What we're about
Upcoming events (5+)
Part two of AAII Atlanta Options Subgroup with free wine tasting will be hosted on Feb 18 from 6:30 - 8:30 pm at Total Wine & More. Rex Mayne and Rex Macey will continue the group discussion focused on Options 101. They will cover the basics including puts & calls, rights & obligations, strikes and expirations, risky & conservative use of options. They'll touch on and review speculation and protection and get to profit and loss plus cover an overall risk discussion. A minimum of 14 attendees are required for free wine tasting. The room holds a maximum of 40. We hope you can attend! Rex Mayne attended the Atlanta Options Investor Club meetings for several years and understands one of the big challenges with a subgroup of this nature is the wide variety of knowledge, strategy, goals, risk levels, etc. Rex Macey founded an independent, boutique investment counseling firm called Red Tortoise in 2015. Before starting Red Tortoise, he spent 11 years at Wilmington Trust where his duties included heading the equity group, the asset allocation team, risk management and serving as chief investment officer.
Learn how to assess and manage the investment risk in your portfolio to help stay on track. RSVPs open 4 weeks ahead of the meeting.
Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!
Speaker: Thomas Bloomer, CFP®, CAIA Sales Director, Legg Mason Baltimore, MD Tom will share Legg Mason's 2019 economic & market outlook. He will touch on indicators he and his firm believe highlight risks on the horizon. Tom will share his views on the trade tariffs, rising interest rates, the global markets and ways to position portfolios in light of their outlook. RSVPs open 4 weeks ahead of the meeting.