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

Last week, major U.S. indices posted strong gains.

That’s welcome news, but the drivers behind share price appreciation appear to have little to do with company fundamentals. Fourth…

Prepare yourself.

There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of…

Markets hunkered down last week.

News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe…

The new trade deals are here!

The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was…

Lifestyle Newsletter

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…

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…

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