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