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

As Maxwell Smart used to say…
- by Katherine Matina

Missed it by THAT much! After a rocky start, the Standard & Poor’s 500 Index came within 1 percent of…

Let’s talk Turkey!
- by Katherine Matina

So, how did a country that represents just about 1.4 percent of the world’s economy spark a global selloff? Turkey…

$100 billion over 10 years.
- by Katherine Matina

Capital gains tax reform comes with a big price tag: $100 billion over 10 years. A capital gain is any…

Is it a sugar rush or something more sustainable?
- by Dana Short

Economic growth in the United States was strong during the second quarter. Gross domestic product (GDP), which is the value…

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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