What we’re about
We are the Silicon Valley Chapter for the American Association of Individual Investors (AAII) and our mission is to educate and empower individual investors in their quest for achieving financial independence. To that end, we strive to bring compelling and accomplished speakers to present timely, relevant and actionable information on personal financial planning, wealth building, and investing.
Want to easily get started? Join this Meetup group and you will be notified of future meetings and events. Beginners and advanced investors are welcomed!
* See our website at www.siliconvalleyaaii.org
The AAII Silicon Valley Chapter holds several monthly events:
* Main Events features renowned speakers on a variety of topics! A nominal fee of $10 to attend covers the overhead of speaker costs, facility rental and event expenses.
* Free to attend: Special Interest Group (SIG) Meetups meet monthly on four topics: 1. Financial Planning SIG; 2. Investment Discussion SIG; 3. Computerized Investing SIG; and 4. FinTech SIG.
We are not here to sell anything - only to create an open and friendly environment for like-minded people to learn, share and explore investing. We are an all-volunteer organization and are always seeking additional members who can help with various planning and administrative issues.
We protect your privacy and work to prevent any spam from being posted to our website or to your email account.
Please join us!
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Feel free to contact us at mailto:aaiichapter_siliconvalley@yahoo.com with any questions, comments or feedback. This is YOUR organization!
You can visit us at our Silicon Valley Chapter website. and at our Facebook page.
The American Association of Individual Investors (AAII) is a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. National membership is $29 per year, but you do NOT need to be a member to attend our local Silicon Valley Chapter meetings and events.
Now for the legal stuff.... (sorry, it's required)
The AAII Silicon Valley Chapter and its directors offer their social media and website pages for educational purposes only. The opinions expressed here are not necessarily those of AAII or the AAII Silicon Valley Chapter, whose only intent is to provide a background for understanding investment, personal finance and wealth management theory and practice. Nothing on these sites should be considered solicitations or offers to buy or sell any financial instrument or specific trading advice for individuals. The appearance of information or links to other sites does not constitute endorsement by AAII, the AAII Silicon Valley Chapter or their directors. Investing and trading carry risk and may not be suitable for everyone; we recommend augmenting the information here with advice from a financial professional. Any investment information is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance. The AAII Silicon Valley Chapter and its directors make no representations of accuracy and assume no responsibility
Upcoming events
2
•OnlineOctober 2025 Investment Discussion Group Meeting
OnlineThis is a FREE Event! Attend remotely on Zoom:
Path: https://us02web.zoom.us/j/82632867962
AAII Silicon Valley Investment Discussion Group!
Let’s explore and discuss dozens of investment ideas in a relaxed, small group setting with savvy investors!- Are we at unsustainable Market Highs?
Is Andrew Ross Sorkin’s new book, “1929” a Canary in a mind?
“1929: Inside the Greatest Crash in wall Street History
– and How It Shattered a Nation”
‘A friend calls it the everything bubble’: Market Watch
Why do so many economists fear a 1929-style crash?
Looks like a bumpy Bull Market through End of the year.
Sell everything or buy the best stocks?
Where are the opportunities in today’s market?
Can one safely buy Nuclear, Nvidia, Solar, AI, Power Gen , Mini PCs
Are the 7 Mega stocks a safe-money-making-bet? Comments?
Your favorite Buy, Sell or hold stock.
Questions? Feel free to reply on Meetup or email AAII-SV at: aaiichapter_siliconvalley@yahoo.com
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Please check out:
AAII-Silicon Valley website: http://www.siliconvalleyaaii.org/ and
AAII Silicon Valley Facebook: https://www.facebook.com/sv.aaii/
AAII Silicon Valley YouTube Channel www.youtube.com/channel/UC4GepcU8lzx8rZMaWNBeJtA
AAII National: http://www.aaii.com/8 attendees- Are we at unsustainable Market Highs?
•OnlineNovember Main Event: 2025 Tax Changes for Investors
Online2025 Tax Changes for Investors and Year-end Strategies
Russel Barnett will be reviewing changes to the tax landscape in 2025, including the big tax bill signed into law in July, as well as what investors should consider predicting and minimize their tax burden as we close out the year.
ATTEND THIS MEETING TO LEARN:
- What changes have occurred to tax laws for 2025 and what will be taking effect in 2026.
- What investors need to know as they close out the year in order to understand what tax payments need to be budgeted.
- Several strategies that can be used to make your investments and overall income more tax efficient in 2025 and beyond.
SPEAKER’S BIOGRAPHY
Russell Barnett is an Enrolled Agent and Certified Tax Strategist with more than 20 years of experience, and is the CEO of Silicon Valley Tax Coach in San Jose, CA. SVTC provides comprehensive tax and accounting compliance services for small businesses and individuals as well as proactive tax planning for business owners and investors to legally reduce the amount of money they pay in taxes.
ABOUT THIS MEETING:
Silicon Valley AAII offers this Webinar for free and encourage members who can donate $5 or $10 through Eventbrite to attend our main events. Funds from our main events help cover costs for our hosting services and other chapter activities including free SIG meetings. Register and attend at Zoom.com or on the Zoom app. Eventbrite and Zoom links are below.MEETING DETAILS:
9:00 am Pacific Introduction
9:05 am Pacific Presentation
10:10 am Pacific Q&A
10:30 am Pacific Anticipated EndLINKS:
Zoom (Register and Attend):
https://us02web.zoom.us/webinar/register/WN_vK60BwUrRJSN0gQTOTNIWgEventbrite (Donation):
https://www.eventbrite.com/e/november-main-event-2025-tax-changes-for-investors-tickets-1857868387359CHAPTER INFORMATION:
Chapter President, Lynn Gillette
Email aaiichapter_siliconvalley@yahoo.com
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup10 attendees
Past events
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