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

How high will they go?

Just as the market anticipated, the Federal Reserve Open Market Committee (FOMC) chose not to raise interest rates last week.…

Adding new ingredients to the economic blender.

The performance of United States economy in 2023 has been as unexpected as a lentil-avocado-cinnamon smoothie – a tasty surprise.…

All the work, work, work.

2023 has been a remarkable year so far. It has, “confounded economists, humbled forecasters, and rewarded investors. Despite a rapid…

Lowering inflation.

If you’ve ever waited in traffic while the center section of a bridge lifts to allow ships and sailboats to…

VIEW ALL WEEKLY COMMENTARIES

Lifestyle Newsletter

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…

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…

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