News & Articles
Newsletters
- Sun Bulletin, Spring 2023
- Sun Bulletin, Fall 2022
- Sun Bulletin, Summer 2022
- Sun Bulletin, Spring 2022
Articles
- Building Financial Foundations, Money Smart Week, April 2019, Rancho Bernardo Library.
- Conducting Company Research: How to Do It & How to Capture Your Findings, BI Golden West Chapter Annual Meeting, June 2018, Buena Park Library.
Recordings
- Chapter Business Meeting for 2022
- Education at our 2022 Meeting: An Investment Club in Action
- Chapter Business Meeting for 2021 with slides.
- Education at our 2021 Meeting
- Big Charts Presentation with handout.
- Beyond the First Cut with handout.
- Education at our 2020 Annual Meeting: Coronavirus and Our Battered Markets, by Kathleen Richards.