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Biography Ken Fisher Education Investments

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The secretary also lets other members know of any upcoming meetings. Someone who is just using the stock market to make money quickly for a short period of time is called a trader. This type of investment strategy is called buy and hold. Someone who is just using the stock market to make money quickly for a short period of time is called a trader. When the paperwork returns, the newly elected Secretary of your investment club should make sure that the paperwork is filed and that members of the club have access to the information.

 

Investment Club Resources
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Resources For Investment Clubs


The following links are some great resources that your investment club should take advantage of to make the most out of your investing experience:

Stock analyzer
Available from Kingsoft:
http://www.kinginet.com/
Available from NAIC:
http://www.better-investing.org/about/software/nsa.html

National Association of Investors Corporation (NAIC)
This web site has a great deal of investing information that will be a great benefit to you and your investing club.
http://www.better-investing.org/

US Securities and Exchange Commission (SEC)
This website gives you some basic information about investment club regulations.
Securities and Exchange Commission
Office of Investor Education and Assistance
450 Fifth Street, N.W.
Washington, D.C. 20549-0213
http://www.sec.gov/investor/pubs/invclub.htm

Investment Calculators
These tools can help you calculate a variety of information that includes the future value and present value of stocks.
http://www.investopedia.com/calculator/

NAIC Club Accounting Software
This piece of software is perfect for all your accounting needs.
http://www.better-investing.org/about/software/nca.html

NAIC Portfolio Record Keeper
This software will help you keep track of the information that is important to your stock portfolio.
http://www.better-investing.org/about/software/prk.html



Bivio
This is a good online source of useful information for investment clubs.
http://www.bivio.com/index.html

Investment Club Rules

Youll have the chance to determine what the minimum monthly contribution should be each month when you have your first meeting of the investment club.

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There should be a listing of material about investing that everyone should read to become more familiar with investing techniques and definitions. If your investment club hasnt decided on what brokerage to use this task will have to be delayed until a later date. Each member of the group needs to have the same goal in mind and the same methods of achieving that goal. A firm is acting as a dealer when it buys or sells a security for its own account and at its own risk and then charges the customer a markup or markdown.

Youll want to write down your mission statement and make sure that each member of the club, and any future members, has a copy of the mission statement.
This type of software will keep track of your portfolio. Reasons For Starting a Club Now that you know the thrill and excitement that investing in the stock market can bring to your life youll want to know some of the reasons why people start investment clubs. This type of a business model is much like the general partnership but it gives individual members of your investment group a bit more liability protection. The requirements for registration will be different depending on what state or province you live in.

 
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