The AAII Puget Sound Chapter

Upcoming Chapter Meetings:

Saturday, January 20, 2018 »
Tom McClellan, Editor, The McClellan Market Report "Understanding the Mysteries of Market Breadth "


Past Chapter Meetings:

Saturday, November 18, 2017
"Time the Market and Find the Next Super Stock(s) "
Amy Smith, Market Commentator, Investor's Business Daily
Saturday, September 16, 2017
"Increase Yield and Mitigate Risk With Options "
Kevin Davitt, Senior Instructor, CBOE, Options Institute
Saturday, July 15, 2017
"Mastering the Market: Finding Your Edge as an Individual Investor "
Grayson Roze, Business Manager,, Inc.
Saturday, May 20, 2017
"Beyond Buffett: Value Investing, Asset Allocation and Fund Selection "
Paul Merriman, Founder, Merriman Investment Service
Saturday, April 15, 2017
"Be a Profitable Contrarian "
Mark Hulbert, Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
Saturday, January 21, 2017
"Let the Bond Autopsy Begin "
Marilyn Cohen, CEO, Envision Capital Management, Inc.
Saturday, November 19, 2016
"The Evolution of Real Investing "
Tom Cock, Co-Host, KOMO's "Talking Real Money" Show
David Gaba, Principal Attorney, Compass Law Group

"Protect Your Money: Tips for Sound Investing"
Peter Chandler, Director of Investor Education, FINRA

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”


Special Interest Groups

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.