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.
Investor Education Conference (virtual) - see Local Events to register before 10/21/2024
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's 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 3 ways:
1) Venmo: Puget Sound BetterInvesting
2) Zelle users, simply add the email address: treasurer@puget.
3) Paypal.com
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
2022
Fall 2022 Puget Soundings Newsletter
