AAII - Pittsburgh Local Chapter

AAII Pittsburgh

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 14, 2013

The Great Rotation 

discussed by: 

Wade M. Wilson, Vice President, Senior Financial Adviser, Merrill Lynch.

The era of bond dominance has ended; stocks have now outperformed bonds over the past one-, three-, and even ten-year periods.  Behavior in the "Three B’s" — Bricks, Banks, and Bonds — hint that a rotation has begun in the US economy.  This activity has nurtured a revival in the housing market and in banks.  Anticipating that the shift from bonds to stocks will further strengthen, Merrill Lynch / Bank of America continues to foresee a high-liquidity, low-growth environment.  In our view, if bond yields begin to rise, along with construction and banking, then a major shift in asset allocation will be warranted.

Wade Wilson will expand on these themes and provide specific, research-driven ideas on where to allocate new funds to take advantage of a massive money-flow into stocks.  Wade will identify both sectors and individual securities that offer the best opportunities for participating in the “Great Rotation”.

Attend this meeting and learn: 

1. How to manage emotions by focusing on goals and not on day-to-day movements of a particular market.
2. How high net-worth individuals have positioned their portfolios over the last several years and where they are moving today.
3. Investment ideas and strategies from one of the biggest and most respected Wall Street firms. 

REASONS TO ATTEND:

About WADE WILSON

Wade M. Wilson is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management.  He leads a team that provides customized investment solutions for high net-worth individuals and families, and he applies a holistic and goals-based approach in working with clients to develop comprehensive plans.  Wade specializes in investments, estate and trust planning, insurance, and annuities.  He and his team manage $450 million+ in client assets.  Mr. Wilson has several times been included among Pittsburgh’s 5-Star Wealth Managers.

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