Sept 12: 1) Investment Certainty 2) Free Public Library Resources
Details
Meeting Details
9:00 am Pacific - Introduction
9:05 am Pacific - First Presentation and Q&A
10:20 am Pacific - Second Presentation and Q&A
11:40 am Pacific - Anticipated End
First Presentation: The Forgotten Virtue of Investment Certainty
First Speaker: Marilyn Cohen, CEO Envision Capital Management Inc.
About This Presentation:
Markets are unpredictable. Your income doesn’t have to be. Investors can build portfolios around meaningful contractual cash flows. That means income you see, payments you can schedule, and maturity dates you can plan around. As you get closer to retirement or are already there you should be asking yourself, “What cash flows will I be receiving and when?” rather than “What return can I earn?”
Highlights:
- The ease and simplicity of investing in individual corporate and municipal bonds.
- The older we get the more cash flow predictability counts.
You don't get that in bond funds. - There are steps you can take when something goes “off the rails” in bond land.
First Speaker's Bio:
Marilyn Cohen has been in the bond market for 48 years and has seen interest rate cycles, bank catastrophes, credit crises and manmade mayhem. Marilyn was the Forbes bond columnist for over 20 years and is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, for the past 31 years. Her company specializes in managing bond portfolios for individuals. Marilyn is on social media trying to teach teenagers and young adults how to invest in stocks and bonds. And that betting isn’t investing!
Second Presentation: Free investor resources at the public library
Second Speaker: Russell Malley, President, Silicon Valley Chapter of Better Investing
Specialist & Certified Senior Advisor (CSA)
About This Presentation:
Public libraries can be a good source of free information for investors. The Santa Clara County Library System is a very good resource. This system allows free online access to Morningstar, Value Line and S&P Advantage (CFRA) reports on publicly traded companies. In addition, the library system is an online investors section which gives library card holders access to business periodicals. Find out the extent of the library's resources for investors and how to access these resources
Highlights:
- What the libraries have to offer investors
- How to access these resources
- Actions needed to access the resources
About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking. https://us02web.zoom.us/webinar/register/WN___1lAt33Rbqr5AkrOObFug#
Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Donation link on
Eventbrite:
Then Click on Get Tickets and scroll down to Donate.
Eventbrite (Donation):
CHAPTER INFORMATION:
Chapter President, Lynn Gillette
Email [aaiichapter_siliconvalley@yahoo.com](mailto:aaiichapter_siliconvalley@yahoo.com)
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup