Successful Investing…by Association
Announcements:
- The Options SIG will meet this Saturday, February 22. See Chapter Information/#SIGs for details on all SIG meetings.
- The Personal Finance SIG will meet on Tuesday, February 25.
- The next Get-togethers/General Investing Group (GIG) will meet on Wednesday, March 5.
- For our Chapter Meeting, we will meet in the fellowship hall on the ground floor of Fairmont United Methodist Church near NC State. For parking and building entry instructions, see location details below.
- As of January 2025, our attendance fee is $10. Please see How the Chapter Functions for more details.
Presentation Summary:
Manifest Investing founder and former senior contributing editor of BetterInvesting, Mark Robertson, will share the wisdom and time-honored lessons of the founders of AAII (James Cloonan) and BetterInvesting (George Nicholson). Among other things, he will discuss long-term investing perspectives.
Key takeaways are:
- What are “average investors” doing wrong? What long-term beliefs are vulnerable to challenge?
- What are the most powerful lessons contained in Investing At Level 3 by James Cloonan and NAIC Investors Manual for the Individual Investor, the 1989 handbook that was heavily influenced by George Nicholson?
- How can we get by with a “little help” from our friends? Friends don’t let friends be average investors.
Meeting Details:
Date: Saturday, March 8th, 2025
Time: 10:00 a.m. ET (mix and mingle starts at 9:30)
Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. See map of Fairmont for parking, building entrances, and the number of stairs entrances require.
Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account
Cost: $10 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
Mark Robertson is founder and Managing Partner of Manifest Investing, served as senior contributing editor for Better Investing and has worked with successful investment clubs and individual investors since 1993. He has appeared on National Public Radio, CNBC and ABC to discuss long-term investing. He has also worked with Smart Money, Barron’s, Money magazine and the Motley Fool and been covered by the Chicago Tribune, Wall Street Journal and MarketWatch as well as a number of local publications.