The Investment Forum Club Fall 2025

The Investment Forum Club
Moderators: Al Smuzynski, Bob Baker, Lou Coglianese, David Toms
Wednesdays Fairfax, hybrid: 10:30—12:00, Sept. 3—17, Nov. 19, Dec. 3—10
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 financial markets, and their impact on investment decisions . Member presentations and discussions typically include such topics as: recent market indicators, stocks, bonds, mutual and exchange traded funds, real estate investment trusts, sector allocations, investment strategies, portfolio management, and choosing advisory services . Each week members may participate in our “Buy/Sell/Thinking About” segment by sharing their investment trades or activities of the previous week, which are then looked at and discussed in a peer group setting . The Forum typically uses various Wall Street analyses and data, as well as relevant news from the financial press. In addition, we regularly incorporate a number of online financial tools and websites in looking at members’ recent trading activities or other investment products