$UMS in Retirement – Area 16
Our financial information activity holds Zoom meeting with SIR Branch 128 (San Ramon) on the 4th Wednesday of the month, at 1:30 p.m.
Email Dave Sutton to be included or to learn the topic.
Chair – Tom Henry – Branch 174
Co-chair Dave Sutton – Branch 8
Scroll down for recent and upcoming reports and schedules:
March 2025
The next meeting of the SIR Investment Group will be held on Wednesday, March 26, 2025 at 1:30 PM by Zoom.
At this meeting we will consider whether either inflation or the chance of recession is still a concern.
February 2025
The next meeting of the $UMS/SIR Investment Group will be held on Wednesday, February 26, 2025 at 1:30 PM by Zoom.
At this meeting we will review various Outlooks for 2025, expected impacts on the markets and sectors from President Trump’s first 100 days in office, and Tax Basics.
In the round robin, attendees will indicate whether they use software to file their own tax returns or whether they use a third-party service (CPA, Advisor, relative, etc.)
January 2025
The next meeting of the SIR Investment Group will be held on Wednesday, January 22, 2025, at 1:30 PM by Zoom.
At this meeting, we will identify ETFs that outperformed in 2024 and evaluate whether they are still recommended for 2025.
In addition, during the first hour various SIRs will be asked to speak on the ETFs they have knowledge of.
Then in the second hour we have a round robin to answer questions or hear comments.
November 2024
Due to the holidays, there will be no $UMS in Retirement / Branch 128 Financial Zoom meeting in November and the December meeting will be on the held 4th.
October 2024
The next meeting of the SIR Investment Group will be held on Wednesday, October 23, 2024, at 1:30 PM by Zoom.
Our topic is Ways to Optimize your RMD Distributions and the Tax impacts through strategic Withdrawals.
Due to the holidays, there will be no meeting in November and the December meeting will be held on Dec. 4.
September 2024
The next meeting of the SIR Investment Group will be held on Wednesday, September 25, 2024, at 1:30 PM by Zoom.
Our guest speaker is Andrew Parrott from the Cetera Advisors Network.
Andrew will indicate how he thinks the election outcome will impact stock markets and various sectors of the economy.
His presentation is titled: Navigating the 2024 Presidential Election.
August 2024
Wednesday, August 28, 2024 at 1:30 PM by Zoom.
First, we will look at the Root Financial Video Library
https://www.youtube.com/@RootFP/videos
and then
the “Game of Trades” YouTubes Library.
https://www.youtube.com/@GameofTrades/videos
Attendees will be asked to write down the topics that resonate most with them and in round robin, each participant will indicate their selections. Then at future meetings we will go in more depth into the subjects and topics of interest to our members.
We will also review mid-year and second-half outlooks. Attendees who have access to or have insights into what professionals are predicting, will provide their information to the group.
The attached handouts will be used to kick off this discussion.
July 2024
Gold
-Is physical gold a good investment?
-Gold ETF
-Gold miners
-International gold purchases
-Sellers of Gold
Electricity
-the US Electric Grid
-US Electric Companies
-Alternative Energy companies
-Large providers and Users
-What are inputs to Electricity and which companies supply them?
-Is Nuclear still in play
-Interesting partnerships
https://www.investors.com/news/artificial-intelligence-ai-data-centers-demand-nuclear-energy/
last updated on 03/23/2025 by MLF
