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

How are you feeling about financial markets?

Some votes are still being counted but investors appear to be happy with the outcome of mid-term elections. Major U.S.…

Stocks recovered some ground last week and then stumbled over unemployment.

Major U.S. stock indices faltered Friday after the Bureau of Labor Statistics (BLS) reported on a popular ‘lagging’ economic indicator…

Why did the stock market fall when the economy is doing well?

The answer is that one reflects the past and the other anticipates the future. Last Friday’s advance estimate from the…

The world remains full of opportunities…

…and challenges. Although we’ve seen global markets moving in tandem in recent years, Sara Potter of FactSet pointed out, “…we’re…

Lifestyle Newsletter

Just Give Me That Countryside…

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

Are You a Subscriber?

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

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?

Fifteen years ago, a Health Services Research report described the challenges ahead for the United States as the Baby Boom…

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