Investment Club

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.

MeetingPresentations
2024 Jun 04Retirement Planning Using the Charles Schwab Website Without having an Account
2024 Jun 04Researching Investments on Charles Schwab Website Using Your Account
2024 Apr 02Guide to the Markets J.P.Morgan Asset Management.PDF
2024 Mar 05Best Bull Market Stocks According to Analysts
2024 Mar 055 Unexpected Investment Ideas for 2024

Chair

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Dennis LaBarbera

cell:561-222-1027

dennis.labarbera@yahoo.com

Co-Chair

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Fred Theile

Fredtheile@gmail.com

cell:201-981-1801