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.

2021  Investors Education Conference

Recordings:   https://www.gotostage.com/channel/psciec  through January 15, 2022.

Tuesday, Nov. 9, 7-8 p.m. with Bob Adams
Technical Tools for the Fundamental Investor 1pp color (pdf)
Technical Tools for the Fundamental Investor 4pp BW (pdf)

Thursday, Nov. 11, 7-8 p.m. with Ron Bruyn
Discounted Cash Flow 1 pp color (pdf)
Discounted Cash Flow 4 pp BW (pdf)
DCF Blank Sheet (xlsx)
LMT DCF March 2021 (xlsx)
LMT Value Line March 2021 (pdf)

Saturday, Nov. 13, 9-10 a.m. with Cy Lynch
Centering Your Stock Portfolio Management 1 pp color (pdf)
Centering Your Stock Portfolio Management 4 pp BW (pdf)

Saturday, Nov. 13, 10:30-11:30 a.m. with Christi Powell
Alternative Investments 1 pp color (pdf)
Alternative Investments 4 pp BW (pdf)

Tuesday, Nov. 16, 7-8 p.m. with Sanjib Saha (slides updated 11/14/2021)
Situational Option Strategies 1 pp color (pdf)
Situational Option Strategies 4 pp BW (pdf)

Thursday, Nov. 18, 7-8 p.m. with Carol Theine
Let’s Talk Club Portfolios & Stocks 1 pp color (pdf)
Let’s Talk Club Portfolios & Stocks 4 pp BW (pdf)

The Ultimate Buy and Hold Portfolio - On Steriods! 
By Paul Merriman
Recording  
Slides 1pp color

The Case for Stocks with Growing Dividends  (June 2021 Puget Sound Annual Meeting)
By Craig Braemer, San Francisco Bay Area Chapter
Recording  
Slides 1pp color
Slides 4pp color

Save & Invest for Your Future Education Series
     Recordings Channel  
     Financial Plan 2021-05 - 4 pp color (PDF) May 22, 2021
     Financial Plan 2021-05 - 1 pp color (PDF) May 22, 2021
     A Roadmap for Your Lifetime Financial Journey - 4 pp bw (PDF)  April 18, 2020
     A Roadmap for Your Lifetime Finanical Journey-  2 pp color (PDF)  April 18, 2020

     Earn Your Financial Freedom - 4 pp bw (PDF) April 25, 2020
     Earn Your Financial Freedom - 2 pp color (PDF) April 25, 2020

     It's Never too Early to Start Planning Retirement - 4 pp bw (PDF)  May 2, 2020
     It's Never too Early to Start Planning Retirement - 2 pp color (PDF)  May 2, 2020

     Stop Worrying and Start Living Your Retired Life - 4pp bw (PDF) May 9, 2020
     Stop Worrying and Start Living Your Retired Life - 2pp color  (PDF) May 9, 2020

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 (DOC)
     Recordings Channel

Newsletters

The Puget Sound Chapter newsletter, Puget Soundings, is published twice a year, in Winter (January-February) and Fall (September). It is mailed to all BetterInvesting members in the Puget Sound Chapter. The following back issues are available in Adobe PDF format.

2021
Fall 2021 Puget Soundings Newsletter

2020
Fall 2020 Puget Soundings Newsletter
Winter 2020 Puget Soundings Newsletter

Articles

Special Interest Workshops
Frequently Asked Questions (FAQ)