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
2022 Investors Education Conference
Due to the COVID-19 pandemic, our annual Investors Education Conference will be held online. You will be registered for all six classes, just sign on for the class(es) you want to attend. Sessions will be recorded.
Recordings are/will be located at: https://www.gotostage.com/
Tuesday, November 8, 7-8 p.m.
Stock Market Tactics in a Destabilized World
After a decade of prosperity, financial markets worldwide have experienced major shocks. Investors are grappling with a lingering global health crisis, military incursions, supply chain, and freight problems, and inflation, topped off by a bear market. In times of uncertainty like these, what are the savviest moves that investors can make? Instructor Doug Gerlach points toward possible pathways for recovery based on a review of history--and has a few portfolio ideas suitable for difficult times.
Stock Market Tactics in a Destabilized World 1pp color
Stock Market Tactics in a Destabilized World 4 pp bw
Thursday, November 10, 7-8 p.m.
Investment Strategies in Retirement
Should one’s investment strategy change after retirement? Instructor Gary Ball will discuss a strategy for investing for retirement and follow up with a strategy for investing during retirement. He’ll conclude with a proven retirement model that is practical and easy to implement. In fact, Gary has used the model for the past 24 years with virtually no changes.
Investment Strategies in Retirement 1pp color
Investment Strategies in Retirement 4 pp bw
Saturday, November 12, 9-10 a.m.
Taking the Mystery Out of the Preferred Procedure
Many BetterInvesting investors fear the Stock Selection Guide’s “Preferred Procedure” as too hard or too “advanced.” Instructor Cy Lynch takes the mystery out of this SSG tool, looking at the logic behind the process and breaking it down into easy-to-understand concepts. As a result, you’ll better understand the company and can make better earnings per share (EPS) forecasts, a crucial part of the SSG.
Taking the Mystery Out of Preferred Procedure 1pp color
Taking the Mystery Out of Preferred Procedure 4pp bw
Saturday, November 12, 10:30-11:30 a.m.
Gradual Retirement: A Smooth Transition to the Golden Years
Traditional retirement is often about reaching a certain age, hitting a wealth milestone, and switching from a busy work life to idle days. But it doesn’t have to be that way. Instead of waiting that long and facing an abrupt lifestyle change, a gradual transition into retirement over a few years can be more rewarding and fulfilling. If you’ve been saving and investing diligently, you might already be well-positioned to do it sooner than you think. Curious? Instructor Sanjib Saha will go over the benefits of gradual retirement, how to go about it, and how to mitigate any surprises along the way.
Gradual Retirement 4pp bw
Tuesday, November 15, 7-8 p.m.
A Stodgy Banker Considers Bitcoin
OR Know When to HODL, Know When to Fold ’em
What is Bitcoin and why it is being adopted by some people as money? Instructor Marshall Griffin will discuss the underlying value propositions of this alternative currency, its pros and cons, ownership trends, and general considerations for investing in Bitcoin.
Bitcoin Introduction 1pp color
Bitcoin Introduction 4pp color
Thursday, November 17, 7-8 p.m.
Optimizing Judgment Decisions Using SSGPlus
Instructor Carol Theine will share some resources and websites to help with this important SSG step, pointing out specific information that investors can use to make reasonable, informed decisions. Making judgment decisions is easier with the online Stock Selection Guide.
Optimizing Judgment Decisions Using SSGPlus 1 pp color
Optimizing Judgment Decisions Using SSGPlus 2 pp b&w
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2020
Fall 2020 Puget Soundings Newsletter
Winter 2020 Puget Soundings Newsletter
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