Club Handouts

Craig Witt provided the following handouts to view or download as a PDF. Additional speakers are noted below. Handouts are listed in order of the date the topics were presented.

A survey to determine interest in which topics to cover. Click here.

Stock Market 101. Click here.  

How Bonds are Born. Click here.

Stock Market 101 Part II: Dividends and Preferred Stock. Click here.

Returns, Risks and Asset Allocation. Click here.

Guest Speaker: My Approach to Investing by Ray Dotson. Click here. Please note: this is Ray Dotson’s experience and his approach to investing. It is not intended to be advice for specific investments for you. Please review additional disclaimers by clicking here.

Understanding Investment Costs. Click here. 

Guest Speaker: Noel Metcalfe presents of overview of Closed-End Funds (CEFs) and Exchange-Traded Funds (ETFs). Click here.

Economic Indicators and Their Impact on the Market. Click here.

Useful Investment Websites. Click here.

Guest Speaker: Marie Daly - Medicare 2024 IRMAA Brackets_Amounts and How to Forecast for Retirement. Click here. [Note there is a link for the rest of the article.]  Taxes: Your Questions Answered. Click here.

Tools for Picking Stocks. Click here.

Can You Beat the Market? Click here.

Guest Speaker: Frank Boucher - Investments and Your Financial Plan. Five elements of a financial plan and how they should work together, how to structure investments with financial goals and risk management tools and lead a discussion of Financial Planners: how they are paid and how to find one for you. Click here.

Marcia Stein: Five Wishes for Advanced Care Planning. Click here.

Craig Witt: Annuities, what they are and the pros and cons of investing in them. Click here. Annuities in Retirement (Fisher). Click here.

Investopedia:  Game Instructions for Investment Club Think of it as a practice game for choosing and tracking investment vehicles over time. We will use the Investopedia site to create a simulator portfolio for our group. This site provides virtual “money” so you are not investing real cash. If you are competitive or just want to see how your choices perform, please join us. For instructions: click here. We're running this game from 1/29 through 5/12 discussing results May 13, 2025.