Club Treasurer Workshop - Closing the Club's Books at Year-End
Presented on December 10, 2014 by Doug Gerlach
This webinar will get you ready to prepare the club's 2014 tax return.
View presentation (56 min.)
Presentation handout 4pp BW (PDF)
Club Audit Checklist (PDF)
Open House: Come On In and Sample Our Resources
Presented on 11/13/2014 by Kamie Zaracki and Dennis Genord
The BetterInvesting Open House is an open invitation to anyone who wants to learn more about how to take control of their investments using BetterInvesting's unparalleled educational programs, powerful online stock investing tools and in-depth investor information. Here you'll have the opportunity to sample many of our member-only resources at no cost or obligation.
View presentation (28 min.)
Great Companies: Past, Present and Future
Presented on 10/22/2014 by Annell Danczyk, CFA, and Eric Vermulm, CFA, Stack Financial Management
Learn what makes a great company, when you should buy it and how risk management is key to the process. In addition to a historical overview, learn about specific, actionable investment ideas that can help bullet-proof your portfolio.
Stack Financial Management Background (PDF)
Online Stock Tools Webinars
All of the current online stock tools webinars are posted on the BetterInvesting YouTube channel at www.youtube.com/BetterInvesting where they can be viewed by those in the BetterInvesting community as well as by those who simply want to learn more about our SSG methodology and products.
We encourage you to share these videos with anyone who might be interested. Also, please consider subscribing to our YouTube channel so you are automatically notified of new videos, "liking" the videos (clicking the thumbs up icon), commenting on the videos and sharing them in your personal social media channels.
Presented by Suzi Artzberger
This tutorial includes a demonstration of how to walk through the SSGPlus app to complete a Stock Selection Guide as well as highlights of the newer features.
More Information on SSGPlus
CoreSSG Stock Analysis Tool Tutorial
Presented on 9/22/2014 by Ann Cuneaz
BetterInvesting’s CoreSSG online application is the perfect tool to help new investors learn the basics of fundamental stock analysis while actively completing a Stock Selection Guide (SSG). See how easy it is to navigate step-by-step through a stock study using the CoreSSG in the tutorial. Key features are reviewed and demonstrated.
More information on CoreSSG
Online Tools Tutorial Featuring the Stock Comparison Guide
Presented on 06/2014 by Suzi Artzberger
Learn how to use the Online Stock Comparison Guide and review new features of the Online Stock Selection Guide.
What’s New in Tools: CoreSSG and SSGPlus
Presented by Suzi Artzberger
This fast-paced class gives an overview of the CoreSGG and SSGPlus highlighting what’s new in each of the tools, how they differ, which tool is right for you and a review of commonly overlooked features.
Portfolio Reports in SSGPlus
Presented on 8/26/2014 by Suzi Artzberger
This tutorial demonstrates how to set up new portfolios and edit existing portfolios in the Portfolios and Studies section of the SSGPlus app. Portfolio reports available in SSGPlus, such as the Summary and the Portfolio Review (also known as PERT), which help investors monitor and manage their portfolios, are introduced.
Presentation Handouts 4pp BW (PDF)
Portfolio Quick Start Guide (PDF)
Using the Portfolio Summary Report (PDF)
Easy Research Using the CoreSSG and SSGPlus Stock Selection Guides
Presented by Suzi Artzberger
Doing the research needed for a stock study is easy using the CoreSSG and SSGPlus Online Stock Selection Guides. Learn how to access popular research websites without leaving the tool, organize the information using the notes feature and more in this Online Tools Tutorial.
SSGPlus Quickstart (PDF)
Starting an Investment Club
Presented on 6/25/2014
View Presentation (58 min.)
Starting an Investment Club (PDF)
A Guide to Member Benefits
Presented on 4/3/2014 by Dennis Genord
This information-packed webinar will orient you to the BetterInvesting member website and help you get the greatest benefit from your membership. Whether you are a new member or just considering membership, you are sure to learn some valuable tips to help you become a Better Investor.
View presentation (59 min.)
Website Tour (PDF)
Do Not Dump Those Dividends
Do Not Dump Those Dividends (PDF)
BetterInvesting Introduction (PDF)
Research and YOUR Stock Selection Guide
This class introduces the student to some standard resources used for investment information. Data collection from some of the resources is demonstrated to provide an overview of how to use the standard resources. An SSG Research Form designed to help guide the student through the research process is presented.
View Presentation (71 min.)
Presentation slides 4pp (PDF)
Stock Research Form (color) (DOC)
Stock Research Form (black and white) (DOC)
Stock Research Form (black and white) (PDF)
Coach Research Materials (PDF)
Club Treasurer Workshop
Preparing 2013 Taxes Presentation slides color 2pp (PDF)
Preparing 2013 Taxes Presentation slides b/w 4pp (PDF)
Judgment and the Stock Selection Guide
This class reviews the material the student should know prior to taking the Adding Judgment Series. The main judgments needed to complete a Stock Selection Guide (SSG) are reviewed, and the effects of the selected forecasts on whether the stock is a buy, hold or sell is examined.
View Presentation (70 min.)
Judgment and the SSG slides 4pp (PDF)
Understanding the Jargon
Presented by Ken Kavula and Ann Cuneaz
Review Recording (84 min.)
Basic concepts and vocabulary needed to study the Stock Selection Guide are introduced.Presentation slides color 1pp (PDF)
Presentation slides b/w 4pp (PDF)
Presentation slides 1pp color (PDF)
Presentation slides 4pp b/w (PDF)