Ken Winans (one of AAII's top-rated speakers!) will give an historical overview on the performance of stocks, commodities, real estate and bonds since 1900. He will explore how investing and politics have historically related to each other and how investments have weathered past crises.
WHAT YOU'LL LEAARN:
· People’s emotions (greed and fear about money and investing) haven’t changed much over time, and how our actions typically resemble those of previous generations.
· How to break the “buy high, sell low” cycles that plague most investors by being more of an historian and less of a financial analyst.
· Why historical market analysis is as important as traditional investment analysis.
· How to properly use history by establishing an investment goal, executing the strategy, how to properly evaluate and monitor a portfolio of investments and how to rebalance a portfolio.
ABOUT KEN WINANS:
Ken Winans
Kenneth G. Winans, CMT, MBA is an award-winning history author and President & Founder of the top ranked investment management and research firm Winans Investments.
For over 30 years he has conducted ground-breaking investment analyses and designed innovative financial strategies. Unique to the financial services industry, Mr. Winans has documented “track records” as a market strategist and a portfolios manager. His historical research has led to a published record of accurate financial forecast since 1991. Since 2017, Morningstar™ has given most of Winans Investment’s blended SMA portfolios 5-star rankings for stocks and fixed income.
He has been a contributing writer for Forbes.com since 2011. He is a senior market commentator on one of Southern California’s most popular business news radio stations (ABC affiliate - KABC 790 AM).