Investment Group

The Investment Discussion Group meets every month to discuss topics related to the creation, preservation, and disposition of wealth.

Topics are wide-ranging and include estate planning, tax-deferred exchanges, investing in Cape Cod residential real estate, the stock market, insurance issues, taxes, the time value of money, trusts, wills, and any other money topic that is of interest to the group.

Our membership includes people with extensive backgrounds in finance and related topics and others who continue to be actively invested.

We are working on managing a paper investment portfolio for a hypothetical investor as a continuing project.
This project provides us with a tool to tie many of our discussion topics together and to measure the results of applying the knowledge gained from a discussion of the topics to a real-life exercise.

We have had guest speakers join us on multiple occasions and will continue to seek out other qualified speakers whenever possible.  

Our members are encouraged to bring their wealth-related questions to the meetings and to participate by sharing their knowledge and expertise. All members of the Cape Cod Men's Club are welcome.