Slide Presentations
Clicking on the "view" link displays the presentation in PDF form if you have the Adobe Reader installed. If you don't have the Reader installed, a free download is available here.
Clicking on the "download" link permits the downloading of the original PowerPoint file which is viewable if you have Microsoft's Office Suite, or a free viewer is available here.
- Pugh - Managing Portfolio Risk Using Asset Allocation Strategies, February 16, 2013 - view slides
- Hanson & Magyer - Hidden Dangers of Exchange Traded Funds and the End of Cash, November 10, 2012
view 1st set of slides, and
view 2nd set of slides;
[*download 1st set], [*download 2nd set] *Power Point (Macro-enabled Presentation) - Carlson - Securing Your Lifetime Income Stream, October 20, 2012
view slides, [*download] *Power Point (Macro-enabled Presentation) - Hasanhodzic - Technical Analysis: Past, Present, and Future,
September 15, 2012 view 1st set of slides and view 2nd set of slides - Cohen - The Best Income Plays for a Low Yield World, June 16, 2012
view slides, [*download] *Power Point (Macro-enabled Presentation) - Gue - Higher for Longer: How to Profit from Sustained High Energy Prices, May 19, 2012 - view slides, [*download] *Power Point
- Schock - The Dodd-Frank Wall Street Reform Act and The Individual Investor, March 17, 2012 -
SEC request for public comment,
SEC email alert,
financial info in the workplace, study on stock market game. - Conrad - Big Yield Hunting on Deadly Ground, February 18, 2012
view slides, [*download] *Power Point - Shulman - Trading and Investing Ideas in 2012, January 21, 2012
view slides, [*download] *Power Point (Macro-enabled Presentation) - Charon - Hedge Funds 101, November 19, 2011 - view slides, [*download] *Power Point
- Robertson - How to Get Lucky With Your Portfolio, October 15, 2011
view slides, [*download] *Power Point - Rotblut - How to Get Lucky With Your Portfolio, September 17, 2011 - view slides
- Duncan - Combining Money Management, Portfolio Metrics, and Strategies
for Investing and Trading, July 16, 2011 - view slides, [*download] *Power Point (Macro-enabled Presentation) - Israelsen - Building a Better Balanced Portfolio, June 18, 2011 - view slides
- Hsu - Investing in a Bi-Polar World, May 21, 2011 - view slides, [download] *Power Point
- Benz - Morningstar's Best Ideas for 2011 and Beyond for 2011 and Beyond,
April 16, 2011 - view slides, [*download] *Power Point (Macro-enabled Presentation) - Conrad - Beating the Yield Chasers: Scoring High Yields in the World’s Safest Companies
for 2011 and Beyond, March 19, 2011 - view slides, [*download] *Power Point - McCormick - Security Price and Your the Bottom Line, February 19, 2011 view slides *Power Point not available
- Gue - The 21st Century Energy Boom: Top Trends for Income and Growth,
January 15, 2011 view slides, [*download]*Power Point - Pugh et al. - Healthcare Reform: What Taxpayers and Investors Need to Know Now,
November 20, 2010 view slides, [*download]*Word File - Carlson - Key Personal Finance Issues for 2010-2011, October 16, 2010
view slides, [*download]*Power Point - Marotta - Where in the World Should You Invest?, September 11, 2010
view slides, [download] *ZIP file - Pugh - Implementing an Economic Trends-Based Investment Strategy Using ETFs, July 17, 2010
view slides, [download] *Power Point - Domash - What You Need to Know About High Dividend Investing, June 19, 2010
view slides, *Power Point file not available - Reese - Analyzing Stocks using the Strategies of Buffett, Lynch, and Graham, May 15, 2010
view slides, *Power Point file not available - Cassidy - Improving Your Skills in the Fine Art of Selling, April 17, 2010
view slides, [download]*Power Point - Kranyak - Exchange Traded Funds for Trading and Yield, February 20, 2010
view slides, [download]*Power Point - Stovall - Investment Outlook 2010 – Making Money within the Confines of a Lost Decade,
October 24, 2009 view slides, view handouts *Power Point file not available - Bajkowski - Investing Via the Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites, September 12, 2009 view, *Power Point file not available
- Brown - How to Stay in Sync with Today's Changing Market Leadership, June 20, 2009 view, [download]*Power Point
- Pugh - The Portfolio Perspective, June 6, 2009 view, *Power Point file not available
- Pond - Making the Most of your Money, May 16, 2009 view, [download]*Power Point
- Shulman - Sorting Through the Good, the Bad, ...: Making Money in 2009,
April 18, 2009 view, [download]*Power Point - Conrad - Building the New World: The Big Opportunity for Tough Times,
February 21, 2009 view, [download]*Power Point - Pugh - Bond Analysis, Portfolio Strategies and Trade,
December 6, 2008 view, [download]*Power Point - Israelsen - The 7Twelve Portfolio, November 15, 2008 view, [download]*Power Point
- Gerstein - Finding Ideas by Screening Stocks and ETF's,
June 14, 2008 view, [download]*Power Point - Pugh - Portfolio Performance Evaluation, May 31, 2008
view,
[download]*Power Point; additional visual information: PDF #1,
PDF #2, and spread sheet - Doischen and Hartsock - Introduction to ETFs and Fundamental Indexing, May 17, 2008
view #1,
[download #1]
additional visual information view #2, [download #2] - DiLiddo - Stock Valuation and Stock Market Cycles,
April 12, 2008 view [download] - George - Survive & Thrive In Markets Both Bear & Bull,
March 15, 2008 view [download] - Conrad - Beating the Yield Chasers: Best Ways to Score High Income with Low Risk Ahead of the Crowd, February 16, 2008 view [download]
- Carlson - Invest Like a Fox, Not Like a Hedgehog,
January 19, 2008 view [download] - Goodhart - Fundamental Analysis the BetterInvesting Way,
October 6, 2007 view [download] - Marotta - Global Investing,
September 15, 2007 view [download] [handout (PDF)] - Israelsen - Rebalancing Strategies & Asset Allocation in a Retirement Withdrawal Portfolio, May 19, 2007 view [download]
- Morgan - Uses and Advantages of Exchange Traded Funds (ETFs),
April 21, 2007 view [download] - Droms - Investment Management in Turbulent Markets,
March 17, 2007 view [download] - Conrad - High Energy Investing: Cashing in on the Rise of Alternatives,
February 17, 2007 view [download] - Dillon - Bond and Fixed Income Investing in the Current Market Environment,
January 20, 2007 view [download] - Martchev - Oil, Copper, Gold, and Food: The Long Term Bullish Case for Commodities, November 18, 2006 view [download]
- DeSanto - Time to Play Offense or Defence,
September 16, 2006 view [download]
