Articles
- Broker-Dealers vs Investment Advisors — Broker-dealers and investment advisors are obligated to operate in their clients’ best interest, but in different ways. Learn the regulatory differences and several key terms.
- Portfolio Management Checklist — Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here’s a checklist to see how your portfolio stacks up.
Websites
Guest Speaker Presentations
Below are links to files used by our guest presenters. Feel free to save/download.
- March 2026 — Protect Your Beneficiaries — Bauman Wealth Advisors
- February 2026 — Digital Currencies — Jean-Pierre Sfeir, Founder and CEO, Fact Advisors
- January 2026 — Free Financial Planning Resources — Ray Czajka, President, SCS Investment Club
- June 2025 — Investing in Hard Money Loans Using Real Estate Secured Trust Deeds — Blake Guinn, Assistant Vice President, Battle Born Capital
- May 2025 — First Half Market Recap & Second Half Outlook — Andrew Graham, CFA, Managing Partner, Jackson Square Capital
- April 2025 — Family Tree Financial Planning — Ray Czajka, Vice President, SCS Investment Club
- March 2025 — Real Estate Market Update, Outlook, and Investing Climate — Chris Piper, Agent, Elite Realty