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Boston Investor's Group Wednesday Meetup

  • Nov 28, 2012 · 7:00 PM
  • Building E51, Room 315

Please RSVP!

Interactive Market Discussion

We will harness the intellectual horsepower of our members to figure out where the market is going and to prognosticate whether we will go over the fiscal cliff.

IRA Rollover and Asset Allocation Strategies by Doug Chin

  • Short Seminar on IRA Rollover and Investing Strategies
  • Overview on Asset Allocation and Portfolio Management
  • Review some current Merrill Lynch Research 

BIO - Douglas L Chin, Financial Advisor, Merrill Lynch Wealth Management

Douglas started his private practice at Merrill Lynch to serve the wealth management needs of established individuals, families and business owners. He focuses on using a disciplined investment management approach to help his clients explore, discover and attain their short and long term financial goals through the development of highly individualized strategies.

Douglas has worked in the financial services industry since 2000 and has a deep understanding of the global financial markets including in-depth knowledge of the U.S. stock markets. Prior to joining Merrill Lynch, Douglas worked at a prestigious hedge fund in New York City, where he developed, tested and executed complex trading strategies for a multi-million dollar portfolio.

Douglas holds the Series 7 and 66 registrations as supervised by the Financial Industry Regulatory Authority (FINRA). He is a Certified Special Needs Advisor (CSNA).

Stock Picks / Trade Ideas

We will analyze members ideas for stocks to trade and how to trade them.

To join our online discussion go to
http://groups.google.com/bostonibd

If you have a friend you talk stocks with, bring them with you!

Food or drinks are not allowed in any MIT meeting room.

We strongly urge each person to make his or her own decisions about investing their money. Investment ideas and recommendations made during our meetings and in our online dialogs bear no liability by anyone.

This is a free and open meeting. No membership is required, but please RSVP.

 You pick the topic and we will discuss it en groupe.

 

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  • Erno P.

    Another great meeting.

    November 29, 2012

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