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.
Brian Koble, CFA, Director of Research, Hefren-Tillotson
Recent decades have seen exchange-traded funds (ETFs) and mutual funds, especially index funds, become increasingly sophisticated and numerous. Meanwhile, exploiting internet resources, individual investors have also become smarter. Many private portfolios, however, still return disappointing results despite holding prominent, "five-star" funds. What's going on?
One major pitfall lies in timing: buying or selling a good investment at a bad moment. Brian Koble will prescribe means to escape seduction by greed, fear, and incentives -- classic "behavioral finance" traps -- and will prepare investors to better evaluate potential value and timing opportunities in funds and ETFs. Join us and learn how to identify and avoid common buy/sell mistakes, evaluate an investment manager, and understand the diverse fund universe, including "smart beta" strategies.
Attend this meeting and learn:
About Brian Koble
Brian J. Koble is Director of Research in Hefren-Tillotson's investment advisory group, where he supports the in-house advisor network and the investment advisory group with security selection and monitoring, market updates, and investment strategies affecting more than $9 billion in assets.
Brian graduated from Grove City College, earned a Master's degree in Economics from the University of Detroit Mercy, and graduated from the Securities Industry Institute at the Wharton School of Business. A Chartered Financial Analyst (CFA®), he also holds FINRA series 7, 66, 86, and 87 qualifications.
Brian's commentary on investments is regularly featured in local and national media, and he is a frequent guest on the popular "Your Money & You" show, heard Sunday mornings on KDKA radio.
REGISTRATION/SOCIAL: 6:30 to 7:00 PM
PRESENTATION: 7:00 PM
NOTE: *NEW* MEETING LOCATION - SEE BELOW
To pre-register and pay you may either:
Pay online using PayPal or Credit Card
Mail check, payable to AAII, to:
2000 Ginoria Court
Export, PA 15632
NOTE MEETING LOCATION:
Regional Learning Alliance
850 Cranberry Woods Drive
Cranberry Township 16066
The 2008 Credit Crunch - when many people lost their homes while others prospered from discovered opportunities - was only a mild “first taste” of painful deleveraging to come. Prepare yourself now to survive and thrive through the coming debt crisis. DETAILS.
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Access archived SIG presentations
The Chapter Picnic was held on Saturday, August 8, 2015 at Settlers Cabin Park.
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. You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. In particular, we’re currently seeking someone to assist in preparing our meeting announcements. Several members contribute to the process, and the Announcements Coordinator role is straightforward: Transfer information into AAII’s web-based form. Please contact one of our leaders if you’d like to play on our team.
—Roy Taylor, Pittsburgh Chapter Vice President