«Everything You Need for Successful Lifelong Investing Congratulations on Taking an Important Step Toward A Better Financial Future Who We Are. Since ...»
Everything You Need for
Successful Lifelong Investing
Congratulations on Taking
an Important Step Toward
A Better Financial Future
Who We Are...
Since 1951, BetterInvesting has helped over 5 million people become
better, more informed investors. Based on our proven, time-tested,
investing philosophy and stock selection methodology, BetterInvesting’s
mission is to provide a program of in-depth investment education,
powerful online tools, sound, unbiased investment information and unparalleled member support that helps create successful lifelong investors.
Financial Independence Is Within Reach BetterInvesting’s core belief is that investing expertise can be learned and effectively applied by virtually anyone. Investment education is the key to making smarter investment choices to achieve long-term financial goals. Each of us has the opportunity and means to take ownership of our own financial futures.
Whether you’re experienced or just starting out, looking to invest in stocks on your own or as part of an investment club, BetterInvesting offers a sound investing philosophy, a time-tested stock selection methodology and the information, education, tools and support you need to build and maintain a profitable portfolio of growth companies.
BetterInvesting — everything you need to become a Better Investor.
Learning BetterInvesting’s time-tested approach to stock investing may be the most important benefit of becoming a BetterInvesting member.
PAGE 2 MEMBERSHIP INQUIRY BROCHUREBetterInvesting’s Four Investing Principles and Stock Selection Methodology BetterInvesting’s Four Investment Principles The BetterInvesting philosophy is built on four investment principles — an approach that has withstood the tests of time, market fluctuation and economic change.
1 Invest Regularly 2 Reinvest Earnings, Dividends and Profits 3 Invest in Quality Growth Stocks and Funds 4 Diversify By consistently applying these simple but powerful principles, you can build a portfolio that will help you reach your own personal financial goals.
BetterInvesting’s Stock Selection Methodology Once you’ve committed to building your portfolio using BetterInvesting’s Four Investment Principles, the next step is to analyze potential investments using BetterInvesting’s stock selection methodology.
BetterInvesting’s Online Stock Selection Guide (SSG) is the centerpiece of BetterInvesting’s stock selection methodology.
It’s also the single-most important tool to BetterInvesting members. And for good reason: Millions of investors who thought they’d never know enough to choose their own investments have learned to do exactly that with the help of the SSG.
MEMBERSHIP INQUIRY BROCHURE PAGE 3Whether you’re juststarting out or are an experienced investor, the Online Stock Selection Guide gives you a basic framework for analyzing individual
stocks consistent with BetterInvesting’s proven investment philosophy:
finding quality growth companies at reasonable prices. The SSG walks you through the process of evaluating a company’s management and financial performance, enabling you to construct a price range within which you would determine if the stock is a good buy. The CoreSSG is included with a Core membership and the SSGPlus is included with a Plus membership.
All of our member benefits and resources are designed to help you become expert at applying the BetterInvesting principles and stock selection methodology. Take time to thoroughly review and understand BetterInvesting’s approach to investing.
A Guide to Member Benefits Member Benefits Overview As a BetterInvesting member, you will have access to a large and growing inventory of exceptional member benefits: exclusive investor information, in-depth investment education, online stock selection tools and resources, access to valuable member discounts, a nationwide network of experienced and committed volunteers, an active, involved online community and unparalleled member support.
The information in this Guide to Member Benefits provides a detailed description of the many benefits available to members. This guide is
organized under six key topics:
1 In-Depth Investment Education From live, online and archived webinars, learning events and OnDemand courses to our comprehensive Getting Started curriculum, BetterInvesting offers learning opportunities for investors at every level.
3 Exclusive Investor Information BetterInvesting provides a wealth of investor information in a variety of formats. Our member-only website is a critical communication channel. BetterInvesting Magazine and our newsletters, blogs and social media all provide additional sources of important information.
4 Our Dynamic Investor Community As a BetterInvesting member, you will be part of a large and dynamic investor community: a nationwide network of trained and dedicated chapter volunteers, thousands of local investment clubs and an active online member community, plus opportunities to attend local, regional and national events.
5 Unparalleled Member Support In addition to the wealth of information available on our member only website, and our extensive library of frequently asked questions, highly trained and knowledgeable member services representatives are eager to assist you with any questions you might have regarding benefits, tools, resources, events — anything you might need help with.
6 Member Discounts and Special Benefits BetterInvesting offers our members special discounts on a variety of products and services.
