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.
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.
* 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.
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