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, September 18, 2018

Tweets, Tariffs, and Taxes

Carrie Coghill, President & CEO, COGhill investment Strategies

Carrie Coghill has spent her career creating and implementing investment strategies based on traditional investment-management concepts and enhanced with global macroanalysis.  Her approach builds on a theoretical foundation and adapts to changing global economic, fiscal, and political conditions. 

This presentation will focus on obtaining clarity in a world evolving rapidly, both economically and politically.  Carrie’s data-driven analysis helps distinguish important information from news-noise.  Individual investors can exploit a similar understanding of major economic, industrial, and perceptual shifts to manage risk.  Carrie will discuss how today’s global conditions may directly or indirectly affect your personal investments. 

Attend this meeting and learn:

• How to determine the economic impact of current events
• How to assess the risk of a portfolio
• How to manage a portfolio proactively without becoming a market timer.

About Carrie Coghill

Carrie Coghill is CEO/President of Coghill Investment Strategies in Pittsburgh, PA.  Over her 30-year career, she has emphasized independent research and customized wealth-management solutions.  Both Forbes and Barron’s have recognized her as one of American’s Top Wealth Advisors.  She has contributed on CNBC and was featured in The Winner’s Circle IV:  Wealth Management Insights From America’s Best Financial Advisors.

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

• IBD SIG (held at Panera Bread, Penn Center East, Wilkins Township)
  Brett Pechersky <pecherskyb@yahoo.com>
  Start time:  7:00 p.m., Thursdays, to be announced
• Rational Investing SIG
  Herb Geissler <HEGeissler@aol.com>
  Start time:  7:00 p.m., Thursday, 8 Nov 2018
• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, 16 Oct 2018
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 9 Oct 2018

  INVESTING SEMINAR

No seminars are currently scheduled.