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What's New: Mon Nov 10, 2025


Most Recent OLLI-GMU Investment Forum Member Survey

Survey Opened Tue Oct 7, 2025. Survey Closed Sun Oct 19. Results Released Mon Oct 27. Reviewed in Forum Wed Oct 29, 2025.

Al Smuzynski's Opening Introduction
  • "Investment Forum 2025 Survey Highlights" Presentation outline: PDF file

    Member Survey Questionnaire Prepared and Supporting Presentation & Reports Compiled By Miriam Berkowitz
  • "2016-2020-2025 Surveys' Demographics, Investment Types, & Behavior" Presentation: PDF file
  • "2025 OLLI Investment Forum Survey: October 2025, 59 Responses" Report: PDF file
  • "OLLI Investment Forum Survey: Comparison of 2016-2020-2025 Results" Report; PDF file
  • "OLLI Investment Forum 2025 Member Survey" Online survey questions: PDF file



    For Information to Register as a Member of the OLLI-GMU Investment Forum click:

    Topics > Registration


    Information For New Members

    The Investment Forum of the Osher Lifelong Learning Institute at George Mason University is a regular gathering of members with an interest in personal investing. The group is led by a moderator. An attempt is made to strike a balance between informality and spontaneity while maintaining structure and focus throughout meetings. This activity has been in continuous existence since Sep 1995 and meets regularly throughout the year. The Forum meets as a class during the four-term OLLI calendar, and as a club session between terms when the OLLI office is open.

    Discussions are open, and all members are encouraged to participate. The focus is on topics of particular interest to retirees, including individual stocks, various types of mutual funds, limited partnerships and various investment trusts. Questions are always welcome and an attempt is made to serve members with all levels of knowledge and experience. No prior qualifications are required. Members are strongly advised to do their own research before making any investment decision.

    The forum provides an opportunity for members to freely share experiences and exchange information.

    Standard Disclaimer
    Nothing said at the forum ever constitutes a recommendation to buy or sell an investment, or is an endorsement of any investment by the Osher Lifelong Learning Institute.


  • The OLLI Investment Forum web site was introduced to the members on Nov 28, 2006, by founding webmaster Paul Howard.

    Jim Coile assumed responsibility for the web site in Sep 2019.

    This web site will only be successful with your suggestions and contributions!

    Please send them to the webmaster:

    Email: Jim Coile, ctj444@icloud.com

    Sweetening our retirement - one investment at a time!
    Standard Disclaimer

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