Is Your Investment Club Interested in International Investments?
Laurie Frederiksen on
International Investing
Is your club interested in international investments?
Does your portfolio need an equity makeover?
We are pleased to have a guest speaker for the bivio March Club Meeting Meeting on March 8 at 8:30PM ET. Sharon McAllister will be joining us to discuss international investing with you. Sharon has an accounting and computer science background and has been an active investor for over 25 years. She has also been an active volunteer for several groups which provide resources and education for individual investors and investment clubs.
The United States represents 30% of the world market capitalization. If you only invest within the US you may be ignoring a world of opportunities. Broaden your investment horizons by learning about the many ways you can approach international investing. You'll learn about global trends and growth opportunities as well as special risks associated with international investments and how these same benefits and risks may impact multi-national corporations.
Sharon will be discussing:
Global trends and growth opportunities
Benefits of international exposure
Top concerns that may go bump in the night
Five ways to invest and the associated transaction costs for each of them:
US multi-nationals
Exchange Traded Funds, ETFs
Mutual Funds
American Depositary Receipts, ADRs
Foreign securities that trade on other country's exchanges
We will be announcing some very exciting news for your club within the next couple of weeks.
Want to be one of the first to hear what it is?
Make sure you and your club members have "Liked" our Facebook page.www.facebook.com/bivioWe're going to announce it there first!
Tax Preparation Presentation
Tax season is in full swing. Federal and state taxes for NJ, NY, PA, CA and CO have been released and are available for your treasurer to use by going to Accounting>Taxes
If you need any help preparing your taxes, you can find our tax presentation here: