Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

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November 15, 2014

"What Have the Markets Done in 2014 and How Will that Impact 2015
Nancy Osmond Popovich,
Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Advance registration by mail, or on-line until 11/11/14 - $28.00 per person
Late registration on-line 11/12/14 until 11/14/14 - $33.00 per person
At the door registration, space permitting - $38.00 per person
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Ms. Popovich will take a look back at what happened with the markets, economy, and the globe in 2014, and what they all will mean for the U.S. investor for 2015.
Attend this meeting to learn:
  • What the Wise Investor Group expects in the year to come.
  • Whether there is any value to adding bonds to your portfolio.
  • Which stocks are attractive right now.
Reasons to attend:
  • To receive a comprehensive review of the 2014 markets and a market outlook for 2015.
  • To receive a deeper understanding of bonds.
  • To receive specific, actionable stock ideas

Nancy Popovichís role at the Wise Investor Group is to oversee the management of more than $2.1 billion in equity, balanced, and fixed income accounts. A sought-after speaker and writer on managing personal wealth, Nancy has been published in local magazines and is a regular speaker for individual investors, divorce groups, and womenís events. Nancy is an on-air host of The Wise Investor Show, which is broadcast weekly throughout the Washington DC metro area every Sunday morning on WMAL. Her topics range from when to begin tapping your social security to in-depth statistical analysis of companies she believes could add value to her listenerís retirement plans.

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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams

Contact Information

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

Links to
AAII National