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

All investors are consumers, but not all consumers are investors.
- by Katherine Matina

The September installment of University of Michigan’s Consumer Sentiment Survey reported Americans are feeling pretty optimistic. Consumer sentiment rose to…

Remember: Volatility is normal.
- by Katherine Matina

Major U.S. stock market indices climbed into record territory during August. They gave back some gains last week. Peter Wells…

Where is Our Country’s Biggest Export Market?
- by Katherine Matina

Markets were fired up last week after the United States and Mexico agreed on new trade rules. The Standard &…

Tick, Tock.
- by Katherine Matina

Not everybody loves meetings and even fewer enjoy reading the minutes, but investors make an exception with the Federal Reserve.…

Lifestyle Newsletter

Are You a Subscriber?
- by Katherine Matina

In the olden days, the word ‘subscription’ typically was applied to just magazines and newspapers. Today, that’s not the case.…

Life in the Future
- by Katherine Matina

Technology is a life changer. GPS has improved interpersonal relations by eliminating arguments about asking for directions. Apps for car…

Are We Ready for the Baby Boom Retirement?
- by Katherine Matina

Fifteen years ago, a Health Services Research report described the challenges ahead for the United States as the Baby Boom…

College is Coming – Have You Started Saving Yet?
- by Katherine Matina

How times change!  In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just…

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