Next Meeting

January 19, 2019

"Dividends Plus: Building Wealth and Growing Income in Uncertain Times"
Roger S. Conrad
Partner, Capitalist Times LLC; Chief Analyst and Publisher Conrad's Utility Investor Alpha Architect

Presentation Description
Roger S. Conrad has been successfully advising investors on how to pick investments and manage portfolios for growth and income since 1986. During this presentation, he'll discuss top picks for 2019, as well as highlight several widely held investments at growing risk for catastrophic declines. Additionally, you'll learn about CUI Plus+, a new active management approach that targets earning annual income of 6% and total returns of 10% with a broadly diversified, weighted portfolio of safe stocks. This program will include an extensive Q & A session, so bring your investment questions or concerns and have them addressed by this highly regarded investment expert!
Attend this meeting to learn:
  • How a diversified portfolio of dividend stocks from "best-in-class" companies can keep your portfolio growing & paying a rising stream of income in any economic and political environment.
  • Where to find the most reliable & best earning stocks in the current environment of rising interest rates and uncertain economic and political conditions.
  • How to avoid the rising risks of a trading environment increasingly dominated by mega-ETFs and the algorithmic trading strategies that use them.

Speaker Biography
Roger S. Conrad has steered individuals and institutional investors to the highest returning energy and income stocks for more than 33 years. From 1989 to April 2013, he was the editor of Roger Conrad's Utility Forecaster, rated number one for 10-year risk adjusted performance by Hulbert Financial Digest at the time he left. Starting April 2013, he's chief analyst of Conrad's Utility Investor, and a partner at Capitalist Times LLC, publisher of Conrad's Utility Investor, CUI Plus+, Deep Dive Investing, Energy and Income Advisor and the trading service Pig Versus Bear. He's also an independent trustee for Miller Howard Mutual Funds and a partner at Halcyon Capital.

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February 16, 2019

"Syncing the Cycles: Economic and Market Cycles
in Investment Planning"
Bob Pugh, CFP, CFA®
President and Founder, Insight Wealth Management, Inc.

Presentation Description
Investors sometimes think that they should wait until the next recession to pull back risk exposure, or until the next recovery to add risk exposure. However, by the time recession or recovery occurs, the train has already left the station. Markets are leading indicators of the economic cycle rather than the other way around.
Moreover, these cycles are irregular and not perfectly synced. In this presentation, Bob Pugh will "sync" your understanding of these cycles and discuss how that understanding can be applied to your investment analysis. He will conclude the program with a review of current economic and market expectations for the year ahead; additionally, a robust Q&A session is planned, so bring any and all questions!
Attend this meeting to:
  • Gain a keen understanding of business and market cycles, and how they relate to each other.
  • Learn how you can successfully use business and market cycle analysis in your investment planning.
  • Hear the current Insight Wealth Management economic and market outlook for the year ahead.

Speaker Biography
Bob Pugh is the President and Founder Home pageof Insight Wealth Management, Inc. an independent Registered Investment Adviser in Gainesville, VA, providing fee-only investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor and a member of the CFA Institute, the Financial Planning Assoc., NAPFA, Mensa and the National Assoc. for Business Economics.
Bob is a past-President of the CFA Society of Washington, DC. He has 30 years of experience as an economist, financial educator, analyst, portfolio manager and financial planner. He taught graduate-level courses in investment analysis for The Johns Hopkins University's (JHU) Carey School of Business, and CFA Exam review for 20 years. He holds graduate degrees in global political economy from the JHU School of Advanced International Studies, and Financial Economics from UNC-Greensboro.

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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