201Z Spring 2025 The Investment Forum

The Investment Forum, which has been meeting continuously since 1995, addresses investment topics of particular interest to retirees. A weekly agenda is distributed, and sessions begin with an open discussion of recent events in the economy and the financial markets, and their impact on investment decisions. Member presentations and discussions typically include such topics as: recent market indicators, stocks, bonds, funds, real estate investment trusts, options, commodities, sector allocations, investment strategies, and choosing financial advisors. Investment trades are collected each week from Forum members, and those trades are discussed. The class uses analyses and data from the financial press.

Al Smuzynski is a retired federal bank regulator, banker, and real estate developer, and has led the Investment Forum since 2011.