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Getting Started in Investment Clubs

by

Getting Started in Investment Clubs Cover

 

Synopses & Reviews

Publisher Comments:

HOW TO PUT THE GOLD INTO YOUR GOLDEN YEARS

If you are among the 56 percent of Americans lagging behind in their financial goals for retirement——or a retiree with plenty of years ahead in which your money can grow–an investment club may be the perfect vehicle for you. There are more than 37,000 investment clubs across the United States today, and this number has been steadily increasing over the past decade. This comprehensive guide will show you, step-by-step, how to take control of your financial future by utilizing the benefits, both financial and social, that investment club membership has to offer. Here you will find:

  • Proven strategies for setting up an investment club that will survive changes in membership
  • Advice on how to conduct your club’s meetings, monitor its performance, and maintain members’ active interest
  • Numerous tips and tricks to help investment club members build and monitor their investment portfolios
  • Methods for finding, researching, and presenting stock recommendations to other club members

. . . and much more to help you help your money grow.

Synopsis:

There are currently more than 36,000 investment clubs and this number has been steadily increasing over the past decade. Often, investment club members hold no individual stocks but after five years with a club, nine of ten members have started their own portfolios. This guide will help investment club members start, run and monitor their portfolios.

Synopsis:

HOW TO PUT THE GOLD INTO YOUR GOLDEN YEARS

If you are among the 56 percent of Americans lagging behind in their financial goals for retirement----or a retiree with plenty of years ahead in which your money can grow-an investment club may be the perfect vehicle for you. There are more than 37,000 investment clubs across the United States today, and this number has been steadily increasing over the past decade. This comprehensive guide will show you, step-by-step, how to take control of your financial future by utilizing the benefits, both financial and social, that investment club membership has to offer. Here you will find:

* Proven strategies for setting up an investment club that will survive changes in membership

* Advice on how to conduct your club's meetings, monitor its performance, and maintain members' active interest

* Numerous tips and tricks to help investment club members build and monitor their investment portfolios

* Methods for finding, researching, and presenting stock recommendations to other club members

. . . and much more to help you help your money grow.

About the Author

MARSHA BERTRAND is an experienced personal finance writer who writes Lending Sense, a quarterly banking newsletter. She also regularly contributes investing and business articles to a wide range of magazines and newspapers. Bertrand previously worked in corporate investor relations and started her own investment club.

Table of Contents

Investment Clubs: Their Popularity and Growth.

Group Investing Versus Going It Alone.

Gathering Your Friends.

Structuring Your Club: The Five Decisions.

The Three Documents.

The Money Issues.

Learning the Ropes.

Creating a Winning Presentation.

Conducting Monthly Meetings.

Keeping the Records.

The Nuances of Building a Stock Portfolio.

To Sell or Not to Sell.

Dealing with Membership Changes.

Diversifying Your Club's Options.

Meeting in Cyberspace.

Using Your Investment Club Knowledge to Go It Alone.

Continuing Education.

Making Youre Investment Club Fun.

Looking at the Overall Picture.

Glossary.

Index.

Product Details

ISBN:
9780471392279
Author:
Bertrand, Marsha
Publisher:
Wiley
Author:
Bertrand
Location:
New York
Subject:
Personal Finance - Investing
Subject:
Investments
Subject:
Investments & Securities
Subject:
Investments & Securities - Stocks
Subject:
Investment clubs
Subject:
Investments & Securities - General
Subject:
Personal Finance - General
Subject:
Personal finance
Subject:
Business - Personal Finance
Copyright:
Series:
Getting Started In.....
Series Volume:
39
Publication Date:
January 2001
Binding:
TRADE PAPER
Grade Level:
General/trade
Language:
English
Illustrations:
Yes
Pages:
288
Dimensions:
9.21x6.15x.78 in. .89 lbs.

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Related Subjects

Business » Investing
Business » Investing » Stocks
Business » Personal Finance
Health and Self-Help » Health and Medicine » General
Health and Self-Help » Health and Medicine » General Medicine

Getting Started in Investment Clubs New Trade Paper
0 stars - 0 reviews
$36.95 In Stock
Product details 288 pages John Wiley & Sons - English 9780471392279 Reviews:
"Synopsis" by , There are currently more than 36,000 investment clubs and this number has been steadily increasing over the past decade. Often, investment club members hold no individual stocks but after five years with a club, nine of ten members have started their own portfolios. This guide will help investment club members start, run and monitor their portfolios.
"Synopsis" by , HOW TO PUT THE GOLD INTO YOUR GOLDEN YEARS

If you are among the 56 percent of Americans lagging behind in their financial goals for retirement----or a retiree with plenty of years ahead in which your money can grow-an investment club may be the perfect vehicle for you. There are more than 37,000 investment clubs across the United States today, and this number has been steadily increasing over the past decade. This comprehensive guide will show you, step-by-step, how to take control of your financial future by utilizing the benefits, both financial and social, that investment club membership has to offer. Here you will find:

* Proven strategies for setting up an investment club that will survive changes in membership

* Advice on how to conduct your club's meetings, monitor its performance, and maintain members' active interest

* Numerous tips and tricks to help investment club members build and monitor their investment portfolios

* Methods for finding, researching, and presenting stock recommendations to other club members

. . . and much more to help you help your money grow.

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