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

There was a lot to celebrate last week!

The Standard & Poor’s 500 Index closed above 5,800 for the first time—and that’s not all. The Dow Jones Industrial…

Living the realities of risk and reward.

Asset allocation is important because it helps investors manage the risk and rewards of investing. In general, investments have different…

The S&P 500 Index hit a new all-time high last week.

The S&P 500 has had quite a year. Despite a sharp downturn in August when investor confidence was ruffled by…

Rates moved lower and stocks moved higher.

In 2022, the United States Federal Reserve (Fed) began raising interest rates as it battled high rates of inflation. That…

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Lifestyle Newsletter

What a Rate Cut Means for You

After a few years of news about interest rate hikes, we finally have some news of an interest rate cut.…

Prioritizing Retirement Planning

We all have different values, needs and priorities. And in order to engage in successful retirement planning, we need to…

Keep Everybody Informed with a Family Summit

Most wealth leaves families by the second generation, according to Nasdaq.1 And of the $84 trillion in assets that are…

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…

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