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:  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 (coming soon!)
     Recordings Channel

Taking Care of Your Heirs (June 2022 Puget Sound Annual Meeting)
By Bob Adams, Puget Sound Chapter Director Emeritus 
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:

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 1pp color

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


In 2023, the Puget Sound Chapter newsletter, Puget Soundings, is published monthly.  It is emailed to all BetterInvesting members in the Puget Sound Chapter. The following back issues are available in Adobe PDF format.

Fall 2023 Puget Soundings Newsletter
January 2023 Puget Soundings Newsletter

Fall 2022 Puget Soundings Newsletter

Fall 2021 Puget Soundings Newsletter


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