Presenters, dates and topics are subject to change as we coordinate details


The 8% No Withdrawal Retirement Portfolio

Presented by educator and author Tom Jacobs

Wednesday, August 15, 2018


PM   6:30 PM Registration/Social Time
PM   7:00 PM Program Time
PM   8:15 PM  Q & A Time



Location to Be Announced:


Payment:  In Advance ()  All prices are per person.

Member and family,
At the Door (space permitting)
If seating capacity is exceeded, at door payers may be refused entry. Order will be preference to AAII members. Usually this does not occur.
No refunds if meeting is not cancelled

Registration Mailing Address:
AAII Cleveland Chapter
PO Box 265
Twinsburg, OH 44087



AAII 2018 Investor Conference

Paris Las Vegas Hotel – Las Vegas NV

Friday, October 26 – Sunday, October 28, 2018

A wide variety of topics, speakers, seminars, demonstrations, exhibits  – all related to improving your education as an investor.

AAII Investor Conference



May 16, 2018

Dual Momentum Investing for More Profit with Less Risk

Factor Investing: Portfolio Construction and Characteristics 

Presented by Gary Antonacci – Author, Dual Momentum Investing

and Jack Vogel, PhD – Co-CIO and Managing Member, Alpha Architect

May 16, 2018 Momentum Investing Meeting Notice and Registration

April 2, 2018

Personal Financial Planning Fundamentals

Presented by:  Westside Financial Planning Subgroup

Basic information to novice investors on the terminology, strategies and tasks involved in becoming an investor.  Topics covered include Basics of investing asset classes such as stocks, bonds and cash; Fundamentals of Asset Allocation; How to long term investing helps to build wealth and Basic investing terminology.



Personal Financial Planning Presentation

Personal Financial Planning Handout

October 18, 2017

Jekyll and Hyde Investing

Presented by:  Herb Geissler, Leader Rotational Investor Special Interest Group, AAII Pittsburgh Chapter

Herb Geissler advocates managing investments using two different strategies. The Dr. Jekyll portfolio holds market-index ETFs, lowers risk by simple market timing, is manageable and typically outperforms most money managers. The Mr. Hyde portfolio holds select high-quality growth stocks that could be bought, held, and sold, using technical analysis. For the Hyde approach, Geissler will discuss the stock selecting criteria of Benjamin Graham, Walter Schloss and Warren Buffett, and how you can implement their techniques with simple software.

Jekyll-Hyde Resources

Jekyll and Hyde Meeting Announcement

July 19, 2017

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

Presented by:  Jaclyn N. McClellanEditor, AAII Computerized Investing

Robo-Advisers Meeting Announcement

April 19, 2017

Reducing Risk While Increasing Returns With True Diversification

Discussed by:  David Johnson  President and Chief Investing Officer, Global Capital Group

Notable financial scholars are indicating that the next decade could bring low stock returns coupled with a bearish correction. With many investors at or near retirement the ability to weather severe downturns in the market (e.g., 2000/2008) and capture “crisis alpha” is imperative and what David Johnson calls “mission critical.” Adding investments that are uncorrelated with the stock and bond markets reduces portfolio risk while providing the potential for returns in any market condition. Absolute return investments typically outperform traditional investments in this environment. Johnson will explain these asset classes and how they complement traditional investments to create “mission critical” portfolios.


Morningstar Retirement Readiness Bootcamp

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

Replays available at

November 12, 2016

Creating and Annotating Charts from Scratch

Presented by:  Lou FloydRetired Research Chemist

November 12, 2016 Seminar Announcement

August 10, 2016

Finding and Investing in Wonderful Companies

Discussed by: Steve CroninData Scientist, Goodyear

August 10, 2016 Meeting Announcement

Seminar Resources from the Presenter

Finding and Investing in Wonderful Companies v2 (Adobe Acrobat Format)

Visual Basic Scripts

Links to Selected Information related to the Presentation

Investors at Google

How The Economic Machine Works by Ray Dalio

The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market

Also mentioned by other members:


Fin Viz

Decision Moose

Stocks mentioned by the audience,ulta,bmy,crm,jnj,woof,hsic,kmb,hbi,sap,san?ltr=1&bypass=true,oled,kmb,alb,fslr,bofi,tcx

Instructions for scripts:

Disclaimer on the multiple stock explore script.  The input of too many stock symbols will may bring down your computer.  Limit selections to no more than 5 stocks or so a 10 or more stocks can generate in excess of 160 web pages.


