2025
June 2025 Chapter Meeting – Best Dividends for Soaring Debt
Brett Owens, ContrarianOutlook , June 21, 2025, Recording Passcode: ay5YgW+3 Brett Owen’s presentation starts at time 01:27:52 into the presentation. Use slider at bottom of the video screen to advance the recording to that time.
June 2025 Chapter Meeting – Best Dividends for Soaring Debt
Brett Owens, ContrarianOutlook , June 21, 2025, Access
June 2025 Retirement SIG – Additional material for the June Retirement SIG meeting
The S&P Quality FCF Aristocrats Indices
Note: the ETF discussed in the meeting, VFLO, does not closely conform to the S&P FCF methodology described in this document.
June 12, 2025, Download
June 2025 Retirement SIG – Zoom Summary for A New & Improved Investment Style Emerges
John O’Keefe, AAII Houston, June 12, 2025, Download
June 2025 Retirement SIG – A New & Improved Investment Style Emerges
John O’Keefe, AAII Houston, June 12, 2025, Download
May 2025 Chapter Meeting – Rethinking Value: The Next Generation of Free Cash Flow Investing
Michael Mack – VictoryShares & Solutions , May 17, 2025 Download
May 2025 Retirement SIG – Why You Can’t Separate Physical,
Behavioral, And Cognitive Health from Financial Wellbeing
John O’Keefe, AAII Houston, May 15, 2025, Download
April 2025 Chapter Meeting – My Favorite Indicators – Tools for Navigating Today’s Markets
Rob Bernstein, April 19, 2025, Download
April 2025 Retirement SIG – Zoom Summary for Meeting the Mayhem Challenge
Rules for Markets & Investing
John O’Keefe, Frank Erzinger, Charles Lucey, AAII Houston, April 10, 2025, Download
April 2025 Retirement SIG – Meeting the Mayhem Challenge
Rules for Markets & Investing
John O’Keefe, AAII Houston, April 10, 2025, Download
April 2025 Retirement SIG – 20 Rules for Markets and Investing
John O’Keefe, AAII Houston, April 10, 2025, View Charlie Bilello blog and video
March 2025 Chapter Meeting – Determining Your Retirement Income Styles
Wade Pfau, Ph.D. CFA, RICP, RISA, March 22, 2025, Download
March 2025 Retirement SIG – Zoom Summary for AAII Houston Meeting – Cognitive Decline & its Impact on Investing
John O’Keefe, AAII Houston, March 13, 2025, Download
March 2025 Retirement SIG – AAII Houston Meeting – Cognitive Decline & its Impact on Investing
Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning, March 13, 2025, Video
February 2025 Chapter Meeting – Attractive Qualities of Multifamily Investments
Dave Scherer, Origin Investments, February 15, 2025, Download
February 2025 Chapter Meeting – Additional In-Depth Information on Real Estate Investing from Origin Education Center
Dave Scherer, Origin Investments, February 15, 2025
February 2025 Retirement SIG – Factor Performance
John O’Keefe, AAII Houston, February 12, 2025, Download
February 2025 Retirement SIG – Factor Investing 101
John O’Keefe, AAII Houston, February 12, 2025, Download
January 2025 Chapter Meeting – Test Drive Your Retirement Portfolio – Presentation
Craig Israelsen, Ph.D., 7TwelvePortfolio, January 25, 2025, Download
January 2025 Chapter Meeting – Asset Allocation Risk/Reward Spectrum: A 25-Year Review
Craig Israelsen, Ph.D., 7TwelvePortfolio, January 25, 2025, Download
January 2025 Income SIG – Market Outlook
Frank Erzinger, AAII Houston, January 15, 2025, Download
