News & Articles
If you have questions or comments about our newsletters, please contact us.
If you would like to receive our newsletters and announcements about our events, please use the "Learn More" section of our home page. Each email has an unsubscribe link. We do not share your information.
If you are a BI member, please make sure you can receive email from us. Go to MY ACCOUNT, which is located next to your name in the Welcome bar after you login to the BI website. Choose "Email and Product Subscription Information" and check the box for "Local Chapter News and Events."
Online Education Handouts
Club Tax Filing 2021
New Tax Issues - Tax Year 2021 ppt
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?