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.
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.
Making Youre Investment Club Fun.
Looking at the Overall Picture.