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.
Long regarded as a reference for fund information, Morningstar’s websites, publications, and tools offer a “pull-no-punches approach to investment research” that empowers investors with resources to reach their financial goals. Using bottom-up research by the firm’s equity analysts, Christine Benz will share Morningstar’s outlook for multiple facets of the stock market. She’ll also discuss the analysts’ best ideas across a swath of vehicles including stocks, mutual funds, and exchange-traded funds. Finally, she’ll present model retirement portfolios composed from the firm’s top-rated mutual and exchange-traded funds.
Christine Benz is Director of Personal Finance for Morningstar and senior columnist for Morningstar.com. She wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and co-authored the Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success. The latter was a 2003 national bestseller and followed by a 2005 second edition. Before assuming her current role in 2008, Benz also served as Morningstar's Director of Mutual Fund Analysis.
REGISTRATION/SOCIAL: 6:30 AM to 7:00 PM
PROGRAM: 7:00 PM
Mail check, payable to AAII, in advance to:
2000 Ginoria Court
Export, PA 15632
OR REGISTER ONLINE
Comfort Inn Conference Center
699 Rodi Road, Churchill 15235
No seminars are currently scheduled.
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The Chapter Picnic will be held on Saturday, August 13, 2016 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 President