AAII Washington D.C. Metro Chapter

communities_1.jpg
 View Only
Back to discussions
Expand all | Collapse all

Invitation to Attend October 11 Mega-Event Webinar with Paul Merriman and Chris Pedersen

  • 1.  Invitation to Attend October 11 Mega-Event Webinar with Paul Merriman and Chris Pedersen

    Posted 09-26-2023 17:16
    Edited by Hollis Wagenstein 09-28-2023 11:59
    • The AAII NYC Chapter cordially invites you to attend a special two-part mega-event featuring two of our most popular speakers, Paul Merriman and Chris Pedersen;

    Date:                     Wednesday, October 11Time:                     6:30 PM ET, 5:30PM CT. 4:30 PM MT, 3:30 PM PTPlace:                    Online, via ZoomRegister:              https://us02web.zoom.us/webinar/register/WN_EHG4t7IeSiCGs8DfcAYxLQ 

    Part 1:  The Case for Small-Cap Value: the Good, the Bad, and the Ugly (Paul Merriman) 

     Part 2:   Two Funds for Life & Best-in-Class Fund Selection (Chris Pedersen) 

     

    Few equity styles generate as much love and hate as small-cap value.  It boasts impressive long-term returns, but the ride can be rocky.  The silver lining to that dark cloud is diversification.  Portfolios that include an allocation to small-cap value have increased returns more than they've increased risk and been more resilient.  This presentation looks at small cap value performance from seven different points of view.  Come see how small-cap value can help in accumulation or retirement and the easiest ways to get and use it for a lifetime. 

     

    What you'll learn: 

    1. Why small-cap value deserves a place in your portfolio 

    2. How and why you need to right-size your small-cap value allocation 

    3. What to expect when it's combined with a target-date fund in accumulation and retirement 

    4. How to choose small-cap value funds with the highest expected returns 

     

    Registration is free and open to all, but you must register to attend. See you there!



    ------------------------------
    Hollis Wagenstein-Hurturk
    AAII Chapter Liaison
    ------------------------------