Reports & Policies

BetterInvesting is a 501(c)(3) nonprofit associaiton and is governed by the board of directors, which has the power to set policies, direct and oversee the management, volunteer activities and other affairs of the organization.  The board of directors is committed to ensuring BetterInvesting fulfills our nonprofit mission of teaching people to become successful lifelong investors. 

Governance and ByLaws

The BetterInvesting bylaws provide the board with the structure to guide the organization in fulfilling our mission.  They are updated periodically as needed. 

BetterInvesting Bylaws

Ethics & Conduct

The board of directors and management are committed to upholding the highest standards of ethics and conduct and promote the same throughout the organization.
 
Code of Ethics

Financial Reports

BetterInvesting is committed transparency and responsible stewardship in financial reporting that goes beyond what is legally required of nonprofits.  Use the links below to access reports detailing our financial performance during the past five years.  Our fiscal year is from October 1 — September 30. 

Note that the Form 990 for the fiscal year in question uses the IRS form from the previous year.

2018 Annual Report and  2017 Form 990
2017 Annual Report and 2016 Form 990
2016 Annual Report and 2015 Form 990 
2015 Annual Report and  2014 Form 990
2014 Annual Report  and  2013 Form 990 

 


Advertising Policy and Convention Guidelines

Advertisements on BetterInvesting websites, in our publications and other products, and appearances at our in-person events such as the BetterInvesting National Convention (BINC), do not constitute or imply endorsement by the association. Stocks mentioned in articles and editorial content published by BetterInvesting, and in any presentations (either in-person or via internet technology), are for educational purposes only. No investment recommendations are intended. You are urged to conduct your own studies of companies, stocks, products and services of interest. 

Sponsorship and Advertising 
Guidelines for BetterInvesting National Convention Sponsorship


Endorsed Products Policy

Providers of products and services that they believe support BetterInvesting's mission and membership are encouraged to submit an application for formal endorsement by the association. Information about the evaluation process and related policies are in the documents below.

BetterInvesting Endorsement Policy
Endorsement Request Form


BetterInvesting Endorsed Products

The following is the current list of products that have been endorsed by BetterInvesting for use by its volunteers and members.

Toolkit 6 stock analysis tool
Investor Advisory Service newsletter
myICLUB online club accounting and management
Federal and State Tax Printers for investment clubs
Stock Prospector stock screening tool 


More information see www.iclub.com

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