  1. Download and Save the files on a Windows computer
  2. Make sure Google Chrome is installed –> (download if you don’t have it)
  3. Execute the visual basic scriptsThe favorite script currently is the multiple stock explore.vbs as you can put in several stocks such as: MSFT,AAPL,KLIC,DG and if your computer handle you will have 4 separate windows with 16 tabs each for each stock of interest. Please be aware that this will open up n * 16 chrome tabs which could be 64 webpages for only 4 stocks. This is why  Cronin   created the compare stocks all in one windowl.vbs which only does 2-3 websites for each stock so if you have an average to below average computer use that one, or just look one stock at a time.

The code is super easy so you should be able to add or subtract from it to do pretty much any webpage you want. If you create something new from this that you really like that you think is worth sharing please feel free to share it back with us, or even better if you want to geek out a bit push it as a new file in the github setup for these files at: (Great excuse to try git hub for the first time 😉

Steve Cronin

February 17, 2016

How Military Service Shaped My Investment Philosophy

Presented by Wesley R. Gray, Ph.D.  – CEO/CIO Alpha Architect

These lessons will be supported with information contained in Dr. Gray’s latest book: “DIY Financial Advisor”.

February 17, 2017 Meeting Announcement

AAII Investor Conference Audio

November 7 – November 9, 2015

This  was a unique opportunity to hear some of the best speakers in the investment arena who provided  exclusive insights to their strategies and recommendations. Participants took home valuable information and new tools for investment success.

Beyond our speakers, we offered all attendees one-on-one time in our exhibit hall to preview new tools for investors and try out some products that might offer you deeper insights into solving those tough investment questions. Our exhibitors also offered workshops featuring either a demo of their product or a focused presentation of their industry.   The next conference will be held in 2017.

Audio recordings of sessions are available for purchase.

November 4, 2015

It’s What You Learn After You Know It All That Counts

Presented by Paul Townsend, Associate Vice President – Investment Officer and Fundamental Choice Portfolio Manager.

After 17 years as a stockbroker, Paul Townsend thought he had it all figured out; however, in 2011 he had an epiphany. Using just a few simple yet powerful stock trading disciplines he was able to meaningfully improve his total return. In this presentation, Townsend opened up his toolbox and playbook and teach us about some valuable trading ideas such as the Pocket Pivot, Buyable Gap-Up and the 7-week hold rule.

September  16, 2015

A Proven System for Selecting Winning Stocks

discussed by Ralph Perrini, National Speaker and Education Expert

Mr. Perrini educates audiences on utilizing an investing action plan for Investor’s Business Daily proprietary research tools designed to shorten and refine the search process. He has served as IBD’s Vice President of Sales and Product Training.

July 15, 2015

Dividend Growth Investing 

discussed by Brian Nelson, CFA – President, Valuentum Securities

Brian Nelson, president of Valuentum Securities, walked through the ins and outs of cash-flow-based dividend analysis. He showcased the firm’s discounted cash flow methodology that forms the backbone behind the ideas he generates. Nelson also presented the structural reasons why the Valuentum Buying Index works.  Seminar slides are available a the Valuentum website.

July 15, 2015 Seminar Announcement

May 13, 2015

True Sector Rotation: Breaking Through the Efficient Frontier

discussed by  Scott Juds, President & CEO of SumGrowth Strategies

2015-May Presentation Slides

March 11, 2015

Basic Options Strategies

Discussed by: Sal Giamarese, Area Manager, Fidelity Investments

March 11, 2015 Seminar Announcement

November 19, 2014

How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach

Discussed by:Nicholas G. Atkeson, Partner, Delta Investment Management

September 17, 2014

The Dry, Wonky, and Utterly Essential World of Financial Stability Analysis Discussed by Stephen J. Ong, Vice president in the Banking Supervision and Regulation Department at the Federal Reserve Bank of Cleveland

May 14, 2014

Stock Screening and Analysis Techniques Your Guru Never Taught You

Discussed by:Marc Gerstein – Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report

May 14, 2014 Seminar Resource

January 15, 2014

Behavioral Finance and the Case for Systematic Decision-Making Processes

Discussed by Wesley R. Gray, Ph.D.

