The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.

Tuesday, May 15, 2012

Three Simple Strategies

discussed by:

Herb Geissler
Managing Director, St. Clair Group

An ancient Chinese curse says, "May you live in interesting times." Today, indeed, we do live in "interesting times," with recent statistics revealing individual investors exiting equity stocks and moving into low-yielding "safe harbor" alternatives. With bond yields now at historical lows, are such traditional refuges really safe today? Is "hunkering down" still the best course? If so, when should you move in or out of such securities? Finally, which securities are best to consider or hold? At the May AAII Pittsburgh chapter meeting, Herb Geissler will analyze the economic and stock market climates for the next two years, during which time the presidential cycle will climax. He will describe specific economic indicators that you can easily track to judge when the economy and stock market are growing or faltering. Finally, he will present three simple investing strategies that require little effort yet enable you to avoid big drawdowns and to retain more of your hard-won market gains. CDs with these three spreadsheets for monthly tracking and three tutorial essays will be available for purchase at this meeting.

About Herb Geissler

Herbert E. Geissler is managing director of the Saint Clair Group, a business and investment-management consulting firm. One of our most popular speakers, Geissler previously served as president of the AAII Pittsburgh chapter. He currently leads the Rational Investing SIG and coaches individuals on investing methods.

Reasons to Attend

• Gain an understanding of economic forces that dictate the climate for the economy and stock market
• Learn specific economic indicators for tracking when the economy and stock market are growing or faltering
• See how to track simple measures that will help you stay on the right side of the market

Meeting Format

PROGRAM REGISTRATION: 6:30 PM to 7:00 PM

PROGRAM: 7:00 PM to 9:00 PM

COST: In advance (by Friday May 11), $10/person

COST: At the door (space permitting), $14/person

REGISTER ONLINE

Meeting Location

Comfort Inn Pittsburgh East

699 Rodi Road

Pittsburgh, PA 15235

Phone number: 1-800-230-8982

DRIVING DIRECTIONS