January 2017 Speaker

Saturday, January 21, 2017 from 9:45 AM to 12:45 PM

Let the Bond Autopsy Begin
Marilyn Cohen

Millennials are living through extremely low and negative interest rates in some countries, the exact opposite of what we baby boomers experienced in the early 1980s. Has the paradigm shifted so far that this is the new standard? What will it take for the US economy to expand? If interest rates finally normalize, what will that mean?

Learn the data points you need to follow in order to anticipate interest rate moves. Learn how to lock and load your fixed-income portfolio with safe bonds. There are income generators that can meet and beat dividend-paying stocks with considerably less market risk.

Our low interest rates, brought to us by the Federal Reserve, have goosed up valuations: the stock, bond and real estate markets are all overvalued. Preservation of capital is the most important goal. Marilyn will share some investment ideas that are actionable and can add balance to your portfolios.

Marilyn Cohen is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She moved into bond brokerage at Cantor Fitzgerald Inc., then founded Envision Capital Management 22 years ago. As Envision’s CEO, Marilyn and her company specialize in managing bond portfolios for individuals. Throughout these 22 years, Marilyn has written the bond column appearing in Forbes magazine, writes for Forbes.com and has authored three books about investing in bonds. Marilyn is a popular guest on CNBC, Fox Business News, PBS and major broadcast networks. Her comments--stated in plain English--guide individuals through the inner workings of the bond market. Marilyn and her husband, Chris Malburg, raise service dogs for the disabled.

Attend this seminar to learn:
  • The data points you need to follow to anticipate interest rate moves
  • How to lock and load your fixed-income portfolio with safe bonds
  • About income generators that can meet and beat dividend-paying stocks with considerably less market risk

Date:    Saturday, January 21, 2017 

Time:    9:30 a.m. — Registration
                9:45 a.m. — Presentation begins
              12:45 p.m. — Adjournment

Location: Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545

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In Advance: (postmarked by 1/16 or online by 1/21)

Register via Eventbrite.com 

Register via postal mail-in form

Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better speakers we can bring you.

At the Door: 

Space permitting, maximum 200.  We accept a contribution of any amount at the door for each person who attends.


Contact us at least 24 hours prior to the meeting for a full refund.

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