The Investment Study Group’s mission is to provide AU members timely information about the financial markets, specific investments and asset classes. From time to time, outside experts from the financial industry are invited to speak to the group and give their perspectives on these topics. We also conduct round table discussions where members can share their experiences and ideas on investing.
Online materials related to the meeting which may have been reviewed or discussed can be accessed in the following table. Click or tap on a link below to see the presentation.
Meeting | Presentations |
---|---|
2024 Jun 04 | Retirement Planning Using the Charles Schwab Website Without having an Account |
2024 Jun 04 | Researching Investments on Charles Schwab Website Using Your Account |
2024 Apr 02 | Guide to the Markets J.P.Morgan Asset Management.PDF |
2024 Mar 05 | Best Bull Market Stocks According to Analysts |
2024 Mar 05 | 5 Unexpected Investment Ideas for 2024 |