Running a Club Efficiently

Desperate Treasurers' Den – Newbie 3

Now is the time to put your new club's money to work. Gene Rooks shows how to avoid problems on your stock buys and other accounting issues, and how to handle unequal membership questions.

Options for Online Clubs
I recently was asked about starting up a club online. There are many levels of online clubs. A club could be considered an online club if it uses an online broker but doesn't use any other Internet club resources. At the other end are groups like the Cross Country Investment Club, which uses several online club resources.

BetterInvesting Investors Fairs for February – April 2007

Bear and Bull Set To Dance Again
BetterInvesting Regional Conference, March 17-18, East Lansing, Mich.

BetterInvesting Regional Conference - Great Lakes Coalition

Chapter Computer Contacts
Chapter Computer Contacts

Oklahoma City Board Challenges Clubs
Four investment clubs were awarded placement checks in recognition of their participation in the first Chapter Challenge of the Oklahoma City Metro Area board. Taking home money were the Clever Change Investment Club of Edmond, the Million Dollar Dames of Lawton, and the SASI Club and the SOS Club of Oklahoma City.

O'Hara Award Winners

Desperate Treasurers' Den – The Newbie 2
New club members wonder if all their club contributions are being accounted for fairly. Gene Rooks shows how proper Club Accounting procedures make it equitable for all, and regular reports keep the members informed about the health of the club.

The Newbie Treasurer: Getting Started

The Newbie Treasurer: Getting Started

Where does the treasurer of a new BetterInvesting investment club begin? This is the first of several articles that will start you on your way to online bookkeeping with ICLUBcentral Club Accounting Online (CAO) software, including some checkup tips for already active treasurers as well.

REITs Can Take Treasurers to the Ledge
Interested in investing in REITs? Stick to considering them for your personal portfolio, says Colleen Mulder-Seward.

It's Your Money: Pay Attention!

It's Your Money: Pay Attention!

Herb Barnett compiled a set of comprehensive guidelines that explain the issues that investment clubs encounter. The success of a club is in the hands of all of its members, and depends on whether club members and prospective club members understand all of the issues that affect a club's performance.

Annual Opportunity To Benchmark Your Club's Performance
Portfolio Diversification Is a Key Criterion

Education Is a Crucial Component
People join a club for several reasons -- to learn, to enjoy and to profit. To keep them as active members, you must continue to meet these needs. You can accomplish all these goals by including an educational component in every meeting.

How One Online Club Stays Connected
John Munn, a founding member of the Cross Country Investment Club, has abundant advice for those considering an online investment club. The CCIC was formed in January 1998. Although members are located all over the United States, the club decided to form a Nevada general partnership because one of its partners resided there and the state seemed most favorable to investment clubs.

Just Us Savvy Investors
by members of Just Us Investment Club, Chicago

Long-Distance Learning a Success
The Living & Loving Investment Group was formed as a general partnership in January 2001. It originated from friendships that began on a message board on the Internet. There were six founding partners who lived in different states: Florida, Michigan, New Jersey, New York, Ohio and South Carolina.

Central OK Club Wins Value Line Award
The Central Oklahoma Investment Club of Chickasha was the top winner in the 2006 Investment Club Performance Survey.

Portfolio Moves of the Good Stewards

Introducing Find-A-Club
Introducing Find-A-Club

Options for Structuring Your Club
Just forming your club? Colleen Mulder-Seward helps out.

So You Want To Start An Investment Club?
The goal of an investment club is all about investment education. When we're better informed, the mystery and fear fade. Lynn Ostrem provides an overview of club basics.

Frequently Asked Questions on Investment Clubs
How do I start an investment club? A copy of the Official Guide, Introduction to Successful Investing Handbook is one place to begin. The Official Guide guides you through the process of forming and operating a club.

SRI Clubs
Are there any clubs or individuals pondering any measures for investing in a stock other than to earn a profit? This question is not to de-emphasize that criterion but to wonder about what, if any, company stocks would not be purchased even if they were leaders in their industry.

Track Profit Trends
Picking stocks in 1994 was easy, but the PEP Investment Group is having a harder time today, according to Scott Horsburgh.

Can We Be Too Thorough?
The benefits of having a selling policy in place similar to that of the Eagle Creek Women's Investment Club are reviewed by Scott Horsburgh.

Challenging Your Club's Portfolio -- and One Another
Ed Sankey discusses portfolio management, tax effects and stock assignment rotation.

Doing Your Club Tax Return for 2005
Downloadable IRS tax forms and instructions.

Taxing Issues
Preparing Forms for Your Club.

Doing Your Club Tax Return for 2004