
June 23, 2026
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6:30 pm
Join us for an evening of education and classic Sicilian cuisine! During the evening, we will explore a common question: “Why not just use a traditional index fund?”
RSVPify website coming shortly

August 1, 2026
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5:00 pm
We are excited to invite you to our end of summer educational dinner at a new venue, Saratoga Springs! Join us for an evening of dinner, education, and good company!
More information coming soon ...

We had a wonderful evening discussing crypto-currency with everyone who joined us both evenings. Water Tower Kitchen provided another delicious buffet, especially their amazing churro waffles. We are excited to return again!

We gathered for a wonderful and elegant evening at La Rinconada, undeterred by the rain, for an engaging discussion on False Positives in the market. The evening was paired with an exceptional meal thoughtfully prepared by Chef Nick Difu, making for a truly memorable experience.

We focused on the engineering that makes our portfolios "built to last" and how to survive a volatile market. As always, China Stix provided a bountiful family style meal for us to enjoy together.

We enjoyed gathering together for our first event of the year! We started the year strong with a foundational piece to help investors gain peace of mind around their investments.

We gathered together for our last event of the year to do a much anticipated deep dive on the 20 Must-Answer Questions. We enjoyed a delicious meal and great company at the festive Micheal's at Shoreline.

This year, we hosted two identical evenings dedicated to discussing portfolio rebalancing, while we enjoyed delicious fall-inspired meals at one of our favorite venues, The Pastaria and Market in Los Gatos.