The AAII Puget Sound Chapter

» Upcoming Chapter Meetings:
Saturday, November 19, 2016 »

Tom Cock, Co-Host, KOMO's "Talking Real Money" Show Don McDonald, Co-Host, KOMO's "Talking Real Money" Show

David Gaba, Principal Attorney, Compass Law Group

"The Evolution of Real Investing "

Don McDonald, Co-Host, KOMO’s “Talking Real Money” show "Protect Your Money: Tips for Sound Investing"

Peter Chandler, Director of Investor Education, FINRA "Opportunities in Securities Arbitration"


» Past Chapter Meetings:

Saturday, September 17, 2016
"Stock Selection for Value and Growth Portfolios "
Wayne A. Thorp, CFA, Vice President and Senior Financial Analyst, AAII
Saturday, July 16, 2016
"Trading Secrets for Today’s Investors "
Raymond A. Rondeau, President, Q-Prime²
Saturday, May 21, 2016
"7 Keys to a Successful Retirement Portfolio Plan "
Christine Benz, Director of Personal Finance, Morningstar
Saturday, March 12, 2016
"The Next Big Seattle-Based Stocks"
Harvey Baraban, Founder and Former CEO, Baraban Securities; Arbitrator, NASD
Saturday, January 16, 2016
"More Profit With Less Risk Through Dual Momentum"
Gary Antonacci, Author, “Dual Momentum Investing”
Saturday, November 21, 2015
"How to Avoid Crashes and Earn Big Returns"
Mebane Faber, Author, “The Ivy Portfolio”
Saturday, September 19, 2015
"Deep Risk: The Real Threat to Your Investments"
William Bernstein, Co-Founder, Efficient Frontier Advisors
Saturday, July 18, 2015
"Retirement Resources for an Uncertain Future"
Bud Hebeler, RetireMentors Columnist,
Saturday, May 16, 2015
"Profit With Socially Responsible Investing"
Nick Kaiser, CFA, Chairman, Saturna Capital
Saturday, March 21, 2015
"Maximize Your Social Security Now!"
Andy Landis, Author, “Social Security: The Inside Story”
Saturday, January 17, 2015
"How to Profit With the Shareholder Yield Screen "
Al Zmyslowski, Chair, AAII Silicon Valley Computerized Investing SIG
Saturday, November 15, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets "
Nick Atkeson, Partner, Delta Investment Management

  Special Interest Groups (SIGs)

Special Interest Groups


For those in Seattle, Tacoma, or South Sound, this gathering periodically meets in Federal Way. For details on the next event, please email the contact address.


Jim Shaw

This event is held in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, send a blank email to

Lowell Wickman

For those who live north of Seattle, this discussion forum meets in Lynnwood once a month. Please preregister by contacting Lowell Wickman.