Running a Club Efficiently (January 01, 2007)

Desperate Treasurers' Den – Newbie 3 (October 16, 2006)

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 (October 01, 2006)
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.

Members With Special Needs (September 01, 2006)
BetterInvesting's local chapters are run by hard-working volunteers. Two chapter directors have questions regarding clubs with special needs -- specifically, clubs whose members are deaf and visually impaired.

The Advantages of Small Clubs (August 01, 2006)
I am interested in starting a club. I want to start with just a few people and gradually add others. Can this be done? How would I decide on shares between initial members and added members?

How To Transfer Securities (August 01, 2006)
When transferring shares to a withdrawing club member, follow the membership agreement, meet deadlines and choose stocks with capital gains, Ken Janke advises.

For New Members, Keep It Simple (March 31, 2006)
The More Flexibility, the Bigger the Pool of Candidates

When Inactive Members Are on Your Roster (February 28, 2006)
It's Better When Everyone's Involved

Handling Member Departures (December 31, 2005)
Colleen Mulder-Seward discusses the numerous problems associated with the withdrawal of club members and some possible solutions.

Distributions, Probate and Trusts: Oh, My! (November 30, 2005)
Questions on club distributions, probates and trusts are answered by Colleen Mulder-Seward.

Brokers as Club Partners (October 31, 2005)
Legal But Not Advisable

What Every Club Should Ask Itself (September 01, 2004)
These questions are a starting point for discussion with no definitive answers (although you might suspect that "yes" is a pretty good answer to many of them).

Buy Sell & Hold (September 01, 2003)
There's a common element many top-performing clubs seem to share, an old friend they rely on heavily for success. Any guesses?

A BetterInvesting Spot Quiz (May 01, 2003)
A spot quiz to check on how your investment learning may be progressing.

Pages from the Past - Playing for Keeps (September 01, 2001)
Playing for keeps. Investment clubs are "in it" to achieve exceptional investment performance.

Try 'Groupthink' To Focus Your Club on Judgment Issues (March 26, 2001)
Ask Every Club Member To Do an SSG on the Same Stock

Transferring Shares Can Help (October 01, 2000)
Ralph Seger helps the Genni Group of Lake Geneva with paying off withdrawing members, and aiding portfolio diversification efforts at the same time.

Do We Vote our Units? Or Is It One Person, One Vote? (July 01, 2000)
Ken Janke answers a couple of timeless questions, including: Do we vote our units, or is it one person, one vote?

Look to Withdrawals as a Chance to Strengthen Your Portfolio (September 01, 1999)
Look to withdrawals as a chance to strengthen your club portfolio, advises Ken Janke, and don't be overly concerned with total assets. It's the growth in unit value that counts.

A Common Sense Approach to the Partnership Agreement (September 01, 1998)
Martha Moore explains how the agreement can help club operations.

Should There Be One Stock For Each Member to Watch? (October 26, 1997)
It's an excellent goal to have each member follow one or more stocks, says Ralph Seger. But take a good look at what he means by "follow."

Can't Attend a Club Meeting? Use a Proxy (August 01, 1995)
Ken Janke tells how proxies can be used by club members not able to attend a meeting.

Why Wait a Month to Pay a Withdrawing Member? (June 01, 1995)
There is more than one reason to wait a month to pay a withdrawing member.

Mutual Funds in Club Portfolios? (May 01, 1987)
Is there a place for mutual funds in an investment club portfolio?