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, January 17, 2012

2012: A Pivotal Year … or More of the Same?

discussed by:

Charles Smith
Principal and Chief Investment Officer, Fort Pitt Capital Group

As this announcement goes to press, U.S. stocks have been down for a week and the international bond market has given Germany-Europe's golden-haired child-a smack in the face, while average consumers are demanding steep discounts for their holiday shopping. What will 2012 bring?

Charlie Smith will review the hard data behind economic indicators-such as employment, housing inventory, industrial production, and the GDP--before taking the pulse of the domestic and international economy. He will also review several companies in the Fort Pitt Capital portfolio, revealing the metrics he used for initial purchase as well as those for maintaining the position.

About Charles Smith

As Executive Vice President, Chief Investment Officer, and founding partner of Fort Pitt Capital Group, Charles A. (Charlie) Smith oversees investment policy and strategy, manages client portfolios, and provides economic guidance for the firm. Previously, he served as CIO of Bill Few Associates and analyst/portfolio manager with Muhlenkamp and Company.

Numerous financial media -- including Money, Barron's, The Wall Street Journal, and the Pittsburgh Post-Gazette -- respect and regularly seek Charlie's views on markets and the economy. He has written and lectured on similar topics throughout his 27-year career.

A graduate of Penn State University, Charlie lives in Marshall Township with his wife, Barbara, and their three children.

Charlie's presentation will::

• Be in plain English - no financial jargon - promise!
• Provide real-life investment themes, ideas you, yourself can use at home
• Not be something you've already heard in the media.

Meeting Format

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

PROGRAM: 7:30 PM to 9:00 PM

COST: In advance (by Friday January 13), $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