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

It was a good week for stock markets in the United States, but there was trouble in Asia.

U.S. stock markets rallied last week. The Dow Jones Industrial Average, Standard & Poor’s 500 Index, and Nasdaq Composite all…

America is reopening, state by state.

That’s welcome news for many businesses, but we’re far from business as usual. Last week’s economic news included unemployment hitting…

The stock market is not the economy.

It’s an important point to remember when headlines marvel that U.S. stock markets are moving higher while the U.S. economy…

There are signs COVID-19 may be in retreat.

  Last week, the Centers for Disease Control reported, overall in the United States, for the week ending April 25…

Lifestyle Newsletter

Coronavirus 101: The Basics

The coronavirus, which is now officially called Coronavirus Disease 2019 (COVID-19), has received a lot of attention. Since the outbreak…

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…

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