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Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Contacts:
Ron Spieker send email or 703-­671-1346
Vas Madhava send email
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
Recent: 2014   2013   2012   2011   2010

CI SIG Coming Events

Date: November 22, 2014
Time: 10:15 a.m. to 12:45 p.m.
Location:
Dolley-Madison Library, McLean, VA (see map)
1244 Oak Ridge Ave., McLean, VA 22101
Speaker:
Tony Hausner
Subject:
Subject: First part: "The Investment Implications of the Affordable Care Act."
Second part: "Key Investment Strategies"Predatory Behavior in the Markets
Overview:
Heath care stocks have been some of the strongest market performers in the past few years. Some of the groups within it, like managed care and hospitals, have done really well. However, can this strong performance continue
Details

In this presentation, Tony will discuss "The Investment Implications of the Affordable Care Act." In the presentation, he will discuss the key features of the act, some of the myths, and then describe different sectors of the health care market and their potential as investments. He will try to address some important questions such as: What is the state of long-term care as boomers enter later retirement? What are some of the important sub-groups within the industry? Who are the leaders in each group? What is the role of various "wonder drugs" in this performance? And, which segments are worth your investment dollars?

Time permitting Tony will also cover some other investment topics that might of interest to members. These include, but are not limited to, the importance of financial planning, the need for careful asset allocation decisions, and the importance for comprehensive basic investment education in meeting your long-term investment goals.

Background: Tony has a Ph.D. in Social Psychology from the University of Kentucky and spent 26 years working as a Senior Analyst for the US Centers for Medicare and Medicaid. He also directed development of Medicare's home health outcome measurement system, a national model for health care quality assurance systems. More recently he has been a volunteer through Organizing for Action with the Affordable Care Act. His blog is healthreformaction.blogspot.com.

Reminder: No meeting in December

Maryland Investment Special Interest Group
(MISIG)

Meetings:
Third Wednesday of each month (except where noted)
Location:
Bethesda Library
7400 Arlington Road
Bethesda, MD 20814 (see
map)
Time:
7:30 p.m. to 10:00 p.m.
Contacts:
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

MISIG Coming Events


Date: November 20, 2014 (third Thursday)
Speaker:
Part 1 - Doug Wolford, president, Convergent Wealth Advisors
Part 2 - Vas Madhava, MISIG member
Topic2:
Part 1 - What to Look For in a Financial Advisor
Part 2 - Using Technical Analysis to Identify Temporary Market Bottoms
Details:

Details to follow for speaker Doug Wolford

Vas Madhava will briefly discuss some techniques to find dips in the market. Using technical analysis, he will show the high probability patterns to look for when the market is ready to turn up. He will also discuss when to look for dips, which dips are worth buying and when to stop buying dips.

Time permitting, Vas will follow up on his presentation on Mar 19th which was: "Aggressive Investor Tactics." He will review the single watch list that was mentioned and show how the stocks in the list have performed so far this year.

◊ ◊ ◊ ◊ ◊
No Meeting in December
◊ ◊ ◊ ◊ ◊
Date: Januray 21, 2015 (third Wednesday)
Speaker:
Alan Gordon
Topic:
Taxes for Investors
Details:
To be announced
◊ ◊ ◊ ◊ ◊
Date: February 18, 2015 (third Wednesday)
Speaker:
To be announced
Topic:
To be announced
◊ ◊ ◊ ◊ ◊
Date: March 18, 2015 (third Wednesday)
Speaker:
To be announced
Topic:
To be announced
◊ ◊ ◊ ◊ ◊
Date: April 15, 2015 (third Wednesday)
Speaker:
To be announced
Topic:
To be announced
◊ ◊ ◊ ◊ ◊
Date: May 20, 2015 (third Wednesday)
Speaker:
Carl Perthel
Topic:
Sell in May and Go Away
◊ ◊ ◊ ◊ ◊
Date: June 17, 2015 (third Wednesday)
Speaker:
To be announced
Topic:
To be announced

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

General Information
301-­593-4542
Questions about registration
703-­879-8480

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click here

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


Links to
AAII National
Website