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University Of Kentucky 4-h Investment Club

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Getting an Investment Club Started - Mission Statement Youll want to come up with an appropriate mission statement for your investment club. Take time to have meetings that discuss just what each member knows about investing and what they want to learn about the process. htmInvestment Calculators These tools can help you calculate a variety of information that includes the future value and present value of stocks.

 

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Educational Program

When your investment club is just starting out youll want to find educational material that is going to give all the members an overview of how investing works.

As time passes, and members become more experienced and knowledgeable about investing, youll want to increase the intensity of your educational program.

No matter where you are in the level of education material that youre looking at youll want to have a definite plan about what you want to learn.

Start out slow with your educational program and build up. Take time to have meetings that discuss just what each member knows about investing and what they want to learn about the process.

Keep lists of what people want to learn so that youve always got ideas for educational programs in the future.

There may be times when you want to ask a guest speaker to your meetings to give you first hand experience of the investing world. This is a great way to get information that you can actively use in your own investment club.

Experienced investors can give you an overview of their own investing guidelines and advice.

In the long run this can give your club some great new ideas of how to invest your monthly contributions. And the more ideas that you have the more investment incentives youll have.

Karen Gretchen Boston Fidelity Investments

Take your time when deciding what broker youre finally going to use.

Fidelity Investments Institutional Operation Co
Combined investment money. Because the money in spread out among a group of members the room for huge personal loss doesnt exist. This is so that each member, whether or not they are an elected officer, feels that they are a part of the entire investment club. Common interest of the stock market. The Thrill of Investing Investing in the stock market is a fun and exciting way to learn more about financing and more about investing your money successfully. Vice president.

Your club will have to take a vote and decide what is in the interest of the majority.
This type of software will keep track of your portfolio. Stock analyzer. The secretary is responsible for keeping the minutes of each meeting.

 
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