Saturday, April 19, 2025
Online Only
9:30 am –10:15 am (Central Time)
Income Investing SIG Meeting
Update on Income Portfolio
with Frank Erzinger, AAII Houston
Following a review the performance of the AAII Houston Income portfolio, Frank will update us on changes in fund families including exchange traded, closed end, and mutual.
10:30 am – noon (Central Time)
My Favorite Indicators: Tools for Navigating Today's Markets
with Rob Bernstein, RGB Capital Group
Join Rob Bernstein, Registered Investment Advisor and President of the AAII San Diego Chapter, for an educational session highlighting some of the most effective indicators used to analyze market trends and manage investment risk. Rob will share how these tools can enhance decision-making, identify key inflection points, and provide clarity during periods of market uncertainty. Whether you're a seasoned investor or just starting out, you'll gain practical insights to help you navigate the markets with greater confidence.
What You'll Learn:
• How to interpret key market indicators that signal shifts in trend or investor sentiment
• Which metrics can help assess risk and opportunity across various asset classes
• How to apply a weight-of-the-evidence approach to build a more disciplined investment strategy
Presentation: A copy of Rob's presentation may be accessed from the AAII Houston website in the week prior to the presentation.
Registration: This meeting will be online only. Please register for the meeting at AAII Houston April Chapter Meeting. Registration is free for everyone. After registering, you will receive a confirmation email containing information about joining the meeting.
Robert Bernstein has been managing his personal money and money for family members since 2003. As a result of the 2008 Financial Crisis and his passion for helping others manage risk, Mr. Bernstein changed careers and started to manage money professionally in 2009. Prior to starting RGB Capital Group, he was a consultant with Deloitte & Touche for over 11 years and then the Chief Information Officer for Newland Communities, a residential real estate land developer. Mr. Bernstein is responsible for all client relationships and serves as the lead portfolio manager for all RGB Capital Group investment strategies. He holds the following degrees and designations:
- MBA, Finance and Accounting, University of Rochester, New York
- BA, Quantitative Economics and Decision Sciences, University of California, San Diego
- Series 65 License
- CPA (Retired)
- President – San Diego Chapter, American Association of Individual Investors (AAII)
- Secretary – National Association of Active Investment Managers (NAAIM)
------------------------------
WALTER STEETS
------------------------------