The AAII Silicon Valley Chapter

» Upcoming Chapter Meetings:
Saturday, February 13, 2016 »

Fred Smith, Registered Investment Adviser

"Financial Planning Workshop: Managing Your Cash Flow in Retirement"

Steven Rossi, Quantitative Analyst, RS Investments "Navigating Stock Price Crashes"

Saturday, March 12, 2016 »

Fred Smith, Registered Investment Adviser

"Financial Planning Workshop: Safe Withdrawal Rates From Your Retirement Portfolio"

Richard Farkas, President, Strategic Global Investment Services, Inc.; Financial Adviser and Branch Manager, Raymond James Financial Services, Inc. "Through the Looking Glass"


» Past Chapter Meetings:

Saturday, January 9, 2016
"Financial Planning Workshop: Retirement Planning"
Fred Smith, Registered Investment Adviser

"Financial Market Outlook: Welcome to the Challenges in 2016!"
Thomas J. Kopas, Principal and Portfolio Manager, Pring-Turner Capital Group

Saturday, December 5, 2015
"Financial Planning Workshop: Active Versus Passive Investment Strategies"
Fred Smith, Registered Investment Adviser

"2015 Taxes & Planning for 2016"
Claudia Hill, Principal, TaxMam

Saturday, November 14, 2015
"Financial Planning Workshop: Building a Diversified Portfolio"
Fred Smith, Registered Investment Adviser

"The Year Ahead for Stocks, Bonds, Indexes and ETFs"
Harvey Barabann, President, Harvey Baraban Financial Roundtable

Saturday, October 10, 2015
"Fundamentals of Investing"
Fred Smith, Registered Investment Adviser

"Everything ETF in 60 Minutes Or Less"
Matt Hougan, Chief Executive Officer,

Saturday, September 12, 2015
"Value-Focused, Momentum-Based Dividend Growth Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, June 13, 2015
"Gas Prices Dropping, Interest Rates Rising: What It Means"
Philip Friedman, Ph.D., President Emeritus and Economics Professor, Golden Gate University

"Managing Your Investment Risk in a Rising Interest Rate Environment"
Kevin Gahagan, Principal, Senior Advisor and CIO, Mosaic Financial Partners, Inc.

Saturday, May 9, 2015
"High-Dividend Investing in a Rising-Interest-Rate Environment"
Harry Domash, Publisher, and
Saturday, April 11, 2015
"Intelligent, Rule-Based ETF Investment Strategies"
Alexander Horn, Partner, Logical Invest
Saturday, March 14, 2015
"Managing Your Portfolio in Uncertain Times"
Anthony W. Muhlenkamp, President, Muhlenkamp & Company, Inc.
Saturday, February 14, 2015
"Robust Portfolio Diversification: Using Uncorrelated Asset Classes to Reduce Risk While Increasing Return"
David Johnson, Chief Investment Officer, Global Capital Group
Saturday, January 10, 2015
"2014 Tax Presentation"
Alan Pinck, Enrolled Agent and Owner, A. Pinck & Associates
Saturday, November 8, 2014
"Implementing Low-Volatility ETF and Stock Portfolios"
Al Zmyslowski, Computerized Investing Subgroup Leader, AAII Silicon Valley Chapter

"Motifs: A New Investment Product"
Hardeep Walia, CEO and Co-Founder, Motif Investing

Saturday, October 11, 2014
"Commonly Held Beliefs and the Realities of Stock Market Investing"
Terrence Sullivan, Co-Founder, Bloodhound Investment Research, Inc.
Saturday, September 13, 2014
"Introduction to Estate Planning"
Rebecca E. Renzas, Attorney, Greene Radovsky Maloney Share & Hennigh LLP
Saturday, June 14, 2014
"Using Behavioral Finance to Improve Investment Profits"
Donald L. Cassidy, Founder and President, Retirement Investing Institute

"Investing for Income Without Losing Your Capital "
Donald L. Cassidy, Founder and President, Retirement Investing Institute

Saturday, May 10, 2014
"How to Succeed in Changing Markets"
Janet Brown, President, FundX Investment Group; Editor, NoLoad FundX Newsletter

"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"
Nick Atkeson & Andrew Houghton, Partners, Delta Investment Management

Saturday, April 12, 2014
"2014 U.S. and Global Outlook: Markets and the Economy"
Michael Yoshikami, CEO and Founder, Destination Wealth Management
Saturday, February 8, 2014
"College Savings: Investing in the Future"
Adam Frieg, Associate Financial Consultant, Charles Schwab

"Withdrawal Strategies for Your Retirement Portfolio"
Fred Smith, Registered Investment Adviser

Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. in the Coco’s Restaurant located at 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.
Computerized-Mechanical Investing Group
Al Zmyslowski 
Meets monthly at a local library. See for group information and upcoming meeting details. The group discusses and presents ideas on how to use computers in investing. The group has a definite mechanical investing flavor, focusing on rules, algorithms, programs and computerized investing tools of various flavors.
Financial Planning Workshops
The March 12 workshop will also be presented at 7:00 p.m. on Monday, March 28, at the Los Altos Library, 13 S. San Antonio Road. Other workshops will be held at the same location on the fourth Monday of each month. Admission is free