AAII Austin Chapter

Knowledgebase

Webinars

• AAII Webinars

• AAII Chapter Meetings and Webinars

Chapter Meeting Presentation Slide/Video Archive

• Bill Hawes - Candor Asset Advisors

  • Jan 2023 - The Challenges and Opportunities in the U.S. Stock Market - slides - video

  • Nov 2021 - The Challenges and Opportunities in the U.S. Stock Market - slides - video

  • Oct 2020 - International Equity Investing Pros and Cons - slides - video

  • Dec 2019 - The Stock Market Today and the Opportunities & Challenges Before Us

  • Apr 2019 - Candor Asset Advisors - Retirement Planning

  • Sep 2018 - International Investing

  • Jan 2018 - Investing In A Rising Interest Rate Environment

  • Oct 2017 - Smart Beta Equity Strategies

• Craig Israelsen - www.7TwelvePortfolio.com

  • Nov 2022 - Portfolio Construction: A Handful of Observations from My 30+ Years of Research - powerpoint - brochure - video

• Robert Bernstein - RGB Capital Group

  • Oct 2022 - Seeking Reasonable Returns While Reducing Risk – A Practical Approach To Investing - slides - video

• Nick Atkeson - Delta Investmant Management LLC

  • May 2021 - Managing Stock Market Risk, Key Metrics to Follow - slides - video

• Patrick Keogh - Make Your Family Rich (link to book)

  • Sept 2020 - Make Your Family Rich! (presentation)

• Larry Swedroe - The BAM Alliance

  • June 2020 - What To Do When An Investment Strategy Performs Poorly

• Dana Samuelson - American Gold Exchange

  • Feb 2020 - Economic Factors That Drive The Price of Gold and Silver

• Derek Hageman - AAII

  • Jan 2020 - How to Analyze Dividend Stocks

• Lou Annacone - American Eldercare Association

  • Nov 2019 - The New Eldercare Reality for Your Children - and You

• Scott Juds - SumGrowth Strategies, LLC

  • Oct 2019 - Merlyn.AI

• Henry Yoshida - Rocket Dollar

  • Oct 2019 - Self Directed Retirement Portfolios

• Marcus Selva - Snowden Lane Partners

  • Sep 2019 - The Psychology of Investing - (Blackrock Presentation)

• Paul Martin - Martin Capital Advisors

  • May 2019 (San Antonio) - Effect of Asset Allocation & Distributions On Investment Performance

• Matt Werner - Chilton Capital Management

  • May 2019 (Austin) - Publicly Traded REITs are Essential Components of a Diversified Portfolio

• Kevin Carter - Big Tree Capital

  • Mar 2019 - The Future of Emerging Markets

• Pat Keogh

  • Jan 2018 - Multigenerational Estate Planning

Special Interest Group Presentation Slides

• Jan 2020 - Ken Biggs - Investing In Preferred Stocks

Interesting Tools/Reports on AAII.com

• Stock Strategies
  If you haven't investigated the AAII Stock Strategy Screens, you really owe it to yourself to look through them.

• Stock Screen Performance History
  More detailed performance data on the AAII Stock Strategy Screens performance.

• Stock Screen Risk & Return Report
  Risk and return data for AAII stock screens.

• AAII Investor Updates
  Latest article from the Editor.

• VMQ Analyzer
  Enter your stock symbol and click Analyze. While the Value/Momemtum/Quality Score is interesting, I especially like the Snapshot tab information.

• AAII Member Discounts
  Discounts on products or services with your AAII membership

 

Other Links

• Candor Asset Advisors Research and Presentations

• Downloadable book Conquering The Seven Faces of Risk by Scott Juds

• Matt Werner's Monthly REIT Outlook Newsletter

• Hoisington Management Quarterly Economic Review and Outlook

• Tuomo Lampinen's Portfolio Visualizer Tool