Podcast appearances and mentions of charles rotblut

Charles Rotblut, vice president for the American Association of Individual Investors — the keeper of the group's sentiment and asset-allocation surveys — discusses how investors are becoming increasingly neutral in their sentiment but increasingly aggressive in their investment plans. Neutral sentiment — the expectation that the market will remain flat over the next six months — has been on the rise, as Americans feel better about the market without necessarily being optimistic; meanwhile, their asset allocations are taking on more stocks. Mostly, however, Rotblut notes that most investors should keep their emotions in check and let the headlines play out, mostly riding out the storm with a long-term investment plan in place. Veteran investment adviser Stephen Akin, founder of Akin Investments, mixes technical analysis with fundamental stock details in the Money Life Market Call, and Chuck answers a listener's question about retirement-savings basics, which tax-advantaged accounts to use and  how to prioritize your savings.

Doug Ramsey, chief investment officer at The Leuthold Group, says that stock market swings have had increasing impact on economic growth and the rate of inflation in recent years — "Price is a fundamental," he says — and that means the current downturn in the stock market could deliver a recession. At the same time, if the market moves from current correction-levels to bear-market levels, he expects inflation to then ease up and to help drive a potential recovery. Charles Rotblut, editor at AAII Journal, discusses the latest investor sentiment survey from the American Association of Individual Investors, which just hit its third straight week with bearish sentiment above 57 percent and bullish sentiment below 20 percent, a three-week stretch in both numbers that has never been seen since the survey started in 1987. While sentiment levels didn't hit these levels during events like the Dot-com Crash and the Great Financial Crisis, Rotblut noted that when sentiment reaches bearish extremes, the market typically has rebounded in six months, which bodes well for a recovery before year's end. In the NAVigator segment, Roxanna Islam, head of sector and industry research at VettaFi, discusses the Invesco Closed-End Fund Income Composite ETF — which she considers the "Standard & Poor's 500 for closed-end funds" — as it celebrates its 15th anniversary and crosses $800 million in assets.

Bill Stone, chief investment officer at Glenview Trust, says that the stock market has priced in so much good news that it makes him want to be more cautious, looking into headline risks for potential value opportunities. Stone notes that the stock market has had previous periods with three strongly positive, consecutive years — and it could complete that process again this year — but it makes him nervous that the market could adjust and re-set. That's not pushing him out of stocks, but has muted his expectations. Charles Rotblut, editor at AAII Journal, discusses the organization's investor-sentiment survey, which shows that nervousness is on the rise, but so is bullish sentiment. Kyle Guske, investment analyst at New Constructs looks at large-cap value funds and finds an attractive pick this week — rather than looking for the standard Danger Zone trouble spot — noting that even in a category that is doing well, top potential performers stand out. Plus, author Ross White discusses his recent book, "The Tree That Bends: How a Flexible Mind Can Help You Thrive."

Bill Adams, chief economist for Comerica Bank, says his forecast for 2025 now includes fewer rate cuts, slightly higher inflation, and increased fiscal support for the economy, but those conditions are signs of an an economy "that's humming along, continuing to grow, it's not a recession," and he says the risk of a recession in the next year or two is now "back to its historical normal." Charles Rotblut, editor at AAII Journal — the keeper of the American Association of Individual Investors' sentiment survey — discusses how bullish sentiment was on the rise and bearish sentiment on the decline in the immediate aftermath of the election, and that the impact could last for more than the few big-volume trading days the market posted last week. David Trainer, founder and president at New Constructs, revisits Peloton, one of the first "zombie stocks" the company started labeling back in 2022, discussing why the company's recent run — up about 150 percent in the last three months — is not going to save it from the ultimate financial death its numbers say it must suffer. Plus, Alison Hadley discusses a survey on the impact of social media on fashion purchases, which found that social media — and specifically "outfit of the day" posts — inspired the average American to make roughly $250 in purchases over the last six months.

Sheraz Mian, director of research at Zacks Investment Research, says that the cumulative effect of the Federal Reserve's rate cycle starts showing up, it will goose the economy and the stock market, and with the worst of the post-Covid struggles behind us, the "soft landing" most experts forecast is actually what we're experiencing now, and that better times — and continued strong corporate earnings — are ahead, without a big correction or downturn in the interim. Mian isn't the only one expressing bullish sentiment, as Charles Rotblut, editor of AAII Journal checks in with the details of the latest AAII investor sentiment survey, which has shown particularly high levels of bullish sentiment for about two months now, but who notes that the market typically delivers unimpressive gains when emotions are running high. David Trainer of New Constructs re-affirms the past selection of Affirm Holdings in The Danger Zone, noting that the stock's recent gains of about 70 percent have simply positioned it to take another big fall, as he believes investors have bought the hype and ignored the reality of the company's struggles to deliver real profits. Plus, Money Life introduces its latest sponsor, Monetary Metals; Saad Zein, chief portfolio officer for Monetary Metals, discusses how the company enables investors to earn interest on their gold and silver holdings — paid in precious metals — and how generatking that income changes what many people consider the biggest weakness and turn-off to putting money into silver and gold.