January 2025 Retirement Solutions SIG – Why Investing is Different in Retirement
John O’Keefe, AAII Houston, January 9, 2025, Download, Recording of Meeting
2024
December 2024 Chapter Meeting – 2025 Outlook: Positioning for All Scenarios
Nick Atkeson, Delta Investment Management, December 14, 2024, Recording of Meeting, Passcode: S2PFPc%9
December 2024 Chapter Meeting – 2025 Outlook: Positioning for All Scenarios
Nick Atkeson, Delta Investment Management, December 14, 2024, Download
November 2024 Retirement Solutions SIG – Target Date Funds Presentation
Charles Lucy, AAII Houston, November 14, 2024, Recording of Meeting
November 2024 Retirement Solutions SIG – Target Date Funds Presentation
Charles Lucy, AAII Houston, November 14, 2024, Download
November 2024 Retirement Solutions SIG – Target Date Funds Appendix
Frank Erzinger, AAII Houston, November 14, 2024, Download
November 2024 Retirement Solutions SIG – Target Date Funds Whitepaper
Charles Lucy, AAII Houston, November 14, 2024, Download
November 2024 Chapter Meeting – Dividend Growth Investing
David Bahnsen, The Bahnsen Group, November 9, 2024, Recording of Meeting
November 2024 Chapter Meeting – Dividend Growth Investing Overview
David Bahnsen, The Bahnsen Group, November 9, 2024, Download
November 2024 Chapter Meeting – Dividend Growth vs SPY
David Bahnsen, The Bahnsen Group, November 9, 2024, Download
November 2024 Chapter Meeting – Income SIG
Frank Erzinger, AAII Houston November 9, 2024, Download
October 2024 Retirement Solutions SIG – Options for Long-Term Care Financing
Deepali Shah, Bankers Life, October 10, 2024, Download
September 2024 Chapter Meeting – Fusion Forecasting: Leveraging Proprietary Fundamental & Technical Research
Sam Stovall, CFRAResearch, September 17, 2024, Download
September 2024 Retirement Solutions SIG – Infinity Lifestyle Design
David Buck, Infinity Lifestyle Design, September 12, 2024, Download
September 2024 Retirement Solutions SIG – AAII Houston Income SIG Update
Frank Erzinger, AAII Houston, September 12, 2024, Download
July 2024 Chapter Meeting – A New Policy Paradigm?
Doug Ramsay, Leuthod Group, July 20, 2024, Download
July 2024 Income SIG – Income SIG Update
John O’Keefe, AAII Houston, July 20, 2024, Download
June 2024 Chapter Meeting – The Rise of India
Kevin Carter, EMQQ Global, June 22, 2024, Download
June 2024 Income SIG – Income SIG Update
Frank Erzinger, AAII Houston, June 22, 2024, Download
May 2024 Chapter Meeting – Demystifying Diversification
Chris Pedersen, The Merriman Financial Education Foundation, May 18, 2024, Download
May 2024 Income SIG – Income SIG Update
Frank Erzinger, AAII Houston, May 18, 2024, Download
May 2024 Retirement SIG – Principles for Successful Retirement
(includes links to JP Morgan Retirement Guides)
John O’Keefe, AAII Houston, May 9, 2024, Download
May 2024 Retirement SIG – Meeting the Retirement Challenge:
Portfollio Management – 10 Questions
Frank Erzinger, AAII Houston, May 9, 2024, Download
April 2024 Chapter Meeting – Market Outlook Highlights 2024
Brent Leadbetter, Research Affiliates, April 20, 2024, Download
April 2024 Income SIG – Income SIG Update
Frank Erzinger, AAII Houston, April 20, 2024, Download
April 2024 Retirement SIG – What is an Angel Investor?
