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. 

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NOTICE

AAII has directed local Chapters to cancel all meetings until further notice.

Only webinars are permitted.

You will receive notification when meetings resume if you are on the national list or our Chapter email list.

  The Pittsburgh and Cleveland Chapters will deliver a free webinar Tuesday, May 19, for AAII members beginning at 6:45 pm EST. 

FREE WEBINAR

May 19, 2020

"High Income in Turbulent Times "

marvin Appel, Ph.D., M.D.

President, Signalert Asset Management llc

Marvin Appel will present several strategies for earning investment income, potentially 5% to 6% or more, with risk management even in the face of economic uncertainty and low interest rates.  Strategies discussed will include trading corporate high yield and floating rate bond funds, selecting preferred stocks and covered call writing. In addition, Appel will provide his 2020 stock and bond market outlook.

ATTEND THIS meeting and learn:

• How to benefit from 5% yields in corporate high-yield bond mutual funds while managing risk,
• About preferred stocks yielding more than 6%,
• How to identify when market conditions are especially favorable for covered call writing.

ABOut marvin appel

Marvin Appel, Ph.D., M.D., is president of Signalert Asset Management in Great Neck, New York, which manages $210 million in client assets in mutual funds, exchange traded funds (ETFs) and individual stocks and bonds using technical analysis and active asset allocation strategies.  Appel is editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. Appel's books include "Higher Returns from Safe Investments: Using Bonds, Stocks and Options to Generate Lifetime Income" (Prentice-Hall, 2010), and "Investing with Exchange-Traded Funds Made Easy" (FT Press, 2006).  Appel also co-wrote "Beating the Market, Three Months at a Time" (Prentice-Hall, 2008). Appel has been featured on CNBC, CNNfn and CBS MarketWatch.

Saturday, Oct 17th Meeting

John kosar, chief market strategist, asbury research

President's Message

Like all Chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas, and time.  In return, they gain a unique opportunity to "rub shoulders" with experienced investors/leaders and to contribute in educating both other members and themselves.  Each of us will tell you that we get more value out of the work we do than what we put into it.

People move on, however, and if the Chapter is to continue, new leaders must step forward from time to time. If this opportunity calls you, come join our team: Work closely with and learn from generous, experienced investors.  You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. 

Ask one of us about how you can make a difference for others while improving your own investment skills.

-- Roy Taylor, President

AAII Cleveland Chapter Announcements

UPCOMING SIG MEETINGS

• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, TBA
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, TBA

  INVESTING SEMINAR

No seminars are currently scheduled.