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.....a personal e-site

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Analyze Ann Rpt. --Mfg
Analyze Ann. Rpt.--Banks
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Class Handouts & Information
 
This page contains handout materials used in the classroom. They are normally PDF files, which require Adobe Acrobat -- a free tool. If you don't have it on your computer click on the "Recommended Reading" icon at the left of this page. Download instructions are found there.

If you have questions or comments, send an e-mail.

BELOW ARE HANDOUTS FOR VARIOUS CLASSES --and-- INFORMATION ARTICLES 
The purpose of making the materials available is to enable clubs to use them for education purposes.  Some of these files are large so be patient when downloading them.  Click on the title to download the file.   Some presentations have reference articles associated with them. 
 Article on Reverse Mortgages  If you or someone you know is considering a reverse mortgage this is a must read article.  It's full of advice and contact information.
 Successful Investing 101 (three session presentation--long)

And, click here to download the two articles on Mutual Funds referred to in the Investing 101 presentation.  To download the Quick Analysis form used in the presentation, click here. (You'll be taken to another page on this site.)

Analyzing the Annual Report  black/white handout - suitable for printing

Follow Your Stocks SSG Judgment-step by step
Click here to download the article on which the presentation is based
How 'I' Evaluate a Company  This is the handout for the Webinar given April 7th at ICLUBCentral. To watch the 60 minute presentation click here.  Download the handout  and use it to follow along with the presentation.  Also download the list of URLs (Internet addresses) for the analysis software you're using--Toolkit, Stock Analyst or Classic.  How to install and use the addresses is part of the presentation.
 Handy URLs for the SSG  Also download the appropriate file below for the software you use.
Click here to download the Internet address file (URL) for Toolkit
Click here to download the Internet address (URL) file for Stock Analyst and Classic
 The Past & Future of Investing -- software & the internet