MEMBERSHIP INQUIRY BROCHURE PAGE 5Live and Self-Paced Investor Education BetterInvesting’s mission is to provide a program of in-depth investment education, powerful online tools, sound, unbiased investment information and unparalleled member support that helps create successful lifelong investors. As a BetterInvesting member, you’ll have access to an in-depth and growing catalog of learning opportunities for both beginning and experienced investors. You can learn to invest on your schedule through convenient online courses or participate in live webinars presented by skilled BetterInvesting educators. From basic principles for investing success to advanced techniques for investment analysis, BetterInvesting’s investor education programs make it easy to learn and apply the BetterInvesting stock selection methodology to help you become a successful lifelong investor.
Start With Getting Started With Stocks Online Curriculum BetterInvesting’s education team has prepared a multipart overview to teach you how to get started investing in stocks using the BetterInvesting principles and stock selection methodology. Topics include: Why We Invest, How We Invest, Getting to Know the Stock Selection Guide, Using BetterInvesting’s Online Tools and Finding More Resources.
First Cut Stock Studies One of our most popular programs, First Cut stock studies are created by members for members using the BetterInvesting stock selection methodology to discuss a company’s growth prospects and investment potential. As a BetterInvesting member, you’ll receive new studies every two weeks sent directly to your email inbox. You also have access to the First Cut library of over 200 previously completed stock profiles. First Cut is a great way to check your decisions and
PAGE 6 MEMBERSHIP INQUIRY BROCHURElearn how to objectively judge a stock’s future performance or to just get ideas for more companies to study.
TickerTalk TickerTalk is a monthly online program that provides essential information to help you become a more confident, informed investor. Short educational segments and multiple panelists are featured each month. Every session includes Five in Five, a regular feature in which the panelists offer up several stock ideas that may be worthy of further study.
StockUp StockUp presents a variety of important investing topics in a fun and informative format. Each session offers you a unique perspective on investing topics designed to improve your ability to conduct a stock analysis, manage a portfolio, make sell decisions and more.
Archives of Stock Studies and TickerTalk Webinars As a BetterInvesting member, you’ll also have access to the complete library of archived Online Stock Studies, First Cut stock studies and TickerTalk webinars.
Additional Educational Webinars and Learning Events — Live and OnDemand In addition to the Getting Started curriculum, First Cut, TickerTalk and StockUp webinars, BetterInvesting members can access a variety of additional live and online webinars, learning events and OnDemand courses.
Join Now or Sample Our Resources at www.BetterInvesting.org/InvestBetterOpenHouse at No Cost or Obligation
MEMBERSHIP INQUIRY BROCHURE PAGE 7BetterInvesting’s Powerful Online Tools for Research and Analysis BetterInvesting’s suite of powerful online tools makes it easy to find, analyze and compare quality growth stocks.
Online Stock Selection Guide (SSG) The Online Stock Selection Guide is the centerpiece of BetterInvesting’s stock selection methodology. Whether you’re just starting out or are an experienced investor, the Stock Selection Guide gives you a basic framework for analyzing individual stocks consistent with BetterInvesting’s proven investment philosophy: finding quality growth companies at reasonable prices. The Stock Selection Guide walks you through the process of evaluating a company’s management and financial performance, enabling you to choose stocks that fit your investment objectives.
(Included with Core and Plus Memberships) The CoreSSG presents concepts of the stock selection methodology in an easy-to-use, step-by-step format for the beginning investor.
To access a trial version of the CoreSSG visit:
VERSION(Included with Plus Memberships) The SSGPlus uses a two-page, SSG-form based view for the more experienced user of the Stock Selection Guide. The SSGPlus features faster performance, easier study searches and more screening options while still allowing access to the easy to use, step-by-step format of the CoreSSG.
VERSIONWe’re committed to continuous improvement of BetterInvesting’s online tools to help you optimize your stock study process. BetterInvesting online tools are completely cloud-based, with no software to download ever and they work great on mobile and tablet devices.
StockComparisonGuide (SCG) The Stock Comparison Guide (CoreSCG or PlusSCG) allows you to compare stock studies generated by either the CoreSSG or SSGPlus to help you make even more-informed investment decisions.
24/7 Access to Equity Data BetterInvesting provides you full-time access to ten years of company financial data and stock prices that work seamlessly with BetterInvesting online tools and endorsed third-party products.
Join Now or Sample Our Resources at www.BetterInvesting.org/InvestBetterOpenHouse at No Cost or Obligation
MEMBERSHIP INQUIRY BROCHURE PAGE 9Exclusive Investor Information BetterInvesting is dedicated to keeping members up to date on all the latest investment information, education, online tools and resources, chapter information, events, market and company news through a variety of venues.
Take a Tour of the BetterInvesting Website The BetterInvesting website contains too much information for a complete description here, so we highly recommend that you watch a complete tour of the website available as a webinar on YouTube — A Guide To
Your BetterInvesting Member Benefits: Tour of the BetterInvesting Website:
www.betterinvesting.org/websitetourvideo. You can also download an accompanying handout: www.betterinvesting.org/websitetourhandout.