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.
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:
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.
PROGRAM REGISTRATION: 7:00 PM to 7:30 PM
PROGRAM: 7:30 PM to 9:00 PM
COST: In advance (by Saturday May 11), $10/person
COST: At the door (space permitting), $14/person
LOCATION: Comfort Inn Conference Center
Please note: 2nd Tuesday, not the 3rd Tuesday
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Access archived SIG presentations
The Chapter Picnic will be held Saturday, August 10, 2013 at Settlers Cabin Park.
There are no investing seminars scheduled at this time.