The This Cold Is Nothing to Freeze At Issue
8 January 2014
Retreat to the Heat in Florida
Join Gerlach at The World MoneyShow
With temperatures in the Midwest going tres negatif this week, we're looking forward to joining any southeastern U.S. investment clubs and sun worshippers at The World MoneyShow, taking place Jan. 29-Feb. 1, 2014, at the Gaylord Palms and Convention Center in Kissimmee, Fla. At this prime investing event, ICLUBcentral's own Doug Gerlach will join a lineup of around 150 high-profile speakers, workshops and special events tailored for self-directed, active investors. This is a great opportunity to acquire a global market perspective, network and meet face-to-face with top investment and trading experts.
Be there on Thursday, Jan. 30, when Doug shares insights on successful investing in all markets, discussing: "Smarter Selection for Bull or Bear Markets." On Friday, Jan. 30 at 5:15 p.m., in his talk "Small-Cap Stocks for 2014 and Beyond," Gerlach will reveal the rules for small-cap stock investing as well as provide ideas for investors seeking the best small-company stocks to boost their portfolio performance in 2014.
Also in the lineup is BetterInvesting CEO Kamie Zaracki, who will talk about "The Stock Advantage" and how to identify quality companies. On Jan. 29, Zaracki will discuss the rationale for stock investing, explaining how using BetterInvesting's fundamental-based approach can yield positive results. On Feb. 1, she'll present "Invest for Success," demonstrating the commonsense approach to stock selection and how to identify quality growth companies selling at reasonable prices.
Click here for free registration.
Guaranteed Easier Returns
Time to Order Your Tax Printer Software
Who has the No. 1 tax preparation software for investment clubs? We do, right here at ICLUBcentral. This year's federal and state club Tax Printers are available for pre-order. Get ready now by setting up delivery of your club tax printers so that you won't be rushing close to the deadline.
The federal club tax printer works right from your club accounting website at myICLUB.com to generate IRS partnership tax forms. Our state tax printer produces official partnership tax forms for 14 states, also from your club accounting website.
Click here to pre-order your 2013 club Tax Printers for myICLUB.com. (Please see special note for clubs in Massachusetts, California and New Jersey.)
Users of the desktop program Club Accounting 3 can order their Tax Printers here.
As usual, subscribers to StockCentral receive significant discounts to the software.
Chapter and Verse for Book-Keeping
Let Us Help You Close the Club's Books for 2013
It's that time of year when investment clubs are getting ready to wrap up operations for 2013. ICLUBcentral's own Doug Gerlach and special guest Russell Malley recently provided a special webinar with a walk-through of the steps necessary to end the year and get ready to generate the club's 2013 tax returns. If you missed this investment club operations webinar in December, click here to catch it in our archives.
Next up: At 9 p.m. Eastern on Tuesday, Jan. 21, we'll tackle preparing annual club tax returns during our regularly scheduled investment club operations webinar. Click here to register for this and other upcoming webinars about investment club operations.
Finally, we'll offer a special Investment Club Tax Clinic webinar at 9 p.m. Eastern on Tuesday, Feb. 18. Bring your problems and questions! Click here to register.
We also cover some important technical issues for filing 2013 club taxes in The Toolshed, our community forum in StockCentral. Click here for a free 45-day trial membership to StockCentral and become part of the community.
Join Our 2014 Series of Live Webinars
Toolkit 6, Lunchtime Sessions Set for January and February
We're kicking off our series of free, live webinars for 2014 with several timely and informative presentations packed with news, information and tips. This is your chance to ask questions and get answers.
Toolkit 6 User Group, on the first Tuesday of each month at 9 p.m. Eastern, is a live webinar designed to help you get the most out of the world's most powerful investment research software. If you miss a session, you can view archives anytime. Click here to register once for all upcoming webinars. After launching our series Jan. 7, the next Toolkit 6 User Group is set for 9 p.m. Eastern on Tuesday, Feb. 6.
Tune in for our first Lunchtime Learning live webinar of the year 1:30-2:30 p.m. Eastern on Monday, Jan. 13. Get ready for an interesting and entertaining hour-long roundup of investing tips and insights. These are held on the second Monday of every month and if you miss a session, you can catch it anytime in the archives. Click here to register for Lunchtime Learning.
Learning in the World's Biggest Bulls and Bears Market
Spring to Chicago for BINC 2014
The 63rd BetterInvesting National Convention (BINC), slated for this spring in Chicago, will be an action-packed four-day event. Taking place May 15-18, 2014, BINC will bring together stock market investment pros and individual investors for a diverse set of workshops and how-to sessions, with top speakers and many networking opportunities. Plan to get the latest insights from top thinkers in the U.S investment community, with fresh tips and insights to sharpen your investing edge. Click here to get in on the Winter Special rates through the end of this month.
This year's keynote speakers include John Wasik, the award-winning author of 14 books and personal-finance columnist and blogger for Reuters. John will present the morning keynote session, "Keynes's Way to Wealth: Timeless Investment Lessons for Any Generation," in which he'll discuss how to invest like the world's most-renowned economist and explain why Keynes's methods are more relevant than ever.
Morningstar equities strategist Josh Peters, CFA, will also discuss "The Morningstar Approach to Dividends: Making Your Stocks Pay." Josh, editor of the Morningstar Dividend Investor newsletter, is a previous convention attendee and is well known to many in the community for his webinars and his book, The Ultimate Dividend Playbook. He'll examine the macro factors involved in dividend investing, Morningstar's approach for selecting the best high-yielding stocks and managing an equity portfolio for income and growth, and some of Morningstar's top stock picks for conservative, long-term investors.
TODAY'S ENTIRELY RELEVANT QUOTATION
" At this stage in the business cycle, uncertainty tends to be on the decline and confidence typically is on the rise. That causes investors to move from safer assets (cash and bonds) to ones with better returns (equities)."
— Jeffrey Saut, Raymond James