Next Meeting

February 23, 2019

"Syncing the Cycles: Economic and Market Cycles
in Investment Planning"
Bob Pugh, CFP®, CFA
President and Founder, Insight Wealth Management, Inc.

Presentation Description
Investors sometimes think that they should wait until the next recession to pull back risk exposure, or until the next recovery to add risk exposure. However, by the time recession or recovery occurs, the train has already left the station. Markets are leading indicators of the economic cycle rather than the other way around.
Moreover, these cycles are irregular and not perfectly synced. In this presentation, Bob Pugh will "sync" your understanding of these cycles and discuss how that understanding can be applied to your investment analysis. He will conclude the program with a review of current economic and market expectations for the year ahead; additionally, a robust Q&A session is planned, so bring any and all questions!
Attend this meeting to:
  • Gain a keen understanding of business and market cycles, and how they relate to each other.
  • Learn how you can successfully use business and market cycle analysis in your investment planning.
  • Hear the current Insight Wealth Management economic and market outlook for the year ahead.

Speaker Biography
Bob Pugh is the President and Founder Home pageof Insight Wealth Management, Inc. an independent Registered Investment Adviser in Gainesville, VA, providing fee-only investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor and a member of the CFA Institute, the Financial Planning Assoc., NAPFA, Mensa and the National Assoc. for Business Economics.
Bob is a past-President of the CFA Society of Washington, DC. He has 30 years of experience as an economist, financial educator, analyst, portfolio manager and financial planner. He taught graduate-level courses in investment analysis for The Johns Hopkins University's (JHU) Carey School of Business, and CFA Exam review for 20 years. He holds graduate degrees in global political economy from the JHU School of Advanced International Studies, and Financial Economics from UNC-Greensboro.

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for February 23, 2019 meeting

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March 16, 2019

" Behavioral Finance: Managing Yourself for Better Investment Decisions "
Philip Weiss, CPA, CFA,
Principal & Founder, Apprise Wealth Management
Presentation Description
Fear & Greed are powerful emotions, driving large stock market swings as investors react. Torn between emotion and logic when making decisions, each of us reason differently under pressure or high risk. Individual investors often expend too much energy trying to avoid making hard choices, seeking an informational advantage to guarantee a "sure thing"; instead, we should simply focus on making better decisions. While none of us can avoid behavioral biases completely, processes can be adopted to help limit their impact. Armed with his 20 years of investment arena experience, Phil Weiss will highlight numerous behavioral biases and offer key courses of action to improve your investment decisions.
Attend this meeting to learn:
  • Why Behavioral Finance is so relevant for investors today.
  • How Behavioral Biases can affect investor decisions.
  • What you can do to help limit the potential impact of Behavioral Biases

Speaker Biography
Phil Weiss is a CFA charter holder and a CPA with extensive financial and client services experience in equity research and portfolio management. He is the Principal of Apprise Wealth Management, a fee-only registered investment adviser focused on providing comprehensive financial planning, investment management services and financial education.

Primarily while working as a senior analyst for Argus Research, Phil has served as a featured media spokesperson on networks such as CNBC and Bloomberg. Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting; he also attended Duke University for three years where he was a Psychology major.

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for March 16, 2019 meeting

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April 27, 2019

"Topic: The Dumb Things Smart People Do with Their Money"
Jill Schlesinger, CFP®
CBS News Business Analyst, Host of "Jill on Money"

Watch for Details

Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
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  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Gene Burrell

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