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WU ZHENG

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December 2025 Newsletter

Posted By WU ZHENG 12-05-2025 13:04
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio Chapter December 2025 Monthly Newsletter This month, we are excited to have Jon Wolfenbarger, CFA, presenting "Four Steps to Bull and Bear Profits." The November presentation recording is available at https://www.aaiiaustinsanantonio.com/archives I am continuing to assemble ...

presentation: What To Know About Equities

Posted By WU ZHENG 10-27-2025 00:56
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio, Cleveland, New York City and Sacramento Chapters Joint Presentation Title: What To Know About Equities Speaker: Bill Hawes Time: Nov 19 Wednesday , 6:00 PM CST Location: online only, register to receive zoom meeting link and add to calendar Register Link: https://us02w ...

What To Know About Equities

Posted By WU ZHENG 10-27-2025 00:30
Found In Community: AAII Austin/San Antonio Chapter Events
AAII Austin/San Antonio, Cleveland, New York City and Sacramento Chapters Joint Presentation Title: What To Know About Equities Speaker: Bill Hawes Time: Nov 19 Wednesday , 6:00 PM CST Location: online only, register to receive zoom meeting link and add to calendar Register Link: ...

Duplicated discussion thread. Deleted

Posted By WU ZHENG 10-03-2025 14:36
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
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AAII Austin/San Antonio October Presentation: Navigating Medicare 101 - Michelle Feibus (Medicare independent sales agent)

Posted By WU ZHENG 10-03-2025 14:32
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio October Presentation Speaker: Michelle Feibus (Medicare independent sales agent) Title: Navigating Medicare 101 Time: October 15, 2025 – 7:00 PM CT Register: https://us02web.zoom.us/webinar/register/WN_xxE4WhmVTWyhrIjWcPWSzg Description: Navigating the ins ...

RE: Andy Prophet's Primer on Dividend Investing: AAII Income and Cash Flow SIG Thursday, July 17, 2025 - 4 pm-5:30 pm PDT PDT

Posted By WU ZHENG 07-14-2025 10:36
Found In Egroup: AAII New York Chapter \ view thread
use the link in the post https://us02web.zoom.us/webinar/register/WN_d04hofypQH-AcuZW_6UdMQ ------------------------------ WU ZHENG ------------------------------

AAII Austin/San Antonio 8/13/25 Presentation: Tax on Investment

Posted By WU ZHENG 07-13-2025 12:32
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
AAII Austin/San Antonio 8/13/25 Presentation Topic: Tax on Investment Time: 1/21/2026 6:00PM (Central Time Zone) Speaker: Yvonne Stricklen Register: https://us02web.zoom.us/webinar/register/WN_kwe_i3VIQtmOULPvx7VUvg Why Everyone Should Understand Tax on Investment Tax is complicated and can ...

AAII Austin/San Antonio Presentation: Tax on Investment

Posted By WU ZHENG 07-13-2025 11:40
Found In Community: AAII Austin/San Antonio Chapter Events
Presentation (online only) Speaker: Yvonne Stricklen Topic: Tax on Investment When: Wednesday, August 13, 2025, at 6:00 PM (CST) Register Here: https://us02web.zoom.us/webinar/register/WN_kwe_i3VIQtmOULPvx7VUvg Why Everyone Should Understand Tax on Investment Tax is complicated ...

AAII Austin/San Antonio 7/15/25 meeting: healthcare cost and portfolio risk (online and or person)

Posted By WU ZHENG 07-13-2025 10:25
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
When: Jul 15, 2025 from 18:00 to 19:30 (CT) Associated with AAII Austin/San Antonio Chapter Presentation (online or in person) When: Tuesday, July 15, 2025, at 6:00 PM (CST) Location: Yarborough Branch, Austin Public Library 2200 Hancock Drive, Austin, TX 78756 Register Here: https://us0 ...

