News & Articles

"Retirement & The Tax Man" (Christi Powell - February 29, 2024)

"Tinker to Evers to Chance (aka Triple Play)" (Avi Horwitz and Mark Mechenbier - October 30, 2023)

"Don’t Stay Tied Up At The Dock - Let’s Get Our Sea Legs!" (Fred Rhamy Jr - August 30, 2023)

"ROE, ROE, ROE to Float Your Boat Return on Equity (ROE)" (Ron Mauer - June 29, 2023)

"Preferred Procedure Simplified " (Avi Horwitz - January 30, 2023)

"Finding Hidden Gems- Continued" (Mary Enright, Avi Horwitz, Tim Janneck - November 30, 2022)

"Finding Hidden Gems" (David Lenig, Diane Gillit, Candace Baker - August 31, 2022)

"In Search of Hidden Gems" (Dan Harter, Dori Raser, Barry Detloff - March 30, 2022)

"What's Wrong With This Picture" (Barry Detloff - September 30, 2021)

"First Cut is the Deepest" (Lynn Treffry – August 31, 2021)

Handout / First Cut Stock Study Report (SBUX) / Stock Selection Guide (SSG) Guidelines for Beginners / First Cut Stock Study Report Template

"Diff'rent Strokes for Diff'rent Folks" (Panel: Kim Butcher, Mary Enright, Mike Torbenson - June 29, 2021)

"How Can I Be Sure" (Cy Lynch - April 29, 2021)

"The Years Keep Rolling By" (Avi Horwitz - November 30, 2020)

Handout-1 / Handout-2 / Handout-3 / Bonus (Additional Information) / Q&A Handout

"Ch-Ch-Ch-Changes" (Avi Horwitz - October 26, 2020)

"Preferred Procedure Simplified" (Avi Horwitz - July 20, 2020)

"Why the Tortoise Sometimes Wins" (Avi Horwitz - June 29, 2020)