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7 Investor Challenges in Today's Ever-Changing Markets
by Janet Brown, Managing Director, One Capital Management
After one of the most challenging years ever for both stocks and bonds, are you ready for the new environment ahead?
The 50-year old FundX strategy is designed to help you take advantage of major market trends. Recent stock and bond markets are among history’s most challenging and many investors are unsure if they are doing the best job managing their money.
Success is hard with lower returns, higher taxes and inflation. Will your money last your lifetime?
What to do? Most professionals agree that the most important thing you can do as an investor is to have a plan and then stick to it. Janet will share solutions behind the FundX Upgrading discipline and the simple steps it takes to focus on what matters.
Meeting Details
Date:
Saturday, March 11, 2023
Time:
9:00 am Registration, Social, Coffee
9:30 am Chapter business
9:40 am 7 Investor Challenges in Today's Ever-Changing Markets by Janet Brown, Managing Director, One Capital Management
11:15 am Refreshments
11:30 am Technical, cyclical, geocosmic and geopolitical forecast for the major markets for the months and year ahead - Mark Leibovit Editor and Publisher - Leibovit VR Newsletters
12:00 pm Door Prizes
12:10 pm Investment Protection SIG – Clark Mills, SIG Leader
1:15 pm AAII Fundamental Stock SIG – Karen Kamenir, SIG Leader
Location:
Jewish Community Campus
12701 North Scottsdale Road, Scottsdale, Arizona
Drive on 101 to exit 40 [E. Cactus Road]
Drive 2 miles west on E. Cactus to N. Scottsdale Rd.
Turn right on N. Scottsdale Rd. The Center is 1/8 mile on your right.
Payment Options:
Mail in advanced registration - $9.00 [fee has not increased in 22years]
On-line with Eventbrite - $12:00 [includes Eventbrite’s commission]
At-the-door registration - $15.00
Register in advance by:
mailing your $9.00 check with the meeting date on it to:
Terry Karpinski
319 E Catalina Lane
Queen Creek, AZ 85140
Mail in advance registration must be received by the registrar March 9th, 2023
Or on-line with Eventbrite for $12.00
Eventbrite registration link:
https://www.eventbrite.com/e/aaii-phoenix-chapter-february-meeting-tickets-498058264677
Eventbrite advance registration must be done by March 9th, 2023
The afternoon SIG meetings are included in the Chapter meeting fee.
12:10 pm to 1:10 pm
Investment Protection SIG Presentation
Presented by: Clark Mills
1:15 pm to 2:15 pm
AAII Fundamental Stock SIG Presentation Presented by: Karen Kamenir
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement
CHAPTER MESSAGE
We have a new program by chapter members: What Works for Me – Financially
If you are interested in making a 20 minute presentation on the broad subject at our Chapter meeting, contact me at areamer@mindspring.com
Thank you,
Allen Reamer, Chapter President |
