AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, November 2nd  2019 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, November 2, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
 
(driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Asset Allocation, Growth and Income in a Slow Growth /Low Yield World.

PRESENTATION OVERVIEW: 
Asset Allocation, Pursuing Growth and Income in a Slow Growth / Low Yield World. Bridging the gap between long-term investment assumptions and current conditions. Managing sequence of return risks. Combining the merits of strategic and tactical asset allocation. Managing both stock and bond market risks. When, why and how I use Cash, Gold, REITs and Options. Why I combine stocks, ETFs and mutual funds in portfolios. The power of clear, attainable goals.

ATTEND THIS MEETING TO LEARN: 
1. Thriving through up and down markets.
2. Generating growth and income in a low yield world.
3. Reaching short and long-term goals by aligning with current conditions.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Jason Browne
President, Alexis Investment Partners, LLC. (Bethlehem, PA )
www.alexisinvests.com

Jason Browne

Speaker Biography:
Jason Browne is President of Alexis Investment Partners (AIP). He is a frequent guest on Bloomberg, TD Ameritrade Network, Money Life, CNBC, Nightly Business Report and others. Prior to founding AIP, Browne was a Chief Investment Strategist and Portfolio Managers for more than 25 years and is considered an expert in ETFs, mutual funds, trading / hedging strategies, asset allocation and technical analysis. At Alexis Investment Partners, Browne works directly with clients as a wealth manager and financial planner. Browne invests his family assets and client portfolios by combining stocks, ETFs, mutual funds, options strategies and insurance to manage risk and fund both long and short-term needs. Browne’s active approach seeks to adapt to changing markets and reduce sequence of returns risk through tactical asset allocation and clear goals.

Charge/Fee: 
$5 per person and per guest with pre-registration before October 30
$7 per person and per guest with pre-registration after October 30
$10 per person at-the-door if you are not pre-registered



Copyright 2019 Michael B. Herr. All rights reserved.

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