Index of Posts

Chapter Meeting

  • November 2019 Chapter Meeting

    Trade Wars & Geopolitical Threats? Economies Slowing? What to Do? Bruce Johnstone, CFA, Senior Managing ...

  • October 2019 Chapter Meeting

    What's Really Going on in China? Sheldon Ray Jr., CPMSenior Vice President, Investment Portfolio Manager, ...

  • September 2019 Chapter Meeting

    Fourth-Quarter Market Magic Jeffrey HirschCEO, Hirsch Holdings Inc.; Editor-in-Chief, Stock Trader’s ...

  • August 2019 Chapter Meeting

    Is It Different This Time? Lori Van Dusen, CIMACo-Founder, CEO & Co-CIO, LVW Advisors 519 Church ...

  • July 2019 Chapter Meeting

    How to Build a Strong Portfolio With ETFs Alex Bryan CFA, Director of Passive Strategies, Morningstar519 ...

  • June 2019 Chapter Meeting

    Morningstar’s Best Ideas for 2019 and Beyond Christine BenzDirector of Personal Finance, Morningstar, ...

  • May 2019 Chapter Meeting

    Investment Crowdfunding in North Carolina Using the NC PACES Act Clem SeifertProgram Director, INVESTinNC; ...

  • April 2019 Chapter Meeting

    Investing in the Cannabis Industry Debra BorchardtCo-Founder, CEO and Editor-In-Chief,Green Market Report ...

  • March 2019 Chapter Meeting

    Rethinking Bond Investing Steve ShawFounder and President, BondSavvy 9 Church & Conference Center1100 ...

  • November 2018 Chapter Meeting

    Dual Momentum Investing for More Profit With Less Risk Gary Antonacci, Author, Dual Momentum Investing ...

  • September 2018 Chapter Meeting

    Simple, Practical Technical Analysis Techniques for Everyday Investors Raymond Rondeau, President, ...

  • August 2018 Chapter Meeting

    Behavioral Finance Phillip Weiss, CPA, CFA, Principal, Apprise Wealth Management 519 Church & Conference ...

  • July 2018 Chapter Meeting

    The Economic & Financial Market Environment Has Changed: Are You Prepared? John Simms, Jr, PhD, ...

  • June 2018 Chapter Meeting

    North Carolina Beyond the Connected Age to 2050 Michael Walden, Ph.D. Economics Professor, North Carolina ...

  • May 2018 Chapter Meeting

    Building Better Portfolios With Smart Beta Tony Davidow Vice President and Alternative Beta Strategist, ...

  • March 2018 Chapter Meeting

    Generate Superior Equity Returns And Income With Dividends And Options John Dobosz Editor, Forbes Dividend ...

  • February 2018 Chapter Meeting

    2018 Tax Update and Planning Ideas Scott Hensley Attorney, CPA and Tax Partner, Stancil & Company ...

  • December 2017 Chapter Meeting

    Local Public Offerings and Crowdfunding Benji Jones         Jim F. Verdonik  Attorneys, Ward and ...

  • November 2017 Chapter Meeting

    Finding Relative Value in Fixed Income (taxable & tax-free) Keith Knoop Senior Portfolio Manager, ...

  • October 2017 Chapter Meeting

    Five Keys to Developing Wealth Management Strategies Roy Johnson, Ph.D. Senior Financial Services Representative, ...

  • September 2017 Chapter Meeting

    Mutual Funds or Exchange Traded Funds (ETFs): Should you own one, the other or both? Chuck Jaffe, Editor, ...

  • August 2017 Chapter Meeting

    An Analysis of Bear Markets Bryan Johnson Publisher, Moon Run Report Location: Wake Tech Western Wake ...

  • July 2017 Chapter Meeting

    Shareholder Activism: Why Intelligent Investors & Many of the Smartest Analysts Have Labeled Shareholder ...

  • May 2017 Chapter Meeting (Updated Speaker)

    Robotic Investing Ed Barsano CEO/Founder of CoolTrade, Inc. (Ed has graciously agreed to move his presentation, ...

  • April 2017 Chapter Meeting

    IRA Changes and Strategies You Must Know  (click for slides) Robert Carlson Editor, Retirement Watch ...

  • February 2017 Chapter Meeting

    Simple, Robust Methods to Grow and Protect Your Portfolio Nicholas Atkeson Founding Partner, Delta Investment ...

  • Rescheduled January 2017 Chapter Meeting

    New Year, New President, New Disruptive Threats: What's Ahead for the Economy and Investments in the ...

  • January 2017 Chapter Meeting Reminder

    New Year, New President, New Disruptive Threats: What's Ahead for the Economy and Investments in the ...

  • November 2016 Chapter Meeting

    The Key to Better Investments Michael Osteen Chief Investment Strategist, Port Wren Capital, LLC Saturday, ...

  • September 2016 Chapter Meeting

    Alternative Investments Russ Emrath Financial Adviser, Ameriprise Saturday, September 10, 2016 at 10:00AM ...

  • August 2016 Chapter Meeting

    Understanding Sector Investing Greg Lee Regional Broker Consultant, Fidelity Investments Saturday, ...

  • July 2016 Chapter Meeting

    Dissecting What’s Going Right and Wrong in Bond Land Marilyn Cohen President, Envision Capital Management, ...

  • June 2016 Chapter Meeting

    Covered Call Writing to Generate Monthly Income Dr. Alan Ellman President of The Blue Collar Investor ...

  • April 2016 Chapter Meeting

    Lower for Longer Oil Prices: Top Plays for Income and Growth Elliott Gue Editor and Publisher Energy ...

  • March 2016 Chapter Meeting

    Mission Critical Portfolios: How to Reduce Risk and Increase Returns David Johnson Chief Investment ...

  • February 2016 Chapter Meeting

    High-Probability Investing Robert Drach Founder of Drach Market Research Advisers Saturday, February ...

  • January 2016 Chapter Meeting

    2016 Economic Scenarios: Boom or Gloom? Dennis Stearns, President, Stearns Financial Group Saturday, ...

  • December 2015 Chapter Meeting

    Internet Update - Society, Security and Future Dr. Joseph Williamson Saturday, December 12 at 10:00 ...

  • November 2015 Chapter Meeting

    Top Fund and Stock Picks Dr. Larry Hungerford Director, Research, Woodard & Co. Asset Management ...

  • October 2015 Chapter Meeting

    Smart Investing: Seeking Reward While Reducing Risk Charles Rotblut, Vice President AAII Saturday, ...

  • September 2015 Chapter Meeting

    Strategies for Creating Your Retirement Paycheck Christine Benz, Director of Personal Finance, Senior ...

  • August 2015 Chapter Meeting

    How to Avoid Bear Markets and Catch a Bull Ian Abbott, Owner, Abacus Financial Services (abacusfs@centurytel.net) ...

  • April 2015 Chapter Meeting

    New Crowd Funding Regulatory Changes Lori Schock, US Securities & Exchange Commission Saturday, ...