Subgroups

ber 5ership is not required to attend any of our Subgroup meetings


Sectors, Strategies, & Markets Analysis Group

(Formerly known as the Mutual Fund Technical Analysis Group)

Date: Third Thursday of the month

Thursday, September 21, 2017

Time: 6:30 PM – 8:45 PM

Location: North Olmsted Branch of the Cuyahoga County Public Library

27403 Lorain Road North Olmsted,OH 44070

Meeting Topics:

  • Current Market Indicators and Rankings of Stocks/Funds that are doing well.
  • The utterly mad Doctor Frankenstein makes predictions based on the Commitment of Traders Report

To recommend an investment, you need to tell the group what to buy, what search method you used that brought it to your attention, and the recommended stop loss to set on the issue.

 Your thoughts are welcome! Please feel free to recommend speakers or topics that might be of interest to the group. We are also eager to hear how we might improve the meetings to broaden interest to the most people.


North Olmsted Branch of the Cuyahoga County Public Library

27403 Lorain Road North Olmsted, OH 44070

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ETF Discussion Group for Investors

An Akron subgroup of the Cleveland AAII Chapter. Bring your own coffee or tea.

9:00 AM – 11: 30 AM First Floor Conference Room

Location: Stow Munroe Falls Library 3512 Darrow Rd, Stow, OH, 330-688-3295.

Dates:  Saturday, September 9, 2017

Saturday, October 14, 2017
Saturday, November 11, 2017
Saturday, December 9, 2017

 

TYPICAL MEETING TOPICS:

  • Using ETF replay tools, select and maintain a low volatility ETF portfolio and report on results
  • Review of key market indicators
  • Review of Barron’s Financial news
  • Financial Book reviews
  • Financial Tools demonstrations and reviews
  • Other topics of interest to the ETF investor

Some ETF tools to look at:

  1. Seeking Alpha ALERT Newsletter called: “Today’s articles on ETFs & Portfolio Strategy”
  2. Seeking Alpha ETF HUB
  3. Introducing…Seeking Alpha’s free ETF Investor app. Now available on iPhone and Android! Get the app

Please E-mail Akron AAII Subgroup at aaii-neo@googlegroups.com for information or questions.

Technical Analysis

Date: Fourth Wednesday of each month 6:30 PM

Location: Westlake Porter Library, 27333 Center Ridge, Westlake OH 44145

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Tools & Techniques for Investors

The competition and capacity of the investment arena changes daily.   Our meetings include presentations on topics based on the expressed interests of our participants.   Facilitators are used at times to discuss current free floating topics.

First Tuesday of each month,  7:00 – 9:00 PM

Cuyahoga Falls Library, 2015 Third Street Cuyahoga Falls, OH 44221

When using OH Route 8, take the Broad Blvd exit and travel east to Third Street.  Free parking at the library.

Tuesday, September 5, 2017  

Know When to Sell
By Ian Abbott
Past president of AAII Cleveland Chapter, Owner of Abacus Financial Services, Co-editor with Teddy Abbott of The Abbott Investment Advisory, Previously worked as a Tax Examiner for the IRS
Mr. Abbott did a survey of AAII members back in 2001, right after the tech bubble crashed.  He asked What’s the Worst mistake you ever made in Investing?  The overwhelming response?  I didn’t have a sell strategy or I feared paying taxes on a gain if I sold!  He will show some sell strategies at the September meeting.

 

Please E-mail the Tools & Techniques Subgroup  at aaii-neo@googlegroups.com for information or questions.

Tools & Techniques Subgroup Web Page

Subgroup Resources

Personal Financial Planning Basics – June 6 , 2017

Personal Financial Planning Presentation

Personal Financial Planning Handout

How to Develop a Personal Investment Policy – August 2, 2016

Some items may require a login for access

How to Create an Investment Policy Statement – Christine Benz – Morningstar
http://news.morningstar.com/articlenet/article.aspx?id=749563

http://news.morningstar.com/pdfs/investment-policy_apr2016.pdf

How to Create an Investment Policy in 10 Hours
http://www.blogher.com/how-write-personal-investment-policy-statement-just-10-hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simuations
https://www3.troweprice.com/ric/ricweb/public/ric.do

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner
https://gps.ricedelman.com/?pid=1317&utm_source=EFcomBlue

BankRate.com – Asset Allocation Planner
http://www.bankrate.com/calculators/retirement/asset-allocation.aspx


Westside Financial Planning

The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings include presenters on various related topics and interactive discussions on contemporary investing issues of the day.

