Happening @ Michigan https://events.umich.edu/list/rss RSS Feed for Happening @ Michigan Events at the University of Michigan. Computerized Investing: Using Morningstar Data and Actively Managed Funds (November 4, 2019 9:30am) https://events.umich.edu/event/64478 64478-16370920@events.umich.edu Event Begins: Monday, November 4, 2019 9:30am
Location: Off Campus Location
Organized By: Osher Lifelong Learning Institute (50+)

Using your computer can help you actively select mutual funds and ETFs for investment. Index funds do not always win. There are managed funds that beat the indexes, but how do you find them, research them, and compare them? We will show you how to use Morningstar and other resources to answer these and other questions about actively managed funds (60) while you explore how to integrate them into your portfolio.
Time permitting, we will explore other web-based investment tools and investing in individual stocks. Dale Brandenburg, instructor, is a retired research professor and Robert Shaw is a director and current Vice-President of the SE Michigan Chapter of Better Investing. This Study Group is for those 50 and over and meets Mondays November 4 – December 2, 9:30–11:00 am.

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Class / Instruction Mon, 22 Jul 2019 09:38:46 -0400 2019-11-04T09:30:00-05:00 2019-11-04T11:00:00-05:00 Off Campus Location Osher Lifelong Learning Institute (50+) Class / Instruction Study Group
Computerized Investing (April 13, 2020 9:30am) https://events.umich.edu/event/70845 70845-17660835@events.umich.edu Event Begins: Monday, April 13, 2020 9:30am
Location: Off Campus Location
Organized By: Osher Lifelong Learning Institute (50+)

This course is designed to explore active stock investing strategies using your computer. Which stock (or group of stocks) is most likely to meet your objectives? A prerequisite for this course is to have taken one of Bob and Dale’s mutual funds courses or be an active stock investor. We will utilize various sources of information such as Value Line, Morningstar, Better Investing, S&P, and other stock related websites. We do not intend to cover basic investing questions. The majority of the class is hands-on analysis of selected stocks. Dale Brandenburg is a retired research professor and Bob Shaw is a director and current Vice President of the SE Michigan chapter of BetterInvesting. Classes will run on Mondays from April 13 through May 11.

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Class / Instruction Sat, 28 Dec 2019 01:25:28 -0500 2020-04-13T09:30:00-04:00 2020-04-13T11:00:00-04:00 Off Campus Location Osher Lifelong Learning Institute (50+) Class / Instruction OLLI Study Group
Computerized Investing: Asset Allocation and Mutual Funds (October 5, 2020 10:00am) https://events.umich.edu/event/75866 75866-19615932@events.umich.edu Event Begins: Monday, October 5, 2020 10:00am
Location: Off Campus Location
Organized By: Osher Lifelong Learning Institute (50+)

We expect to improve your overall investment knowledge as well as your investing strategies, as we present methods of using various investment options. Join us for open discussion of the value of asset allocation, types of mutual funds, types of financial advisors, questions to ask your financial advisor, and ways to examine your current portfolio. We will make extensive use of information from web-based resources.
Dale Brandenburg is a retired research professor and Robert Shaw is a director and current Vice-President of the SE Michigan Chapter of Better Investing. The Study Group meets on Mondays Oct. 5 to Nov. 2 from 10:00 to 11:30 a.m. Preregistration is required via the OLLI website or phone. A link to access this Study Group will be e-mailed to you approximately one week prior to the first session.

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Class / Instruction Wed, 19 Aug 2020 15:19:14 -0400 2020-10-05T10:00:00-04:00 2020-10-05T11:30:00-04:00 Off Campus Location Osher Lifelong Learning Institute (50+) Class / Instruction Study Group