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JAMES HOFFMANN

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You're Invited to this Saturday's Double feature on the Social Security System and Medicare

Posted By JAMES HOFFMANN 05-08-2025 13:51
Found In Egroup: Tax Strategies \ view thread
Good morning from AAII San Diego. You are welcome to join us this Saturday for another informative and engaging event. Please click here to read the full announcement on our AAII San Diego community page. Here are the quick links to register. Please note that we will post the recording and slides to ...

Your invitation to Christine Benz's presenation at AAII San Diego on November 9th.

Posted By JAMES HOFFMANN 10-30-2024 01:09
Found In Egroup: Women Investors \ view thread
In 2020, Barron's named Christine Benz to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron's named her as one of the 10 most influential women in wealth management. She is making a return visit to the San Diego Chapter and your are ...

“10 Key Lessons for Retirement Success” by Christine Benz,

Posted By JAMES HOFFMANN 10-26-2024 05:28
Found In Community: AAII San Diego Chapter Events
Saturday, November 9, 2024 “10 Key Lessons for Retirement Success” by Christine Benz We are excited to announce that Christine Benz is returning to AAII San Diego! Since her last visit, she has published a book entitled "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy ...

AAII Sam Diego Risk Management SIG this Wednesday

Posted By JAMES HOFFMANN 06-24-2024 19:36
Found In Egroup: AAII San Diego Chapter \ view thread
Risk Management SIG Meeting Wednesday, June 26 @ 5 pm PDT Zoom Meeting - Register Hi Rob, The next San Diego AAII Risk Management SIG meeting is scheduled Wednesday, June 26 at 5 pm. We will review the low volatility groups that we follow in this group that allow individual investors to access ...

2024 Year Ahead Economic Outlook

Posted By JAMES HOFFMANN 12-22-2023 01:26
Found In Community: AAII San Diego Chapter Events
Saturday, January 13, 2024 at 9 AM PST "2024 Year Ahead Economic Outlook" by Andrew Reilly Please join our next meeting on Saturday, January 13, 2024, at 9:00 AM PST . Our speaker, Andrew Reilly, Market Director, Principal Global Investors , is returning for his fifth appearance ...

AAII San Diego Options Sub group, Saturday, November 18th, 9 am PSD "Calendar Spreads II & SPX Trade Idea"

Posted By JAMES HOFFMANN 11-15-2023 15:45
Found In Egroup: AAII Orange County Chapter \ view thread
This AAII San Diego Option Trading Special Interest Group Zoom meeting will take place this Saturday, November 18, at 9:00 am PT. We will review the basics of calendar spreads and discuss aspects of calendar trade management. In addition, a trade idea will be presented. This is a high probability (for ...

How Digitization Is Transforming India

Posted By JAMES HOFFMANN 11-09-2023 13:00
Found In Library: AAII San Diego Chapter
Link to a video interview on digitization of the Indian economy.

Rethinking Emerging Markets: The Driver of Global Growth” by Kevin Carter

Posted By JAMES HOFFMANN 11-09-2023 12:57
Found In Library: AAII San Diego Chapter
Youtube recording of presentation

October 21, 2023, “Rethinking Emerging Markets: The Driver of Global Growth” by Kevin Carter

Posted By JAMES HOFFMANN 11-09-2023 12:53
Found In Library: AAII San Diego Chapter
Presentation slides

"Applying Systematic Technical Analysis to Manage Risk", Katie Stockton, CMT

Posted By JAMES HOFFMANN 09-07-2023 00:35
Found In Library: AAII San Diego Chapter
The slide presentation for Katie Stockton's brief detailing systematic technical analysis to manage risk.

"Applying Systematic Technical Analysis to Manage Risk", Katie Stockton, CMT

Posted By JAMES HOFFMANN 09-07-2023 00:30
Found In Library: AAII San Diego Chapter
Katie shared her long-standing methodology to help you manage risk in a challenging market. She will discuss her approach and demonstrate how to use her most valuable concepts and tools to be on the right side of the trend. Katie will show how she puts these inputs together to arrive at ...