On May 18, 2024 Chris Pedersen made a presentation to the Houston Chapter of AAII.   At the end of the presentation Chris answered over 20 questions.  Those questions are on this podcast.  Here are the question topics: 1. Portfolio expectations compared to S&P 500?2.  How would adding small cap value (SCV) help a retiree?3.  How important is asset class location using 2 Funds for Life?4.  Would a do it yourself target date portfolio be better than buying a target date fund?5.  How do you expect interest rates to impact equity?6.  How different are the Total Market Fund expected returns from the S&P 500?7.  What are drawbacks by investing in SCV?8.  What steps should we take to manage emotional risk?9.  What is your opinion about combining TIPs with equities?10.  Should you increase your equity holdings as the get older?11.  Please comment of Christine Benz's Bucket Portfolio?12.. What SCV funds do you recommend?13.  Are there other target date funds you recommend besides Vanguard?14.  At age 60 what kind of return should I expect over the rest of my life?15.  Do you recommend nudge  withdrawals over withdrawals from the whole portfolio?16.  Why would more profitable small cap value funds do better than portfolios of less profitable companies?17.  Do you recommend VT, the Vanguard Worldwide equity fund? Inside the Investment Mind of Chris Pedersen with host Charles Rotblut.  Charles is  the editor of the AAII Journal, and a vice president and Chartered Financial Analyst at AAII Q1:  What is the best way to get big positions in cash invested?  All at once or dollar cost average over time? Q2:  How should target date fund investors choose the best date for their situation? Q3:What are the pros and cons of backtesting historical performance? Q4:  Why did you choose the drawings in your book “2 Funds for Life?”

Avi Gilburt, founder of the Elliott Wave Trader, expects the stock market to reach new highs, but thinks the current rally will carry to those record levels by no later than the second quarter of 2024, after which he says "a bear market is going to be in our future." Additionally, he says there will be a banking crisis that is part of the bear market, notig that systemic issues with the banking system will create trouble that "will likely be worse than what we saw in 2008," when troubles in the financials sector were cornerstone to the Great Financial Crisis. Brenda Langenfeld, portfolio manager for Nuveen, says that banking environment will actually create opportunities for investors in preferred securities, noting that heightened banking regulatory oversight will be favorable for credit investors, that positive fundamentals suggest stability and growth and that valuations are at levels "that present a capital appreciation opportunity over the next year." Also on the show: Charles Rotblut discusses the latest sentiment survey from the American Association of Individual Investors, which shows levels of bullishness at their highest levels in more than two and a half years, and portfolio manager Francisco Bido of F/m Acceleration brings his quant-active investment style to the Market Call.

Bill Adams, chief economist at Comerica Bank says that the economy is not headed toward a significant downturn felt across many sectors of the economy, showing up in declining incomes and employment and it lasts for several quarters. While he sees slow growth and a few other issues, Adams believes the Federal Reserve has done enough to avoid a recession, and expects the central bank to wait at least one more meeting before having a rate hike in November to help play out the policies it has been pursuing to reduce inflation. Mark Newton, global head of technical strategy at Fundstrat Global Advisors also sees the market and economy riding out a few years down the road before there is any recession; Newton expects investors to be able to make money this year and next before he sees a bear market ending the rally. In the latest installment of 'Find Me The Money,' forensic accountant Tracy Coenen discusses how earnings discrepancies and career moves make it imperative for women to get their share of a couple's retirement savings -- even if it means giving up the house -- to avoid becoming a statistic about poor lifetime savings. Plus, Charles Rotblut, editor of AAII Journal, talks about the positive value proposition of buying a ticket for Tuesday's $1.55 billion MegaMillions drawing.

Retail industry analyst Dana Telsey, chief executive at Telsey Advisory Group, says that inflation has forced consumers to become more discerning with their spending, using more on essentials and trying to keep powder dry, and while it's not enough of a pullback to tank the economy, the longer inflation persists at high levels, the harder it will be for the consumer to keep propping up the economy. Meanwhile, bullish investor sentiment -- the expectation that the stock market will gain ground in the next six months -- reached "unusually high" levels  in the latest American Association of Individual Investors survey, with Charles Rotblut -- who runs the survey for AAII -- noting that extreme sentiment levels often are a precursor to the market changing directions. Plus, Kyle Guske of New Constructs says puts Tesla and Netflix back into the Danger Zone, noting valuations after recent earnings reports have them poised for a setback and, in the Market Call, Tobias Carlisle of the Acquirers Funds puts his take on value investing in current conditions.

In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment.Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII JournalMatt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock

After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we're joined by the AAII's Charles Rotblut and BlackRock's Matt Estes, who help provide some answers. Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII JournalMatt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock

BIO: Charles Rotblut, CFA, is a vice president and financial analyst at the American Association of Individual Investors (AAII).STORY: Charles bought a Dotcom stock in 1998. A week later, the stock had tripled. His dad advised him to take the profits, but he insisted the stock would keep going up. Three days later, the stock lost almost all its value. Charles sold the stock and made very little profit.LEARNING: Don't confuse luck with skill. Utilize a rolling stop loss to manage risk. Always have a diversified portfolio. “The market has an uncanny ability to make you look silly. It doesn't matter how smart you are, how skilled you are, the market can and will make you look stupid, and not just on one occasion, but on several occasions.”Charles Rotblut Guest profileCharles Rotblut, CFA, is a vice president and financial analyst at the American Association of Individual Investors (AAII). He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, and authors the weekly AAII Investor Update email. His book, “Better Good than Lucky: How Savvy Investors Create Fortune With the Risk-Reward Ratio,” was published in November 2010. Charles holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies.Worst investment everCharles bought a Dotcom stock in 1998, right before Thanksgiving. The stock took off, and he made triple-digit gains. On Thanksgiving day, Charles told his dad about the stock, and he advised him to take the profits. Charles insisted that the stock could run even higher. The following Monday, he got to work, logged into his computer just as the market opened, and saw that the stock had increased. On checking on the stock again a few hours later, it had lost almost all its value. All the profits had pretty much vanished.Charles got out of the stock and made just a slight gain, but nothing near what he could have made had he listened to his dad.Lessons learnedIt's easy to confuse skill with luck, so be conscious of when luck happens.If you don't want to sell your stock, take some of your profits and hold a little.Put the gains you take in an index fund.Andrew's takeawaysWhenever you get to a point where a stock has gone up or down so much that you're starting to question your situation, sell 50% of your position.Utilize a rolling stop loss to manage risk.Always have a diversified portfolio.Charles's recommendationsCharles recommends using a stock screen to find stocks with all the traits you seek that nobody else is discussing.No.1 goal for the next 12 monthsCharles's number one goal for the next 12 months is to save more than last year. He also wants to get onto the TED Talk stage.Parting words “Just be disciplined. Think about simple strategies. If all you do is write down very simple buy and sell rules and follow those routinely, you'll have returns that are far in excess of the average investor.”Charles...

