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.
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 (DOC)
Recordings Channel
Taking Care of Your Heirs (June 2022 Puget Sound Annual Meeting)
By Bob Adams, Puget Sound Chapter Director Emeritus
Recording
Slides 4pp color
2021 Investors Education Conference
Recordings: https://www.gotostage.com/chan
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
Newsletters
2021
Fall 2021 Puget Soundings Newsletter
2020
Fall 2020 Puget Soundings Newsletter
Winter 2020 Puget Soundings Newsletter
Articles
Special Interest WorkshopsFrequently Asked Questions (FAQ)
