The AAII Puget Sound Chapter

Upcoming Chapter Meetings:

There are no upcoming meetings posted at this time.

Past Chapter Meetings:

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


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.