SILICON VALLEY Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 10, 2016
Speaker: Marilyn Cohen CEO, Envision Capital and Dr. Alan Ellman President, Blue Collar Investor Corp.
Topic: Dissecting the Bond Market and Covered Call Writing: A Low-Risk Strategy to Generate Monthly Cash Flow

The AAII Silicon Valley Chapter

» Upcoming Chapter Meetings:
Saturday, June 11, 2016 »

Christine Benz, Director of Personal Finance, Morningstar

"Morningstar's Best Ideas for 2016 and Beyond "

Christine Benz, Director of Personal Finance, Morningstar "7 Keys to a Successful Retirement Portfolio Plan"


» Past Chapter Meetings:

Saturday, May 14, 2016
"Estate Planning "
Fred Smith, Registered Investment Adviser

"Fraud and the Individual Investor "
Erin E. Schneider, Associate Regional Director for Enforcement, Securities and Exchange Commission

Saturday, April 9, 2016
"Social Security Claiming Strategies "
Fred Smith, Registered Investment Adviser

"Predicting Market Trends with Barron's "
Peter Miller, Statistics Director, Barron's

Saturday, March 12, 2016
"Financial Planning Workshop: Safe Withdrawal Rates From Your Retirement Portfolio"
Fred Smith, Registered Investment Adviser

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

Saturday, February 13, 2016
"Financial Planning Workshop: Managing Your Cash Flow in Retirement"
Fred Smith, Registered Investment Adviser

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

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



Investing Discussion Group
Lynn Gillette and Valerie Fitch,

The Investing Discussion Group meetings are a way to discuss investment ideas in a relaxed, small group seetting.  Meetings are on the fourth Monday of each month at 6:30 p.m. at Holder's Country  Inn, 998 So. DeAnza Blvd., San Jose, CA. Phone 408.244.2798  Map:    The meeting is held every month except December. 

Computerized-Mechanical Investing Group
Al Zmyslowski,

The CIMI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. at Holder's Country Inn, 998 S. DeAnza Blvd., San Jose, CA. Phone: 408-244-2798  Map:  See for further detail on CIMI. 

Financial Planning Workshops
Fred Smith, fred
The May 14th workshop will also be presented at 7:00 p.m. on Monday, May 23rd
at the Los Altos Library, 13 S. San Antonio Road. Admission is free.
The series of financial planning workshops will resume in the fall.  We will meet at 7:00pm on the second Wednesday of the month at the Los Altos Library, 13 S. San Antonio Road, Los Altos. Admission is free.