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DENNIS LEWIS

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Cleveland Rich Subgroup

Posted By DENNIS LEWIS 04-01-2024 15:17
Found In Community: AAII Cleveland Chapter Events
The Cleveland Rich Subgroup meets on the 4th Thursday of the month at the Independence Branch of the Cuyahoga County Public Library 6361 Selig Drive Independence 44131 This social and interactive subgroup is open to mature teens and adults. We deal with economics, asset ...

What is the SECURE Act 2.0? Changes in tax law that benefit saving for retirement.

Posted By DENNIS LEWIS 03-22-2024 20:29
Found In Community: AAII Cleveland Chapter Events
The Congress enacted legislation that impacts retirement account contributions, Required Minimum Distribution ages, enrollment options, withdrawal mandates and other things retirement financial. This seminar is ideal for anyone looking to build or boost their retirement savings. Les will explain ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 02-02-2024 16:37
Found In Community: AAII Cleveland Chapter Events
The Cleveland Rich Subgroup The Cleveland Rich Subgroup meets on the 4th Thursday of the month at the Independence Branch of the Cuyahoga County Public Library 6361 Selig Drive Independence 44131 This social and interactive subgroup is open to mature teens and adults. We ...

Westside Financial Planning Subgroup

Posted By DENNIS LEWIS 02-02-2024 16:22
Found In Community: AAII Cleveland Chapter Events
AAII Retirement Investing and Buckets Our February Subgroup meeting will introduce the AAII Retirement Investing Service which was recently rolled out and look into Bucket Strategies for asset allocation and income production for retirement. Topics under consideration for upcoming meetings ...

RE: ETF Portfolio Holding analysis

Posted By DENNIS LEWIS 12-15-2023 12:49
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Morningstar.com has an X Ray tool in their portfolio manager that will show the stock percentages of your holdings in Mutual Funds and ETFs. It is a feature that is available in the Premium Morningstar subscription. However, they do have a 7 day trial, which might get you started if you don't trade a ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 09-26-2023 21:05
Found In Community: AAII Cleveland Chapter Events
The Cleveland Rich Subgroup Thursday, October 26 – Preferred Stocks Thursday, November 30* – Investing Strategies for Fun & Profit and BDCs (Business Development Corporations) * 5th Thursday – Week after Thanksgiving Thursday, December 28 – Using Library Resources for Investment Analysis ...

Westside Financial Planning Subgroup

Posted By DENNIS LEWIS 09-26-2023 20:58
Found In Community: AAII Cleveland Chapter Events
The Westside Financial Planning Subgroup focuses on the fundamental principles of investing to establish and maintain portfolios to meet financial goals. Meetings may include interactive discussions on contemporary investing issues of the day or presenters on various related topics. Topics under ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 08-23-2023 23:24
Found In Community: AAII Cleveland Chapter Events
The Cleveland Rich Subgroup Thursday, March 28, 2024 6:30 PM IN PERSON Topic – Currencies Thursday, April 25, 2024 - Private Equity (SPACs & Accredited Investor/Second Market) Thursday, May 23, 2024 - Derivatives Thursday, June 27, 2024 - World Markets Visit our ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 08-23-2023 23:18
Found In Community: AAII Cleveland Chapter Events
The Cleveland Rich Subgroup NEW ! Thursday, August 24, 2023 6:30 PM IN PERSON Topic: Cryptocurrency & Central Bank Digital Currency – CBDC Thursday, September 28 – Philosophy of Money & Psychology of Investing Thursday, October 26 – Preferred Stocks Thursday, November 30* ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 02-24-2023 16:22
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
The Cleveland Rich Subgroup The Cleveland Rich Subgroup meets on the 4th Thursday of the month IN PERSON Thursday, February 22, 2024 The topic for our presentation and discussion will be: Commodities Thursday, March 28, 2024 - Currencies Thursday, April 25, 2024 - Private Equity ...

