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 rate cut stars are aligning.

For the last year, borrowing costs in the United States have remained relatively high as the U.S. Federal Reserve (Fed)…

Will deflation continue?

In May, Pew Research asked Americans about the biggest problems facing our nation. The top three answers were: Inflation; The…

Despite some volatility, stock markets have been buoyant in 2024.

Enthusiasm for artificial intelligence (AI), optimism about inflation, and expectations that the United States Federal Reserve (Fed) will begin to…

Some good news and some volatility.

Last week was a mixed bag as investors weighed positive economic news against concerns that stock prices for some chipmakers…

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Lifestyle Newsletter

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…

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…

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