Andrew Clark, Texas Halo Fund, April 11, 2024, Download
March 2024 Income SIG and How the Energy Transition is Going and Why it Will Lead to Energy Shortages
Dan Marburger, March 16, 2024, Recording
The Elon Musk $56B Executive Compensation Package
George Edwards Esq, March 14, 2024, Download
February 2024 Chapter Meeting – How Major Fraud Can Impact Your Investing
Professor Jim Park, UCLA School of Law, February 17, 2024 Recording
February 2024 Chapter Meeting – How Major Fraud Can Impact Your Investing
Professor Jim Park, UCLA School of Law, February 17, 2024 Download
February 2024 Income SIG – Hybrid Income
Frank Enzinger, AAII Houston, February 8, 2024 Download
Stock Picking – 2024
Gabe Birdsall, Brasada Capital, February 8, 2024 Download
January 2024 Income SIG – ETF Equity Opportunities – Q1 2024
Frank Erzinger, AAII Houton, January 11, 2024 Download
2023
How to Make Money In a World Where the Financial Experts are Almost Always Wrong
Nick Atkeson, Delta Investment Management, December 16, 2023 Recording
How to Make Money In a World Where the Financial Experts are Almost Always Wrong
Nick Atkeson, Delta Investment Management, December 16, 2023 Download
November Income SIG Update
Frank Erzinger, AAII Houston, November 18, 2023 Download
Challenges and Opportunities in Equities
Bill Hawes, Candor Asset Advisors, November 18, 2023 Download
November 2023 Retirement Solutions SIG : CFRA Market Review
John O’Keefe, AAII Houston, November 9, 2023, Download
November 2023 Retirement Solutions SIG : ETF Opportunities
Frank Erzinger, AAII Houston, November 9, 2023, Download
October 2023 Retirement Solutions SIG : Agenda and ETF Recommendations
John O’Keefe, AAII Houston, October 12, 2023 Download
October 2023 Retirement Solutions SIG: Bonds
Dan Marburger, AAII Houston, October 12, 2023 Download
5 Must Knows about In-Retirement Spending
Christine Benz, Morningstar, September 16, 2023 Download
September 2023 Retirement Solutions SIG: Investment Returns Review
Rohit Milstein, AAII Houston, September 14, 2023 Download
Long Term Care
John O’Keefe, AAII Houston, August 24, 2023 Download
June 2023 Retirement Solutions SIG
John O’Keefe and Frank Erzinger, AAII Houston, June 8, 2023 Download
Social Security
Marc Kiner, Premier Social Security Consulting, May 20, 2023 Download
May 2023 Income SIG
John O’Keefe, AAII Houston, May 20, 2023 Download
Investing in Uncertain Times
Rob Bernstein, RGB Capital Group, April 15, 2023 Download
April 2023 Retirement Solutions SIG
Mike Belotz, Tecumseh Alternatives, April 13, 2023 Download
Sector Rotation and Risk Management, Part 2
Scott Juds, SumGrowth, March 4, 2023 Download
February 2023 Retirement Solutions SIG
Frank Erzinger, AAII Houston, February 9, 2023 Download
Recording: January Chapter Meeting – SIG Session and Presentation: The Bear Market That No One Saw Coming
January 21, 2023, View Recording and Transcript
2022 Bear Market That No One Saw Coming
Nick Atkeson, Delta Investment Management, January 21, 2023 Download
January 2023 Income SIG Update
Frank Erzinger, AAII Houston, January 21, 2023 Download
2022
Retirement Solutions SIG: What Will It Take to Replace All Fossil Fuels
Dan Marburger, AAII Houston, December 15, 2022, Download
Retirement Solutions SIG: Multi-Year Planning to Save on Taxes
John O’Keefe, AAII Houston, December 15, 2022, Download
Retirement Solutions SIG: WSJ 2022 Tax Breaks
John O’Keefe, AAII Houston, December 15, 2022, Download
November Income SIG Update
Frank Erzinger, AAII Houston, November 30, 2022 Download
Sector Rotation and Risk Management using AI-Driven Momentum ETF
Scott Juds, SumGrowth, November 30, 2022 Download