Are you aware of how investor sentiment can impact the stock market? Join us for an enlightening conversation with Charles Rotblut, Vice President of the American Association of Individual Investors (AII) and editor of their monthly magazine, as we dive into the fascinating world of the AII sentiment survey and its implications for investment strategies.In this captivating discussion, we examine the intriguing correlation between extreme bear and bull sentiment and market movements. Charles shares his valuable insights on how understanding these extremes can help inform your investment decisions, especially when considering the broader market context and the influence of daily headlines and news on short-term sentiment. Listen in and discover the potential benefits of using sentiment data as a contrarian indicator to optimize your financial endeavors.But that's not all - we also explore the importance of process-driven investment approaches and how they can help you make smarter choices in the ever-changing world of finance. Charles emphasizes the significance of checklists or rules-based processes to minimize the risks of emotional decision-making and highlights the role of the prism wealth-building process in enhancing investment outcomes. Don't miss out on this opportunity to learn from a true expert in finance and investment strategy!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreport​​​​​Facebook: https://www.facebook.com/leadlagreport​​Instagram: https://instagram.com/leadlagreport​​​Check out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

David Trainer, founder and president at New Constructs, makes pet-insurer Trulanuon the 33rd member of his firm's list of ‘zombie stocks,' nothing that the company still has a long runway — nearly two years before he expects it to be bankruptcy — but almost no hope. Chuck discusses real expertise and the importance of vetting experts at a time when most news and information sources are looking to fill space. Plus Craig Martin discusses the latest research from J.D. Power showing how unhappy self-determined investors are with their results, and Charles Rotblut of AAII Journal gives his take on last week's Morningstar Investment Conference, as well as on the current sentiment of investors. 

Charles Rotblut, editor of AAII Journal, says the last 15 months have shown a persistent lack of bullish sentiment, with roughly 20 of the 70 lowest readings ever for optimism in the American Association of Individual Investors sentiment survey, a weekly poll that dates back to 1987. Likewise, bearishness has been near record levels consistently. Rotblut notes that the survey did not show this kind of consistent high-pessimism/low-bullishness sentiment during the global financial crisis, the dot-com bust, the Gulf War and more. Also on the show, Mervin Jebaraj discusses the National Association for Business Economics study released today showing that more than 70 percent of economists believe the Federal Reserve will not be able to get headline inflation numbers to or below 4 percent this year. In The Danger Zone, David Trainer of New Constructs, singles out MGM Resorts International as the stock with the most overstated street estimates, and discusses how that is likely to translate into continued deeper declines, and Gary Bradshaw od the Hodges Funds talks about blue-chip stocks and growth stories in the current market during the Money Life Market Call.

Bill Adams, chief economist at Comerica Bank, says the end of the overheating economy is drawing near, which is why the economy will continue softening early this year, setting up a rebound once the Federal Reserve starts cutting interest rates which he expects to happen in the fall. Adams expects the Federal Reserve to have two more rate increases over the next two months, driving down economic activity as a result, ultimately delivering the drop in inflation that the Fed is aiming for. Also on the show, Charles Rotblut, editor of AAII Journal, discusses investors sentiment and which investment strategies held up best for individuals during the downturn of 2022, Silvio Tavares, President and CEO at VantageScore talks about the average American's credit score and how it is trending now that inflation and interest rates are running at their hottest levels in decades and, in the Danger Zone segment, David Trainer of New Constructs explains why pet-supply retailer Chewy is a barking dog of a stock right now.

Robinhood aims to make investing friendly, approachable, and understandable for newcomers and experts alike.  Although trading is free for the user, Robinhood makes a small amount of money for every single trade made on the app. The more you trade, the more money they make. So is making investing free through an app the same as democratization? Show Notes Read Devin Mills' paper assessing the association between trading cryptocurrency and problem gambling.  Haley Sacks has a 'wealth' of free resources and investing courses on Finance is Cool. Learn more about investing with Charles Rotblut's book: Better Good than Lucky. Special thanks to James Royal for his contribution to this episode. This episode uses the following tracks from FMA under a Creative Commons Attribution License: “Assignment” by BoxCat Games, “Day Bird” and “Calm The Fuck Down” by Broke For Free, “Another beep beek beer please” by Rolemusic, “Feels Good 2 B” and “Fat Caps” by Jason Shaw.See omnystudio.com/listener for privacy information.

