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 2019

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May 2019

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June 2019

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

July 2019

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

August 2018

No Meeting in August

September 2019

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

October 2019

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

November 2019

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


December 2018

No Meeting in in December