News & Articles
Newsletters
Coming soon!Articles
Treasurer Reminder: When filing Oregon State Partnership tax return for your BI investment club, new club treasurers/assistant treasurers should review the last paragraph on page 2 of Oregon Revenue Bulletin 2010-02 regarding Investment partnerships (see Example 6, the second paragraph.) This paragraph describes why investment clubs are generally not subject to the partnership minimum tax of $150. You must still file a partnership return, but it is not necessary to place a check in 1A. “Did the partnership do business in Oregon during the year” checkbox on Form OR-65.
Recordings
2022Make Analyzing Management Easy (Bakul's Financial Ratios Checklist)
Hyperlinked slides for Bakul's Financial Ratios Checklist
Annual Business Meeting & Director Elections
Annual Business Meeting & Director Election Slides
Using Value Line for Fundamental Investors (part 1) (Focus on Value Line's Tool Guides)
Slides for Using Value Line (part 1)
Using Value Line for Fundamental Investors (part 2) (Advanced Value Line, focus on data components found in a Company's report)
Slides for Using Value Line (part 2)
Using Value Line for Fundamental Investors (part 3) (Focus & overview of digital page presentations found in Value Line)
2021
New Member Welcome Program
New Member Welcome Slides
"4 Steps to Building that Great Club Portfolio"
Education Event Slides
Annual Meeting & Director Elections
Slides for Business Meeting
2020
"Quality Matters" Education Event
Getting Started With Investment Clubs
2019
Portfolio Management in Volatile Markets
