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

For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain.

Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated…

Investors weren’t happy with central banks last week.

After the Federal Open Market Committee (FOMC) meeting, Federal Reserve Chair Jerome Powell confirmed the economy is recovering more quickly…

Last week, the Nasdaq Composite Index set another record.

So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which…

Stock markets in the United States retreated a bit last week.

U.S. stocks have been trending higher for months. Last week, they gave back some gains. The Nasdaq Composite dropped 3.3…

Lifestyle Newsletter

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…

The Secret Life of Data

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

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