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Welcome to the Puget Sound Chapter of the
American Association of Individual Investors

We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.

We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.

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Our next seminar:

2 Investment Decisions Guaranteed to Change Your Financial Future

Paul Merriman and Chris Pedersen
July 13, 2024 from 9:00 am to 10:30 am

Increase Life-Time Returns with Small Cap Value Few equity styles generate as much love and hate as small-cap value. It boasts impressive long-term returns, but the ride can be rocky. The silver lining to thaPaul Merriman and Chris Pedersent dark cloud is diversification. Portfolios that include an allocation to small-cap value have increased returns more than they’ve increased risk and been more resilient. This presentation looks at small cap value performance from seven different points of view. Come see how small-cap value can help in accumulation or retirement and the easiest ways to get and use it for a lifetime. To help you make the most out of this event, you can download some free resources from the Merriman website: We’reTalking Millions by Paul Merriman 2 Funds for Life by Chris Pedersen

What you will learn:
1. Why small-cap value deserves a place in your portfolio 2. How and why you need to right-size your small-cap value allocation 3. What to expect when it’s combined with a target-date fund in accumulation and retirement 4. How to choose small-cap value funds with the highest expected returns

ABOUT THE PRESENTERS

Paul Merriman — In 2012 Paul created The Merriman Financial Education Foundation. His Foundation is dedicated to providing do-it-yourself investors of all ages with free information and tools to make better investment decisions. Paul is the author of eight books, including “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement;” He writes a regular column for MarketWatch and produces a multi-award-winning weekly podcast, “Sound Investing.” He is the 2021 recipient of the American Association of Individual Investors James Cloonan Award for Excellence in Investment Education. At his website (paulmerriman.com) he provides an abundance of free books and over 700 podcasts, videos and articles. Chris Pedersen — Chris Pedersen is Director of Research at The Merriman Financial Education Foundation and creator of the 2 Funds for Life investing approach to augmenting target-date funds. He is an engineer by training, and a new opportunity finder by nature. In his work for the foundation, he develops and maintains the Portfolio Configurator and regularly contributes to articles and podcasts. Like the rest of the Merriman Foundation staff, his work is motivated by a genuine desire to learn and help, free of any financial incentives or conflicts of interest.

Meeting Location:

This will be an online meeting. Register at https://aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.

If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to webmaster@aaiips.org

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Registration:

Please preregister 48 hours before the event to give us an estimated headcount.

We are no longer doing mail registrations. You can register at the door for in-person events.

6:45 p.m. — Link Open
7:00 p.m. — Presentation begins
9:00 p.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Payment

Please send a contribution of ANY AMOUNT. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.


Disclaimer

The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.


Special Interest Group:

Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Mary Chandler
eastsidesig@aaiips.org

This discussion group meets online at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, go to https://groups.google.com/g/aaiieastsidesig

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