Membership is not required to attend any of our Subgroup meetings

Tools & Techniques:  Investing In a Globalized Environment

Date: First Friday of the month

Friday, June 1, 2018

Time: 6:30 PM – 9:00 PM

Location:  University of Akron – College of Business Administration – Murphy Room 258

259 South Broadway Street, Akron, OH 44325-4802


The Subgroup will be meeting on the First FRIDAY of every month, at the University of AkronThe meeting will run from 6:30 to 9:00 PM, in the School of Accountancy Murphy Room (CBA 258).

Our next meeting at the new location on the new date will be on Friday June 1, 2018.

The room is being made available through the sponsorship of The Institute for Global Business (IGB).  We will try to bring in various speakers every three or four months, who will discuss the investing environment in various regions or countries around the world.

A recurring format will initially be used.  We will be viewing videos, presented by Professor John Longo of Rutgers Business school, on “The Art of Investing: Lessons from History’s Greatest Traders.”  Twenty four half hour lessons will introduce the investing profiles of 30 of the greatest traders. After each lesson we will discuss the techniques used to make sure we understand them, and see if they are practical for our individual use. Sometimes we will view two videos, but sometimes we will have a speaker after the first video. We hope to include a simple view of the current investing environment as well as a Q&A session at the end, to try to address personal investing questions. Of course the format will evolve over time as we try to meet the wants of the regular attendees.

Important Parking Information

Parking will be free, but a parking pass has to be displayed in the passengers side front window. ParkingPermits for each meeting day will be available at our website.  You will need to download and print this pass to obtain free parking.

The West Campus POLSKY PARKING DECK (Lot 49) entrance is on S. Broadway (one way North), just after Buchtel Ave. There is an elevator to the skywalk over S. Broadway at the NE corner of the garage, so park as close as you can. Exiting the skyway brings you to the conference room which will be just a bit down on your right.  Click the Link for Detailed Directions

This is an exciting change and we hope to disseminate a lot of pertinent information to those interested in improving their investing skills.


Subgroup Resources –  Some items may require a login for access

Chapter 2 – Benjamin Graham and Value Investing

May 4, 2018 Meeting Notes by Ian Abbott


Validating Technical Analysis Patterns with Simple Statistics

October 3, 2017 By Louis Floyd

Resource Slides for Validation Presentation

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

How to Create an Investment Policy Statement – Christine Benz – Morningstar

How to Create an Investment Policy in 10 Hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simulations

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner – Asset Allocation Planner

Markets & Strategies Group

(Formerly known as the Mutual Fund Technical Analysis Group)

Date: Third Thursday of the month

Thursday, May 17, 2018

Time: 6:30 PM – 8:45 PM

Location: Independence Branch of Cuyahoga County Public Library

6361 Selig Blvd, Independence OH  44131 (off Brecksville Rd, south of Rockside Rd)

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.

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, May 12, 2018

Saturday, June 5, 2018


  • 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

Technical Analysis

Date: Fourth Wednesday of each month 6:30 PM

Wednesday, May 23, 2018

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

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.


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


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


Monday, June 4, 2018

7:00 PM  Strongsville Branch of the Cuyahoga County Library

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


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 Fundamentals – April 2, 2018

Personal Financial Planning Presentation

Personal Financial Planning Handout

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

Craig Israelsen, PhD – 7twelve Publication Library

Investing at Level 3 Articles by Christine Benz

30 Minute Money Solutions

Articles by Maria Crawford Scott

Sound Investing Resources – Paul Merriman – December 2016

How to Create an Investment Policy Statement – Christine Benz – Morningstar

How to Create an Investment Policy in 10 Hours

T Rowe Price Retirement Income Planner – Monte Carlo Based Simulations

Ric Edelman’s Guide to Portfolio Selection – Asset Allocation Planner – Asset Allocation Planner

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

Subgroup Survey

Subgroup Participants – Please provide input to future meeting topics

Financial Planning Meeting Survey


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.


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