Abhay Deshpande, founder and chief investment officer at Centerstone Investors, says that international stocks are already looking like good values but are likely to be priced even better with another drop from here, but it is creating "a dream scenario for anyone who has a three- to five-year time horizon," so while he sees the proverbial blood running in the streets globally, he thinks investors are "in that zone" where they should allocate more internationally to get the best prices now. Investors generally are feeling like the blood is running in the streets, which is why investor optimism is at its lowest levels since March 2009; Charles Rotblut of the American Association of Individual Investors gives the high level of pessimism some context, and Toni Turner of Trendstar reflects on the market's technicals and ponders what might happen if June's lows don't hold up from here. Plus, Mark Scalzo of the newly listed Destra Multi-Alternative Fund discusses alternative investing and his fund's massive discount and, in the Market Call, Martin Leclerc of Barrack Yard Advisors talks about stocks and holding fast to investment beliefs during volatile times.

Are you an investment sleuth? Do you like to delve deep into financial metrics to better understand the market? If you're someone who is looking for a long-term valuation of the market adjusted for inflation, we know a financial metric for you.For this episode, we spoke with AAII Journal editor Charles Rotblut, CFA, about his latest article on the cyclically adjusted price-earnings (CAPE) ratio and why using the CAPE ratio during high inflation can give individual investors insights into expected market returns over the next five to 10 years by looking back 10 years into the past.Listen to this episode and learn:What the CAPE ratio is and what it entailsHow to effectively use the CAPE ratio to invest with confidenceWhen to use the CAPE ratio in order to analyze the long-term value of the marketCharles Rotblut, CFA, is the creator of the PRISM Wealth-Building Process and Academy. He is also a financial analyst, vice president and AAII Journal editor. Jenna Brashear is a finance writer, podcast host and community manager at AAII.Additional ResourcesCAPE Ratio Is High, but Down From PeakOnline Exclusive: Delving Into the Definition of the CAPE RatioValuations, Inflation and Real Returns, an interview with Robert ShillerA Cautionary Note About Robert Shiller's CAPEAAII Stock Screening CommunityAAII Journal July 2022 IssueRegister for Upcoming WebinarsFollow us on SpotifyFollow us on Apple PodcastsLearn how to use the powerful, robust suite of screening tools in AAII's A+ Investor suite or bundle all of our premium subscriptions into one, convenient plan with AAII Platinum.Individual Investor Show: Utilizing the CAPE Ratio During Inflationary Periods | AAII

For this episode of the Individual Investor Show, we sit down with Charles Rotblut, CFA, and interns from our research team, Dylan Dease and Sean Murphy, to discuss their latest article in the May 2022 issue of the AAII Journal, “Important Differences Exist Among Retirement Calculators.” This article showcases how to use retirement calculators to configure future withdrawals and takes a look at the top 10 tools to see which work best for individual investors in all life stages. Watch or listen to this episode and learn: How investors can use retirement calculators to make accurate withdrawal estimates Which retirement calculators fit each type of investor: early career, mid-career and near retirement The differences between retirement calculators May 2022 Issue of the AAII Journal Important Differences Exist Among Retirement Calculators Social Security AdministrationA Plan for Achieving the Financial Goal of Building Retirement Savings 11 Key Retirement Dates You Should Pay Attention To How to Catch Up on Retirement Savings at 50 PRISM Wealth-Building ProcessRetirement Withdrawal CommunityRegister for upcoming webinars: https://www.aaii.com/webinars Want more financial education? Learn more about AAII at https://www.aaii.com About AAIIThe American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Comparing Retirement Calculators | AAII

According to a 2021 study by the Morgan Stanley Institute for Sustainable Investing, 79% of individual investors and 99% of millennials in the U.S. are interested in sustainable investing. However, it's important to understand what sustainable investing entails and how companies are graded, especially when it comes to corporate greenwashing. For this episode, AAII Journal editor Charles Rotblut, CFA, and assistant editor Anine Sus chat with Larry Swedroe about his new book, “Your Essential Guide to Sustainable Investing,” which highlights how environmental, social and governance (ESG) ratings are impacting individual investors and corporations. In the second part of the broadcast, we ask Matt Bajkowski about his latest article in the May 2022 issue of the AAII Journal, “The Difference Between Sustainable Investing and Impact Investing,” which looks at investing with a focus on financial returns versus investing with a focus on social- and ethical-based outcomes. Listen to this episode and learn: How investors can weave through the web of confusing acronyms and conflicting agency ratings to be confident in recognizing and avoiding corporate greenwashing How investors can choose an actively managed ESG exchange-traded fund (ETF)The key differences between sustainable investing and impact investing Additional ResourcesMay 2022 AAII Journal (https://www.aaii.com/journal) Addressing the Challenges ESG Investors Face, an interview with Larry Swedroe “Your Essential Guide to Sustainable Investing,” by Larry Swedroe and Samuel C. AdamsAAII Sustainable Investing (ESG) Community The Difference Between Sustainable Investing and Impact Investing, by Matt BajkowskiETF+ Screener Funds+ Screener Socially Responsible Stock ETFsSocially Responsible Equity Stock FundsWant more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Charles Rotblut, editor of the AAII Journal -- Money Life's all-time leader in guest appearances, but also the person responsible for maintaining the American Association of Individual Investors' sentiment survey -- says that investor optimism over the last three weeks has reached some of the lowest levels seen since the group started its survey in 1987. Rotblut says that when optimism is unusually low, "you tend to see outperformance in the Standard & Poor's 500 over the following six months and 12 months. ... When people are too negative, it's usually a good time to get greedy." But in the Market Call, Stephen McKee of the No-Load Mutual Fund Selection & Timing newsletter says that he still sees too much bullish sentiment and that he doesn't think the market will turn around until investors get negative; until that happens -- and for many months now -- McKee and his newsletter have been bearish. Also on the show, Greg McBride, chief financial analyst for BankRate.com discusses the Federal Reserve's upcoming rate hike and how higher interest rates and rising inflation will affect savers and borrowers in the years ahead.

