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

Living with a bear.

On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while…

There is a lot of uncertainty in financial markets – and markets hate uncertainty.

In recent weeks, economic and financial market data have been telling different stories – and that makes it tough for…

Correction and contraction….

Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a…

The Federal Reserve’s Ice Bucket Challenge…

Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy water…

Lifestyle Newsletter

A Toast to Your Wealth…and Health

It’s a new world out there. We’ve survived a global pandemic and new opportunities await! But those new opportunities might…

A New Start

  A new year is here. And, while we’re entering the third year of a global pandemic, and still dealing…

The Rise of Burnout

As we close in on the last quarter of 2021, we’re still battling the COVID-19 pandemic – and the highly…

Did Happiness Survive the Pandemic?

For years, the well-being of a nation and its people was measured by economic productivity. However, gains or losses in…

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