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

Like an unexpected gust of wind…
- by Katherine Matina

  …that blows the hat off your head or flips your umbrella inside out, last week’s stock market performance startled…

The stock market tends to be a leading economic indicator.
- by Katherine Matina

Last week offered some insight to economics and stock market behavior. The U.S. unemployment rate reached its lowest level since…

It wasn’t headline news…
- by Katherine Matina

…but, if newsprint was still popular, last week’s key economic news would have appeared below the fold. The Federal Reserve…

Did you hear the news?
- by Katherine Matina

A tech company introduced a microwave you can turn on using Wi-Fi – as long as you have one of…

Lifestyle Newsletter

Just Give Me That Countryside…
- by Katherine Matina

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

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…

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