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

“It’s hard to be a contrarian for very long these days …

…because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last week. We’ve certainly seen a shift…

Bullish or Bearish?

After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset…

It’s being called the “Goldilocks” report.

Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate dropped…

It’s finally over.

2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous…

Lifestyle Newsletter

Care For Your Greatest Asset

If you’re a gym-goer, you likely notice the uptick in people working out at your gym in this first month…

Who Needs Resolutions?

As you near the end of the year, you might already be thinking of New Year’s Resolutions. But we know…

To Give is To Receive

Adam Grant notes in his book, Give and Take: Why Helping Others Drives Our Success, that people who can be…

A Toast to Your Wealth…and Health

It’s a new world out there. We’ve survived a global pandemic and new opportunities await! But those new opportunities might…

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