News & Articles

Newsletters

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Online Education Handouts

Club Tax Filing 2021
New Tax Issues - Tax Year 2021 ppt

FINRA
Introducing FINRA - 4 slides/ppt page

Presentations at San Jose Public Library

Investing Basics: Introduction to Investing - 2 slides/ppt page
Investing Basics: Free Library Resources for Investors - 2 slide/ppt page
Investing Basics: Getting Started with Funds and Stocks - 2 slides/ppt page

Spring 2021 Investing Basics at Sunnyvale Library
1 - Introduction to Investing
2 - Library Resources: Morningstar and Value Line
3 - Two Local Non-Profits for Investor Ed: AAII and BI
4 - What Makes a Good Investment Club CheckList

Fall 2021 Investing Fundamentals  

Round 1: Basic Stock Investing - 2 slides/ppt page
Round 2: Lockheed Martin (LMT) Study - 2 slides/ppt page
Round 3: Club Portfolio Repair Shop - 2 slides/ppt page
SSG Guidelines for Beginners

NORCAL Webinar PPTs
Do You Fear the Market - Think Long Term
Finding Winning Stocks
Stock  Research - Small and Medium-Size Companies
Owning a Moat Can Help Your Portfolio
Time for Questions  - Covid 19
Portfolio Analysis Plus with myICLUB Reports
Is Your Brain Sabotaging Your Investments?