Academy Finance Expert Makes the ‘WSJ’

Eileen Sharkey is teaching “Financial Literacy for the 21st Century” on Wednesdays, 1:30pm – 3:00pm beginning 4/4. Click here to register
She was featured in the Wall Street Journal. Read full text below, or click on the link here, Sharkey in Wall Street Journal

Europe Might Be No Investing Vacation

European Markets Won’t Benefit From Stimulus Right Away, She Says

By Shefali Anand

Published in 2010.

With a rebound in Europe’s economies looking unlikely this year, Denver financial adviser Eileen Sharkey has this to say about international investments: Proceed with caution.

The European Central Bank in late January announced plans to pump more than $1 trillion in new money into eurozone economies to help spur growth, similar to what the U.S. Federal Reserve did in the U.S. amid the financial crisis. But it could take years for the flood of money to help some economies and their stock markets, Ms. Sharkey says.

Eileen Sharkey.
Eileen Sharkey. Photo: Edward DeCroce
Joel Javer.
Joel Javer. Photo: Edward DeCroce

“Things that are in trouble are generally cheap and attractive, but it may take a while for the dust to settle,” says Ms. Sharkey, co-founder of financial advisers Sharkey, Howes & Javer Inc.

The firm’s investment team is closely monitoring investments in the region, and if there are signs of declines, it would look to cut its international stock allocation by as much as half. Last year, the advisers bought an international fund that hedges against foreign-currency risk and thus loses less value as the U.S. dollar strengthens. “We believe the dollar will continue to get stronger” this year, says Joel Javer, co-founder of the firm.

In this column we feature model portfolios from prominent investment advisers. Ms. Sharkey co-founded the firm in 1990 with Lawrence Howes, as well as Mr. Javer. The firm currently manages around $750 million.

For clients who can handle moderate risk, the firm allocates 12% to developed foreign stocks, which include investments outside Europe such as Japan. If technical trends indicate that their international fund is poised to lose value, they would look to trim it, says Mr. Javer.

Here, the advisers share a model portfolio suitable for clients who can handle moderate risk.

The portfolio’s weighted average expense ratio is 0.56%, and the portfolio was up 12% annually for the five years endedDec. 31, according to Mr. Javer. That was before the firm’s investment-management fee, which is 1% or less of assets under management.

Ms. Anand is markets and finance editor for The Wall Street Journal in India. Email her at shefali.anand@wsj.com.

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Immigration Lawyer Explains the Law

Course leader Hans Meyer, IMMIGRATION ISSUES IN THE TRUMP ERA,  is the founder of the Meyer Law Office, P.C.  His practice specializes in immigration law and removal defense, criminal defense and postconviction relief, the immigration consequences of crimes, and the civil rights of immigrants.  Recently he’s been in the news regarding several cases surrounding deportation from Colorado. (See one such article below.)
His five-week course, Wednesdays, beginning 2/21 at 1:30, will begin with the development of immigration law and an examination of the terminology and structure of our current immigration system. Other classes will examine: the immigration policy positions of the last decade; immigration enforcement and legislative proposals of the prior and current administrations; the creation and end of the Deferred Action (DACA) program; and recent efforts at significant enforcement at the state and local levels. Finally, we will examine responses to enforcement models by immigrant communities and advocates, including sanctuary city policies and comprehensive reform efforts.

Hans advocates for the statutory and constitutional rights of immigrants before various immigration agencies and state and federal courts, often against governmental and institutional abuses of power.  He is a former trial attorney with the Colorado State Public Defender, where he became an expert in the field of crimmigration law and developed a statewide immigration advisement system for indigent noncitizen defendants.  Hans also served as the former Director of Public Policy for the Colorado Immigrant Rights Coalition, where he focused on local, state, and national immigration policy.

As a nationally recognized expert, Hans frequently lectures, publishes, and appears in the press on issues related to immigration law and the criminal justice system.  He also serves as an expert on immigration consequences for the Alternate Defense Counsel throughout Colorado.  Hans has been honored for his public interest litigation and advocacy by the Colorado Criminal Defense Bar (CCDB), the American Immigration Lawyers Association (AILA), and the Colorado Hispanic Bar, among other organizations.   He is an active member of AILA, CCDB, National Immigration Project, National Lawyers Guild, the ACLU of Colorado, and the Colorado Hispanic Bar Association, and serves on the board of directors for several nonprofit organizations, including the CCDB and the Colorado Criminal Justice Reform Coalition. Hans grew up in Aurora, Colorado, and is a 2006 graduate of the evening program at the University of Denver Sturm College of Law.  Prior to his career as an attorney, Hans was a forest firefighter, construction worker, and Outward Bound instructor.  He also spent several years living, working and traveling in Latin America, focusing primarily on human rights issues in Guatemala and Chiapas, Mexico.

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IN MEMORIAM: Gloria Kubel

The Academy remembers Gloria Kubel: teacher, dancer, inspiration.