Recording: October Chapter Meeting – Session 2 with Wade Pfau
October 15, 2022 View Recording and Transcript
Recording: October Chapter Meetingm – Session 1 with Wayne Klump
October 15, 2022 View Recording and Transcript
5 Things Professional Traders Do That Most Retail Traders Don’t
Wayne Klump, Sleep Well Portfolio October 15, 2022 Download
Navigating the Important Decisions for Retirement Success
Wade Pfau, Ph.D., CFA, RICP, American College of Financial Services, October 15, 2022 Download
Retirement Solutions SIG: Managed Futures
Mike Muhle, AAII Houston, October 2022 Download
Retirement Solutions SIG: HIA Income SIG
Frank Erzinger, AAII Houston, October 2022 Download
Retirement Solutions SIG: Build Your Own Structured Note
Rohit Milstein, AAII Houston, September 2022 Download
Retirement Solutions SIG: Market Predictors – an Evaluation
John O’Keefe, AAII Houston, September 2022 Download
Retirement Solutions SIG: Market Review – Summer 2022
John O’Keefe, AAII Houston, September 2022 Download
Roth IRA Conversions: Pay Taxes Later Except for the Roth
James Lange, CPA, Attorney, Lange Financial Group, June 18, 2022 Download
Retirement Solutions SIG: Tips for Handling Tough Market Conditions
John O’Keefe, AAII Houston, June 2022 Download
Retirement Solutions SIG: A Little Doubt May Serve
Rohit Milstein, AAII Houston, June 2022 Download
Retirement Solutions SIG: Roth Conversion Plan
Russell van Nuis, AAII Houston, May 2022 Download
Retirement Solutions SIG: Roth Commodity Funds
Mike Muhle, AAII Houston, May 2022 Download
Retirement Solutions SIG: Market Outook
John O’Keefe, AAII Houston, May 2022 Download
What I’ve Learned from Financial Experts
Tom Dickson, Financial Experts Network, April 23, 2022 Download
Bond Bargains Are Here
Steve Shaw, BondSavy, March 19, 2022 Download
Retirement Solutions SIG: Commodities
Dan Marburger, AAII Houston, March 2022 Download
Retirement Solutions SIG: Private Investments
Keen Butcher, Butcher Financial, LLC, February 2022
Recommended Articles:
Dr. Chris Geczy of the Wharton School (a good overview)
Quant corner: adding alternatives to a traditional portfolio
Endowment Model: a brief history of the universe
Market Outlook
Nick Atkeson, Delta Investment Management, January 15, 2022 Download
Retirement Solutions SIG: Last Year’s Income Ideas Revisited Plus a Few More
Rohit Milstein, AAII Houston, January 2022 Download
2021
Long-term Care Insurance Options
Honey Luveen, Texas Long Term Care, October 16, 2021 Download
Retirement Solutions SIG: Managing Portfolio Risk
John O’Keefe, AAII Houston, August 2021 Download
Retirement Solutions SIG: Buffered Funds: What they are and how to create them
Mike Muhle, AAII Houston, July 2021 Download
Retirement Calculators
Ben Klein, AAII Houston, June 26, 2021 Download
Introduction to New Retirement
Michelle Dash, NewRetirment, June 26, 2021 Download
NewRetirement Demo Slides
Retirement Solutions SIG: Benefits of Alternative Investments
John O’Keefe, AAII Houston, June 2021 Download
Retirement Solutions SIG: Protect Wealth Using S&P Options and VIX Futures
Russ Kellites, AlphaCentric, May 2021 Download
Retirement Solutions SIG: Investing in the Robotics/Automation Industry
Brian Gahsman, AlphaCentric, May 2021 Download
The Power of Factor Rotation
Ryan Hessenthaler, Lunt Capital Management May 11, 2021 Download
What to do When a Strategy Performs Pooly
Larry Swedroe, Buckingham Wealth Partners, March 23, 2021 Download
Retirement Solutions SIG: Income Ideas
Rohit Milstein, AAII Houston, March, 2021 Download
The Case for Mining Equities
Matt Geiger, MJG Capital, March 10, 2021 Download
Seeking Reasonable Returns While Reducing Risk – A Practical Approach to Investing
