Investment group Area 16 $ums


$UMS in Retirement – Area 16 Activity

Tom Henry – Chair – Branch 174

Dave Sutton – Co Chair – Branch 8

Monthly discussions about finance and investing – these are Zoom meetings conducted by Mike Levine of Branch 128 (San Ramon) on 4th Wednesdays at 1:30 PM except in Nov and Dec

To be included, contact Dave Sutton at

July Meeting 

The July meeting of the Investment Group will be held on Wednesday, July 26, 2023 at 1:30 PM by Zoom.

In this meeting we will cover the following:

–a recap of 2023 YTD 

–the outlook for 2nd half

–will the Fed hike more?

–is a “soft landing” still the prediction?

–the “forward looking” recession indicators by Rochdale and Franklin Templeton [the Anatomy of a Recession (AOR)]

–expected trends for the second half of 2023

–recommendations for the second half of 2023

August Meeting 

We will again join Branch 128’s (San Ramon) Investment Group Zoom meeting on Wed August 23 at 1:30 PM.


The discussion will be to Compare and Contrast returns expected from Municipal Bonds, Corporate Bonds, CD’s and Dividend Paying Stocks.


Email Dave Sutton to be included.

Chair – Tom Henry – Branch 174

Co-chair Dave Sutton – Branch 8 –



last updated on 07/14/2023 by MLF