About us
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!
------------------------------------------------------------------
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
Sept 12: 1) Investment Certainty 2) Free Public Library Resources
·OnlineOnlineMeeting Details
9:00 am Pacific - Introduction
9:05 am Pacific - First Presentation and Q&A
10:20 am Pacific - Second Presentation and Q&A
11:40 am Pacific - Anticipated EndFirst Presentation: The Forgotten Virtue of Investment Certainty
First Speaker: Marilyn Cohen, CEO Envision Capital Management Inc.
About This Presentation:
Markets are unpredictable. Your income doesn’t have to be. Investors can build portfolios around meaningful contractual cash flows. That means income you see, payments you can schedule, and maturity dates you can plan around. As you get closer to retirement or are already there you should be asking yourself, “What cash flows will I be receiving and when?” rather than “What return can I earn?”Highlights:
- The ease and simplicity of investing in individual corporate and municipal bonds.
- The older we get the more cash flow predictability counts.
You don't get that in bond funds. - There are steps you can take when something goes “off the rails” in bond land.
First Speaker's Bio:
Marilyn Cohen has been in the bond market for 48 years and has seen interest rate cycles, bank catastrophes, credit crises and manmade mayhem. Marilyn was the Forbes bond columnist for over 20 years and is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, for the past 31 years. Her company specializes in managing bond portfolios for individuals. Marilyn is on social media trying to teach teenagers and young adults how to invest in stocks and bonds. And that betting isn’t investing!Second Presentation: Free investor resources at the public library
Second Speaker: Russell Malley, President, Silicon Valley Chapter of Better Investing
Specialist & Certified Senior Advisor (CSA)About This Presentation:
Public libraries can be a good source of free information for investors. The Santa Clara County Library System is a very good resource. This system allows free online access to Morningstar, Value Line and S&P Advantage (CFRA) reports on publicly traded companies. In addition, the library system is an online investors section which gives library card holders access to business periodicals. Find out the extent of the library's resources for investors and how to access these resourcesHighlights:
- What the libraries have to offer investors
- How to access these resources
- Actions needed to access the resources
About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking. https://us02web.zoom.us/webinar/register/WN___1lAt33Rbqr5AkrOObFug#Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Donation link on
Eventbrite:
https://www.eventbrite.com/e/september-event-1-investment-certainty-2-library-resources-tickets-1998431132313?aff=oddtdtcreator&keep_tld=true
Then Click on Get Tickets and scroll down to Donate.
Eventbrite (Donation):CHAPTER 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
419