Event recording and doc 5/21/2025 Charles Lucey & Frank Erzinger

Posted By WU ZHENG 06-03-2025 22:38
Found In Library: AAII Austin/San Antonio Chapter

Meeting Posting: Austin/Sanantonio chapter meeting: Target Date Funds

Posted By WU ZHENG 05-01-2025 18:46
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Austin/San Antonio Chapter SIG Meeting (online only) Title: Navigating Target Date Funds Speakers: Charles Lucey & Frank Erzinger Time: 5/21/ 2025 6pm-7:30pm central time Register link: https://us02web.zoom.us/webinar/register/WN_bHUzZ3uTSuGy7GJZ00E-NQ In today's volatile markets, it can be wise ...

2/2025 Slides and Video: Rob Bernstein- RGB Capital Group - Building Resillient Portfolios

Posted By WU ZHENG 03-03-2025 18:17
Found In Library: AAII Austin/San Antonio Chapter
Rob Bernstein – Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns In a world where markets can shift from calm to chaos in an instant, are you equipped to protect and grow your portfolio? Join Rob Bernstein as he unveils proven strategies for managing risk and ...

RE: Slides and Vides from 1/29/25 SIG meeting, Raj Mani - Using ChatGPT for investing, Wu Zheng - IBond and TIPS

Posted By WU ZHENG 02-04-2025 10:17
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
I am noting two comments from members to share with everyone. If one buys an I Bond within 30 years of death, holds it to death, and passes it on to his/her heir, no tax will be paid on all the gains. Update after the initial posting: After doing some research, the above information may not be ...

Slides and Vides from 1/29/25 SIG meeting, Raj Mani - Using ChatGPT for investing, Wu Zheng - IBond and TIPS

Posted By WU ZHENG 02-03-2025 18:58
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Please see attachments. ------------------------------ WU ZHENG ------------------------------

Slides and Vides from 1/29/25 SIG meeting, Raj Mani - Using ChatGPT for investing, Wu Zheng - IBond and TIPS

Posted By WU ZHENG 02-03-2025 18:57
Found In Library: AAII Austin/San Antonio Chapter

1/29/25 wu zheng - IBond and TIPS (slides and Video)

Posted By WU ZHENG 02-03-2025 18:46
Found In Library: AAII Austin/San Antonio Chapter

1/29/25 SIG Raj Mani: Using ChatGPT for Investing (Slides and Video)

Posted By WU ZHENG 02-03-2025 18:34
Found In Library: AAII Austin/San Antonio Chapter
#ChatGPT

1/8/25 AAII NYC Presentation: "Testing Tolerance" by Well-Known Wall Street Analyst Sam Stovall

Posted By WU ZHENG 12-31-2024 21:52
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Start the New Year off right with chapter champion Sam Stovall in a hard-hitting webinar "Testing Tolerance" on Wednesday, January 8, 5:30 PM CT. This Zoom webinar is free for all to attend, but you have to register here: : ABOUT THIS EVENT: The S&P 500 celebrated its 2nd birthday on October 12. Students ...

2/26/25 Austin/San Antonio Chapter precentation "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns"

Posted By WU ZHENG 12-31-2024 21:02
Found In Egroup: AAII Austin/San Antonio Chapter \ view thread
Please Join Austin/San Antonio Chapter on Wednesday 2/26/25 at 7:00-8:30 PM CST (8:00-9:30 PM EST) for a presentation on "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns" by Rob Bernstein - RGB Capital Group. Register link https://us02web.zoom.us/webinar/register/ ...

2/26/25 Austin/San Antonio Chapter precentation: Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns

Posted By WU ZHENG 12-31-2024 21:01
Found In Egroup: Technical Analysis \ view thread
Please Join Austin/San Antonio Chapter on Wednesday 2/26/25 at 7:00-8:30 PM CST (8:00-9:30 PM EST) for a presentation on "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns" by Rob Bernstein - RGB Capital Group. Register link https://us02web.zoom.us/webinar/register/ ...