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Dates:  First Monday of the Even Numbered Months and Last Monday in August.

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No Subgroup meeting in September, November, January, March, May and July

Monday, August 28, 2017

7:00 PM  Strongsville Branch of the Cuyahoga County Library

18700 Westwood Drive, Strongsville OH  44136
Strongsville Branch of the Cuyahoga County Library

Managing Investment and Lifestyle Costs

Selected Tools and Ideas will be used to lead an Interactive Discussion with Subgroup Participants

The impact of investing costs can have a marked effect on investment returns. Things like commissions, loads, distribution and marketing fees, 12-b-1 Fees, management fees, advisory fees, contingent deferred sales charges, operational costs and the like can silently reach into your investment portfolio “pocket” in a mostly unseen manner. Some of these, such as the cost of operations, are necessary to run any business, but others can be reduced or eliminated. Additionally, there are methods that you may implement in your lifestyle to reduce the overall cost of living. We’ll look at some investing tools, identify certain costs of portfolio management and hear your methods of reducing living’s cost in your world. So, please invite a friend and attend this month’s meeting.

[googlemaps http://maps.google.com/maps?q=18700+Westwood+Drive+strongsville+oh++44136&oe=utf-8&client=firefox-a&ie=UTF8&hl=en&hq=&hne

 

Monday, October 2, 2017

Monday, December 4, 2017 – Ideas and Highlights from the AAII Investor Conference

Monday, February 5, 2018 – Tax Update for 2017 Returns

Monday, April  2, 2018

Monday, June 4, 2018

Monday, August 27, 2018

Sign up for Westside Financial Planning Notices by e-mail

 

Subgroup Resources – Some items may require a login for access

Personal Financial Planning Basics – April 3, 2017

Personal Financial Planning Presentation

Personal Financial Planning Handout

Sound Investing Resources – Paul Merriman – December 2016
http://www.paulmerriman.com

How to Create an Investment Policy Statement – Christine Benz – Morningstar
http://news.morningstar.com/articlenet/article.aspx?id=749563

http://news.morningstar.com/pdfs/investment-policy_apr2016.pdf

How to Create an Investment Policy in 10 Hours
http://www.blogher.com/how-write-personal-investment-policy-statement-just-10-hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simulations
https://www3.troweprice.com/ric/ricweb/public/ric.do

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner
https://gps.ricedelman.com/?pid=1317&utm_source=EFcomBlue

BankRate.com – Asset Allocation Planner
http://www.bankrate.com/calculators/retirement/asset-allocation.aspx

Asset Allocation – December 2015

AAII Article on Asset Allocation
Quick Allocation Wizard
Bankrate Detailed Guidance
T Rowe Price Allocation Tool
Ric Edelman’s Guide to Portfolio Selection

Portfolio Management in Retirement  – May 2014 & July 2014  The information below by the authors may be of help in researching the topic.  AAII Member Login may be required.

Christine Benz, Director of Personal Finance, Morningstar Inc.

Maria Crawford Scott, Former Editor – AAII Journal

Vanguard Spending Strategies Webcast 

Personal  Planning Resources  

www.morningstar.com

www.bobbrinker.com

www.marketwatch.com/lazyportfolio

www.ricedelman.com

www.mutualfundshow.com

Subgroup Survey

Subgroup Participants – Please provide input to future meeting topics

http://www.zoomerang.com/Survey/WEB22FUSRJ3SP5

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Groups may change meeting dates or locations when weather or schedule conflicts arise.

Investments discussed at groups should not be regarded as investment recommendations as your financial situation may not be known by the participants.  Consult your investment or tax advisor for additional details.

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You may subscribe to periodic Subgroup notices using the Links section on the right side of the screen.