Feb 17, 2007

mtg #2... 25-jun-2005 IGH, appleebees

all: once again… i had a great time chatting w/ everyone. there were 7 of us. for those not able to make it… here’s the ‘mtg minutes’:

steve (from worthington) brought along his vanguard printout of ‘everything you wanted to know about your funds but were afraid to ask’ report. we also discussed asset allocation, investing in retirement (jim just retired 6 months ago… great perspective), the new roth 401k, % international, ‘worst investing mistakes’ we’ve made. (wes and his can of oil that still sits on his desk was a great lesson/reminder story). a pretty free wheeling discussion all over the map of investing / health of economy / deficits / strength of dollar / AA / etc. hope it was worth the trip for steve (3 hrs… ONE(!) way… now that’s a dedicated dieharder!)

started at 12:00, wrapped up about 2:15

next get together: september/octoberish, on a saturday, 12:00… we need restaurant and city ideas for next meeting… i’d throw out the ideas of majors sports café in woodbury (great, quiet meeting rooms w/ lunch), or ferns on selby in saint paul (no special rooms but big restaurant) or doolittles in eagan (seating may be crowded/loud). and the dates of sep 17 or oct 22. anybody care to ‘vote early and often’ on place/date?

chuck D

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