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, November 19, 2019

How to Address Top Investor Concerns

Janet Brown, President

FundX Investment Group  

This decade's stock and bond returns are among history's best, yet many investors have failed to participate, stopped by concerns such as:

• Am I doing the best job possible managing my money?
• Will I outlast my money?
• How to select among too many choices?

Most people can pick funds that do well in an up market, but when the market inevitably turns down, they can encounter more volatility than expected.  What to do?

Professionals agree:  Choose a plan and stick to it.  The 50-year-old FundX Upgrading discipline is a proven plan, designed to exploit major market trends.  Janet will share the logic behind this strategy and outline the simple steps that focus on what matters

ATTEND THIS meeting and learn:

• Avoid the worst mistakes and position your investments for a variety of outcomes 
• Select funds and ETFs currently in favor and performing well
• Invest now, despite the fact that you can't know the future.

ABOut janet brown

Janet Brown leads the FundX Investment Group, a registered investment advisor since 1969.  The company manages accounts for individual investors, businesses, and retirement plans, publishes a monthly newsletter (NoLoad FundX), and offers FundX Upgrader funds through all major brokers.  
According to Marketwatch, she runs "the best-performing momentum strategy over the long term. Her acclaimed Upgrading approach has, for decades, helped investors use mutual and exchange-traded funds to build wealth, navigate changing markets, and meet lifelong investment goals. 

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, 14 Nov 2019
• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, 15 Oct 2019
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 10 Dec 2019

  INVESTING SEMINAR

No seminars are currently scheduled.

future chapter meeting announcement

• Date: Tuesday, January 21, 2020
• Speaker: George Emanuele, BNY Mellon Bank, Pittsburgh
• Topic: Economy and Market