In This Issue:
Douglas Gerlach on the Road and On Demand
Douglas Gerlach, ICLUBcentral's President, regularly travels across the United States, speaking at local chapter events and national conferences. His travels will take him next to Pensacola, FL for the Emerald Coast Chapter's Annual Meeting on September 4th, and then on to Mt. Dora, Florida where he will be the Keynote speaker at the Space Coast Chapter Presidents' Luncheon and Annual Meeting on September 6th.
After his travels to the Sunshine State, Doug and the ICLUBcentral team will be at the New England BetterInvesting Regional Convention in Framingham, MA on October 3rd and 4th.
Living closer to the Pacific Ocean? Doug will be traveling near the west coast in late October and November, making stops in Denver, CO on October 25th where he will host a StockCentral User Group, or on November 21 to 22 in Bellevue, WA where ICLUBcentral will be attending the Puget Sound Ivestor's Fair.
Does your cable system carry Bloomberg On Demand? If so, don't miss Douglas Gerlach's guest spot on the Bloomberg On Demand program on "Fundamental Investing." In this segment, you will learn about different products and the basics of stock analysis and portfolio management.
Would you like to have Doug speak at your upcoming event? Send us a request with your event details and we'll see what we can arrange!
Join the Club!
By Amy Rauch Neilson
Audit. The very mention of the word causes most people to sweat. I, for one, envision a panel of IRS agents sitting at a long table in a conference room, peering at me over the tops of their reading glasses -- looking for any sign that one of the receipts I used as a write-off wasn't a legitimate business expense after all...
Relax. It's not an IRS audit that I'm talking about here, but rather, your annual Investment Club Audit -- or the one that your club should be conducting each year. You should only be sweating if you currently do not conduct an annual audit. And even if that's the case, it doesn't have to be for long, as I'm about to take you on a step-by-step journey into the not-so-scary world of investment club audits.
But don't take my word for it. Take it from someone who's been there, done that. "I've been involved in a number of club audits, for all three of my clubs," says Herb Barnett, who currently serves as one of ICLUBcentral's volunteer club accounting advisers and a member of the beta test team for Club Accounting 3 and myiclub.com. "It's not as ominous a process as the term 'audit' suggests. Basically it is a matter of the treasurer collecting particular standard reports, the official bank and brokerage statements, and organizing a couple of the club's members to cross-check the records. You don't have to have a sophisticated knowledge of accounting to do this, and the entire process usually takes only a couple of hours."
There. Feel a little better? Now, let's get down to business.
Read more...
Investor's Toolkit 5 Sale Ending
Catch the amazing deal of $109.99 ($99.99 for StockCentral members), for your copy of Investor's Toolkit 5 before the sale ends on July 31, 2008. Investor's Toolkit is the most widely used piece of software among individual investors. Whether you are new to investing or a seasoned professional, Investor Toolkit allows you to customize your settings, or not, so you can make most of your software.
Investor's Toolkit 5 features:
- Time-Tested Stock-Selecting Techniques
- Intuitive, graphical access to formas for stock analysis, including the Stock Checklist (SCL), the Stock Selection Guide (SSG), and the Stock Comparison Guide (SCG)
- Simple, speedy data import from StockCentral data feed or other data sources
- Simple, Powerful Portfolio Management
- Includes the Porfolio Evaluation and Review Technique (PERT)
- New Stock Library format allows you to view the status of all your companies at a glance
- "Requires Attention" flags and the "What do I do now?" box help keep you focused on the important issues
- A focus on learning with detailed help files on investing in general and use of this product
Order your copy today to receive a savings of $60 per copy. Order Investor's Toolkit 5 and a year of StockCentral membership for just $139.98, two products for less than the original price of Investor's Toolkit 5. Don't delay, this sale ends on July 31, 2008.
| July 23, 2008
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From our World Headquarters in the historic College House building in the heart of Cambridge's Harvard Square, we develop high-quality software products and web services for individual fundamental investors, and powerful accounting tools used by the majority of US investment clubs.
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Events Calendar:
08/08-08/10: InvestEd 2008, Charlotte, NC.
09/06: Space Coast Chapter Presidents' Luncheon & Annual Meeting; Mt. Dora, FL; Doug Gerlach, Keynote Speaker.
10/03-10/04: New England BI Regional Convention, Framingham, MA; ICLUBcentral, Exhibitor.
10/25: StockCentral User Group, Denver, CO; Doug Gerlach, Speaker.
11/21-11/22: Puget Sound Investor's Fair, Bellevue, WA; ICLUBcentral, Exhibitor.
12/6: Club Accounting Workshop, Philadelphia Area, PA; Doug Gerlach, Instructor.
Submit Your Event!
Like 7-Eleven, we're not always doing business, but we're always open -- visit the ICLUB Store and outfit yourself with the simple, yet powerful tools and services that smart investors have been using to grow their portfolios since 1989.
Got a Problem?
Support is here to help. You can reach them M-F, 9:30 AM - 6:00 PM at 877-33-iclub (877-334-2582), or use the email web form at ICLUB Support. |
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