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

People love rules of thumb

Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon.…

Investors will think of the last quarter of 2018 for years to come…

…but they won’t remember it fondly. The Economist described it like this, “After a rotten October and limp November, the…

Investing during the month of December…

…was like traversing an icy mountain stream. It delivered a staggering shock to the senses that triggered the instinct to,…

Ouch!

It never feels good when the stock market heads south, and that’s what happened last week. The Standard & Poor’s…

Lifestyle Newsletter

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,…

Just Give Me That Countryside…

Remember the television classic, Green Acres? Eddie Albert, who portrayed a New York City lawyer, and Eva Gabor, who portrayed…

Are You a Subscriber?

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

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

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