Computerized Investing Special Interest Group - CI SIG

4th Saturday of each month (except August & December)
Lorton Library or on-line webinar
9520 Richmond Highway
Lorton, VA 22079
Tel: 703-339-7385
Paul Grems Duncan send email

CI SIG Coming Events

For information regarding the upcoming schedule for CISIG,
contact Paul Grems Duncan

Maryland Investment Special Interest Group - MISIG

Monthly Meetings, except August and December
Connie Morella (formerly Bethesda) Library
7400 Arlington Road
Bethesda, MD 20814
7:30 p.m. to 10:00 p.m.
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

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Thursday, September 26, 2019 (4th Thursday) Note date Change
Phil Weiss
Behavioral Finance: Managing Yourself for Better Investment Decisions
Fear and 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 highlighted numerous behavioral biases and offer key courses of action to improve your investment decisions.
Attendees will 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's 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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Thursday, October 17, 2019 (3rd Thursday)

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Thursday, November 26, 2019 (4th Thursday) Note date Change
Vas Madhava
Market Update

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Chapter Officers

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

Board of Directors

  • Gene Burrell
  • Peter Chandler
  • Jim Davidson
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Anish Sikri
  • Mike Stewart

Contact Information

General Information
Questions about registration

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

Links to
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  • Local Chapter
  • Local Resources