InvestOAK 6-15-2019


Our goal is to advance members’ knowledge and understanding of investment options and strategies for retirement. Membership experience ranges all the way from investment novice through those who have had a professional career in the financial world. There is no actual monetary aspect to the club’s activities. Active member participation is encouraged. The topic for June will be: “Puttin’ on the REITS!” presented by Len Grosso, an InvestOAK Board member. FYI, “Puttin’ on the Ritz” is an Irving Berlin song written for the 1930 movie of the same name. David Distad, PhD, will be discussing the tumultuous stock market.

An auxiliary group, meeting once a month, has been formed to discuss individual stock analysis, various investment strategies and details of other items of interest beyond the scope of the general InvestOAK meeting. They meet at 10:00 at the Omqua Bank, one week after the regular meeting (6/28/19). Plan to come and check them out. Interested Oakmont residents are invited to attend the next regular meeting which is Friday, June 21, 10:00am to 11:30am, Room B, Central Activities Center. For the rest of the year 2019 our meetings will be held on the third Friday of the month. For further information contact Dave White (