Next Meeting

April 27, 2019

"The Dumb Things Smart People Do with Their Money"
Jill Schlesinger, CFP®
CBS News Business Analyst, Host of "Jill on Money"
Presentation Description
In a lively presentation, Jill Schlesinger will help you avoid some of the most common traps that can wreak havoc on your financial life. Drawing from her years of experience as a trader, financial adviser and business analyst for CBS News, Schlesinger will focus on three chapters from her first book, The Dumb Things Smart People Do With Their Money: Thirteen Ways to Right Your Financial Wrongs (Ballantine Books, 2019). Taking On Too Much Risk, Indulging Yourself Too Much During Your Early Retirement Years, and Trying to "Time" the Market are a few of the many areas Schlesinger will unpack; she'll explain the underlying psychology that might cause you to make mistakes and offer guidance on how to do better.
Attend this meeting to learn:
  • Smart steps to better assess your portfolio's risk level
  • How to crunch the numbers to create and ensure an achievable retirement plan
  • Effective ways for managing your investments with a minimum of anxiety and time

Speaker Biography
Jill Schlesinger, CFP®, is the Emmy-nominated and Gracie Award-winning business analyst for CBS News. She covers the economy, markets, investing and anything else with a dollar sign on TV, the Jill on Money podcast, radio (including her nationally syndicated show, Jill on Money, which won the 2018 Gracie Award for Best National Talk Show), the web and her blog, Jill on Money.
Schlesinger won a 2018 Personal Finance Reporting Award from the Radio Television Digital News Association and the National Endowment for Financial Education. Prior to her second career at CBS, Schlesinger spent 14 years as the co-owner and chief investment officer for an independent investment advisory firm. Followin the New York Commodities Exchange.

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for April 27, 2019 meeting

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May 18, 2019

"What's Really Going on in China?"
Sheldon Ray, Jr. CPM®
Sr. Vice President, Investment Portfolio Manager
Raymond James Associates

Presentation Description
Investors are currently on edge about a global economic slowdown, and much of their focus is on China. Is the world's second-largest economy really slowing down and, if so, what should you be considering for your investment portfolios? This timely program provides an overview of China's economy, political landscape, U.S. relations, key markets, top risks, security issues, Hong Kong relations, trade and military expansion. Sheldon Ray's ongoing research and regular contact with senior government officials, economists, diplomats, regulators and journalists generates deep insights to assess China's impact across the full spectrum of global markets, and ultimately, your investments!
Get set for an incredibly informative presentation and Q&A session!
Attend this meeting to learn:
  • Why China's economy may be in better shape than you think.
  • What and who are reliable sources for China insights.
  • How the interdependence between the U.S. and Chinese economies impacts your investments.

Speaker Biography
Sheldon L. Ray, Jr. is a Certified Portfolio Manager (CPM®) and Sr. Vice President at Raymond James in Washington, DC. He co-manages a global balanced portfolio of equities and fixed income for individuals and institutions R&R Global Asset Management. His analysis covers risk management, corporate governance, global macroeconomics, long-term geopolitical outlook, financial fundamentals, and China's emergence and its impact on investment decisions.

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for May 18, 2019 meeting

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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