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

They did it.

The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song,…

More money managers are feeling less bullish…

…but you sure couldn’t tell by the performance of U.S. stock markets last week. So far, 2019 has been a…

Last week was like an overstuffed suitcase …

…that busts open on the baggage carousel. A lot was unpacked in a surprising and disorderly fashion. There was some…

The world breathed a sigh of relief last week …

…when the United States and China took a step toward a trade-war truce. Financial Times reported the United States agreed…

Lifestyle Newsletter

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…

Just Another Member of the Family

  Bella. Coco. Charlie. Lucy. Max. No matter the name, many pets are considered to be members of the family,…

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