Have you heard the term FOMO? It refers to the fear of missing out on something such as hanging out with your friends, going to a winning sports event, seeing your favorite singer in concert and even exciting, new investment opportunities. For this week's Individual Investor Show, Charles Rotblut, CFA, sits down with Spencer Jakab, author of “The Revolution That Wasn't: GameStop, Reddit and the Fleecing of Small Investors,” to discuss the phenomenon of “meme stocks,” how social media platforms like Reddit have fueled a new world of stock investing and the pitfalls that come along with these new developments. In the second part of tonight's episode, Jenna Brashear chats with Charles Rotblut on his latest article in the AAII Journal, “What Traits Do Individual Investors Consider When Buying Stocks?” where he surveys AAII members to gain insight into the various stock approaches and thought processes they use such as how they find ideas, the characteristics they focus on and their preferred data sources. Watch this episode and learn: The ins and outs of meme stocks and what role they play in the investment universeHow certain social media and investing platforms use psychology to influence stock strategies How your investing peers choose which stock approach to pursue Meme Stocks Segment Reddit, Robinhood and Lessons From the Meme Stock Craze “The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors,” by Spencer JakabStock-Picking Segment What Traits Do Individual Investors Consider When Buying Stocks? AAII Model PortfolioAAII Stock Screens A+ Stock Grades Want more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: The Emotional Psychology and Behavior Behind Investing | AAII

April is Financial Capability Month, so it's a good time to brush up on your investing basics. In this episode of the Individual Investor Show, Jenna Brashear sits down with Craig Israelsen to chat about his newest article on retirement allocation in the April issue of the AAII Journal. Israelsen argues that even though there is no one perfect asset allocation for everyone during the retirement years, with at least some commitment to equities, there are several viable strategies you can consider. In the second part of the show, Charles Rotblut talks with Paul Merriman to discuss his recent article, “The Pains and Gains of Investing,” which uses hypothetical performance of five simple equity portfolios to explain different risk measures so that you can choose the ones that matter most to you. Listen to this episode and learn: Various portfolio strategies that you can consider in retirement Common portfolio measures of risk and what they tell you How to find a winning retirement withdrawal strategy that works with your individual needs Links and ResourcesAAII Journal April 2022 IssueRetirement Allocation Comparison With Vanguard Funds, by Craig Israelsen “Start Investing Now: Build Your Investment Portfolio for $5 per month” by Craig IsraelsenThe Pains and Gains of Investing, by Paul Merriman“We're Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” by Paul MerrimanAAII Asset AllocationAAII Investor GuidesWant more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Find Your Own Winning Portfolio Strategy | AAII

What are the best practices for building retirement savings and ensuring those savings last throughout retirement? Christine Benz, director of personal finance at Morningstar, Roger Young, CFP with T. Rowe Price, and Paul Merriman, president of The Merriman Financial Education Foundation, introduce you to the latest research and strategies to increase your odds of enjoying a financially secure retirement. Enjoy this panel discussion from the AAII Conference 360 in October 2021, moderated by Charles Rotblut, vice president and financial analyst at AAII. American Association of Individual Investors: https://www.aaii.com/ Christine Benz: article archives: https://www.morningstar.com/articles/author/30-christine-benz.aspx; co-host of podcast, “The Long View”: https://www.morningstar.com/podcasts/the-long-view; author: https://www.amazon.com/Christine-Benz/e/B002PICOLS%3Fref=dbs_a_mng_rwt_scns_share Roger Young: https://www.troweprice.com/personal-investing/resources/insights/building-confidence-toward-your-retirement.html Paul Merriman, The Merriman Financial Education Foundation: https://paulmerriman.com/ This broadcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this information, here are five ways to support the our foundation: 1) Hit the thumbs up, subscribe, leave a comment, and share the link with your social media and friends. 2) Sign up for our twice-a-month newsletter at PaulMerriman.com and receive a free pdf copy of We're Talking Millions! 12 Ways to Supercharge Your Retirement. We ask that you share it with family, friends, associates and teachers! 3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee — at no cost to you — which helps support our financial education projects. 4) Buy our latest books, We're Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies, the profits from which help support our work. 5) Make a tax-deductible donation to support our Foundation's mission of providing financial education to investors at all stages of life. Thank you!

In this episode, The Annuity Man and Charles Rotblut discuss:  Creating your own financial plan  Finding your real risk tolerance  History repeats itself  Crypto is purely speculative    Key Takeaways:  Prioritize your goals, recognize your risk tolerance, and identify your investment management preferences. Don't be distracted by shiny objects, and remember that everything you do with your money is a trade-off.  You might feel like your tolerance of risk is high, but it's worth looking back at the past at how you reacted to certain situations - if you had freaked out or stayed steady - these instances will show you what your risk tolerance really is.  History repeats itself in some form or another, that's why you have to stay steady in the midst of unpredictable times. Focus on your goals and think of the long-term.  Blockchain technology has a lot of potential for future applications, but right now, cryptocurrency - which is based on it, is purely speculative technology. It has value because people are assigning value to it.    "Prioritize your goals… write down your goals, your odds of achieving them go up by 40%." —  Charles Rotblut   Connect with Charles Rotblut: Website: https://www.aaii.com/  LinkedIn: https://www.linkedin.com/in/charles-rotblut-cfa-985b66/  Twitter: https://twitter.com/CharlesRAAII    Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator! 

