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DENNIS LEWIS

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The Perfect Storm: Navigating AI Hype, Market Volatility, and Higher Rates

Posted By DENNIS LEWIS 05-19-2026 20:36
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
The Perfect Storm: Navigating AI Hype, Market Volatility, and Higher Rates Discussed by Terri Spath – Zuma Wealth Management Tuesday, June 16, 2026 8:00 PM Eastern Time 7:00 PM Central Time Partnering with the AAII Austin/San Antonio Chapter Markets are being influenced by three powerful forces ...

Select ETFs for Mature Investors

Posted By DENNIS LEWIS 05-04-2026 15:24
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Select ETFs for Mature Investors Discussed by Matt Kaufman, SVP, Head of ETFs – Calamos Investments May 20, 2026 Partnering with the AAII Houston, New York, Austin, Sacramento, Michigan, Portland, Greensboro Chapters Matt Kaufman serves as SVP, Head of ETFs at Calamos Investments, where ...

AAII's Essential Investing Principles and Strategies

Posted By DENNIS LEWIS 04-20-2026 18:12
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
AAII's Essential Investing Principles and Strategies Monday, May 18, 2026 Long-term successful investors have a plan and the discipline to follow it. And a major component of a successful plan is the effectiveness of the strategies of which it is composed. In this presentation, Ray Rondeau covers ...

RE: Asset Location ideas

Posted By DENNIS LEWIS 03-27-2026 21:46
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
The overall thought would be to have a diversity of asset locations and asset types to deal with your situation now and into the future for heirs. Like an oxygen mask on an airplane, first take care of yourself and your retirement as I don't know of lenders who make retirement loans without collateral ...

2026 Equity Outlook

Posted By DENNIS LEWIS 03-16-2026 03:53
Found In Library: AAII New York Chapter
2026 Equity Outlook January 14, 2026 Sam Stovall, CFP® Chief Investment Strategist - CFRA Research https://www.cfraresearch.com/

Tax Planning for Retirement in 2026

Posted By DENNIS LEWIS 03-11-2026 05:14
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Tax Planning for Retirement in 2026 Discussed by Wade D. Pfau, PhD, CFA, RICP® April 21, 2026 In Partnership with the AAII Austin/San Antonio Chapter Taxes play a major role in how much of your retirement savings you actually get to spend. In this session, you'll learn how tax maps can help you ...

RE: Equity Outlook for 2026

Posted By DENNIS LEWIS 03-03-2026 19:59
Found In Egroup: AAII New York Chapter \ view thread
The slides and Webinar recording are in the NYC Chapter Library under Sam Stovall Resources. https://community.aaii.com/communities/community-home/librarydocuments?communitykey=17474fb5-6d73-431e-a3ef-2d4d9f3dfdd2&LibraryFolderKey=&DefaultView= ------------------------------ DENNIS LEWIS ------- ...

How to Retire and A Global Perspective on Markets Webinar

Posted By DENNIS LEWIS 03-03-2026 04:56
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Join AAII Los Angeles, Cleveland and New York City for a morning of Investor Education AAIILA WEBINAR PRESENTATIONS Saturday, March 21, 2026 9:00 AM PT 12:00 Noon ET Two Expert Presenters . . ...

Outlook for Factor Investing in Today's Markets - Educational Seminar

Posted By DENNIS LEWIS 02-16-2026 16:01
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Outlook for Factor Investing in Today's Markets Discussed by Jack Vogel, PhD, Alpha Architect Wednesday, March 11, 2026 Partnering with the AAII Houston and New York City Chapters Dr. Vogel brought us up to speed on: (1) What is Factor Investing? How is it relevant to you? (2) How can ...

AAII Phoenix February 2026 Meeting Details

Posted By DENNIS LEWIS 01-19-2026 06:14
Found In Library: AAII Phoenix Chapter
Details for the AAII Phoenix Saturday, February 14, 2026 Chapter meeting.

Behavioral Finance

Posted By DENNIS LEWIS 01-15-2026 03:34
Found In Egroup: AAII New York Chapter \ view thread
Behavioral Finance Discussed by Mary Clements Evans Wednesday, March 11, 2026 6:30 PM Eastern Mary Clements Evans is a CERTIFIED FINANCIAL PLANNER®, entrepreneur, author of the Amazon best seller Emotionally Invested, and recognized thought leader in behavioral finance. As the ...

Behavioral Finance

Posted By DENNIS LEWIS 01-14-2026 20:58
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Behavioral Finance Discussed by Mary Clements Evans In Partnership with the New York City Chapter POSTPONED TO A FUTURE DATE 6:30 PM Eastern Mary Clements Evans is a CERTIFIED FINANCIAL PLANNER®, entrepreneur, author of the Amazon best seller Emotionally Invested, and recognized thought ...

Equity Outlook for 2026

Posted By DENNIS LEWIS 01-14-2026 20:35
Found In Egroup: AAII New York Chapter \ view thread
Equity Outlook for 2026 Discussed by Sam Stovall, CFP of CFRA January 14, 2026 ABOUT SAM STOVALL: Sam Stovall, CFP® Chief Investment Strategist As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and ...

Equity Ou

Posted By DENNIS LEWIS 01-14-2026 20:32
Found In Egroup: AAII New York Chapter \ view thread
Equity Outlook for 2026 Discussed by Sam Stovall, CFP of CFRA January 14, 2026 ABOUT SAM STOVALL: Sam Stovall, CFP® Chief Investment Strategist As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and ...

AAII Cleveland Chapter New Technical Analysis Subgroup

Posted By DENNIS LEWIS 01-10-2026 05:14
Found In Egroup: Technical Analysis \ view thread
The AAII Cleveland Chapter is gauging interest in a Special Interest Group (SIG) centered around charting software, websites and other resources related to Technical Analysis. Our New Subgroup Interest Survey is now Available! https://surveymars.com/q/llJMirlzG Attendance: Anyone with an Interest ...

New Technical Analysis Subgroup

Posted By DENNIS LEWIS 01-05-2026 20:28
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
The AAII Cleveland Chapter is gauging interest in a Special Interest Group (SIG) centered around charting software, websites and other resources related to Technical Analysis. If you have an interest, please take the survey which is available at the link below: https://surveymars.com/q/llJMirlzG ...

Equity Outlook for 2026

Posted By DENNIS LEWIS 12-16-2025 21:16
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Equity Outlook for 2026 Discussed by Sam Stovall, CFP of CFRA Wednesday, January 14, 2026 6:30 PM Eastern Time ABOUT SAM STOVALL: Sam Stovall, CFP® Chief Investment Strategist As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks ...

Four Steps to Bull and Bear Profits

Posted By DENNIS LEWIS 12-12-2025 20:56
Found In Egroup: AAII New York Chapter \ view thread
The AAII Austin - SanAntonio, New York City, Cleveland and Sacramento Chapters Present... Four Steps to Bull and Bear Profits Tuesday, December 16, 2025 7:00 PM Eastern Time Jon Wolfenbarger, CFA, will outline four key steps to identifying and profiting in both bull and bear markets: ...

Four Steps to Bull and Bear Profits

Posted By DENNIS LEWIS 12-02-2025 21:04
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
The AAII Austin - SanAntonio, Cleveland and New York City Chapters Present... Four Steps to Bull and Bear Profits December 16, 2025 Jon Wolfenbarger, CFA, outlines four key steps to identifying and profiting in both bull and bear markets: * Estimating long-term returns * Forecasting ...

What to Know About Equities

Posted By DENNIS LEWIS 11-05-2025 20:44
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
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 ...