News & Articles
Online Education Archive
Offering online classes and meetings is not cost-free. Please consider making a small donation to our Puget Sound Chapter to help pay for our additional GoToWebinar license, which allows us to put on quality online education. Donate at: https://www.paypal.com/biz/fund?id=6MSMASKHYC7TQ or pay by check at: Puget Sound Chapter, BetterInvesting, PO Box 40103, Bellevue, WA 98015.
2023 Investor Education Conference
Instructors included: Carol Theine, Doug Gerlach, Christi Powell, Suzi Artzberger, and Jackie Cummings Koski.
Recordings are/will be located at: https://www.gotostage.com/
Handouts and Course Descriptions are below:
Carol Theine; When To Sell-The Toughest Invesment Decision
Class Description: You've learned how to buy growth stocks at a reasonable price. Are you skilled in knowing when to sell a portion or all of your holdings in a company? Carol will cover six primary reasons for selling and offer tools to help you recognize when a stock might be a sell candidate. Learn to make selling an easy decision.
When To Sell-The Toughest Investment Decision - color slides
When To Sell-The Toughest Investment Decision - 2 per page BW
Doug Gerlach; The Ultimate Guide to Finding Great Stocks at Good Price
Class Description: The Stock Selection Guide is optimized to determine if a stock has the potential to deliver the desired returns for your portfolio, but only a small percentage of all publicly-traded stocks will meet its stringent criteria. So how do successful investors find stocks to study?
Ultimate Guide to Finding Great Stocks at Good Price - color slides
Christi Powell; Title: "6 Retirement Account Options Every Retiree Must Know - Picking the Right One After You’ve Left Your Job"
Class Description: Christi will help you answer questions about your retirement accounts. You have several decisions to make as you count down to retirement? We’ll discuss what you can do with your accounts? What do you need to know about taxes, required minimum distributions and estate issues?
Six Retirement Account Options Every Retiree Must Know
Six Retirement Account Options Every Retiree Must Know - 2 per page b&w
Suzi Artzberger: Title: Forecasting Tips for Stocks That Don’t Look Great on the SSG
Class Description: Are you stumped because you are trying to make forecasts for a stock that doesn’t look great on the Stock Selection Guide (SSG)? This class will give you tips for handling troublesome companies that don’t look great on the SSG.
Forecasting Tips for Stocks That Don’t Look Great on the SSG
Jackie Cummings Koski: KEYNOTE SPEAKER
Jackie Cummings Koski shared her inspiring story of achieving financial independence at age 49 and how joining a BI investment club was her first step toward understanding investments. Her journey to building that wealth began with joining a BetterInvesting investment club in Cincinnati, Ohio, in 2008. She joined the Ohio/Kentucky/Indiana (OKI) Tri-State Chapter board in 2009 and currently serves as vice-chair of the BetterInvesting Board of Directors and sits on the Investment Committee. Jackie holds a master's degree in personal financial planning and financial therapy from Kansas State University. She is the author of the popular book "Money Letters 2 My Daughter," in which she shares her self-taught wisdom about money and personal finance with her 17-year-old daughter.
Core Classes
Beginner's SSG
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Recordings Channel
Quality Stock Submissions (PDF)
Adding Judgment to Your SSGs
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Recordings Channel
Portfolio Management Series
Stock Selection Guide(SSG) & Portfolio Management Magic (PDF)
Portfolio Review Template (coming soon!)
Recordings Channel
Newsletters
2023
Fall 2023 Puget Soundings Newsletter
January 2023 Puget Soundings Newsletter
2022
Fall 2022 Puget Soundings Newsletter
Articles
Special Interest WorkshopsFrequently Asked Questions (FAQ)
