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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:

12 Investment Decisions Guaranteed to Change Your Financial Future

Paul Merriman
September 21, 2019 from 9:45 am to 12:45 pm

In June 2017, Paul Merriman had the honor of meeting one-on-one with John Bogle in an insightful discussion about how and why Vanguard builds portfolios the way it does. Bogle’s insights transformed Paul’s way of thinking about investing. In his presentation he will share the highlights of that meeting. He will detail two different approaches for designing an ultimate buy & hold portfolio, review investment decisions for a $12 million portfolio, and show how investors can meet their investment needs with just two funds. Paul will wrap up by discussing how individual risk tolerance can help determine the right combination of stocks and bonds during the accumulation and distribution phases.

About the Presenter:

Paul Merriman is a nationally recognized expert on personal finance, mutual funds, index investing, buy-and-hold investment strategies and asset allocation. He is the founder of Merriman Inc., an investment advisory firm managing over $1.6 billion. Now retired, Merriman is dedicated to educating investors. He is the author of seven books, including “Financial Fitness Forever” (McGraw-Hill, 2011) and “Live It Up without Outliving Your Money” (Wiley, 2008). He is a regular columnist in the RetireMentors section of MarketWatch.com and produces a weekly podcast at paulmerriman.com. Merriman’s website has articles on a range of investment topics. He has written about asset class selection, asset allocation, mutual fund and ETF portfolios for Vanguard, Fidelity, Schwab, and TD Ameritrade. In 2012, Paul launched the Merriman Financial Education Foundation and is committed to promoting investor education.

Attend this seminar to learn:

  • Which equity asset classes you should own and how to select the best mutual funds and ETFs to buy in each equity asset class
  • How much you should have in stocks and bonds and how that changes over time
  • John Bogle’s #1 rule for successful investing (it may surprise you!)

Meeting Location:

Mercer Island Community Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
206-236-3545
Get Directions

Registration:

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

Register Online

If you would rather not pay with a credit card, you can register by mail.

Register by Mail

Free parking in event center parking lot.

  9:30 a.m. — Registration
  9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment

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

Each One, Bring One

AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.

When you preregister, you don’t need to know the name of your friend or even whether you’ll invite one at all. But if you do, just have your guest show up and mention your name. It’s that easy!

Payment

Please send a contribution of ANY AMOUNT of your choice for each person who will attend. 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.

At the Door: 

Space permitting, maximum 200.  We accept a contribution of any amount at the door for each person who attends.


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 Groups:

AAII Special Interest Groups (SIGs) are small gatherings sponsored by Local Chapters where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Jim Shaw
JGShaw@live.com

This discussion group meets in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, send a blank email to AAIIEastsideSIG-subscribe@YahooGroups.com