In This Issue:
StockCentral's Portfolio Tracker, Stock Tips, and More
Doug Gerlach's new Lunchtime Learning Webinars are proving to be intellectually stimulating as well as educational — and Doug has been handing out stock ideas like candy at Halloween!
In his March 2013 webinar, Doug discussed the recent record high reached by the Dow Jones Industrial Average, presented a recent pick of both the Investor Advisory Service and the SmallCap Informer, and reviewed a book (and a movie) about the 2008 banking crisis.
If that wasn't enough, he also demonstrated the powerful features of the portfolio tracker at StockCentral.com, with its Take Stock color-coded alerts.
If you can't join Doug on the second Monday of the month at 1:30 pm ET, don't miss the video archive available here. A handout is available in the Attachment tab below the video as well.
Sign up today and don't miss another Lunchtime Learning Webinar!
Show Me the Money: Tallying Up Unrealized Gains When A Member Departs
by Russell Malley,
ICLUBcentral Club Accounting Adviser
Banks and brokerage firms had until Feb. 15, 2013, to deliver last year's year-end statements and tax documents, so you should be in a position now to close your year-end books and generate your tax forms. Remember: you must complete and remit your tax filings to the IRS and to your state (if it requires them) before April 15, 2013!
Some investment clubs have faced the need to manage unrealized gains and undistributed earnings on the balance sheet report when a member leaves. This line comprises two items: A) unrealized gain and B) undistributed earnings. Here are the keys to this process. Read more …
ICLUBcentral's Doug Gerlach at The MoneyShow Las Vegas
ICLUBcentral's own Doug Gerlach will gather with investing experts at The MoneyShow in Las Vegas, which will be May 13-16 in Caesar's Palace. Gerlach will meet investors at the BetterInvesting/ICLUBcentral booth in the Exhibit Hall. Visit The MoneyShow Las Vegas website to register.
Doug will be presenting workshops on small-cap stock investing, Toolkit 6, and other topics at the event, and he will be available in the exhibit hall in the BetterInvesting/ICLUBcentral booth. BetterInvesting and ICLUBcentral CEO Kamie Zaracki will also be there to present a workshop titled Empowering Individual Investors, in which she'll discuss the keys to successful fundamental stock selection. Be sure to stop by the booth to say hello!
We look forward to seeing you there, so register today!
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March 27, 2013
We're ICLUBcentral Inc.
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.
Address:
711 W. 13 Mile Rd, Suite 900
Madison Heights, MI 48071
ICLUB Links:
ICLUBinsider Past Issues
Start A Club
myICLUB.com
Investor Advisory Service
myStockProspector.com
Mutual Fund Informer
Small Cap Informer
myStockPortfolio.com
Events Calendar:
Webinars led by Doug Gerlach:
First Tuesday of each Month: Toolkit 6 User Group
Second Monday of each Month: Lunchtime Learning
Third Tuesday of each Month:
New Investment Club Orientation
Doug Gerlach will also be speaking at the following events:
Apr. 20, 2013: Kansas City BetterInvesting Investor Workshop
May 18, 2013 – Space Coast BetterInvesting Chapter Education Day, Lake Mary, FL
June 7-9, 2013 – InvestEd 2013, Wichita, KS
September 20-22, 2013 – BetterInvesting National Convention, Pittsburgh, PA
November 15-17, 2013 – AAII National Convention, Orlando, FL
Submit Your Event!
Like 7-Eleven, we're not always doing business, but we're always open — go to 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 e-mail web form at ICLUB Support.
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