Socially Responsible Investing Seminar

Eric Packer from Progressive Asset Management will speak about aligning your values with your investments. Please join us for this timely and relevant topic.

Venue: Chelmsford Library
Date: November 12th, 2009 (Thursday)
Time: 7 pm to 8 pm
Click here for the seminar website and for Eric's bio.

I hope to see you there!


Financial Fitness Seminars at Chelmsford Library

Financial Fitness series is back with an exciting line up of speakers!
Click here for the seminar website

September session focused on the 2009 Stimulus package, and what it means for everybody. Richard Doron (President of Integrity Park Investments and previously with Fidelity Investments) gave an exciting overview of the current state of the economy.
Click here for Richard's Bio

Sham Gad (Managing Partner of the Gad Partners Funds) spoke on October 8th about investing in the "new normal". He highlighted the principles of value investing, and why value investing will serve investors well in the future.

The next seminar is scheduled for November 12th, and will feature Eric Packer from Progessive Asset Management. Eric will talk about Socially responsible Investing (SRI), which is getting a lot of attention lately.

Please forward this to others who may be interested. I hope to see you at the next seminar!


Time to be greedy?

Warren Buffett is buying American. Are you?
See link to article


2008 Berkshire Hathaway and Wesco Annual Shareholder Meetings

Click below links for transcripts of Q&A sessions at the 2008 meetings

Wesco meeting
Berkshire meeting

The Intelligent Investor by Sham Gad

Sham Gad is a managing partner of Gad Capital Management and runs the Gad Partners Fund, an investment partnership modeled after the 1950's Buffett Partnerships. He is also a regular contributor to the Motley Fool.

On April 10, 2008, Sham presented a talk titled "The Intelligent Investor: A Practical Approach to Investing." This was part of the Financial Fitness seminar series sponsored by the Chelmsford Public Library.

Click here to see his entire presentation.


How to spot a market bubble

I found this interesting chart by Yale Professor, Roobert Shiller, showing the rise in home values over the last century. Look at the jump in prices during the last decade and you can understand what's going on right now. It also means that it may take some time for this mess to clear out...

housing bubble