Saturday, March 11, 2023

9:00 Registration, Social, Coffee

9:30 Chapter business

9:40 Investor Challenges in Today's Ever-Changing Markets by Janet Brown,

Managing Director, One Capital Management

11:15 Refreshments

11:30 2022 was an unpredictable year. Will 2023 bring more Volatility? Mark Leibovit Editor and Publisher - Leibovit VR Newsletters

12:00 Door Prizes

12:10 Investment Protection SIG – Clark Mills, SIG Leader

1:15 AAII Fundamental Stock SIG – Karen Kamenir, SIG Leader

Investor Challenges in Today's Ever-Changing

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.

You will Learn

 Tips to help you avoid the worst mistakes and position for a variety of outcomes.

 Strategies designed to help maximize after-tax returns in the changing world of funds and ETFs.

 Insights on how to invest now when you can’t know the future.

Janet Brown led FundX Investment Group through good markets and bad. FundX is now a division of One Capital Management, a global private wealth management company with a client centric approach focused on the unique financial and life circumstances of each individual, family, and institution. For decades, FundX’s acclaimed Upgrading strategy has helped investors use funds and exchange-traded funds (ETFs) to build wealth, navigate changing markets, and meet lifelong investment goals. FundX is known as the publishers of its longtime FundX newsletter; the firm also offers a series of actively managed funds and ETFs available through major brokers.

Technical, cyclical, geocosmic and geopolitical forecast for the major markets for the months and year ahead - Mark Leibovit Editor and Publisher

11:30 – 12:00 p.m.

For over forty-three years, Mark Leibovit has been known as one of the leading technical and cyclical analysts in the world, the creator of his trademarked Volume Reversal (tm) indicator, and Annual Forecast Model all found at VRtrader.com.

Most recently, he was ranked the #1 US Market Timer in 2019. Mr. Leibovit's extensive media television profile includes seven years as a consultant Elf on Louis Rukeyser's Wall Street Week television program, and over thirty years as a market

monitor guest for the PBS show, The Nightly Business Report with Paul Kangas, along with being quoted in every major financial publication. Mark was a 'Market-Maker' on the Chicago Board Options Exchange and serviced as Director of Research for two Chicago-based brokerage firms. Mark Leibovit's VR (Volume Reversal) indicator is available on the MetaStock Add-on platform.

Investment Protection SIG - Clark Mills, SIG Leader

12:10 to 1:10 p.m.

This SIG focuses on wealth protection in perilous times. Foreseeable market volatility, inflation and other factors promise significant wealth destruction for the uninformed. Improved skills and strategies can help protect your portfolio and increase your wealth

AAII Fundamental Stocks SIG - Karen Kamenir, SIG Leader  

2:15 to 3:15 p.m.

The goal of this AAII-SIG is to familiarize members with a range of investment approaches and strategies. We study the Fundamentals of a specific industry, sector or individual stock, then finally apply technical tools. With focus on Dividend Paying Stocks, we work to enhance our returns using options for premium income as well. Members are encouraged to participate

Meeting 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 your $9.00 check with the meeting date on it to:

Terry Karpinski

319 E. Catalina Lane

Queen Creek, AZ 85140

The advance mail registration must be received by the registrar by March 9 th

On-line registration with Eventbrite - $12.00

This is the link:

https://www.eventbrite.com/e/aaii-phoenix-chapter-march-meeting-tickets-527758839897

On-line registration must be done by March 9 th

At-the-door registration - $15.00

Meeting details related to the Covid Pandemic:

Please Read the AAII COVID Protocol for In-Person Meetings

In-Person Attendee Acknowledgement