InvestEd 2011

April 2011 Webinar: Judgment with Confidence

Asset Allocation and Portfolio Rebalancing

How to Transfer and Erase Data

InvestEd 2011

San Diego, California, May 13-15, 2011

Marriott Mission Valley Hotel

Register Now!

InvestEd Guest Room Block Discount Ends April 21, 2011

Bonus Savings Offers

The InvestEd educational experience is designed to raise your investing and leadership skills to the next level. When you attend InvestEd 2011, you make a sound investment to enhance your education and become part of an investing community that builds better futures.

The conference format provides unique access to innovative instructors, leading-edge presentations, and reputable corporate sponsors. Discussions about coping with today's challenging times and ideas that may alter your strategies to deal with unsettling issues are par for the course.

Learn, Learn, Learn

Leave the conference armed with new insights, tools, and inspiration to help you negotiate the current investing environment and better prepare you for tomorrow. Do not miss this opportunity to build a better future for yourself!

"I attend InvestEd year-after-year, and I always learn something new even when I am familiar with a session topic. I meet up with online friends and network with others who share common investing values, and it reinforces my beliefs." - Eric Aker, California

San Diego is the place to meet InvestEd webinar instructors, along with our newsletter education and technology tip authors. Take advantage of this superb chance to discuss your concerns in person with these educators.

Registration Available

Registration is $409 and includes five meals: breakfast and lunch on Saturday and Sunday plus dinner on Saturday. All attendees receive a CD containing the conference handouts and supplemental educational material. Free wireless Internet access is available in the conference area and guest rooms in the InvestEd room block. Full-time students with a valid school identification card pay $359.

Discounted Guest Room Rate Deadline April 21, 2011

InvestEd 2011 convenes on Friday, May 13, and continues through Sunday, May 15, at the Marriott Mission Valley Hotel in San Diego, California. Attendees receive a special discount room rate until 5 PM PT/8 PM ET on April 21, 2011. A single or double guest room rate in the InvestEd room block is $115 (plus tax), subject to availability.

Bonus Savings

Earn bonus savings with the $25 Rebate Referral Incentive. Attend InvestEd 2011 and receive a $25 referral rebate when you bring friends or family members who did not attend InvestEd 2010. Referrals must provide your name when they register, and they must attend InvestEd 2011. After the 2011 conference, you will receive a $25 rebate for each person you refer.

InvestEd Inc. Free Webinar

Judgment with Confidence

Sunday, April 17, 2011, 9 PM -10:15 PM ET/6 PM -7:15 PM PT

Instructor: Brian Altschul

Topics: Company websites, financial websites, Value Line, revenue-based EPS, sales and earnings projections, profit margin, return on equity, debt, P/E ratios, quick checks, low price, buy zone

Free Webinar Registration

You're sitting at your computer staring at your stock study and wondering: where can I find good information about this company? What growth rates should I use? Is debt important? How should I choose my high and low P/Es? Does my buy zone make sense?

Brian Altschul will take you step-by-step through a company study, showing how he makes his judgment decisions. If you have wondered about judgment, this interactive webinar is for you!

Brian is an InvestEd director and instructor. The sessions he will present at InvestEd 2011 are listed and described on the InvestEd website in Educational Sessions under Leadership Training, General Sessions, and Newbie Program.

Asset Allocation and Portfolio Rebalancing

Improve Returns and Reduce Risk

By Matt Willms

Asset Allocation

Asset allocation is an important determinant for long term investing success. Knowledgeable investors thoroughly research individual companies to determine if they have the potential to be profitable investments. Asset allocation helps improve returns and reduce risk by combining asset classes (stocks, bonds, and cash) and diversifying within each class to meet your personal investment goal.

One general guideline will help you estimate your asset allocation goal. Subtract your age from 110. The difference is the allocation percentage to invest in common stocks. For example, a 50 year-old's targeted stock allocation is 60% (110 minus 50). The remaining 40% is allocated to bonds.

Online resources offer additional assistance. A retirement investment allocation calculator includes a risk tolerance worksheet. Vanguard.com and other websites have a variety of helpful planning features

Refine asset allocation by identifying personal risk tolerance and required short and long term needs. Consider your expectations based on personality, age, investment experience, family status, current net worth, and long range income expectations.

Portfolio Rebalancing

Rebalancing is realigning your investments to your targeted allocation of cash, stocks, and bonds. This will require you to move money from better performing (typically riskier) assets and reinvest those funds into your portfolio's less risky under achievers.

Rebalancing helps you control risk by ensuring that you don't become over-weighted in any one asset class. It reduces the risk of significant losses if an asset class suddenly falls out of favor.

Adopt a schedule to review and rebalance your portfolio(s) at least once per year. By doing so, you can reduce chances for disproportionate losses if they are concentrated in one asset class, while implementing a buy low and sell high strategy. Proper asset allocation and rebalancing can grow and preserve your investment wealth.

Related Link

Beginners' Guide to Asset Allocation, Diversification, and Rebalancing

Matt Willms is an InvestEd instructor and president of QUANT IX SOFTWARE, Inc. The sessions he will present are listed in Educational Sessions under General Sessions.

How to Transfer and Erase Data

By Randy Wilkes

A friend asked me how to erase data from his old computer, as he intended to donate it to charity. He also needed help in transferring the data to his new computer. The old computer's CD drive was broken, and it would not recognize his flash drive.

First, he has to find out if his flash drive is working properly. He can try it on another computer and see if the machine recognizes it. If not, he could purchase a new flash drive and see if it works in the old computer's USB port.

He also thought about using the floppy disk drive to transfer his data. Would this work?

If the new computer has a floppy disk drive, he can use it to transfer his data. However, this will take multiple floppy disks and lots of time to store and transfer the data.

Better alternatives are available for my friend and for you.

You could email the data to yourself as attachments. This could be time consuming, as many email service providers allow attachments only up to 25 megabytes. You would need to send multiple emails and attachments if you have a lot of data.

Another option is to remove the hard drive from the old computer and convert it into an external drive that could be read by the new PC through the USB port. See instructions for making the conversion.

For me, the best way to transfer data is to purchase a few gigabytes of online storage for about $5.00 a month. You then can upload the data from the old computer to your online storage site and retrieve it with the new computer. A review of online storage services is on the Internet.

Once you transfer the data from the old computer to the new computer, you can erase the data from the old computer by downloading and running a free secure erase program. Click on the Download Freeware Secure Erase Utility. This program is one of my favorites, although you will find many programs that work well to erase hard drives.

Randy Wilkes is an InvestEd director and instructor. The session he will present is listed in Educational Sessions under Leadership Training.

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