Category: Monthly Meetings
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AAII Houston August 2019 Meeting
Retirement Asset Decumulation – a Multifaceted Challenge by JohnO’Keefe In this presentation, John will enumerate the many differences retirees face in switching from asset accumulation to decumulation, the conversion of those assets into income. He will draw their attention to “Sequence Risk” and ways to mitigate it through adoption of wise…
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AAII Houston February 2020 Webinar Meeting
Using the Science of Investing to Create More Efficient Portfolios and Reduce the Risk of Black Swans by Larry Swedroe, Buckingham Strategic Wealth Investors can use the findings from academic research to build more efficient portfolios, portfolios with lower volatility and ones that significantly reduce tail risk. The reduction in…
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AAII Houston April 2019 Meeting with Two Speakers
Q1 2019 Market Update by Jim Cahn, Wealth Enhancement Group Market and tax volatility are still circling in the headlines and you may be wondering how all of this uncertainty could be affecting your portfolio. Join Wealth Enhancement Group’s Chief Investment Officer Jim Cahn as he helps clarify the factors…
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AAII Houston February 2019 Meeting
Why You Should Invest in Corporate Bonds by Steve Shaw, BondSavvy With recent sharp drops in stocks and poor performance of many bond funds, where can you invest to achieve strong returns with a greater level of safety? Individual corporate bonds can achieve both objectives but account for less than…
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AAII Houston January, 2019 Meeting
Many Ways to Protect Family Wealth Capital Prior to Eldercare by Lou Annacone, American Long Term Care nonprofit The financial adviser world is traditionally focused on the accumulation of wealth but not schooled or skilled in risk outside of investment risk. Historically, market risk has averaged 17% during periods of…
AAII Houston Chapter 