BUILD WEALTH WITH BETTERINVESTING. Member resources, tools and support

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1 BUILD WEALTH WITH BETTERINVESTING Member resources, tools and support

Successful Investing Starts Here... As a nonprofit, volunteer-based, member-driven organization, BetterInvesting exists for one purpose: to help members become successful long-term investors.

2 Successful Investing Starts Here... As a nonprofit, volunteer-based, member-driven organization, BetterInvesting exists for one purpose: to help members become successful long-term investors. That singular focus has inspired a rich array of empowering resources, tools and support that members use to build a better, more secure financial future. Explore the BetterInvesting Advantage Be part of the community of investors who are learning, sharing, growing and enjoying the benefits of BetterInvesting membership every day. 1. Review the member benefits summarized on these pages. 2. Check out the resources available at www. b e t t e r i n v e s t i n g. o r g. 3. Complete the online new-member registration process. 4. Begin today to invest in yourself!

3 The Road to Building We a l t h Enduring success is built on a strong foundation. BetterInvesting s four investing principles provide the foundation that enables members to achieve exceptional returns in the stock market. Putting these principles to work for every member is the goal of BetterInvesting, and is the purpose of every program, tool and resource offered to our members. The Four Principles 1. Invest regularly. You can begin by investing as little as $25, $50 or $100 a month. As your resources grow, your monthly investment can grow. The important thing is to invest on a set schedule over time. 2. Reinvest earnings, dividends and profits. If a stock pays dividends, reinvest them to buy more shares. If you sell a stock, apply the proceeds to another investment. 3. Invest in quality growth stocks and mutual funds. With the right growth stocks and equity mutual funds, you can achieve goals like doubling your money every five years with an acceptable amount of risk. 4. D i v e r s i f y. A balanced portfolio includes companies of various sizes from different industry segments and mutual funds from various categories. This kind of diversification helps reduce risk and broaden investment opportunity.

4 B e t t e r I n v e s t i n g. o r g Online investing courses, webinars and stock studies are conducted by skilled BetterInvesting volunteer educators. These offerings empower you to learn to invest successfully on your own schedule, at your own pace. C l u b s Members convene to learn, share investing experiences and help each other become more successful investors. At club meetings usually held monthly members can pool their investment dollars, review studies of stocks presented by club members and select one or more stocks to buy, based on BetterInvesting s proven investing methodology. The BetterInvesting Community Advantage Member benefits start with the BetterInvesting community men, women and young adults who draw on group strength and sharing to become better, more successful investors. Members participate in the BetterInvesting community through: C h a p t e r s Local chapters are staffed by experienced volunteers who provide expertise, support and educational programs to help members nationwide become successful long-term investors. Special Events Conferences for investment education on a regional and national scale bring BetterInvesting members together for investment education, knowledge sharing and member networking.

Education: Setting the Stage for Success Knowledge is the great equalizer. With it, BetterInvesting members are empowered to make informed, insightful investment decisions.

Members are taken step-by-step through the BetterInvesting stock and mutual fund selection process.

5 Education: Setting the Stage for Success Knowledge is the great equalizer. With it, BetterInvesting members are empowered to make informed, insightful investment decisions. This is why education has remained the bedrock of BetterInvesting membership since Available learning opportunities include: Self-Guided Courses Learn on your schedule. Members are taken step-by-step through the BetterInvesting stock and mutual fund selection process. Offering choices for both beginning and experienced investors, these online courses make learning at all levels easier and more convenient. Online Stock Study Series These online seminars are conducted by skilled BetterInvesting volunteer educators and feature step-by-step analysis of candidate companies using the Stock Selection Guide. First Cut A list of quality growth companies and completed stock studies prepared by BetterInvesting members for BetterInvesting members provides an excellent compilation of potential stock investment candidates. BetterInvesting Magazine The highly acclaimed BetterInvesting Magazine is an authoritative monthly collection of investment news, stock analysis, personal finance articles, company reviews, educational features and more. An online edition brings this unique and timely content to any computer with Internet access. Workshops and Seminars BetterInvesting chapters nationwide sponsor face-to-face seminars and other learning opportunities based on proven investing principles. These local, regional and online events help members learn highly effective wealth-building techniques in a hands-on, collaborative setting. P u r s u i t s e - N e w s l e t t e r This monthly e-newsletter written specifically for members explores ideas and articles to enhance the investing experience. A broad range of content covers investing and financial issues applicable to club operations and member lifestyle topics. Book Series These authoritative handbooks provide a wealth of effective investing and portfolio management guidance, as well as informative insights from knowledgeable investment professionals.

