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

The world breathed a sigh of relief last week …

…when the United States and China took a step toward a trade-war truce. Financial Times reported the United States agreed…

From trade wars to impeachment inquiries…

investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more…

They say bull markets climb a wall of worry.

Investopedia’s Will Kenton explained the idea like this: “…a bull market isn’t a peaceful place. When times are good, investors…

There’s a new theory in town.

Renowned economist Robert Shiller’s new book suggests investors may be able to predict and prepare for economic events by tracking…

Lifestyle Newsletter

The Secret Life of Data

What data about you is most important? The data that identity thieves are after – social security, credit card, and…

A Prescription for Dementia Prevention

If you’ve ever played a party game that asks you to make difficult decisions, you may have run into a…

Sleep: It’s More Elusive as We Get Older

If someone tells you older people need less sleep than younger people do, don’t believe it. Older Americans need about…

Just Another Member of the Family

  Bella. Coco. Charlie. Lucy. Max. No matter the name, many pets are considered to be members of the family,…

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