October Rockville Meeting

Thursday,  October 1, 2015    @ 7:30 PM

The Ring House
1801 East Jefferson Street
Rockville, MD    20852

Main Presentation Speaker:

Carolann Doherty Brown CFP
Senior Vice President Wealth Management
UBS Financial Services


“What Investment? When?”

Carolann Brown from UBS Wealth Management will discuss when to use different investments, different styles: Review of when to use tactical, fundamental, quantitative, growth, value, domestic, commodities, inverse ETF, options, funds and hedging as future sectors. Carolann will also discuss the various investments we should consider for different goals and timeframes: Liquid Money, Income Money, Long Term Money, Longevity Money and Legacy Money as well as various Sectors.

This meeting will be recorded for viewing on the SMT web site.

A reminder, our meeting will be held in the downstairs social hall and we will have WiFi available.

If you missed any of our Rockville meetings since June 5th, 2014, members can log on to the SMT web site and view the videos of the meetings in addition to downloading presentations.  Go to the “Archives” menu tab, then select “Meeting Videos”.

If you have missed our first two Online Meetings, members can log on to the SMT web site and view the videos by going to the “Archives” menu tab, then select “ On Line Meetings”.

NEW !   If you are new to AmiBroker software, we are creating a library of “How To” videos that explain how to accomplish many of the routine tasks in AmiBroker. Our goal is to have over 100 of these “How To” videos available for members.  Each video is less than 5 minutes in length and shows you how to do routine tasks from Creating a Watch List, to Adjusting for a Stock Split, in addition to many, many more.  Check it out!

SMT logo mugs will be available for purchase at the meeting.


Do not forget about our third, free online meeting, to be held 7:30, Thursday, October 15, 2015 on uberconference.com.  This is a change from our first two meetings and attendence will be limited to 10 attendees, but will be recorded for member viewing on the SMT web site.  See “SMT On Line Meetings” under the “Meetings” menu tab above to sign up or for additional information.  The topic will be “The State of the Market”