202Z Fall 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 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.