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Is Your Club Headed for Trouble? Here Are the Security Types to Avoid |
10/22/2025 |
Not all investments are suitable for investment clubs.
In our October 2025 myICLUB webinar, Doug Gerlach discussed the types of securities that are best avoided by investment clubs due to complications caused by requirements of unit value accounting, demands of federal tax reporting for partnerships, or suitability for the investing objectives of typical investment clubs. Unless you want to create additional work for your treasurer at tax time or throughout the year, or pay hundreds of dollars for a professional to prepare your club's returns, here are the kinds of investments that don't work well in investment club portfolios.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
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