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 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…

It was a nerve-wracking week.

Iran fired 22 ballistic missiles at the Ain Al Asad air base near western Iraq and a second base in…

About face!

2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500…

2019 will be a hard act to follow.

Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock…

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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