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BRASS 2013 Program Title, Description & Speakers

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BRASS 2013 Program      #bizref

Washington Dollar Investment Success!
Building & Managing Your Retirement Portfolio

Monday, July 1, 2013
8:30am-10:00am
McCormick Place, MCP-S102bc

Good personal investment education is important for librarians and library staff. We are an occupational group that is rarely able to access top financial advice. In this program, investment professionals will demystify the process and help us understand essential principles and how to apply them to make better decisions to meet our retirement goals. The presentation will include a discussion of the common mistakes investors make, why we make them, and how to avoid them.

SPEAKERS

CHARLES ROTBLUT, CFA, Vice President, AAII

Charles Rotblut is a vice president with the American Association of Individual Investors. He is the editor of the AAII Journal, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update newsletter. Rotblut is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.

JEREMY GLASER, Morningstar Markets Editor

Jeremy Glaser is markets editor for Morningstar.com, responsible for directing all stock market coverage for Morningstar's website for individual investors. Prior to assuming his current role in 2009, he was a senior equity analyst for Morningstar, covering the leisure, hospitality, and gaming sectors. He joined Morningstar in 2006. Glaser holds a bachelor's degree in economics from the University of Chicago.