OPTIONS and ANALYSIS SIG
Moderator: Lowell Carthy
Participants will benefit from a combination of tutorial presentations and active discussions. Participant experience ranges from initial learning to active traders. We work closely with the AAII Stock Screen Simulations and Investment Protection SIGs.
AAII STOCK SCREEN SIMULATIONS SIG
Moderator: Karen Kaminer
The goal of this SIG is to familiarize members with the wide range of stock strategies and investment approaches provided by AAII.
We will study fundamentals, dividend yields, earnings growth etc. to assess the WHAT to buy or sell, and use various technical signals to assist us with the WHEN to buy or sell a specific stock. Our astute members are encouraged to bring ideas to discuss.
This SIG will also be utilizing strategies to derive income on holdings by using calls and puts if/when appropriate.
We work closely with the Options and Analysis and Investment Protection SIGs.
PERSONAL FINANCE & POST-RETIREMENT PLANNING SIG
Moderators: Urban Adams & Joyce Morningstar
Due to greater uncertainties, financial planning after retirement becomes more challenging. We all want to make good decisions. Where most investors get into trouble is not in their intent, it’s in their emotions and habits. The SIG’s focus is educating members how-to make informed financial decisions which are in their best interest. Our group welcomes different viewpoints and participation from both experienced and new investors
INVESTMENT PROTECTION SIG
Moderator: Clark Mills
Focuses on wealth protection in perilous times, imparting improved skills and strategies to help protect your portfolio and increase your wealth. Complements the fundamental work of the AAII Stock Screen Simulations and Options & Analysis SIGs.
ESTATE PLANNING & ADMINISTRATION SIG
Moderator: Kristel K. Patton
There are many misconceptions surrounding estate planning and estate administration. This SIG will help sort the truth from fiction by focusing on various estate planning and administration topics, including using trust-based estate plans to plan for incapacity and death; advance health care directives; using powers of attorney; differences in probate and trust administration; and how to organize your affairs to aid in efficient and cost-effective administration of your estate.