1. Introduction to BetterInvesting Portfolio Manager Software Matt Willms, President, QUANT IX SOFTWARE, Inc. Developers of BetterInvesting Portfolio Manager 2. Disclaimer…

Slide 1Seminar Number 287 Balancing Taxable and Non-Taxable Portfolios Matthew K. Willms, President QUANT IX SOFTWARE, Inc. Developers of the BetterInvesting Portfolio Manager…

Slide 1Seminar 219 Concentrated Positions in Your Portfolio – The Elephant in the Room The Elephant in the Room Matt Willms, QUANT IX SOFTWARE Slide 2 BETTERINVESTING NATIONAL…

Slide 1Classes-To-Go Watch List for Clubs or Individuals Sensible Method to Stay in the Market Sandra F. Barlow BIVA Board Director Slide 2 BETTERINVESTING NATIONAL CONVENTION…

Slide 1 CLASSES TO GO! Small Cap Pros and Cons Arlene Skaggs BIVA Board Director Slide 2 BETTERINVESTING NATIONAL CONVENTION Disclaimer The information in this presentation…

Slide 1 CLASSES TO GO Compound Growth Rates and Yield Jim Thomas National Volunteer Slide 2 BETTERINVESTING NATIONAL CONVENTION Disclaimer The information in this presentation…

Slide 1 CLASSES TO GO! 2B or Not 2B: Return on Equity Ronald Bruyn, MBA BIVAB Associate Director Slide 2 BETTERINVESTING NATIONAL CONVENTION Disclaimer The information in…

Slide 1 Classes-To-Go Taking a Closer Look at Management Section 2A of the Stock Selection Guide Gretchen Hurt Director, BIVA Board Slide 2 BETTERINVESTING NATIONAL CONVENTION…

Slide 1 Classes-To-Go What is a P/E Ratio and Why Should I Care? Allen Holdsworth Illowa Buy States Chapter BIVA Board Director Slide 2 BETTERINVESTING NATIONAL CONVENTION…

CLASSES TO GO Capitalization Gretchen Hurt BIVA Board Director BETTERINVESTING NATIONAL CONVENTION Disclaimer The information in this presentation is for educational purposes…