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!
Program Coordinator
Laurence Dunham 585-586-6029
Program Chair Rowland Billy● 585-654-9258
Facilities Chair
Jim Patterson jpatterson007@icloud.com
Webmaster Brett Templar


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


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

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 June.

Stay safe and healthy.

Don't miss our "Virtual" Minutes of the Breakfast Club, April 2020. on the Breakfast Club Discussion page. Be sure to take the quiz and have a chance at winning some valuable atta-boys/girls next time we meet.

Jim has provided us some good information on many different topics:

Here is some info on EIP payments from IRS through the Coronavirus Aid Relief program  and the Economic Security  Act  (CARES).   



Here is a good explanation on mechanics of tax changes in detail if you want to change your year end payment or return…  



  Here are some informational messages and contacts to assist through this challenging period.

https://www.lifespan-roch.org/lifespan-covid19?utm_source=May+2020+Giving+Tueday&utm_campaign=2020+Giving+ Tuesday&utm_medium=email


 Social Security and  SS Scams. Check them out.

Mistakes to avoid... when looking for a Financial Advisor

Info on estate planning considerations:



Stock Market Direction Is Key To Win With Growth Stocks | Investor's Business Daily



 Many  changes in the Investment community offerings for the individual investors.  An interesting item for People JUST STARTING their investment activities and people shopping for upgraded services.

This would be good for the NEW to investing group who want a NON sales, balanced overview of current offerings in the industry.  Also for individual investors that are retired s good comparison of offerings from competitive firms.                                                         




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 Covid-19 Issue

Instead of  Breakfast Club Minutes or “What you Missed” for March 2020, this combined edition presents “What you could be doing”.

Here are some things on our web site to read and study while we are still in quarantine!

Home Page

·       Jim Patterson provided some good info on Social Security as well as a link to Mistakes when picking a Financial Manager

·       A link to the Chaikin Analytics Blog: “Two days in a row….” Chaikin also offers a free Daily Market Update.

·       Ask Leo: Prep for the Ultimate Disaster…

Financial Planning page:

·       Past Presentations:

·       Factor Investing

·       RMD’s and the Secure Act

·       Investing at Level III

·       Picking Stocks and ETF’s using Chaikin Analytics

·       Passing of a Spouse

·       Ten Things every Investor should know…

Good Reading page: Some great book reviews.

After you have taken in all this good info on our local AAII website, head back to our Home Page and click on the link at the top and migrate over to the National AAII website. There is much to profit by here, there is a ton of great info there.

If you have some ideas that you think would benefit your fellow investors, don’t be shy, share those ideas with us.  Send them along to: pheasynews@gmail.com

Thank you.  Hope everyone is safe and healthy.  See you all soon.


Also, check out some interesting Blog posting's


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