6 Investing Tools: For Achieving Exceptional Returns Better tools mean better results. A host of unique, time-saving tools help members make the most of investment opportunities. Stock Selection To o l s The Stock Selection Guide has always been the centerpiece of BetterInvesting s stock analysis philosophy. Our online stock analysis tools offer a quick and easy way to apply the Stock Selection Guide and identify, analyze and compare quality growth stocks. Powered by data on over 6,000 stocks, these tools are included as a benefit of membership. Available 24/7 from any PC or Mac with Internet access, updates are automatic, with no software to buy or install ever. Cut data gathering and analysis time down to minutes. Automatically compare a stock s performance with peer and industry averages. Quickly assess a stock s Buy, Sell or Hold status. Getting Started Curriculum Introduces proven BetterInvesting principles and provides interactive step-by-step instructions explaining both the online stock and mutual fund analysis tools in great detail. Mutual Fund To o l s The same ease of use and advanced technology that drives the Stock Selection Guide and Stock Comparison Guide is put to work for mutual funds. Powered by a data feed on over 20,000 funds including exchange-traded funds and included as a benefit of membership, this online tool makes mutual fund selection faster and easier than you ever thought possible. Instantly collect and organize key fund data. Compare mutual funds to each other and their benchmarks. Quickly find funds that meet your performance criteria. Track key fund performance and management indicators over time. Investing Software A variety of time-saving, easy-to-use desktop software covers virtually all aspects of stock analysis, portfolio management and club accounting. Online Brokerage Service BetterInvesting provides convenient low-cost, online investing while simplifying d o l l a r-cost averaging, dividend reinvestment and diversification.

Increase Your Investing Power Start by Investing in Yo u r s e l f Discover the BetterInvesting advantage. Complete the online new-member registration process at w w w. b e t t e r i n v e s t i n g.

7 Increase Your Investing Power Start by Investing in Yo u r s e l f Discover the BetterInvesting advantage. Complete the online new-member registration process at w w w. b e t t e r i n v e s t i n g. o rg, today! Membership $ / Year or $7.95/Month (C redit Card Required, Automatic Renewal) Members receive: Educational resources including online Stock Selection Guide, Stock Comparison Guide, mutual fund analysis tools and ongoing investment webinars Industry-leading stock and mutual fund data services BetterInvesting Magazine (print and digital formats) Access to unique member-only website resources (selected stock studies, stock study webcasts, investing courses, robust discussion forums and more) Access to free stock purchase plans through partners Discounts on software, books, magazines, newsletters, events Free monthly BetterInvesting newsletters Discounts at OfficeMax stores and other retailers nationwide Preferred rates on money markets, credit cards and CDs Access to the wisdom of the financially savvy BetterInvesting community through chapters and clubs Interested in Starting a Club? Forming an investment club is a great way to multiply the benefits of your BetterInvesting membership. Club membership is an excellent way to stay focused, gain experience and accelerate investment learning as you work together to become successful investors. Advantages of the club experience: E d u c a t i o n : the ongoing accumulation of investment know-how is at the heart of every successful club. C o m m u n i t y : your club will be a great place to share the work, the knowledge and the fun with people whose company you enjoy. Buying Power: through a shared portfolio, club members are able to invest in stocks that an individual may not be able to afford and build diversified holdings quickly. Safety in Numbers: like having lots of friends with flashlights to help light the way, you won t have to go it alone. Call a Member Service Representative toll-free at to find out more about starting a club of your own. Questions? Visit w w w. b e t t e r i n v e s t i n g. o rg or call Member Services toll-free at

8 NONPROFIT VOLUNTEER-BASED MEMBER-DRIVEN WEST 13 MILE ROAD, MADISON HEIGHTS, MI TOLL FREE: TEL: FAX:

Your Guide to Schwab.com. How to make the most of Schwab s online client center.

Your Guide to Schwab.com. How to make the most of Schwab s online client center. Your Guide to Schwab.com How to make the most of Schwab s online client center. Welcome to Schwab.com With the Schwab.com client center, it s easier than ever to access all your accounts as well as our