Introducing a ***New*** Special Interest Group
Financial Planning Discussion Group,
Moderated by Fred Smith
fred.svaaii@gmail.com

This discussion group inspired by well received Financial Planning Workshops presented by Fred Smith. Fred presented 9 Financial Workshop series during October 2015 through May 2016 at Silicon Valley AAII Local Chapter. Fred also presented the same series twice, in more detail at Los Altos Library.

These meetings feature informal discussions on a broad range of financial planning topics including investing, taxes, retirement planning, and more. We meet on the second Wednesday of each month from September thru June.
AAII Financial Planning Discussion Group: 2018-19 Season Calendar


Webcasting (Audio only) this meeting on ZOOM

Here's a bit more background and information on the Zoom part of the meeting...

  • This will be an audio only session. (We may put a slide up on the screen or some such.)
  • We'll be using an area mic to capture the discussion in the room
  • Remote attendees can participate via voice -- we'll have a speaker connected so folks in the room can hear you.
  • We'll ask remote folks to mute themselves when not speaking
  • The session will NOT be recorded
  • We'll use the same link to zoom for all meetings
  • If you have any questions feel free to email us and we'll be happy to work with you!

Jan 9th, 2019: Fred will use this PDF document ** Retirement Plan - II in Financial Planning** to initiate the discussion.

Dec 12th, 2018: Fred will use these PDF and Excell documents to initiate Retirement Plan - I discussion.
Nov 14th, 2018: Fred will use this PDF document ** (Investing ... II : "Can you beat the market? Efficient Market Hypothesis") in Financial Planning** to initiate the discussion.

Oct 10th, 2018: Fred will use this PDF document ** (Investing ... I : "Process, Modern Portfolio Theory, Diversified portfolio") in Financial Planning** to initiate the discussion.

Sept 12th, 2018: Fred will use these PDF documents to initiate the discussion.

June 13th, 2018: Fred will use this PDF document ** (Estate Planning) in Financial Planning** to initiate the discussion.

May 9th, 2018: Fred will use this PDF document ** (Risk Management The Role of Insurance) in Financial Planning** to initiate the discussion.

April 11th, 2018: Fred will use this PDF document ** Taxes: Tax Cuts and Jobs Act (TCJA) of 2017 ** to initiate the discussion.

Mar 13, 2018: Fred will use this PDF document ** Social Security and MediCare ** to initiate the discussion.

Feb 14, 2018: Fred will use this PDF document ** Managing Safe Withdrawal rates in Retirement ** to initiate the discussion.

Jan 10, 2018: Fred will use this PDF document ** Managing Your Cash Flow in Retirement ** to initiate the discussion.
An Excel spread-sheet: ** Sample: John and Jane Doe's Retirement Plan.. **




Computerized-Mechanical Investing Group

Al Zmyslowski

al_zmyslowski@yahoo.com

The CIMI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month.
See Computerized Investing, AAII-SV-CI-MI-Group, a Yahoo Group, for further details.

All previous meeting files are available at : DropBox Location


Investing Discussion Group

Lynn Gillette and Valerie Fitch

aaiichapter_siliconvalley@yahoo.com

These meetings are a way to discuss investment ideas in a relaxed, small group setting. Meetings are on the fourth Monday of each month (except December).


All SIG groups meet at 6:30pm at Holders Country Inn, 998 S. DeAnza Blvd., San Jose, where you can order dinner. Phone: 408-244-2798.
Admission is free. Map to : Holders Country Inn

You can sign up for upcoming meetings or view past meetings at AAII-Silicon-Valley-Meetup



CIMI: Computerized-Mechanical Investing Group Meeting Archives


April 05th, 2018

April 05th, 2018: Today's featured CIMI Topic is:

Steve has been evaluating the advantages and disadvantages of a tax-free investment approach. He will report about that adventure and how that approach compares to a simple adaptive allocation strategy and two buy-and-hold funds. His comparisons include the usual CAGR and MDD as well as how underlying costs impact returns and an initial estimate of compensation of personal time spent on each approach.

Presentation files. (ZIP/TAR format)