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

Students of financial markets may have noted a historically unusual event last week.

On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the Standard & Poor’s (S&P)…

It’s a contrarian’s dream come true.

Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying.…

It’s not a black diamond ski run yet…

…but the yield curve for U.S. Treasuries is steeper than it has been in a while. A yield curve is…

They say people watching the same event often see different things.

That seems to have been the case last week when share prices of a few companies experienced tremendous volatility. Some…

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…

Subscribe

If you would like to get our weekly newsletter then please enter your information below.

Select list(s):