The Investment Forum Club Winter 2026

The Investment Forum Club
Moderators: Al Smuzynski, Bob Baker, Lou Coglianese, David Toms
Wednesdays
Fairfax,hybrid:
10:30—12:00, Jan. 7—14, Feb. 18—25
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 OLLI Mason Travel Opportunities Looking for an adventure? Check out the travel page on the OLLI Mason website for future opportunities. Note: trips are managed and processed entirely by the travel agencies. OLLI Mason is not involved in any purchase or refund transactions, logistics, or liability whatsoever. OLLI Mason members and their guests must work directly with the travel agencies. olli.gmu. edu/travel/ 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