AAIIrochester.com
The website of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)
Home | Financial Planning SIG | Breakfast Club SIG | AAII National Website

Welcome to the Home Page of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)

How to receive notices about our local activities:
Write to AAIIrochester@Gmail.com

AAII Rochester, New York Board Members
President Paul Gorman 585-381-5476 
Secretary Open This could be You!
Treasurer
Program Coordinator
Laurence Dunham 585-586-6029
Program Chair Rowland Billy● 585-654-9258
Facilities Chair
Marketing
Jim Patterson jpatterson007@icloud.com
Webmaster Brett Templar

pheasynews@gmail.com

Breakfast Club SIG
Historian
Jeff Fraser 585-482-3654 
Financial Planning SIG Diep Chu

dc31244@gmail.com

Program Coordinator Jim Hayes jh6l1666@gmail.com
Registrar Anthony Gingello 585-225-9131 
●Past presidents
 
BREAKING NEWS!!

Due to the current escalating situation around COVID-19 (coronavirus), the Board members of our local AAII Chapter have decided to be very cautious right now and CANCEL all Rochester AAII SIG meetings until further notice. That includes the Financial Planning meeting scheduled for next Wed March 18th as well as the Breakfast Club scheduled for Monday March 30th.

We will reevaluate the situation in April.

Stay safe and healthy.

 

Jim has provided us some good information on Social Security
and  SS Scams. Check them out.

Jim also provided a link to Mistakes to avoid... when looking for a Financial Advisor

 

Your Rochester Chapter of AAII is off and running! Here is a list of upcoming events.

1)    CANCELLED.....Our next Breakfast Club meeting will be Monday, March 30th

2)    CANCELLED....Financial Planning SIG next meeting: Wednesday, March 18th - "Latest Trend in Long-Term Care Industry" by Susan Suben, MS CSA, President, Long-Term Care Associates and Elder Care Planning.

 

If you missed, "What you might have missed": Here it is....

What you might have missed as of 3/7/2020  

Here are some things you might have missed on our website: AAII Rochester Chapter

1.     On the Breakfast Club page there are links to the last Meeting Minutes & current Portfolio’s as well as some of the discussions that took place. Grab a copy off the Breakfast Club Discussion page from the Current Discussion link. Our next meeting will be Monday, March 30th.

2.     Portfolio #35 is down 10% since last July, but is led by Marvin Hoffman’s selection of Wrap Technology (WRTC) which is up 42.4% . In 2nd place is Gerald Fassell’s choice of Raytheon (RTN) up 26.6%

3.     Portfolio 36 is down 1.7%, Dawn Carmell’s selection of Plug (PLUG) is up 33.6% since January.  In 2nd place is Brooks Rimes’ choice of Domino’s Pizza, up 29.8%.  .  

4.     The next Financial Planning SIG is in Wednesday, March 18 at 7pm and the topic will be "Latest Trend in Long-Term Care Industry" by Susan Suben, MS CSA, President, Long-Term Care Associates and Elder Care Planning. See the web page for more detail.

5.     February Meeting recap: The Feb Financial Planning SIG was quite an educational meeting with excellent discussion and participation. The following article from Michael Kitces and mentioned kitces.com as a resource site for strategies to mitigate the SECURE Act impact.  Click on the link to go to the article. 

6.     If you are interested in a daily market update, Chaikin Analytics offers a free daily YouTube called Stock Market Today. The update usually comes out around 9:15am. You can use this link daily or if you subscribe to their Channel, you will get an auto message when the new one is posted.

7.     On the Strategery Links page, there is a link to the latest Chaikin Analytics Blog. If you know of any other informational Blogs we can link to, let me know. pheasynews@gmail.com

8.     If you have a source of good financial info that you think would help your fellow investors, send it to me.

 


Also, check out some interesting Blog posting's

https://www.chaikinanalytics.com/blog/


Ask Leo - What happens when I die?




The Mission of the AAII Rochester Website is to:

Use the internet to provide effective knowledge about investing
Use the Internet to serve AAII Rochester's existing goals and objectives
Foster a sense of community among AAII Rochester members
Promote AAII Rochester membership
Promote AAII Rochester events and programs
Facilitate communication among AAII Rochester members
Publish news and information relating to AAII Rochester
Allow online membership registration

Features of the AAII Rochester Website

Upcoming programs and events
Member news
Sharing ideas and resources
Shadow Portfolios

 

Due to the response from the Chaikin Analytics presentation, our club was able to secure a special price for their annual subscription. If interested, email Brett at the address above for additional information.

1.     If you are interested in a daily market update, Chaikin Analytics offers a free daily YouTube called Stock Market Today. The update usually comes out around 9:15am. You can use this link daily or if you subscribe to their Channel, you will get an auto message when the new one is posted.

 

Special invite to the Syracuse Chapter Subgroup mtg:

Did you know that there is another AAII Subgroup just up the road in Syracuse. Anyone is invited to attend their next meeting. Not sure the topic but I am sure it will be good….

 

Next Meeting:
Tuesday, March 3, 2020  The March meeting is scheduled for 7:00PM to 8:30PM in the Sargent Meeting Room of the Liverpool Public Library.
March Meeting Topics:
1-  Mutual Funds, what is your favorite mutual fund, why?  In which other mutual funds are you invested, how are they doing?
2- The market in general.  There certainly has been great amounts of news about the market over the past couple weeks and much price movement.  Lets plan to take some time to talk, I know the news and price movement has been on my mind.
See you Tuesday evening !   Frank

Future Meeting Dates:

April 22, 2020-  Wednesday, in the Sargent Meeting Room of the Liverpool Public Library, 7:00PM to 8:30PM