Chapter Messages - 2019

January 19, 2019

Speaker: Roger S. Conrad
     Partner, Capitalist Times LLC; Chief Analyst and Publisher Conrad's Utility Investor
Subject: "Dividends Plus: Building Wealth and Growing Income in Uncertain Times"

Presentation Overview

The Holiday Season is upon us, so hopefully you'll have the opportunity to enjoy special times with friends and family. Your Metro DC Chapter will be ringing in the New Year with a fantastic January program for you; the highly-popular Roger Conrad will once again be our guest speaker! With 30+ years of advising individual and institutional investors, he'll share his top picks for 2019 as well as provide insights into some widely held investments that may be at risk for rather large setbacks. If your New Year's resolution is to be more a profitable investor, you won't want to miss this one! Please bring a friend and join us for this highly informative presentation; as always, we'll have the hot coffee and continental breakfast ready for you.

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

February 23, 2019

Speaker: Bob Pugh, CFA, CFP®
    President and Founder, Insight Wealth Management, Inc
Subject: "Syncing the Cycles: Economic and Market Cycles
     in Investment Planning"

Presentation Overview

Investors witnessed significant market gyrations as 2018 wrapped-up, and that is now continuing as the New Year unfolds. Of the many purported catalysts for these gyrations, concerns of an economic slowdown are highlighted frequently. Given this backdrop, our timing is perfect to be hosting Bob Pugh of Insight Wealth Management; he'll discuss what investors should know about economic and market cycles and how to best leverage this critical insight for our investment planning. He'll also provide his current assessment and market expectations for 2019.

So, bring a friend and join us for another great program! As always, we'll have the hot coffee and continental breakfast ready for you.

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

March 16, 2019

Speaker:Philip H. Weiss, CFA, CPA
Subject: "Behavioral Finance: Managing Yourself to Make Better Investment Decisions"

Presentation Overview

Harnessing our emotions as investors is often a challenge. Benjamin Graham's quote "The investor's chief problem - and even his worst enemy - is likely to be himself." holds true even today! Behavioral Finance has been a requested topic by many of our members, so this month we are excited to have Phil Weiss sharing his insights on recognizing and overcoming our financial decision-making biases.

Growing and protecting our portfolios' value is so important, so please bring a friend and join us for this fantastic program! As always, we'll have the hot coffee and continental breakfast all set for you.

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

April 27, 2019

Speaker:Jill Schlesinger
Subject: "The Dumb Things Smart People Do with Their Money"

Presentation Overview

As we anticipate DC's peak cherry blossom days and wrap up the ever-popular tax season, we're excited to continue our terrific Spring 2019 investment education series with Jill Schlesinger, the nationally-known CBS News business analyst! The tremendous insights gained from her decades of financial advising and personal finance reporting for CBS News will drive a very powerful presentation on how we as investors can make smarter moves with our money.

Invite a friend to join you for what will be a very dynamic and informative presentation! Expect plenty of Q&A time, so bring those questions you're currently wrestling with. As always, we'll have the hot coffee and continental breakfast all ready for you … see you there!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

May 18, 2019

Speaker: Sheldon Ray Jr., CPM
Subject: "What's Really Going on in China "

Presentation Overview

As I pen this note, the ongoing US-China trade negotiations continue to grind on, swinging the stock market higher or lower depending on the day's news. China's significance in global economics is here to stay, so we're excited to have Sheldon Ray as our guest speaker this month! Sheldon's a China expert, and with his decades of global macroeconomics and finance experiences, he'll offer us all some keen insights into China that will assist our own investment decisions.

Get set for a great program, so invite a friend to join you for this timely and informative session! As always, we'll have the hot coffee and continental breakfast ready for your arrival…see you there!!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

June 15, 2019

Speaker: Phillip J. Kenny, J.D., CFP
Subject: "Aligning Estate Planning into Your Financial Plan"

Presentation Overview

Watch for Details

Oliver Wendell Holmes' quote "Put not your trust in money, but your money in trust" is nearly 150 years old, yet his wisdom remains timeless! As we each shape our own holistic financial plans with investing and retirement planning, insure against risk/liability, wrestle with tax planning, create 529 plans for our kids' college and other steps, maintaining an up-to-date estate plan is essential to ensuring our personal objectives are met.

We're very pleased to once again host Phillip Kenny, a highly versed estate planning attorney and certified financial planner, who will walk us through a variety of topics that'll help each of us along our journeys. So bring your spouse, significant other or a friend and get set for a powerful program!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

July 13, 2019

Speaker: Dr. Eric D. Wish
Subject: "Investing and Trading Rules Based on 50+ Years of Market Experience "

Presentation Overview

Shortly after the smoke clears from the 4th of July celebrations, we're thrilled to once again be hosting Dr. Eric Wish as he shares some new stock selection points gleaned from his decades of market experience. A longtime favorite of our chapter, his "firecracker" style of presenting is sure to offer helpful ideas as we strive to profitably grow our investment portfolios! So be sure to bring a friend, enjoy our tasty continental breakfast and get set learn from this fantastic program!

As a reminder, we won't be hosting a meeting in August, but have lined up a great "Rethinking Bond Investing" program for our September program. See you soon!

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

August 2018

No Meeting in August

September 2019

Speaker:
Subject: ""

Presentation Overview

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

October 2019

Speaker:
Subject: ""
Presentation Overview

Steven J. Arquiette, President, AAII Washington DC Metro Chapter

November 2019

Speaker:
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Presentation Overview

Steven J. Arquiette, President, AAII Washington DC Metro Chapter


December 2018

No Meeting in in December