CNBC's Bob Pisani spoke with Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group, Charles Rotblut, Vice President and Financial Analyst at AAII and editor of the AAII Journal, and Andrew McOrmond, Managing Director at WallachBeth Capital. They discussed the resounding ripple effects from Russia's war on Ukraine … how do ETF investors navigate the many layers of chaos the market is facing both in the U-S and overseas? Is Europe pricing in a recession right now? What about the slowdown in China? And how are retail investors handling all the uncertainty? Are they hitting the panic button yet? We'll have all that and more. In the 'markets 102' portion of the podcast, Bob continues the conversation with Andrew McOrmond at WallachBeth.

For this week's Individual Investor Show, Charles Rotblut chats with retirement researcher Wade Pfau on the various experiences and decisions retirees commonly face when approaching this new life stage. Their discussion highlights the pros and cons of different withdrawal and allocation strategies, as well as how to factor in worst-case scenarios for your early years of retirement to ensure your portfolio lasts. In the second portion of the broadcast, we talk with Matt Bajkowski about his recent article on intermediate-term bond mutual funds and exchange-traded funds (ETFs). His discoveries about the benefits and risks of this fixed-income category can help you decide if they might work for the income portion of your retirement portfolio. Watch this episode and learn: About different withdrawal and allocation strategiesHow to protect your retirement portfolio from a worst-case scenarioWhich intermediate-term bond funds are topping the list for five-year return Retirement Segment March 2022 AAII Journal A New Perspective on Withdrawal and Allocation Strategies for Retirees, by Wade Pfau “Retirement Planning Guidebook: Navigating the Important Decisions” (2021), by Wade PfauBond Funds Segment The Benefits and Risks of Intermediate Bond Funds, by Matthew Bajkowski Understanding Bond Yields, by Matthew Bajkowski AAII Funds+ Screener AAII Asset Allocation Models AAII Bond Investing Ideas Top/Bottom Performing Funds Consistent Fund PerformersWant more financial education? Learn more about AAII at:  https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: What to Do After the Retirement Party Ends | AAII

For this week's Individual Investor Show, Charles Rotblut and Jenna Brashear take a look at AAII's asset class heat map, which ranks the annual returns for each of the asset class groups used in the AAII Asset Allocation Models over the past 10 years. They discuss how this heat map demonstrates the benefits of diversification and how analyzing these results can help you become a more diversified individual investor. In the second part of the broadcast, we sit down with Matt Bajkowski to discuss his article, “Understanding Risk-Adjusted Returns via the Sharpe Ratio,” which focuses on the key relationship between risk and return and how vital it is to be compensated for taking on extra risk. Bajkowski delves specifically into how the Sharpe ratio can help you assess whether the risk of a security is justified by its return. Watch this episode and learn: How to effectively use the Sharpe ratio to become risk averse Why investors should expect compensation for a riskier investment How to read the AAII asset class heat map and apply it to your 2022 allocation strategy Asset Class Segment Asset Class Group Performance: Large Caps Lead in 2021 by Charles Rotblut, CFAAsset Allocation ModelsAAII PRISM Academy AAII Website: Learn & Plan Asset Allocation SurveyRisk-Adjusted Returns Segment Online Exclusive: Understanding Risk-Adjusted Returns via the Sharpe Ratio by Matthew BajkowskiMutual Funds IdeasCompare Mutual Funds ETF IdeasCompare ETFs Other Links AAII Journal: February 2022 IssueRegister for Upcoming AAII WebinarsWant more financial education? Learn more about AAII at https://www.aaii.com ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Improve Your Allocation by Gauging Risk and Ranking Asset Returns | AAII

The American Association of Individual Investors held a webinar event on Wednesday, February 2, 2022.For this week's Individual Investor Show, we sit down with Charles Rotblut to delve into our annual mutual fund and exchange-traded fund (ETF) guides and reveal on which funds made the 2022 cut. We analyze the top- as well as the worst-performing mutual funds and ETFs, specific trends we've noticed and anything new or noteworthy. Hear about the criteria Rotblut uses to weed out the “fads” from the “fabs.”In the second part of the broadcast, we chat with Matt Bajkowski on his article, “The Benefits and Risks of Small-Cap Funds,” which highlights the good, bad and ugly of diversifying your portfolio with small-cap funds. You won't want to miss out on these two thought-provoking discussions covering everything you need to know about investing in mutual funds and ETFs in 2022.Listen to this episode and learn:Which mutual funds and ETFs made the cut for the 2022 guidesCurrent trends, as well as noteworthy players in the fund universeThe overall benefits and risks associated with small-cap fundsSmall-Cap Funds SegmentThe Benefits and Risks of Small-Cap Funds by Matthew Bajkowski in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15529-the-benefits-and-risks-of-small-cap-funds)Annual Funds & ETF Guides SegmentGuide to the Top Mutual Funds (https://www.aaii.com/journal/article/15934-the-individual-investors-guide-to-the-top-mutual-funds-2022)Guide to the Top ETFs (https://www.aaii.com/journal/article/15935-the-individual-investors-guide-to-the-top-etfs-2022)Guidelines for Selecting Mutual Funds and ETFs (https://www.aaii.com/journal/article/13930-guidelines-for-selecting-mutual-funds-and-etfs)A+ Investor suite of tools (https://www.aaii.com/plus)Want more financial education? Learn more about AAII at https://www.aaii.comABOUT AAIIThe American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