Rob Bernstein, RGB Capital Group, January, 2021 Download
Retirement Solutions SIG: Why Gold Belongs in Your Portfolio
Dan Marburger, AAII Houston, January, 2021 Download
2020
Retirement Solutions SIG: Video Review: A Tail of Two Tails led by Mike Muhle, AAII Houston
Mel Farber, Cambria Investments, December, 2020 Download
Retirement Solutions SIG: Portfolio Insurance Methods for Stable Retirement Income
Mike Muhle, AAII Houston, November, 2020 Download
Mike’s recommended papers:
Dynamic Strategies Asset Allocation
Adaptive Asset Alocation Policies
Retirment Solutions SIG: Multifamily Development and Investments
Jim Hynes, Kaplan Companies, September, 2020 Download
Retirment Solutions SIG: Life Settlement Investments
John Swallow, Laurela Investments, August, 2020 Download
Retirment Solutions SIG: Investment Costs
Walter Steets, AAII Houston, June, 2020 Download
Using the Science of Investing to Create More Efficient Portfolios and Reduce the Risk of Black Swans
Larry Swedroe, Buckingham Wealth Partners, February, 2020 Download
2019
State of the World Markets and Investment Alternatives
Christopher Zook, CAZ Investments, November, 2019
Publicly Traded REITs are Essential Components of a Diversified Portfolio
Matthew R Werner, Chilton Capital Management , September, 2019 Download
Retirement Solutions SIG: Required Minimum Distributions (RMD’s) and Taxes, Social Security, Roth IRA’s,
Walter Steets, AAII Houston, September, 2019 Download
Retirement Solutions SIG: Retirement Asset Decumulation: A Multifaceted Challenge
John O’Keefe, O’Keefe Capital Partners LP, August, 2019 Download
2nd Quarter 2019 Market Update
Jim Cahn, Wealth Enhancement Group, April, 2019 Download
Cost Efficient Solutions for Transferring Your Wealth
Larry Smith, Wealth Enhancement Group, April, 2019 Download
Why You Should Invest in Corporate Bonds
Steve Shaw, BondSavvy, February, 2019 Download
Many Ways to Protect Family Wealth Capital Prior to Eldercare
Lou Annacone, American Eldercare Association nonprofit, January, 2019
2018
Simple but not Simplistic Investing at Home and Abroad
Alec Lucas, Morningstar Research Services, November 2018 Download
Managing Portfolio Risk: Why Special Situations Worked Then, Work Now and Are All But Unknown
Tom Jacobs, Partner, Huckleberry Capital Management, May, 2018
How to Use MACD in Your Trading: Pearls, Pitfalls, & a High-Yield Bond Strategy
Marvin Appel, President, Signalert Asset Management, March, 2018
Introduction to Diversification
Craig L. Israelsen, Ph.D., 7Twelve Portfolio, January, 2018 Download
2017
Generating Income in Retirement
Hal Ratner, Morningstar Investment Management, November, 2017 Download
Automated Investment Services
David A. Koenig, Investment Strategist, Schwab Wealth investment Advisory, September, 2017
Factor-Based Investing Inspired by Wall Street Greats
John P. Reese, CEO and Founder, Validea Capital Management, LLC, May, 2017 Download
Quantitative Momentum Indexes
Jack R. Vogel, PhD, alpha architect, March, 2017 Download
The Simplest Way to Increase Your Portfolio’s Performance
Wayne Connors, Founder, Retirement Investor, January, 2017 Download
2016
Long Term and Elder Care
Christina Lesher, J.D., Law Office of Christina Lesher, P.C., November, 2016 Download
Retirement Realities & Generating Income in a Low Rate Environment
Eddie Cohen, Chief Investment Officer, Stavis & Cohen Financial, September, 2016 Download
Portfolio Visualizer
Tuomo Lampinen, Silicon Cloud Technologies LLC, September, 2016 Download
Dual Momentum Investing
Gary Antonacci, Founder, Portfolio Management Consultants, May, 2016 Download
AAII Houston Chapter 