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, vaccine optimism immunized investors against signs of economic weakness.

In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and collective economic behavior.…

The U.S. economy is like a semi-trailer truck.

No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60…

Vaccine can be a powerful word.

It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole…

It’s said markets hate uncertainty, but that wasn’t the case last week.

Despite tremendous uncertainty about the outcome of the United States election, major domestic and international stock indices moved higher and…

Lifestyle Newsletter

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…

Do You Know What Your Smartphone Can Do?

Since 2011, the number of Americans owning smartphones has increased from 35 percent to 81 percent, although there remains a…

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