El Cerrito Rotary: The Wheel March 18, 2010

Editor:  Gary Buffon

Week of March 18, 2010     

(www.rotary5160.org)

www.elcerritorotary.org

President Tracy welcomed everyone to the Friendly El Cerrito Rotary Club.  Michael C led the flag salute and Mark F provided the thought for the day.

Secretary John:  No visitors today

4-Way Test Presentation:    Marty led the recitation of the 4-Way Test

Announcements:

• District Assembly is on Saturday Apr 17^th.  If you can possibly attend this event in Vallejo please contact Karen.
   
• Marty has the bowl-a-thon team ready to go.  If more would like to form a second team, speak to Marty.
   
• Jane announced there will be a Club Charter Lunch in May to celebrate the chartering of our club in 1949.  Stay tuned for the specifics.
   
• Nancy is helping her Mom who has a heart problem.  That is why she has not been at Rotary.  Say a prayer  for her and her Mom.  Send a card of support if you wish.

Happy dollars:   Mark S is $5 happy for the great weather.  Gary is happy about  the St Patrick’s day event with the other Rotary clubs.  Kanti is happy his daughter is getting married later this year.  Michael C is happy about his visit to Las Vegas.  Frank is happy he will be able to see his grandkids soon.  Tracy is happy about accompanying Karen to the Berkeley Rotary club meeting yesterday.  Jane is happy that today is her birthday.  The club sang her a happy birthday song.

Sgt at Arms Nancy:   In Nancy’s absence Jack and Mark S recognized the people who missed the St. Patrick’s day celebration last night.  

Today’s Program: 

Jane introduced her son Derek Del Simone and his business partner Rob Burpee who operate a financial advisory service in the bay area.   Derek and Rob were invited today to share with us their thoughts on ways to invest your monetary assets using a sound strategy that takes advantage of the market highs and minimized the market lows.  Rob outlined the Triangular Investment Strategy they apply to their investor’s portfolios.   Essentially the strategy place 1/3 in privately held yield oriented investments, 1/3 in stocks and bonds, and 1/3 into insured investment vehicles.  By using these this method investors portfolios can be managed to avoid dramatic loses in their portfolios.  Rob and Derek took turns outlining specific things about their services and then took questions.  There were many quality questions and it was apparent that everyone was very interested in this presentation.  We were given CDs with the information about the Triangular Investment Strategy.  I think everyone would agree this was a quality presentation.

Derek Del Simone and Robert Burpee answer questions from Rotarians

Today’s Lottery Winner:   Jane had her ticket drawn and won the bottle of Irish Crème Whiskey.  Nobuko (by way of Joe) had her ticket selected and pulled a cats eye marble.  Next  meeting the pot is $75. 

Thought for the Week:

Alexander Hamilton originated the put and take system in our national treasury: the taxpayers put it in, and the politicians take it out.

--Will Rogers