Computerized Investing Special Interest Group - CI SIG

Meetings

No set schedule

Location

Any meeting will be online

Contact

Paul Grems Duncan send email or call 703-509-5332

CI SIG Coming Events

Maryland Investment Special Interest Group - MISIG

Meetings

Monthly Meetings, on the third Thursday of each month, except August and December

Location

Online Webinar

Time

7:00 p.m. to 8:30 p.m.

Date

Thursday, February 25, 2021 (Note that this is the 4th Thursday)

Speaker

Phil Weiss from Apprise Wealth Management, Inc.

Topic

Looking Back at 2020 and Looking Forward to 2021: Some Guidelines from Behavioral Finance

Phil will discuss how investors can understand investing in the stock market aided by lessons in behavioral finance.

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.

Zoom link can be found at Montgomery County Public Library Events