The American Association of Individual Investors held an event on Wednesday, January 19, 2022. With AAII providing unbiased educational resources to investors since 1978, AAII members have seen it all. Whether you're a veteran member or just joined, we know you're excited to see our end-of-year stock screen wrap-up. We sit down with AAII financial analysts Charles Rotblut, Derek Hageman and Wayne Thorp as we review our numerous stock screens to see which ones outperformed the market in 2021, which ones surprised us and which ones fell short, if any. You won't want to miss this enlightening panel discussion with the men behind the numbers. Listen to this episode and learn: New additions and enhancements to the AAII stock screen arsenal How our stock screens performed over the last year, the best and the worst How to utilize our numerous stock screens and tools to invest with confidence in 2022Check out the full stock screen end-of-year review at https://www.aaii.com/journal.ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.Want more financial education? Learn more about AAII at https://www.aaii.com

The American Association of Individual Investors held a video event on Wednesday, January 5, 2021. Many stock investors fail to vote on corporate board nominees and other company issues when they receive their proxy statement. For this week's Individual Investor Show, we are excited to chat with Charles Rotblut about why it's important to vote your proxy and how to approach the various sections of the form. In the second part of tonight's broadcast, we sit down with John Bajkowski for an update on AAII's Model Shadow Stock Portfolio. He'll discuss its performance over 2021 and explain any changes that were made to the portfolio during its fourth-quarter review. Listen to this episode and learn: -The impact you can have as a stock owner by voting your proxy -How to address the issues contained in a proxy statement -What's new with AAII's popular Shadow Stocks AAII Journal January 2022 https://www.aaii.com/journal ABOUT AAII The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Individual Investor Show: Two Easy Ways to Take Control of Your Stock Investing | AAII

Our guest on the podcast today is Charles Rotblut. Charles is vice president at the American Association of Individual Investors, and he's also editor of the AAII Journal. Charles wrote the book Better Good Than Lucky, which was published in 2010. And he's a CFA charterholder.BackgroundBioAAII JournalBetter Good Than Lucky: How Savvy Investors Create Fortune With the Risk-Reward Ratio, by Charles RotblutAAIIPRISM Wealth-Building Process “Always Leave Home Without It: A Further Investigation of the Credit-Card Effect on Willingness to Pay,” by Drazen Prelec and Duncan Simester, Marketing Letters, NYtimes.com, June 8, 2000.“Aging's Adverse Impact on Decision-Making,” by Charles Rotblut, aaii.com. AAII Investor Sentiment Survey“Meb Faber: ‘To Be a Good Investor, You Have to Be a Good Loser,'” The Long View Podcast, morningstar.com, Sept. 7, 2021.Investor Behavior“A Rules-Based Approach to Managing a Portfolio,” by Charles Rotblut, aaii.com, April 6, 2017.“A Process for Creating Your Own Investing Plan,” by Charles Rotblut, aaii.com. “Using the Power of the Written Word to Improve Your Returns,” by Charles Rotblut, cannonfinancial.com, September 2018.The National Weight Control Registry“Save More Tomorrow:™ Using Behavioral Economics to Increase Employee Saving,” by Richard H. Thaler and Shlomo Benartzi, journals.uchicago.edu, February 2004.“There's a Brilliant Reason Why Van Halen Asked for a Bowl of M&Ms With all the Brown Candies Removed Before Every Show,” by Julie Zeveloff, businessinsider.com, Sept. 7, 2016.“Avoid the Psychological Traps of the Market With The Dreman Screen,” by Charles Rotblut, forbes.com, Oct. 6, 2021.Investing at Level 3, by James Cloonan“The Portfolio Size Effect and Using a Bond Tent to Navigate the Retirement Danger Zone,” by Michael Kitces, kitces.com, Oct. 5, 2016.“Managing Sequence of Return Risk With Bucket Strategies Vs. a Total Return Rebalancing Approach,” by Michael Kitces, kitces.com, Nov. 12, 2014.

Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund, says that there are some warning signs that the fixed-income market could be headed for trouble, including negative repurchase agreement rates between banks, which if they last long enough turn into 'an anvil  dangling over credit markets' heads' and could lead to severe consequences in a matter of months. Also on the show, Michael Naughton of Lord, Abbett discusses the benefits of taking liquidity risk as a means of increasing yield, and how interval funds can help in that effort, Charles Rotblut of the American Association of Individual Investors discusses the current wave of optimism among investors, showing up in both bullish sentiment and in the heavy percentage of their assets being put into stocks, and Bill Kornitzer of the Aperture International Equity Fund talks international stocks in the Market Call.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Charles Rotblut, a Vice President with the American Association of Individual Investors.

Charles Rotblut, CFA, VP and AAII Journal Editor joins Ed Lopez on Trends with Benefits to discuss how investors have reacted to recent market volatility, investor sentiment and the potential bargains in small cap stocks.

Charles Rotblut, editor of AAII Journal, says that the biggest winners for the next decade on the Standard and Poor's 500 Index may not even be big enough to be on the banchmark now. In a recent study of the last decade, Rotblut found that the big winners were not necessarily the names anyone might have expected to be big gainers 10 years ago. Also on the show, Tom Lydon of ETFTrends.com makes a biotech and pharmaceutical fund his ETF of the Week, Alia Dudum of Lending Club talks about how many people engage in 'YOLO spending' because 'you only live once' but wind up paying off those purchases for years. Also, we rebroadcast a recent chat with Alan Gayle of Via Nova Investment Management.

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more difficult. He expects to see a recession start before the year is up, and has had clients go 10 percent lighter than normal on equities as they play defense; he is also mostly in Treasuries on the bond side, noting that he fears weakness in rates too. While Nanberg's analysis was based on fundamentals, D.R. Barton jr. of 10MinuteMillionaire.com talked technicals and he believes the market will actually go higher over the rest of the year, and Charles Rotblut of AAII.com discussed his group's investor sentiment survey, which showed a lot of bearishness that he suggested might represent a buying opportunity. Amid all of those market disagreements, Chuck also chatted with Kimberly Clausing, author of 'Open: The Progressive Case for Free Trade, Immigration, and Global Capital.'

