Skip to main content

Document Category: Handouts

Document Title File Name Document Date Operations
2024 ETF MF List - 2/23 2024 ETF MF list Feb 23.pdf 02/26/2024
Annuities Annuities.pdf 11/15/2023
Bond Definitions Bond definitions.pdf 01/30/2012
Bond Presentation Information Additional Information on Bond Presentation.pdf 01/30/2012
Building your Stock Decision Making Process BUILDING YOUR STOCK DECISION MAKING PROCESS.pdf 06/15/2023
Care Binders Sample Reports Booklet - 2011 Care binders Sample Reports Booklet - 2011.pdf 06/16/2011
Commodities Commodities.pdf 03/10/2023
Cryptocurrencies: A Guide to Getting Started Getting_Started_Cryptocurrency - World Economic Forum.pdf 05/31/2022
Cybersecurity Cybersecurity pdf.pdf 04/10/2024
Diversification or Concentrataion Diversification or concentration.pdf 07/17/2023
Diversification or Concentrataion Diversification or concentration 2.pdf 09/21/2023
Dr Jabber's Presentation on November 12th Anthem Financial Club_12 Nov 2014_0.pdf 11/13/2014
Earnings Reports - what to learn Earnings Reports - what to learn.pdf 11/16/2023
ETF MF List March 2024 ETF MF 2024.pdf 03/28/2024
ETF's: Helping You Understand ETF's ETF primer from FINRA.pdf 04/13/2022
Excel ETF List Excel ETF List.pdf 02/12/2023
Fixed Income Fixed Income pdf.pdf 02/12/2023
Foreign Currency Exchange Foreign Currency Exchange pdf.pdf 12/05/2023
Green Investing GREEN INVESTING March 2023.pdf 03/17/2023
Growth stock shopping list 2024 sca growth shopping list 2024 2.pdf 02/17/2024
Homeowners Policies Homeowners Policies pdf.pdf 02/12/2023
How to Invest in Treasuries Treasury Debt November 9, 2022.pdf 11/09/2022
How to Purchase Treasury Debt How to purchase Treasury Debt pdf.pdf 11/09/2022
Income ETFs and REITs Income ETFs and REITs.pdf 09/28/2023
Income Stock shopping list 2024 sca income shopping list 2024.pdf 02/17/2024
Income Tax changes for 2024 Income Tax changes for 2024.pdf 12/13/2023
Information for Investors Information for Investors.pdf 07/29/2023
IRA Conversion to Roth - RMDs MANAGING YOUR IRAS - PRESENTATION TOPICS.pdf 03/08/2023
MF ETF Option Income Primer MF ETF Option Income Primer.pdf 11/17/2022
MF ETF Types oF Buy Sell Orders MF ETF Types of Buy Sell Orders.pdf 11/17/2022
MF- ETF Fear, Greed, Emotion in the Market - SCOTT Fear Greed Emotion in Markets.pdf 09/30/2022
MF-ETF - Best of Breed Handout - Scott SCA September 2022 ETF meeting.pdf 09/30/2022
MF-ETF - Dividend Analysis Handout - from Bruce Dividend Analysis Apr 19 2022 BRUCE.pdf 04/21/2022
MF-ETF - Mutual Fund & ETF Presentation - Dave Mutual Fund and ETF Presentation.pdf 04/29/2022
MF-ETF- Indices tracking of portfolio performance MF-ETF-Indices tracking of portfolio performance.pdf 06/22/2022
MF-ETF-Risk/volatility SCA RISK.pdf 05/24/2022
Mutual Fund Example Mutual Fund Example.pdf 01/30/2012
Nifty Fifty's for the 20's part 2 NIFTY FIFTY FOR THE 20s part 2.pdf 05/18/2023
No Load Fund X Risk Assessment NoLoadFundX Risk Assessment.pdf 01/30/2012
Original Medicare vs Medcare Advantage Original Medicare vs Medicare Advantage.pdf 10/09/2023
Private Market Investing Private Market investing.pdf 02/14/2024
Quantitative Analysis Quantitative Analysis pdf.pdf 10/25/2023
REIT Listing spreadsheet 2024 REITs - listing Mar 2024.pdf 03/15/2024
REITS 2024 REITs Mar 2024pdf.pdf 03/15/2024
Russell Profile Questionnaire Russell Profile Questionaire.pdf 01/30/2012
S and P History and Significance pdf 2 Sp 500 history and significance pdf_0.pdf 02/23/2023
Sample Financial Plan Sample Financial Plan - 2.pdf 01/30/2012
SCA Cycle Investing SCA Cycle investing.pdf 02/12/2023
Stock - Dividend Growth Stocks - from Scott dividend growth april21 - Scott.pdf 04/21/2022
Stock - Preferred stock Stock - Preferred Stocks.pdf 05/18/2022
Stock - SCA Buying Growth Stocks Stocks - SCA BUYING GROWTH STOCKS.pdf 06/16/2022
Stock - Stock Primer from Scott stock primer from club -r2.pdf 04/16/2022
Stock - Top 20 Indicators - Part 1 Stock - Top 20 Indicators - Part 1.pdf 07/20/2022
Stock market highs and lows pdf Stock market highs and lows pdf.pdf 04/28/2023
Stock Performance Tracker Stock Performance Tracker.pdf 03/31/2023
Stock Shopping List October 23 Update Stock SHOPPING LIST oct 2023 update.pdf 10/19/2023
Stocks Shopping List Stocks Shopping List.pdf 04/20/2023
Suddenly Single Discussion Paper 2022 edition of discussion paper -R3.pdf 09/19/2022
Taxes 2024 and Roth Taxes 2024 and Roth pdf.pdf 12/05/2023
The AI Stack THE AI STACK (1) April 2024.pdf 04/18/2024
The Nifty Fifty for the 20's Best Ideas for Growth Stocks The Nifty Fifty for the 20's Best Ideas for Growth Stocks.pdf 05/17/2023
Travel Information Compendium Travel Information Compendium.pdf 07/12/2023
Using Risk Management to Build a Portfolio Using Risk Management to Build a Portfolio pdf.pdf 02/12/2023
Wall Street Platitudes Wall Street Platitudes.pdf 06/25/2023
Websites for Investors Informational Websites for Investors -2_0.pdf 01/30/2012
What to do With My Cash WHAT TO DO WITH MY CASH.pdf 05/27/2023
Yields for CDs Yields for CDs etc.pdf 01/30/2012