Cleveland Rich Subgroup

Posted By DENNIS LEWIS 02-24-2023 16:19
Found In Community: AAII Cleveland Chapter Events
NEW! The Cleveland Rich Subgroup NEW ! Thursday, August 24, 2023 6:30 PM IN PERSON Topic: Cryptocurrency & Central Bank Digital Currency – CBDC Thursday, September 28 – Philosophy of Money & Psychology of Investing Thursday, October 26 – Preferred Stocks Thursday, November ...

10 Ways to Save $10K - The Tax Goddess -

Posted By DENNIS LEWIS 02-16-2023 16:25
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, presented a webinar, 10 Ways to Save $10K, to a combined meeting of our Chapter and Westside Financial Planning Sugbroup. What strategies ideas will you consider using to manage your tax liability? ------------------------------ DENNIS LEWIS ------------- ...

Why Technical Analysis?

Posted By DENNIS LEWIS 01-11-2023 21:11
Found In Community: AAII Cleveland Chapter Events
Market prices are not derived from any fundamental attributes, but rather from the opinions of market participants about the future prospects of that security. Forecasts of prices are actually lagging indicators. TA creates a context for viewing and understanding current market behavior, which ...

10 Ways to Save $10K

Posted By DENNIS LEWIS 12-20-2022 20:41
Found In Community: AAII Cleveland Chapter Events
In this one-hour webinar, followed by a Q&A, Shauna A. Wekherlein will explain how anyone using 10 tax strategies can save up to $10K. You will Learn: About Shauna and Tax Goddess What Tax Strategies are, and how they can be helpful for every taxpayer About the “Aggression Scale” used ...

Slides from Rethinking Emerging Markets: The Next Decade of Global Growth & How to Capture It

Posted By DENNIS LEWIS 12-12-2022 19:42
Found In Library: Ohio Local Chapter
Slides from Rethinking Emerging Markets: The Next Decade of Global Growth & How to Capture It Chapter Webinar presented on December 5, 2022 by Kevin Carter of EMQQ Global are provided.

Rethinking Emerging Markets: The Next Decade of Global Growth & How to Capture It

Posted By DENNIS LEWIS 12-12-2022 19:32
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Kevin T. Carter of EMQQ Global presented the topic of Emerging Markets in a Chapter Webinar. Please share your thoughts about the presentation and topic in this forum. Presentation slides are in the library. ------------------------------ DENNIS LEWIS ------------------------------

Rethinking Emerging Markets: The Next Decade of Global Growth & How to Capture It

Posted By DENNIS LEWIS 10-18-2022 21:55
Found In Community: AAII Cleveland Chapter Events
Discussed by Kevin T. Carter, CIO – EMQQ The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners ...

A History of Securities Fraud Scandals - September 29, 2022 Seminar by Professor James Park

Posted By DENNIS LEWIS 09-29-2022 20:52
Found In Egroup: AAII Cleveland Ohio Chapter \ view thread
Mr. Park, UCLA Law Professor, is the author of a new book on the history of securities fraud regulation and presented the topic of past fraud cases, the Sarbanes Oxley law regulating public companies. Please share your thoughts about the presentation and topic in this forum. ------------------------------ ...

A History of Securities Fraud Scandals

Posted By DENNIS LEWIS 08-30-2022 22:08
Found In Community: AAII Cleveland Chapter Events
A History of Securities Fraud Scandals Discussed by Professor James Park , UCLA School of Law. UCLA School of Law Professor James Park will discuss his new book on the history of securities fraud regulation, The Valuation Treadmill: How Securities Fraud Threatens the Integrity of ...

Westside Financial Planning Subgroup Resources - August 29, 2022

Posted By DENNIS LEWIS 08-29-2022 20:39
Found In Library: Ohio Local Chapter
Slides and links from the August 29, 2022 Westside Financial Planning Subgroup Meeting - How Individual Investors Use Mutual Funds and ETFs