AAII Los Angeles - American Association of Individual Investors

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AAII Los Angeles - American Association of Individual Investors American Association of Individual Investors Los Angeles

A heartfelt thank you to Peter Lazaroff and Wes Moss!AAII Los Angeles is grateful to Peter Lazaroff, CFA, CFP® and Wes M...
09/21/2026

A heartfelt thank you to Peter Lazaroff and Wes Moss!

AAII Los Angeles is grateful to Peter Lazaroff, CFA, CFP® and Wes Moss, CFP® for sharing their time, knowledge, and practical insights with our investor community.

From making better investment decisions and navigating tax-smart portfolio strategies to understanding the financial and lifestyle factors associated with happier retirements, Saturday's presentations gave our audience plenty to think about and put into practice.

Thank you, Peter and Wes, for helping AAII Los Angeles continue our mission of educating and empowering individual investors.

TODAY is your last chance to register.One morning could change how you think about your portfolio and retirement.This Sa...
09/18/2026

TODAY is your last chance to register.

One morning could change how you think about your portfolio and retirement.

This Saturday, AAII Los Angeles welcomes Peter Lazaroff, CFA, CFP® and Wes Moss, CFP® for a special live webinar filled with practical ideas for your portfolio, your retirement, and your financial future.

📊 Peter Lazaroff, Chief Investment Officer at Plancorp and author of The Perfect Portfolio, will explore better investment decisions and tax-smart portfolio strategies.

🌟 Wes Moss, Managing Partner & Chief Investment Strategist at Capital Investment Advisors and author of The Retire Sooner Method, will share research into the financial and lifestyle secrets of America's happiest retirees.

Two experts. Two perspectives. One morning of practical investor education.

📅 Saturday, September 19
🕘 9:00 AM PT
💻 Live Webinar
🎟️ First-time guests attend FREE

⏰ REGISTRATION ENDS TODAY AT 6:00 PM PT.

🔗 Register: https://aaiila.org/september-2026-webinar-notice/

Could taxes be holding back your portfolio - and could 5 secrets lead to a happier retirement?Join AAII Los Angeles THIS...
09/17/2026

Could taxes be holding back your portfolio - and could 5 secrets lead to a happier retirement?

Join AAII Los Angeles THIS SATURDAY for one morning with two nationally recognized financial experts.

📊 Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp and author of The Perfect Portfolio, will share a practical four-question framework for making better investment decisions, choosing investment strategies, and navigating tax-smart diversification.

🌟 Wes Moss, CFP®, Managing Partner & Chief Investment Strategist at Capital Investment Advisors and author of The Retire Sooner Method, will share what his research reveals about the financial and lifestyle habits associated with America's happiest retirees.

Two experts. Two perspectives. Practical ideas for your financial future.

📅 Saturday, September 19, 2026
🕘 9:00 AM PT
💻 Live Webinar
🎟️ First-time guests attend FREE

⏰ Registration closes TOMORROW, Friday, September 18 at 6:00 PM PT.

🔗 Register: https://aaiila.org/september-2026-webinar-notice/

What do the happiest retirees know that others don't?Is retirement happiness really just about having enough money?Resea...
09/10/2026

What do the happiest retirees know that others don't?

Is retirement happiness really just about having enough money?

Research suggests there's much more to the story.

Financial preparation matters - but so can health, purpose, relationships and what you actually do with your time once you retire.

Join AAII Los Angeles on Saturday, September 19 as Wes Moss, CFP®, Managing Partner & Chief Investment Strategist at Capital Investment Advisors, shares insights from his proprietary research and new book, The Retire Sooner Method.

Among the findings he'll explore:

✓ The 5-item retirement checklist associated with a remarkable 96% happiness rate

✓ The 15-minute health gap separating happy retirees from the rest

✓ The "second act" gap - why some retirees thrive in their next chapter while others struggle to find purpose and joy

✓ Financial and lifestyle factors associated with happier retirements

The goal isn't simply to retire. It's to create a retirement you'll actually enjoy living.

📅 Saturday, September 19, 2026
💻 Live Webinar
🎟️ Registration Required

🔗 Register: https://aaiila.org/september-2026-webinar-notice/

🎟️ First-time guests attend FREE.

Follow AAII Los Angeles for investor education and upcoming programs.

09/10/2026

Could taxes be keeping you trapped in the wrong portfolio?

Imagine owning an investment that has performed extremely well.

That's good news - until it becomes an oversized part of your portfolio and selling it could generate a substantial tax bill.

