November 2015 Chapter Meeting

Top Fund and Stock Picks


Dr. Larry Hungerford
Director, Research, Woodard & Co. Asset Management

Saturday, November 14th at 10:00 AM.
$5 at the door for everyone. No advanced reservations.

Dr. Hungerford will provide a 14-page handout that lists all his favorite no-load mutual funds by Morningstar category for easy comparisons, plus a few ETFs too. He will also discuss the new Qualified Longevity Annuity Contracts (QLACs) as a good substitute for bonds in your traditional IRA. (Up to 25% to a max of $125,000 may be deposited into a QLAC with taxes from required RMDs avoided until age 85.)

Attend This Meeting and Learn:
– Dr. Hungerford’s favorite no-load funds (complete statistics provided)
– His top four stock picks (info on Apple, Disney, Facebook and Gilead)
– Why he believes the current correction is a buying opportunity

About our Speaker:
Dr. Hungerford is a money-manager and part owner at Woodard & Co., located in the NC Triad. He helps manage $500 million for clients. Having established an Economic Education Center in 1978 to work with public school teachers and conduct hundreds of economic education seminars, Dr. Hungerford transitioned easily to recommending mutual funds. His first pick in 1984 was Fidelity Magellan. Librarian asked him to do a free no-load mutual funds seminar in 1986 and he began his regular radio appearances in 1990. After retiring as a Professor at Winston-Salem State University in 1992, Dr. Hungerford and John Woodard founded Woodard and Company Asset Management Group, a fee-only practitioner, where they now manage $500 million, almost all in mutual funds, for clients at their office near Winston-Salem.

Speaker Slides –> Hungerford-Speaker-Slides

Discover more from American Association of Individual Investors, Research Triangle Chapter

Subscribe to get the latest posts sent to your email.