AAII New York Chapter

Our October Webinar features Dr. Marvin Appel, returning to our chapter to reprise his popular presentation on "Inflation, Rising Interest Rates and Your Investments". The event is free to all (although donations will be gratefully accepted), but registration is required. 

Date:                                       Wednesday, October 12, 2022

Time:                                       6:30 PM Eastern Time

Registration Link:                 https://us02web.zoom.us/webinar/register/WN_LWOMBzJJShS0I_vYNVROiw

Login details will be provided upon registration. The presentation is being recorded, and all AAII members who register for this event will be given the recording link within a week after the event has concluded.

About the Program:

Inflation has hit its highest levels in 40 years. As a result, for the first time in a generation, investors will have to deal with a Federal Reserve that is tightening and no longer has the flexibility to support asset prices with easy money. How should stock and bond investors navigate this new, potentially dangerous landscape? The presentation will look at market history to reveal which areas of the stock and bond markets have done best for investors during periods of high inflation and rising interest rates. It could be possible to keep up with inflation if you choose the right investments.

At this program you will learn:

• Which investments have done well during periods of high inflation
• Which areas of the stock market have done well when inflation was high
• Which areas of the bond market are promising even while the Fed is raising rates and inflation is high

About Dr. Appel:

Dr. Marvin Appel is a financial advisor at Siena Wealth Advisory Group, part of Ameriprise Financial. From 2012-2022 he was president of Signalert Asset Management in Great Neck, NY which, until its recent merger with Siena, managed $260 million in client assets in mutual funds, exchange-traded funds using technical analysis and active asset allocation strategies.

His books include "Higher Returns from Safe Investments: Using Bonds, Stocks and Options to Generate Lifetime Income" (Prentice-Hall, 2010) and "Investing with Exchange-Traded Funds Made Easy". Dr. Appel and his father have also written, "Beating the Market, Three Months at a Time", published by Prentice-Hall and released in January, 2008.

He originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital. He concurrently earned a PhD in Biomedical Engineering from Harvard University. However, in 1996 he changed careers and has since put his engineering and computer training to work in analyzing the stock and bond markets.

We look forward to welcoming you to this exciting and informative program!