AAII's Essential Investing Principles and Strategies

Posted By JAMES HOFFMANN 08-19-2023 15:38
Found In Community: AAII San Diego Chapter Events
Saturday, September 9, 2023, 9 AM PDT "AAII's Essential Investing Principles and Strategies " Join us for our next in-person meeting at our La Jolla/UTC facility to network with other like-minded investors and gain the perspective of AAII Senior Technical Analyst Ray Rondeau . Ray is the ...

July 8, 202,Katie Stockton, CMT: “Applying Systematic Technical Analysis to Manage Risk”

Posted By JAMES HOFFMANN 08-14-2023 12:11
Found In Library: AAII San Diego Chapter
Katie, the founder and Managing Partner of Fairlead Strategies, shared her long-standing methodology to help you manage risk in a challenging market. She explained why volume is no longer a good indicator because of the changes in market structure. She discussed her most valuable concepts and tools ...

Christine Benz of Morningstar presents "Five Must-Knows About Retirement Spending"

Posted By JAMES HOFFMANN 06-16-2023 17:45
Found In Library: AAII San Diego Chapter
Link: https://youtu.be/fc6mEi82UFk

Join AAII San Diego Chapter Risk Management SIG on Wednesday, June 21

Posted By JAMES HOFFMANN 06-16-2023 17:41
Found In Egroup: AAII San Diego Chapter \ view thread
The next meeting for the San Diego Risk Management SIG will be on Zoom on Wednesday, June 21, 2023, at 5:00 PM PDT via Zoom. There will be a roundtable discussion: What are You Doing to Manage Risk in Your Portfolio? Registration is required. | Register for the meeting Click here for our community ...

Slides for “5 Must-Knows About Retirement Spending” by Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, Inc.

Posted By JAMES HOFFMANN 05-15-2023 17:35
Found In Library: AAII San Diego Chapter
The presentation explained 5 things to know in managing one’s withdrawal rate after retiring. There was an explanation of how bucket investing can help with the asset allocation for a balanced portfolio and a slide that illustrated why a balanced portfolio offers the highest safe withdrawal rate. She ...

“Why Buy Bonds Now?”, with Linda Beck, Senior Vice President and Director of Fixed Income for Bailard, Inc.

Posted By JAMES HOFFMANN 05-15-2023 17:21
Found In Library: AAII San Diego Chapter
Popular bond funds like the Vanguard Total Bond Market Index ETF ( BND ) lost over 15% in 2022, one of their worst years on record. The first few months of 2023 have shown more volatility including a recent 3% rally (March 1-March 15). What is next for the Bond market? Come join your fellow chapter ...

"Sweet Spot" The intersection of the annual seasonal market pattern and the 4-Year Election Cycle

Posted By JAMES HOFFMANN 10-08-2022 11:08
Found In Egroup: AAII San Diego Chapter \ view thread
I am looking forward to this morning's presentation by Jeffrey Hirsch and digging into the historical relationship between the election cycle and seasonal investing strategies. I am curious to find how which economic sectors performed best following the mid-term elections in which the congressional control ...

RE: AAII San Diego Risk Management Subgroup using Fastback to create less volitle Risk-adjusted returns.

Posted By JAMES HOFFMANN 09-28-2022 16:18
Found In Egroup: AAII San Diego Chapter \ view thread
Attached is a Quick Reference Guide for Fasttrack Cloud Hot Key shorts cuts. This document is a consolidation of shortcuts found throughout the training manual by Rob Bernstein and the FT Cloud 2022 manual. ------------------------------ Jim Hoffmann, secretary@aaiisandiego.com -------------------- ...

RE: AAII San Diego Risk Management Subgroup using Fastback to create less volitle Risk-adjusted returns.

Posted By JAMES HOFFMANN 09-28-2022 16:18
Found In Library: AAII San Diego Chapter