Having just finished her Academy course, Dance American Modern Dance:
Isadora to Martha to Merce,” The Academy was saddened to hear about
the passing of  course leader Gloria S. Kubel.

Gloria Kubel received a BA in Education from Sarah Lawrence College,
Bronxville, New York and a MA in Dance from the University of
Colorado.  She studied ballet growing up in New York City and studied
modern dance with Martha Graham, Hanya Holm, Erick Hawkins, Alwin
Nikolais and Murray Louis.  She taught modern dance in Denver for over
20 years and directed a small company of dancers, performed in several
Colorado cities.  Gloria created a movement-discussion support group
for women after breast cancer and continues to teach Dance,  exercise,
and Tai Chi Movement Meditation classes. She is the author of Food Is
Us: Easy, Tasty, Mostly Vegetarian Cooking.

Academy members who enjoyed Gloria’s recent class had this to say:

“It was a delight to have Gloria as our class leader. She was
informative, articulate, warm and passionate about dance in America.
Her personal experience as a dancer added to the energy and knowledge
she shared with us.  Altogether a superb experience.  Thanks Gloria.
You did a baffo job.”  “Gloria Kubel, a kind person sharing dance with
the class.” And another called her knowledge “exceptional”, and
another referred to her “inspired leadership”. A great journey across
the spectrum of modern dance.”

From the Denver Post:
Gloria Kubel passed away peacefully on Sunday, November 19 at the age
of 84. She was known and loved for her endless energy and indomitable
spirit by family, friends and the wellness community. Gloria was a
figure in the Denver dance community as a performer, patron and
educator for OLLI and The Academy. She is survived by her children,
Holly Winber Powers and Ken Winber, 5 grandchildren and 5
great-grandchildren. More information about Gloria and donations to
her favorite charities can be found on her memorial website,
GloriaKubel.com.

 

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April 17, 19 MEMBER BENEFIT PRESENTATIONS

Free, Fun & Food member benefit logo

THE SILENT EPIDEMIC: ESTRANGEMENT FROM FAMILY MEMBERS
Course Leader: Tina Gilbertson
TUES, 4/17, 9:30-11 am,
Lecture, practical tools

About one in five people has someone in the family they’re not talking to. For those over 50, perhaps the most painful silence is when an adult child intentionally creates distance. Parents who are rejected or ignored by their adult children may feel like they’re the only ones with this painful problem. Research-based information and practical tips will be presented. Find out what causes estrangement, what to do about it, and how to support friends and relatives who may find themselves estranged from one or more adult children. Tina Gilbertson is a Denver-based psychotherapist specializing in family estrangement. Tina has been featured as an expert in communication and relationships by the Washington Post, The Chicago Tribune, Redbook, and hundreds of other media outlets. She maintains a blog on PsychologyToday.com.

YOU CAN’T TAKE IT WITH YOU
Performance by cast of Readers Theatre course
** TUES, 4/17, 1:00 – 3:00 pm, ENCORE, 4/24, 1:00 – 3:00 pm,

The cast of the Readers Theatre course presents “You Can’t Take It With You,” a Pulitzer Prize-winning play by Moss Hart and George S. Kauffman. Join us.

DAM RENOVATIONS
Course Leader: Cristoph Heinrich, Director, Denver Art Museum
THURSDAY, 4/19 11:30 am -1 pm,
LECTURE AT THE ACADEMY

Learn about the exciting new concepts and changes to be included in the newly renovated Hamilton building at the Denver Art Museum. The DAM Director will talk about the expansion of the North building and how the change will happen to one of Denver’s crown jewels in art and culture.

Click Here for Special Event Flier

All special events take place at The Academy, (6500 E. Girard Ave., Denver 80224 – inside Calvary Baptist Church)

NO RSVP NECESSARY- MEMBERS MAY BRING ONE FRIEND

IT’s ALL FREE!

INFO@ACADEMYLL.ORG
(303) 770-0786 (Messages only)

 

 

 

 

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Ice Cream Socials First Week of Semester

Okay, it’s frozen yogurt, not ice cream.  But still delicious.

$4 cash gets you some yogurt and toppings.

Sept. 12, 13 and 14-First week of the semester!
(Tues, Wed and Thurs)
Noon– 1 pm
CBC – Fireplace room – no RSVP
(west side of the Fellowship Hall)

o Meet classmates & visit with friends
o Compare notes on what classes you are taking
o Enjoy before, during, after or instead of lunch!milk cake logo

Yogurt will be provided by Milk & Cake (just west of the Academy, and a portion of the proceeds will be returned to the Academy’s technology fund.

 

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Eclipse Glasses at Coming Events

It’s the moment(s) you’ve been waiting for-eclipse viewing glasses.

We’ve run out of glasses. They are available at Amazon.com, or even at King Soopers (we saw them at the customer services desk) Make sure they are ISO certified.

Our friend Anne Holland, Community Engagement Director for the Space Science Institute, sent us a whole bunch of these glasses so you can look at the sun anytime you want on August 21 for two minutes and 40 seconds (two to three hours for the partial eclipse).

