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

The bull charged from October 2023 through March 2024. Last week, it took a breather.

Optimistic may be the best word to describe the first quarter of 2024. From the start of the year, investors…

What do dieters have in common with the Federal Reserve?

If you’ve ever dieted, you may be familiar with the weight-loss plateau. Many people experience steady progress. The bathroom scale…

The central banks have spoken.

No one expected the United States Federal Reserve to announce a rate change last week – and it didn’t. But…

Here’s the tea on stock markets and presidential elections.

Last week, a slew of headlines mentioned stock market bubbles and frothy valuations. The implication was that markets might be…

Lifestyle Newsletter

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…

The time has come to start repaying student loans.

If you’re like most people, you didn’t pay anything on your student loans since March of 2020 when the federal…

Have You Caught the Travel Bug?

If you’re catching yourself daydreaming about lazing on a beach with a good book and nothing on your to-do list…

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