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

Here’s the tea on stock markets and presidential elections.

Last week, a slew of headlines mentioned stock market bubbles and frothy valuations. The implication was that markets might be…

The week got off to a good start…

In testimony before House and Senate committees, Federal Reserve (Fed) Chair Jerome Powell noted that prices had been falling and…

The bull market is alive and well.

“We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. “The gains can keep coming, driven by an economy…

Optimism abounds!

Enthusiasm for everything related to artificial intelligence (AI) drove a global stock market rally last week. Equity markets in the…

Lifestyle Newsletter

The Most Important New Year’s Resolution

The start of a New Year usually inspires people to make resolutions. In fact, Forbes reports that around 44 percent…

The time has come to start repaying student loans.

If you’re like most people, you didn’t pay anything on your student loans since March of 2020 when the federal…

Have You Caught the Travel Bug?

If you’re catching yourself daydreaming about lazing on a beach with a good book and nothing on your to-do list…

What is Your First Money Memory?

Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple…

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