Do you keep holding it? Diversify gradually? Find another strategy? Or simply sell and accept the tax consequences?

Join AAII Los Angeles on Saturday, September 19 for a special educational webinar with Peter Lazaroff, CFA, CFP®, Chief Investment Officer of Plancorp and host of The Long Term Investor Podcast.

Drawing from his new book, The Perfect Portfolio, Peter will explore a practical framework for better investment decisions and tax-smart ways to get there.

You'll learn:

✓ A four-question test for evaluating investment ideas

✓ How to choose investment strategies without unnecessary cost or complexity

✓ How to approach highly appreciated investments without letting taxes keep you trapped - including when selling may still be the smartest decision

📅 Saturday, September 19, 2026
💻 Live Webinar
🎟️ Registration Required

The goal isn't simply to minimize taxes. It's to make better investment decisions while understanding the tax consequences.

🔗 Register: https://aaiila.org/september-2026-webinar-notice/

Follow AAII Los Angeles for investor education and upcoming programs.

09/10/2026

Is your portfolio built for the retirement you really want?

A successful retirement isn't just about accumulating more money.

The investments you choose, the taxes you pay, how you diversify - and even how you spend your time after leaving work - can all matter.

On Saturday, September 19, AAII Los Angeles brings together two nationally recognized financial experts for one special educational webinar.

📊 Peter Lazaroff, CFA, CFP® - Chief Investment Officer, Plancorp

Drawing from his new book, The Perfect Portfolio, Peter will share practical ideas for making better investment decisions, avoiding unnecessary complexity, and addressing highly appreciated investments when taxes make diversification difficult.

🌴 Wes Moss, CFP® - Managing Partner & Chief Investment Strategist, Capital Investment Advisors

Drawing from his research and new book, The Retire Sooner Method, Wes will explore what separates happier retirees from the rest - including a five-item checklist associated with a 96% happiness rate, the 15-minute health gap, and the "second act" gap.

Two experts. Two perspectives. One morning of practical ideas for investors.

📅 Saturday, September 19, 2026
💻 Live Webinar
🎟️ Registration Required

🎟️ First-time guests attend FREE.

Whether you're building your portfolio today or thinking about the retirement ahead, come away with practical ideas for making smarter decisions along the way.

🔗 Register: https://aaiila.org/september-2026-webinar-notice/
AAII Los Angeles - Empowering Individual Investors Through Education.

A great company can still be a poor investment - if you pay too much.In Timeless Investing Lessons #3, we revisit one o...
08/30/2026

A great company can still be a poor investment - if you pay too much.

In Timeless Investing Lessons #3, we revisit one of Benjamin Graham's most enduring principles: the margin of safety.

Graham's philosophy reminds investors that uncertainty is unavoidable. Rather than trying to predict the future perfectly, investors can seek a cushion between the price they pay and their estimate of an investment's underlying value.

Three ideas worth remembering:

• Price and value are not the same thing.
• Leave room for unexpected outcomes.
• Discipline can matter more than prediction.

Benjamin Graham's principles influenced generations of investors - including Warren Buffett - and remain relevant in virtually every market environment.

What does “margin of safety” mean in your own investment process?

Follow AAII Los Angeles for more timeless investing lessons, investor education, and upcoming programs.

Shared for educational purposes only. This is not investment, legal, or tax advice.

What’s happening with Social Security?Social Security's retirement and survivor trust fund is projected to deplete its r...
08/21/2026

What’s happening with Social Security?

Social Security's retirement and survivor trust fund is projected to deplete its reserves in 2032. If Congress takes no action, continuing program income is projected to cover about 78% of scheduled OASI benefits at that time.

That does not mean Social Security disappears. Payroll taxes and other continuing revenue would still fund a substantial portion of scheduled benefits.

Several approaches are being discussed:

🏛️ PROMISE Act - A bipartisan proposal to establish a process for developing a long-term Social Security solvency plan and bringing it before Congress.

💰 Payroll Tax Cap Changes - Some proposals would raise or modify the amount of wages subject to Social Security taxes so higher earners contribute on more of their income.

📈 Social Security 2100 Act - A proposal combining additional funding from higher-income households with measures designed to protect and increase certain benefits.

📊 COLAs - Annual Cost-of-Living Adjustments are already part of current law and are separate from the long-term Social Security funding debate.

For investors and retirees, the takeaway is simple: stay informed and maintain flexibility in your retirement plan as Social Security policy evolves.

AAII Los Angeles - Empowering Individual Investors Through Education.

For educational purposes only.

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Los Angeles, CA
90275

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