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, March 19, 2019

The Education of an Index Investor

Rick ferri, CFA:

Index funds and ETFs are some of the most talked-about investment topics of the past decade.  There's good reason:  Overwhelming evidence shows index-tracking funds have outperformed most actively-managed ones.

Successful index investing, however, requires more than a general familiarity with the approach.  Rick Ferry will describe the journey of discovery that constitutes the Education of an Index Investor:  

• Successful investors progress through Four Stages to overcome thinking muddled by biases, blind spots, and unnecessary complexity.
• Long-term success distinguishes general investment philosophy from personal portfolio strategy and executes the latter with consistent discipline.
• Simplification and Downsizing reduce portfolio clutter.

Attend this meeting and learn:

• Four Stages along the path to index-investing mastery
• Three abilities that successful investors display
• How portfolio simplicity and downsizing benefit investors and their heirs.  

About rick ferri

Rick Ferri's investment career spans three decades of empowering people to achieve their goals by embracing a low-cost philosophy.  He serves the investment industry through consulting for individuals and advisors, model-portfolio building, publishing, and speaking.  Rick earned a B.S. in Business Administration (U of RI), an M.S. in Finance (Walsh College), and holds a CFA charter.  He has written seven books and hundreds of articles on low-cost investing.

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, 9 May 2019
• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, 5 Mar 2019
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 30 Apr 2019

  INVESTING SEMINAR

No seminars are currently scheduled.