Category: Uncategorized
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AAII Houston September Meeting
Publicly Traded REITs as Essential Components of a Diversified Portfolio by Matt Werner, CFA Real estate is an essential component of a diversified portfolio providing an uncorrelated, inflation-linked asset class that has historically lowered portfolio risk and increased return. Chilton Capital Management believes publicly traded real estate investment trusts (REITs)…
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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 November 2018 Meeting
Simple but not Simplistic Investing at Home and Abroad by Alec Lucas, Morningstar With nearly 8,000 different U.S. mutual funds in existence today, investors have a vast array of options to build portfolios that are broadly diversified across asset classes and geographies. Yet, they also face the challenge of knowing…
AAII Houston Chapter 