelandaaii

Cleveland Chapter of the American Association of Individual Investors
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