On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities! For the Difference Making Tip, scan ahead to 19:06! You can learn more about Charles at AAII.com, LinkedIn, Facebook, and Twitter. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

Michael Kagan, portfolio manager at ClearBridge Investments, said that the United States economy -- unlike some around the world -- is looking strong right now; compared to relevant periods in history, he said Americans are likely to avoid a recession for several years. That said, he noted in the Market Call interview that he would be selling any stock that is not producing profits in these market conditions. Also on the show, Charles Rotblut of AAII Journal made a banking company his 'Stock of the Week,' Ted Rossman of CreditCards.com discussed his site's latest survey and author Tanja Hester discussed her new book on retiring very early -- potentially decades ahead of retirement age -- and not running out of money.

Brent Schutte, chief investment strategist at Northwestern Mutual Wealth management Co., said that while the market has plenty of reasons to get nervous, it also has plenty of impetus to move up throughout the year, largely due to strong underlying fundamentals. He also said that he expects emerging markets and large-cap domestic securities to outperform in the year ahead. Also on the show, Charles Rotblut of AAII Journal is in a selling mood with his 'Stock of the Week,' Ted Rossman of CreditCards.com discusses a recent survey covering how many credit-card customers expect to die with their debt still in place, and Ben Johnson, director of global ETF research at Morningstar Inc

Charles Rotblut of AAII Journal made O'Reilly Automotive his 'Stock of the Week,' noting that the auo-parts supplier has outperformed 88 percent of all stocks over the last six months and saying that the momentum could easily propel the stock 20 percent higher in short order. Also on the show, author Conor Richardson of 'Millennial Money Makeover,' Ken Shreve of Investor's Business Daily looking at the market's technicals, and Patrick Healey of Caliber Financial Partners with the Market Call.

Technical analyst Michael Sincere said current market conditions have confused traders and made investors nervous and have made this one of the toughest markets he has ever seen. He's mostly defensive right now, watching the Standard and Poor's 500 and its behavior around the 2,600 level. Also ont he show, Charles Rotblut of AAII Journal reviews some of the sells he made in his 'Stock of the Week' feature during 2018, Everett Millman of Gainesville Coins talks gold, and Scott Ganschow, featured investor at NetVest, has the Market Call.

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice-President of the American Association Of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

May 6 (Bloomberg)--Bloomberg View columnist Barry Ritholtz interviews Charles Rotblut, a vice president at the American Association of Individual Investors. He is the editor of the AAII Journal, co-created AAII’s Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update newsletter. This interview aired on Bloomberg Radio.

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

Money Buried in Sand Check your mutual fund fees.  That advertised 1% fee could cost as much as 34%.  Calculators you can use to check.  Americas Best 401K or FINRA Website A nice Financial Planning Calculator Money Master The Game Companion Using Book Value to Judge a Stock's Worth by Charles Rotblut, CFA The post STI 005: Book Review–Money: Master The Game appeared first on Invest Like The Best.

- Charles Rotblut, VP of the American Association Of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice-President of the AAII - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, AAII Vice President - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Individual Investors - Please call 1-800-388-9700 for a free copy of "5 Strategies for Avoiding Unnecessary Risk"

- Charles Rotblut, AAII Vice President - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice-President ,AAII - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Association Of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice President of the American Association of Individual Investors, discusses the tax consequences of investing. - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice President of the American Institute of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, American Association of Individual Investors discusses setting up and managing your 401k - Please call 1-800-388-9700 for a free review of your financial portfpolio

- Charles Rotblut, Vice President of the American Association of Individual Investors, discusses the tax consequences of investing. - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice President of the American Association of Individual Investors, discusses the advantages of diversification and rebalancing. - Please call 1-800-388-9700 for a free review of your financial portfolio

-Charles Rotblut, Vice President of the American Association of Individual Investors discuesses the 2014 Individual Investor's Guide to the Top Mutual Funds over 5 Years. -Please call 1-800-388-9700 for a free review of your financial portfolio 

- Charles Rotblut, AAII Vice President - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, American Association Of Indvidual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice-President of the American Association for Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice President of the American Association for Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, American Association of Individual Investors discusses setting up and managing your 401k - Please call 1-800-388-9700 for a free review of your financial portfpolio

- Charles Rotblut, VP of the American Association of Individual Investors discusses Q1 earnings and what to expect for Q2 - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, Vice President of the American Association of Individual Investors - Please call 1-800-388-9700 for a free review of your financial portfolio

- Charles Rotblut, VP of the American Individual Investors - Please call 1-800-388-9700 for a free copy of "5 Strategies for Avoiding Unnecessary Risk"

- Charles Rotblut, VP of the AAII Please call 1-800-388-9700, you'll not only get a free copy of the report What to Watch in Your Portfolio, but also 1-year e-membership to AAII. 

- Charles Rotblut, Vice President of the American Association of Individual Investors Please call 1-800-388-9700 for a free copy of the report “The Advantages of Diversification & Rebalancing".

Moe discusses the Q2 earnings with Charles Rotblut, Vice President of the AAII. Please call 1-800-388-9700 for more detail.

Moe discusses housing recovery and index volatility. Please call 800-388-9700 for a free FULL YEAR subscription of AAII newsletters offered by our guest Charles Rotblut.

- Charles Rotblut, VP of the AAII Please call 800-388-9700 for a free FULL YEAR subscription of AAII newsletters provided by our guest.