During our meetings we access 'informed people' who state problems
and report on solutions. Statements align with our unifying purpose.

Participants identify the problem/solution statements
they hope to act on during the next month and report on the
statements they did act on during the past month.
The agenda for each meeting un-bundles problem statements and re-bundles solution statements.

Based on interest and talent, new people can add to the various projects.
New people can initiate their contribution either with verbal or written statements.

Our agenda does not exclude the person who wants to continue to
solve problems as an individual. Rather, our agenda proposes to give
each person the option of cooperating to solve problems similar to
their own investing problem /solution statements.

From the view of the facilitator for the monthly meeting, the plan is to
iterate on the problem-solving process. WHO makes the statements is not
as important as summarizing statements - once a month.
As the written purpose/problem/solution statements get emailed, we keep those who can not attend - informed.

Our meetings provide a forum to capture & prioritize the action we hope to
take as a group during the next month. And, our meetings provide the
opportunity to make person to person connections.

Our agenda supports interpersonal communication. 

 

At one point in time the 5 top areas of interest were - as follows:

1. Invest using Business Cycles & Sector Rotation;
2. Invest using Technical Indicators;
3. Learn about Fixed Income Securities (T-Bonds, CD's, Munis, etc; 
4. Learn how to legally minimize taxes.

The above were prioritized based on a 'show of hands'.

Do you think we should still pursue these areas?

 

A continuing thread woven through everything we do is the RESEARCH process.