AAII Cleveland Ohio Chapter

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What to Know About Equities

  • 1.  What to Know About Equities

    Posted 22 days ago
    Edited by DENNIS LEWIS 2 days ago

    The AAII Austin/San Antonio, Cleveland, Michigan, New York City and Sacramento Chapters Present:

    An Educational Webinar

    What to Know About Equities

    November 19 2025

     

     

    With US, Magnificent 7 and AI-related stocks near record highs, where are the opportunities and dangers in equities today? Should you stand pat or change your allocation?

    What You Will Learn

    ·      What are the characteristics (frequency, duration, average loss) of stock bear markets?

    ·      What are current indicators telling us about the likelihood of a near-term recession?

    ·      Does history provide valuable clues on the intermediate-term stock return outlook?

    ·      Does US large cap stock concentration represent a risk or opportunity?

    ·      Where are there relative opportunities: international, value, small cap, quality, low volatility, momentum and/or sectors?             

     

    Webinar Presenter:
     
    Bill Hawes, CFA, CFP®
     

    Bill Hawes serves as President & Chief Investment Officer for Candor Asset Advisors®, a registered investment advisory firm in Austin, Texas. Bill has over 27 years of investment management experience. Prior to founding Candor Asset Advisors®, Bill served as an equity portfolio manager and/or equity analyst at Franklin Templeton, Engemann Asset Management and Century Management. He also co-managed equity portfolios for institutional clients such as CalPers, Mitsui Trust, Norges Bank and Penn Mutual and for high net worth clients.

    Bill earned his BBA from the University of Texas at Austin in 1993 and MBA from the University of Southern California in 1998. Bill has also earned the right to use the Chartered Financial Analyst and Certified Financial Planner designations.

    Webinar Replay

    Program Slides