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

Last week, as COVID-19 vaccination efforts continued…

…there was speculation about stock market corrections and asset bubbles. On Sunday morning, Bloomberg reported 63 million doses of the…

Investors were rocked by economic data showing the economy hit the brakes hard in December.

Last week, major U.S. stock indices decelerated as investors gaped at the economic damage caused by the rising number of…

The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets.

Last week, investors weighed the violent disruption of America’s 2020 presidential election process against the outcome of the Senate runoff…

Last week was the cherry on top of a turbulent year for investors.

After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved higher. The Washington Post…

Lifestyle Newsletter

Vaccines May Take Us Back to the Good Old Days

Around the globe, scientists have been working to develop treatments and vaccines for the coronavirus. Normally, vaccine development takes a…

Pandemic Etiquette

To say that life has changed dramatically since COVID-19 arrived is an understatement. During shelter-in-place periods, people stayed at home,…

Coping with Pandemic Stress

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF)…

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…

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