The AAII Los Angeles Chapter is hosting a special web event that may be of interest to your SIG. First time visitors are invited to attend free as guests of the chapter: The event takes place on Saturday, August 19 at 9:00 AM PDT via Zoom.
Dividend Growers and Covered Calls: A Walk Toward Wealth
Presented by: Kevin Simpson
Founder & Chief Investment Officer, Capital Wealth Planning (CWP)
To Register please go to this registration link:
https://aaiila.org/august-2023-webinar-meeting-notice/
First time visitors can register for FREE!
In Listening to Kevin Simpson, you will get an insight on how a money manager digests and disseminates the constant market chatter to make clear decisive market moves no matter what the market cycle. You will get a "look behind the curtain" in navigating a bull, bear or even a range b found market and find ways to still make money no matter the market climate. Kevin will also discuss how historically you can hedge your portfolio in these incredibly sticky inflationary times.
Attend This Meeting and Learn…
· How dividend growers perform in any market cycle and how you can still make money.
· Investing doesn't have to be complicated; invest in names you know.
· From ordinary investor to seasoned professional, a guide on using covered call writing to enhance income.
Kevin Simpson is the CIO/Founder of Capital Wealth Planning, a $8BB money manager based in Naples, FL. The firm was founded almost 20 years ago with the premise of investing in blue-chip companies that have a history of raising their dividends and coupling it with covered call writing will lead to less volatility than the market and still achieve wealth over time. The ability to share these two important strategies to help improve returns is a passion that Kevin enjoys sharing.
Why Most Investors Underperform
Discussed By: Justin McNichols, CFA
Chief Investment Officer for Osborne Partners
The investment management industry has long focused on specializing in particular investment styles or investing in a specific style box. This methodology has led many professional and individual investors to dramatically underperform equity markets over time. In our experience, a style-agnostic approach leads to superior performance, a broader investment universe and better diversified investment portfolios.
Attend This Meeting and Learn…
Why a style box mindset is outdated.
Why most professional investors underperform markets.
Why most individual investors underperform markets.
To Register please go to this registration link:
https://aaiila.org/august-2023-webinar-meeting-notice/
First time visitors can register for FREE!
About the Speaker:
Justin McNichols is the Chief Investment Officer of Osborne Partners, and has over 25 years experience. Justin is a member of the Osborne Partners Investment Management Team, and became a principal of the firm in 2000. Previously, Justin was with Wells Fargo Asset Management. At Wells, Justin was head of equity research, and a member of the national growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of the CFA Society in San Francisco and also the CFA Institute. Justin received a Bachelor of Arts degree in Economics in three years and a MBA in Finance from the University of California at Irvine.
To Register please go to this registration link:
https://aaiila.org/august-2023-webinar-meeting-notice/
First time visitors can register for FREE!
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Hollis Wagenstein-Hurturk
AAII Chapter Liaison
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