The 2013 AAII Investor Conference
Friday, November 15 – Sunday, November 17, 2013Loews Royal Pacific Resort in Orlando, Florida

Audio presentations and selected handouts from the Conference are available from AAII.

September 18, 2013
The Big Squeeze… How Taxes are Squeezing your Income; How Interest Rates are Squeezing your Assets 

Discussed by: Ronald Muhlenkamp
Founder, President and Portfolio Manager – Muhlenkamp Funds

July 10, 2013
How to Sell Well and How to Invest in an Economy That’s Stuck in the Mud

Discussed by: Donald Cassidy, Retirement Investing Institute

April 17, 2013
Six Lessons Learned From 25 Years of Managing Investor’s Money Discussed by: Donald Morris – Financial Advisor, Raymond James Financial Services

November 14, 2012
Smart Investing: Seeking Reward While Reducing Risk Discussed by:  Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

October 12, 2012
Intelligent International Investing – Emerging Markets: The Road Ahead

Discussed by:  Geoffrey Pazzanese, Vice-President and Portfolio Manager,   Federated Investors of Pittsburgh

July 18, 2012
“May You Live in Interesting Times” (Chinese Proverb)
Discussed by: Herb Geissler; Managing Director, St. Clair Group

January 11, 2012
Using Investors Business Daily to Maximize Your Profits  Discussed by:  Eddie Ramirez National Education Speaker, Investor’s Business Daily

October 12, 2011
The Death of Buy and Hold, The Rise of Buy and Trade – Discussed by:  Brian Brogan, Chief Market Strategist, ValuEngine, Inc.  –

September 14, 2011
Where Is the U.S. Economy Today? Are We on the Road to Japan and a Lost Decade? – Discussed by:  Ronald H. Muhlenkamp, CFA –Founder, President and Portfolio Manager, Muhlenkamp & Company Inc. –

June 8, 2011
The Maelstrom in Washington and Its Effects on Wall Street and Your Portfolio – Discussed by Lauren Rudd, Syndicated Columnist, Talk Show Host, Instructor; Partner, Day Hagen Asset Management –

May 18, 2011
All I Needed to Know About the Stock Market I Learned in KindergartenDiscussed by:  Paul Townsend, Associate Vice President–Investments, Wells Fargo Advisors LLC –

April 13, 2011
Commodity Markets and How Investors Can Use Them – Discussed by Andy Waldock – Head of Market Research, Commodity & Derivative Advisors Options and Futures

October 20, 2010
Using to Find and Monitor Great Stocks – Presented by Chip Anderson – President –, Inc.
October 20 Program Handout

September 25, 2010
Improve Your Investing Using Barron’s and The Wall Street Journal – Discussed by John Sawczak, Private Investor and Instructor

July 17, 2010
Chapter Picnic at Coe Lake ParkIncluding talks by 3 local investment experts

May 20, 2010
Improving Your Skills in the Fine Art of Selling  – Discussed by: Donald Cassidy – President, Retirement Investing Institute



PM   6:30 PM Registration/Social Time
PM   7:00 PM Program Time
PM   8:15 PM  Q & A Time


Brecksville Community Center
1 Community Drive
Brecksville, Oh 44141

Driving Directions:
The site is approximately 1/2 mile south of the junction of Rt. 82 and Rt. 21 (Brecksville Rd.). Those coming south on 77, exit at Royalton Road and head east to Rt. 21. Community Drive is a circular road on the east side of Rt. 21.

Payment:  In Advance (Postmarked by )  All prices are per person.

Member and family,
At the Door (space permitting)
Member and family,
If seating capacity is exceeded, at door payers may be refused entry. Order will be preference to AAII members. Usually this does not occur.
No refunds if meeting is not cancelled

Registration Mailing Address:
AAII Cleveland Chapter
PO Box 265
Twinsburg, OH 44087