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

It’s a shopping revolution!

Sometime, probably not so long ago, comedian Dave Barry wrote, “Once again, we come to the Holiday Season, a deeply…

Thanksgiving is in the air!

On Thursday, U.S. investors may find themselves giving thanks for the bull market. Year-to-date, the Standard & Poor’s 500 Index,…

The longest bull market in history showed no signs of slowing last week.

U.S. stock markets climbed higher for the sixth week straight – the longest rally in U.S. markets in two years…

Last week, major United States stock indices finished at historic highs.

According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this…

Lifestyle Newsletter

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…

Sleep: It’s More Elusive as We Get Older

If someone tells you older people need less sleep than younger people do, don’t believe it. Older Americans need about…

Just Another Member of the Family

  Bella. Coco. Charlie. Lucy. Max. No matter the name, many pets are considered to be members of the family,…

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