Getting Started in Investment Clubs

Getting Started in Investment Clubs

by Marsha Bertrand, Bertrand

Paperback

$36.55 $36.95 Save 1% Current price is $36.55, Original price is $36.95. You Save 1%.
Choose Expedited Shipping at checkout for guaranteed delivery by Monday, September 23

Overview

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.

Product Details

ISBN-13: 9780471392279
Publisher: Wiley
Publication date: 01/16/2001
Series: Getting Started In..... Series , #39
Pages: 288
Sales rank: 764,791
Product dimensions: 6.18(w) x 9.33(h) x 0.75(d)

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.

Customer Reviews

Most Helpful Customer Reviews

See All Customer Reviews

Getting Started in Investment Clubs 5 out of 5 based on 0 ratings. 1 reviews.
Guest More than 1 year ago
This book is great it will walk you through every step of the investment club process. I highly recommend it for anyone intrested in investment clubs