You can pick them up on the following dates at the Academy, 6500 E Girard Ave, Denver 80224.

July 25, 10 am-Noon

Aug 9, 9:30 am-2pm. Stay for the One Day Academy! FREE

Please make sure to read this helpful flier before viewing the eclipse. Eclipse Kit Flyer

Eclipse glass“Homemade filters or ordinary sunglasses, even very dark ones, are not safe for looking at the sun. ” NASA.

 

 

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FREE One-Day Academy-Tell a Friend

ONE-DAY Academy PRESENTATIONS, COURSE ROUND-UP,
ONLINE and ONSITE REGISTRATION + SNACKS

aug. 9, 2017, 9:30 am-1:30 pm

at The Academy, (CBC, 6500 E. Girard Ave., Denver 80224

IT’s FREE!

Presentations include:

Brad Calvert Future Metro Denver on the Cutting Edge – (class meets Thursdays 1:15 – 3:00). In recent years, “millennials” have been the defining demographic factor for metro Denver growth. Well, “seniors” have become the defining demographic for the future. How is population growth, including the impact of “seniors,” going to affect metro living? This course will educate you about metropolitan cooperation, characterized by the Brookings Institution as among the best examples in the country. You will also study what transportation, housing affordability and choice will look like and how will they affect your lifestyle. Digital technology will be addressed as it is redefining urban planning and service delivery. Denver is rumored to be the preferred site of Google to demonstrate the “City of the Future.”  Come get a taste of what all the excitement is about.

Brad Calvert is the Regional Planning and Development Director, Denver Regional Council of Governments and one of the many featured speakers of this class.    

David Marsh – U.S. Highway 50 the “Main Street of America” – (class meets Wednesday 11:30 – 1:00)
Time Magazine calls U.S. Highway 50 the “main street of America”–the highway extends from Maryland’s eastern shore to Sacramento and passes through Washington, D.C., Cincinnati, St. Louis, Kansas City and the heartland of America. What were the noble ideas that shaped our nation and how have these ideas played out as we tour across the country? This class will use Highway 50 to explore America from its founding, early development, the Civil War, and westward expansion, to our current life together.  Today’s presentation will be just a glimpse of what we will learn this semester.

David Marsh, former Associate Dean for Academic Programs in the Rossier School of Education at USC specialized in curriculum and instruction.  He was also an adviser to the California and U.S. Departments of Education .

Susan Blake-Smith – Hamilton:  The Man & the Musical (class meets Wednesdays 1:30 – 3:00)
Hamilton, the record-breaking Broadway sensation, has sparked new interest in one of America’s most fascinating founding fathers.   Using songs from the musical as our backdrop, we’ll touch on the highlights of Alexander Hamilton’s remarkable story from his brutal childhood in St. Croix to his meteoric rise to Secretary of the Treasury, his role in the country’s first publicized sex scandal and his fateful duel with Aaron Burr.   We will discuss why the musical has “revolutionized” Broadway and whether it is historically accurate.  While this lecture can only scratch the surface of what will be presented during the course in the fall, it will be fast-paced, fun and informative.  To quote a line from the musical:  you’re going to “want to be in the room where it happens.”

 Susan Blake-Smith has been an enthusiastic member of The Academy since its inception where she has taught Spanish for many years and facilitated a popular counterfactual history class called “What If?”  

The Day includes:

-Information about all Spring courses

-Chance to meet course leaders and learn about their courses.

-Coffee, snacks

-Assistance with Online registration  for classes beginning Sept. 12, 13, 14.

No RSVPs necessary. 6500 E Girard Ave, Denver CO 80224
INFO@ACADEMYLL.ORG
(303) 770-0786 (Messages only)

Print ODA Flier HERE

 

 

 

 

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IN MEMORIAM: Lois Martin

The Academy has lost a dear friend, a tireless worker and a relentless Academy supporter with the passing of Lois Martin.Lois Martin

Since the Academy’s inception Lois was always found in numerous classes, taking notes and adding her thoughts and perspective to the discussion.  For many years she led the ‘Experts and Entertainers’ class of lunchtime speakers and discussion. She pursued every lead and every speaker suggestion to line up a broad variety of people and topics for our members’ enjoyment over many terms of Academy classes. Her eager mind was limitless in its scope and her choice of classes to participate in was wide ranging. All of us will miss her eagerness to learn, her willingness to help and her always ready smiles and greetings.

Lois Martin came to Denver by way of Philadelphia and Nebraska. She majored in journalism at the University of Nebraska, before she moved to Pennsylvania while her husband was in medical school. She has been editor of internal publications for Campbell Soup Co. and Leeds and Northrup, both in the East. After the arrival of her four children, she founded the Aurora Sun Newspaper where she worked for 20 years as publisher. She was founding moderator of the Aurora Hospital Association, President of the Aurora Hospital District, Business Person of the Year for the Aurora Chamber of Commerce, and elected to the Benson Hall of Fame for Community Leadership.

 

 

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