Thursday, May 14, 2009

Investment Club Meeting: May

Laptops hummin', worksheets in hand, calculators ready; first stop Yahoo Finance!

Last night my women's investment club met for our monthly meeting and it was a working meeting. After diner and our regular meeting, one of our founding members lead an introduction workshop on stock research and study for our newest members. Our club has come up with our own set of criteria for choosing a stock. Our club is registered with the National Association of Investment Clubs (NAIC) and we do following Better Investing's stock study model for the most part. Over the years our club ha been visited by several guest speakers on the subject of stock study and our club has our own personality around stock research. Last night we focused on researching stocks that pay dividends.

We discussed our last reading assignment: Suze Orman's 2009 Action Plan. I wrote a book review and you can read it here on my blog, if you are interested. We chose another book to read. It is called The Whole Kitt and Caboodle: A Painless Journey to Investment Enlightenment, by Susan Laubach.

I took on the role of retreat coordinator and I will be planning our next investment retreat. Also our newest member ha taken on the role of Community Outreach Coordinator - she is going to find an avenue for us to volunteer a day to help women and or children is some capacity before the year-end.

It was a very productive meeting! There is much to do over the several weeks and I am feeling very enthusiastic about all of it! ... what a nice way to feel when it comes to money and investing -- I love it!

Make it a great day!
Jules
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Saturday, May 9, 2009

Personal Finance From the Inside Out

Do you realize that more than 85% of the households in this country are run by women? Yet where did we learn to do this? Slowly over the last 40 years, men have turned this job over to the women!

This class is a lot of fun ... we take a closer look at the household income and expenses; Like my friend Ahnalisa says, "Cash in and cash out, it is like the breathe of the household".

CLASS BEGINS: Thurday, May 21, 2009 6:30pm to 8:30pm
  • In this class, we take a look at our attitudes around money and ask our selves what financial freedom means to us.
  • We take a look at how simple, or not as difficult as it may seem, to achieve financial freedom.
  • We learn some simple guidelines for how to set up a budget and follow the budget.
  • We learn some goal setting and list what needs to happen to obtain those goals.
  • Journaling happens!
  • W e take a Money Personality Test; get to know your personality around money.
  • Learn to start thinking about how you can invest and empower yourself around money! ... and more!
If you live local in the Monterey Bay area and want to sign up, please email me directly at: jewleyd@comcast.net I will eventually teach this course over the internet, so keep in touch if you are interested!

Cheers,
Julie
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Meet Copia

In Roman mythology, Copia is the Goddess of Abundance. Her name means ‘abundance’. In addition it means ‘plenty’, ‘wealth’, ‘opportunity’ and ‘resources’. She carries a cornu copia overflowing with the fruits of harvest and wealth. “The Horn of Plenty”; a magical goat’s horn the gives everything anyone desires. It is important to mention that Copia is often associated with Fortuna, the Roman Goddess of Fortune, Luck and Fate.

But I did not purposefully name this blog after Copia. I was looking for a word that described a life of truth and integrity. I like the word authentic; Authentic Life. But it appears that many others on the internet like that word too. I also like the word intelligent; Intelligent Life. But John Tesh uses the phrase “Intelligent Life” on his radio shows. Then came the word copious; Copious Life.

Copious

Pronunciation:

\kō-pē-əs\

Function:

adjective

Etymology:

14th century Middle English, from Latin copiosus, from copia abundance, from co- + ops wealth

Synonyms:

Ample; abundant; plentiful; plenteous; opulent; rich; full; exuberant; overflowing; full.

Definition:

1 a: yielding something abundantly; a copious harvest, copious springs. b: plentiful in number; copious references to other writers.

2 a: full of thought, information, or matter b: profuse or exuberant in words, expression, or style; a copious talker.

3: present in large quantity: taking place on a large scale; copious weeping, copious food and drink.


Well, okay so this word will do. I know I want plenty of what ever it is I desire in my life; money, healthy, patience, joy etc., … So I’ll sign up and create a copious life!

When pronounced, copious sounds very similar to Copia’s. After researching and discovering a linguistic connection these two words have, I thought Copia was quite nifty! Since this blog is about money and I think women (mostly) will read this blog, I gave Copia a purse (because most women can relate to having a purse) instead of a goat’s horn.

So there you have it. That is who Copia is. Hopefully she resonates inside each of us.

Cheers to a life of abundance – A Copious Life!