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.
"How to Take Over the Family Finances Alone" is a practical, supportive series of classes designed for individuals suddenly responsible for managing household money matters on their own—whether due to divorce, death of a spouse, or other life changes. This course covers essential topics such as organizing financial documents, managing bills and accounts, understanding investments, and an estate plan. It includes steps to take in the first week, first month, and first six months following a death. With easy-to-follow guidance, real-life examples, and actionable tools, students will gain the confidence and clarity needed to take control of their financial future and protect their family's well-being. It will be taught over three one-hour weekly sessions.
Presented by: Bob Adams on September 10, 17, and 24, 2025
Recordings available at: https://www.gotostage.com/
Course Materials:
1 presentation handout 4 pp.pdf
binder cover page - spline.docx
budget tracker.xlsx
checklist after the death of a loved one.docx
detailed instructions.docx
essential documents for my heirs.docx
family digital access worksheet.docx
my bills worksheet.docx
tax documents needed.xlsx
transfer on death deed.docx
From Annual Meeting Presentation, 05/17/2025 - "A.I. for All: Empowering Individuals and Resarch" by Kiera Ojo Link to PPT
Investor Education Conference 2024 (virtual)
This annual educational extravaganza will be an Online event. Recordings of each session will be available at: https://www.gotostage.com/
Monday, Oct. 21, 7 p.m. - "Owning an Economic Moat Can Help Your Portfolio" by Craig Braemer
What is an economic moat, and it isn’t just something that is around a castle, come to the class and learn how having a strong moat can help you understand a strong Stock Selection Guide (SSG). Looking for quality companies and thinking about the forces that help maintain and improve Section 2 of the SSG which is the same as building strong moats for your stocks. We will spend time understanding what moats are and how a moat can help your performance by owning great stocks for the long term.
Slides: Economic Moats
Wednesday, Oct. 23, 7 p.m. - "BI Online Tools Supporting Your Community" by Carol Theine
How many "community" tools in the BI Online Stock Selection Guide (SSG) can you find that help support our BetterInvesting Community? Well, for starters, there are Community Notes, Member Sentiment, and the Heat Map. Learn a few of Carol Theine's favorite tools for building skills and supporting our BetterInvesting community. You can enhance your SSG skills and teach your family and friends to become better investors, too. What have you got in your community support toolbox?
Slides: Community Tools
Saturday, Oct. 26, 8:45 a.m. - "The Size Effect: Fact, Fiction & Legacy" by Betsy Wills
Slides: The Size Effect
Saturday, Oct. 26, 10 a.m. - "Investment Strategy for Retirement" by Gary Ball
Making sure you don’t run out of money during retirement - The goal of this class is for you to establish a financial retirement plan to last a lifetime. You will learn how to calculate how big your nest-egg needs to be to support your retirement lifestyle. We will discuss a strategy for investing during retirement. We will conclude with a proven retirement model which is practical and easy to implement. It has been used by the author for the past 26 years with virtually no changes.
Slides: Investing for Retirement
Saturday, Oct. 26, 11:15 a.m. - "Diversification By the Numbers: Why and How to Diversify Your Portfolio" by Doug Gerlach
Slides: Diversification By the Numbers
Donations welcomed 4 ways:
1) Zelle users, simply add the email address: treasurer@puget.
2) Venmo: Puget Sound BetterInvesting
3) Paypal.com
4) 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
Newsletters
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.
2023
Fall 2023 Puget Soundings Newsletter
January 2023 Puget Soundings Newsletter
