AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, June 1h, 2019 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, September 7,  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--  Mutual Funds or ETFs: Should you own one, the other or both?  

PRESENTATION OVERVIEW: 
Conventional wisdom has become that exchange-traded funds (ETFs) are “better” than traditional mutual funds, and that “smart-beta” funds are the highest evolution of the ETF. It’s why traditional funds have been abandoned by a lot of ordinary investors who question whether they remain an effective financial tool. This session will help you sort the truth from the fiction, the reality from the marketing hype and challenge conventional wisdom to help you decide if what you own – and what you are looking at – is really right for you and capable of reaching your goals.

ATTEND THIS MEETING TO LEARN: 
1. How traditional funds and ETFs can work together in a portfolio.
2. What smart-beta funds are, and whether they truly are smarter.
3. What “stupid alpha” is and whether you look for it in your funds, your adviser or your mirror.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Chuck Jaffe
Radio/Podcast Host, “MoneyLife”
www.moneylifeshow.com

  Chuck Jaffe

Speaker Biography:
Chuck Jaffe is a syndicated financial columnist and the host of “Money Life with Chuck Jaffe,” a one-hour weekday financial talk show (moneylifeshow.com). He is the author of several books, including “Chuck Jaffe’s Lifetime Guide to Mutual Funds,” “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.”

Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and his “Your Funds” column continues to be the most widely read feature on mutual fund investing in America. Chuck’s columns ran weekly in the Baltimore Sun for more than 15 years.

Charge/Fee: 

$5 per person and per guest with pre-registration before September 4
$7 per person and per guest with pre-registration after September 4
$10 per person at-the-door if you are not pre-registered




Please list the names of GUESTS that will be attending the meeting with you:

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, September 7 meeting.

No I can not attend the meeting.




Copyright 2019 Michael B. Herr. All rights reserved.

This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.