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’s a three-ring circus!

For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while elephants, clowns and trapeze artists…

Investors aren’t happy, but stocks are up.

If you ever participated in a fantasy football league, you may have experienced a run on a position during your…

Brace yourself! The debt ceiling standoff continues.

Consumers aren’t optimistic. The Consumer Sentiment Index fell to a six-month low in May, dropping 9.1 percent month-to-month. Participants in…

The labor market just keeps growing…and growing…

Last week, the April employment report for the United States arrived. It showed that unemployment dropped to the lowest level…

VIEW ALL WEEKLY COMMENTARIES

Lifestyle Newsletter

What is Your First Money Memory?

Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple…

Care For Your Greatest Asset

If you’re a gym-goer, you likely notice the uptick in people working out at your gym in this first month…

Who Needs Resolutions?

As you near the end of the year, you might already be thinking of New Year’s Resolutions. But we know…

To Give is To Receive

Adam Grant notes in his book, Give and Take: Why Helping Others Drives Our Success, that people who can be…

VIEW ALL WEEKLY COMMENTARIES

Subscribe

If you would like to get our weekly newsletter then please enter your information below.

Select list(s):