News & Articles

Newsletters

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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

2022
Using Value Line for Fundamental Investors (part 1)
Slides for Using Value Line (part 1)
Using Value Line for Fundamental Investors (part 2)
Slides for Using Value Line (part 2)
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  
"Qualitiy Matters" Education Event
Getting Started With Investment Clubs

2019

Portfolio Management in Volatile Markets