** Please Note: New Location for this Meeting: Sheraton Pentagon City Hotel, 900 South Orme St. Arlington, VA 22204 **
Marketwatch Senior Columnist
Do Mutual Funds Still Work?
Mutual funds have been rocked by management scandals and savaged by the bear market to where many investors dropped them and missed the rebound. They’ve been challenged by exchange-traded funds (ETFs) and abandoned by a lot of ordinary investors who question whether funds are an effective and real financial tool. For most investors, funds remain a great way to go, however. This session will help you pick the ones to look for, and the ones to look out for. It will help you decide between open-ended mutual funds and ETFs. It will give you tips on building a portfolio and it will help you avoid the common mistakes that have those other guys thinking that funds are dead.
ATTEND THIS MEETING TO LEARN:
The fund decisions that you need to get right for yourself
How to avoid common mistakes with investing in mutual funds
Whether mutual funds or exchange-traded funds are better for you
REASONS TO ATTEND:
Take advantage of Chuck’s broad knowledge of personal finance and investments and get answers to a wide range of related questions
Get an unbiased and knowledgeable viewpoint of the usefulness of mutual funds for ordinary individual investors
Get better insight into dealing effectively with the imperfections of mutual funds
Chuck Jaffe is senior columnist for MarketWatch. Chuck has followed the rich journalistic history of “comforting the afflicted and afflicting the comfortable” in the financial services world. For a decade, he wrote the “Stupid Investment of the Week” column for MarketWatch, highlighting the conditions and characteristics that made all types of securities less than ideal for average investors, uncovering in the process a rogues’ gallery of dreadful issues and bad ideas. He is also known for terrorizing the mutual fund industry with his annual “Lump of Coal Awards,” bestowed on entities in the mutual fund world for action, conduct, performance or attitude that is “disingenuous, reprehensible or just plain stupid.”
For more information about our chapter, go to http://www.aaiidcmetro.com
When & Where
AAII - DC Metro
Provides investment education on stocks, mutual funds, and other types of investments. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, http://www.aaii.com, the largest national individual investor education association.
For more information about our chapter, go to http://www.aaiidcmetro.com, or contact general information at 301-593-4542.
You have the option of paying using this web site, by regular postal mail using the forms in our brochure or on our web site, or by phoning our registrar at 703-879-8480. There are advantages to establishing a paypal account, but it is not necessary. Our new location is at the Richard J. Ernst Community Cultural Center at the Northern Virginia Community College—Annandale Campus locate at 8333 Little River Turnpike, Annandale, Virginia 22003. Their phone number is 703-323-3000.
Doors Open: 9:00 AM
Seating & Continental Breakfast: 9 - 9:30AM
Program Begins: 9:30 AM