Next Meeting

March 16, 2019

" Behavioral Finance: Managing Yourself for Better Investment Decisions "
Philip Weiss, CPA, CFA,
Principal & Founder, Apprise Wealth Management
Presentation Description
Fear & Greed are powerful emotions, driving large stock market swings as investors react. Torn between emotion and logic when making decisions, each of us reason differently under pressure or high risk. Individual investors often expend too much energy trying to avoid making hard choices, seeking an informational advantage to guarantee a "sure thing"; instead, we should simply focus on making better decisions. While none of us can avoid behavioral biases completely, processes can be adopted to help limit their impact. Armed with his 20 years of investment arena experience, Phil Weiss will highlight numerous behavioral biases and offer key courses of action to improve your investment decisions.
Attend this meeting to learn:
  • Why Behavioral Finance is so relevant for investors today.
  • How Behavioral Biases can affect investor decisions.
  • What you can do to help limit the potential impact of Behavioral Biases

Speaker Biography
Phil Weiss is a CFA charter holder and a CPA with extensive financial and client services experience in equity research and portfolio management. He is the Principal of Apprise Wealth Management, a fee-only registered investment adviser focused on providing comprehensive financial planning, investment management services and financial education.
Primarily while working as a senior analyst for Argus Research, Phil has served as a featured media spokesperson on networks such as CNBC and Bloomberg. Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting; he also attended Duke University for three years where he was a Psychology major.

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for March 16, 2019 meeting

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April 27, 2019

"The Dumb Things Smart People Do with Their Money"
Jill Schlesinger, CFP®
CBS News Business Analyst, Host of "Jill on Money"

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

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