Resources

Stay abreast of important and current financial matters.

Commentaries, Newsletters and More…

Through the various resources listed on this page, you have the opportunity to stay abreast of important personal financial topics. The most popular resource our clients enjoy is our Weekly Market Commentary that is sent via e-mail every Monday. If you would like to subscribe to our commentaries or newsletters, please signup using the form below.

Weekly Market Commentary

The United States set some records last week.

First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just…

The coronavirus (COVID-19) continued to spread across the United States last week.

On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases and 41…

Last week was one for the history books.

Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases…

Last week, market volatility reached levels that make many investors uncomfortable.

On Monday, the Dow Jones Industrial Average surged higher, delivering its biggest one-day point gain in history. The catalyst may…

Lifestyle Newsletter

Coronavirus 101: The Basics

The coronavirus, which is now officially called Coronavirus Disease 2019 (COVID-19), has received a lot of attention. Since the outbreak…

Do You Know What Your Smartphone Can Do?

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a…

The Secret Life of Data

What data about you is most important? The data that identity thieves are after – social security, credit card, and…

A Prescription for Dementia Prevention

If you’ve ever played a party game that asks you to make difficult decisions, you may have run into a…

Subscribe

If you would like to get our weekly newsletter then please enter your information below.

Select list(s):