January 20, 2024 In-Person Chapter Meeting & Webinar

Uncharted Investment Waters:
Magellan lost Two-Thirds of his Ships and Died Unexpectedly Sailing in Uncharted Waters – Scenario Maps for 2024 Investing

Announcements:

• Because we are meeting on the third Saturday this month, the Income SIG will meet on the 13th instead. See the Chapter Information web page for details.
• We will be conducting a chapter survey in order to better serve our attendees. Please help us by participating when we make the announcement at this January 20th meeting.

Dennis Stearns joins us again to kick off 2024 with his insights and research.

2023 was quite a year! We survived the lowest investor sentiment in decades coming off a terrible 2022 for both stocks and bonds, recession “certainty” as the year began, sticky inflation, the fastest and highest Federal Reserve rate hikes in decades, a banking crisis, a potential government shutdown, a new war in the mid-east, and seven dangerous trends and events. Investing appears to be getting back to normal with bonds and stocks, but unusual market dynamics are still creating both traps for the unwary and opportunities.

Dennis will discuss potential headwinds and tailwinds for 2024, balancing risk and reward, plus how to develop pivot/adaptation strategies if more wildcard events happen.

Meeting Details:

Date: Saturday, January 20, 2024

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Barwell Road Community Center: 5857 Barwell Park Drive Raleigh, NC 27610

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

• the AAII Protocol for In-Person Meetings

If you feel sick, please join us virtually.

About Our Speaker

Dennis Stearns is a national thought leader on scenarios and investing strategies. He is a senior partner in a $2 billion wealth management firm, Stearns Financial Group, with clients in the triangle, triad and around the country. Dennis is regularly quoted in numerous national publications and the peer reviewed Journal of Financial Planning. He is also a longstanding AAII member and former Chapter President.